2026-07-15T08:44:20-05:00 2025-08-31 333709623 COHNREZNICK ADVISORY LLC 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2024-09-01 542052195 TRUSTED CHOICE INC TRUS 7036834422 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 EUGENE S COCKE CFO 7036834422 2026-07-14 1 1 DANIEL O'SHEA P00957510 3016529100 2026-07-14 2024 2025-03-06 01:10:19Z CHARLES E SYMINGTON JR 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 3967828 0 X WWW.TRUSTEDCHOICE.COM X 2001 DE TRUSTED CHOICE IS A UNIFYING BRAND CREATED TO HELP EDUCATE CONSUMERS ABOUT THE BENEFITS OF USING AN INDEPENDENT INSURANCE AGENT OR BROKER WHEN BUYING INSURANCE. 9 8 0 9 0 0 100000 0 4201955 3942093 12816 20220 0 5515 4314771 3967828 527363 423720 0 0 1065668 1040177 0 0 0 1914310 1133018 3507341 2596915 807430 1370913 3581469 5167882 1248276 1463776 2333193 3704106 TRUSTED CHOICE IS A UNIFYING BRAND CREATED TO HELP EDUCATE CONSUMERS ABOUT THE BENEFITS OF USING AN INDEPENDENT INSURANCE AGENT OR BROKER WHEN BUYING INSURANCE. 0 0 TRUSTED CHOICE IS THE NATIONAL MARKETING BRAND CREATED EXCLUSIVELY FOR BIG "I" MEMBERS TO HELP CONSUMERS UNDERSTAND THE VALUE THAT AN INDEPENDENT AGENT OFFERS. THIS IS NOT A MARKET ACCESS PROGRAM, BUT A BRAND THAT IS DESIGNED TO HIGHLIGHT THE STRENGTHS OF INDEPENDENT INSURANCE AGENTS: CHOICE, CUSTOMIZATION, AND ADVOCACY. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X EUGENE S COCKE 7036834422 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 APRIL GOODIN DIRECTOR 1.00 0.00 X 0 0 0 BRAD GREER DIRECTOR 1.00 1.00 X 0 0 0 CHARLES SYMINGTON PRESIDENT 9.00 51.00 X X 163855 928512 61155 DREW HIGGINBOTHOM DIRECTOR 1.00 1.00 X 0 0 0 GEORGE DALY CHAIR 1.00 1.00 X 0 0 0 JARED BURKHART DIRECTOR 1.00 0.00 X 0 0 0 JEFF SCHLITT DIRECTOR 1.00 1.00 X 0 0 0 MATT SIMON DIRECTOR 1.00 0.00 X 0 0 0 MIKE BARRETT DIRECTOR 1.00 1.00 X 0 0 0 EUGENE S COCKE TREASURER 3.00 47.00 X 22780 356881 52973 KEVIN BRANDT VICE PRESIDENT 33.00 22.00 X 162975 108650 38235 SCOTT D KNEELAND CHIEF COUNSEL/SECRETARY 3.00 49.00 X 16236 265191 46369 ARUMUGAN PILLAI VP, IT 1.00 39.00 X 5246 169605 52309 371092 1828839 251041 2 1 1 0 CONSUMER AGENT PORTAL LLC 6066 SHINGLE CREEK PKWY PMB 1182 BROOKLYN CENTER MN 55430 ADVERTISING/MARKETING 133333 1 MEMBERSHIP DUES 900099 3942093 3942093 3942093 20220 20220 5515 5515 3967828 3942093 0 25735 423720 717521 70119 196500 56037 446032 8205 409578 11272 113943 1181 50218 29922 5037 14488 RESEARCH & DEVELOPMENT 27106 VIDEO PRODUCTION 8434 SECURITY/DOMAIN MAINT. 5606 1996 2596915 3117108 5144910 9926 3458 176129 13407 33273 27166 11144 6107 267162 0 3581469 5167882 397019 499655 851257 943573 0 20548 1248276 1463776 X 2333193 3704106 2333193 3704106 3581469 5167882 1370913 0 X 0 1 X 1 0 0 1 0 33273 27166 6107 6107 DUE TO AFFILIATES 20548 20548 X PART X, LINE 2: TRUSTED CHOICE IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT PURPOSE ACTIVITIES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. TAX YEARS PRIOR TO 2021 ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL AND THE APPLICABLE TAXING AUTHORITIES. 1 INDEPENDENT INSURANCE AGENTS & BROKERS OF CALIFORNIA 9528 MIRAMAR RD 1142 SAN DIEGO CA 92126 943215814 501(C)(6) 20000 0 ADVERTISING INDEPENDENT INSURANCE AGENTS OF NJ 2211 WHITEHORSE MERCERVILLE ROAD TRENTON NJ 08619 221151205 501(C)(6) 58539 0 ADVERTISING INDEPENDENT INSURANCE AGENTS OF NORTH CAROLINA INC 101 WESTON OAKS COURT CARY NC 27513 560340370 501(C)(6) 60000 0 ADVERTISING INDEPENDENT INSURANCE AGENTS OF NEBRASKA 8231 NORTHWOODS DRIVE SUITE B LINCOLN NE 68505 470248193 501(C)(6) 41400 0 ADVERTISING INDEPENDENT INSURANCE AGENTS OF OKLAHOMA PO BOX 13490 OKLAHOMA CITY OK 73113 731392293 501(C)(6) 11667 0 ADVERTISING INDEPENDENT INSURANCE AGENTS OF RHODE ISLAND 2400 POST ROAD WARWICK RI 02886 056010265 501(C)(6) 60000 0 ADVERTISING INDEPENDENT INSURANCE AGENTS OF SOUTH DAKOTA 305 ISLAND DR FT PIERRE SD 57532 466013413 501(C)(6) 30000 0 ADVERTISING MAINE INSURANCE AGENTS ASSOCIATION 17 CARRIAGE LANE HALLOWELL ME 04347 010219810 501(C)(6) 45000 0 ADVERTISING MASSACHUSETTS ASSOCIATION OF INSURANCE AGENTS INC 91 CEDAR STREET MILFORD MA 01757 043172159 501(C)(6) 60000 0 ADVERTISING INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 135665571 501(C)(6) 42386 0 GENERAL SUPPORT 0 10 PART I, LINE 2: FOR STATE ASSOCIATIONS, ONCE A GRANT HAS BEEN APPROVED, THE GRANTEE MUST SUBMIT DOCUMENTATION TO TRUSTED CHOICE AS TO THE USE OF THE FUNDS FOR THE INTENDED PURPOSE. FOR MAKE-A-WISH FOUNDATION, GRANTS ARE FOR GENERAL SUPPORT AND NO MONITORING IS NECESSARY OTHER THAN RECEIVING THE ACKNOWLEDGMENT OF THE DONATION FROM THE CHARITY. 0 0 0 CHARLES SYMINGTON PRESIDENT 141001 799006 22500 127500 354 2006 4797 27181 4377 24800 173029 980493 0 0 EUGENE S COCKE TREASURER 22660 355001 120 1880 0 0 1919 30059 1260 19735 25959 406675 0 0 SCOTT D KNEELAND CHIEF COUNSEL/SECRETARY 15573 254354 663 10837 0 0 1609 26274 1067 17419 18912 308884 0 0 KEVIN BRANDT VICE PRESIDENT 114603 76402 48372 32248 0 0 16013 10675 6928 4619 185916 123944 0 0 ARUMUGAN PILLAI VP, IT 5246 169605 0 0 0 0 959 22173 875 28302 7080 220080 0 0 PART I, LINE 3: THE PRESIDENTS COMPENSATION WAS DETERMINED BY THE RELATED ORGANIZATION INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA. FORM 990, PART VI, SECTION A, LINE 6 TRUSTED CHOICE IS 100% OWNED BY INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA. FORM 990, PART VI, SECTION A, LINE 7A INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA HAS THE POWER TO ELECT, APPOINT, AND/OR REMOVE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED LINE BY LINE BY THE DIRECTOR OF FINANCE AND CHIEF FINANCIAL OFFICER OF THE PARENT CORPORATION, INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS COMPLETED AND SIGNED ANNUALLY BY ALL OFFICERS AND EMPLOYEES. COPIES ARE KEPT ON FILE WITH THE LEGAL DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 15A THE EMPLOYMENT CONTRACT FOR THE CEO WAS RENEWED AFTER AN INDEPENDENT REVIEW BY AN OUTSIDE FIRM, AS WELL AS THE EXECUTIVE COMMITTEE OF IIABA. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE TRUSTED CHOICE FORM 990 ARE MADE AVAILABLE UPON REQUEST. COPIES OF TRUSTED CHOICE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS ON THE WEBSITE. INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 135665571 TRADE ASSOCIATION NY 501(C)(6) N/A N/A 0 IIAA EDUCATIONAL FOUNDATION 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 510152307 CHARITY NY 501(C)(3) LINE 12B, II IIABA 0 IIABA PAC 20 F STREET NW SUITE 610 WASHINGTON DC 20001 237427151 LOBBYING NY 527 N/A IIABA 0 BIG I ADVANTAGE 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 200706318 INSURANCE AGENCY DE N/A C 0 IIAA MEMBERSHIP SERVICES INC 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 133211869 PUBLISHING VA N/A C 0 IIAA AGENCY ADMINISTRATIVE SVCS INC 127 SOUTH PEYTON ST ALEXANDRIA VA 22314 541719430 INSURANCE AGENCY VA N/A C 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0