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Nonprofit · EIN 13-5665571

INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC

Tax-exempt · ALEXANDRIA, VA 22314

Financials

$11.9M$13M2022$12.4M$11.8M2023$13M$11.8M2024
Revenue Expenses · by fiscal year end
Financials of INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$13,000,080$11,810,932$1,189,148$30,511,178$2,314,499$28,196,679
August 31, 2024990$12,370,266$11,815,869$554,397$29,254,425$2,620,928$26,633,497
August 31, 2023990$11,907,811$12,988,717-$1,080,906$28,779,460$3,462,559$25,316,901
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$9,626,012
Investment income
$908,928
Royalties
$1,787,667
Net rental income
$376,632
Net gain from sales of assets
$540,542
Other revenue
$2,465,140

Expenses

Grants and similar amounts paid
$32,000
Compensation of officers, directors and key employees
$2,969,613
Other salaries and wages
$1,832,874
Salaries, compensation and benefits (total)
$6,368,058
Professional fundraising fees
$0
Legal fees
$81,009
Occupancy
$920,995
Travel
$553,037
Depreciation
$277,635

Balance sheet and other

Total assets, start of year
$29,254,425
Total assets, end of year
$30,511,178
Total liabilities, end of year
$2,314,499
Net assets, end of year
$28,196,679
Land, buildings and equipment
$3,289,671
Publicly traded securities
$11,293,295
Net assets without donor restrictions
$28,196,679
Gross receipts
$13,829,722
Employees
95
Volunteers
100
Year formed
1896
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHARLES E SYMINGTON JRPRESIDENT & CEO
Officer
24$436,947$655,420$61,155
MARK S WOLFPRESIDENT OF BIA
Key employee
3$22,531$428,084$52,973
EUGENE S COCKECFO
Officer
30$227,797$151,864$52,973
NATHAN M RIEDELVP, POLITICAL AFFAIRS
Key employee
50$342,359$0$33,437
SCOTT D KNEELANDCHIEF COUNSEL
Officer
40$216,482$64,945$46,369
KEVIN R BRANDTEXECUTIVE DIRECTOR OF TC
Highest-paid employee
22$108,650$162,975$38,235
ARUMUGAN PILLAIVP, IT
Highest-paid employee
39$104,911$69,940$52,309
RAAED AWWAD HADDADDIR. OF FEDERAL GOVT AFFAIRS
Highest-paid employee
45$194,660$0$29,712
AIMEE R BRANHAMVICE PRESIDENT - BIG I ADVANTAGE
Highest-paid employee
0$0$195,802$21,341
AMANDA B JURATOVICPROFESSIONAL LIABILITY VP
Highest-paid employee
0$0$187,990$9,787
MICHAEL MCBRIDEFORMER CHAIR
Former
5$37,055$0$0
TODD JACKSONCHAIR
Trustee or director, Officer
5$29,283$0$0
ANGELA RIPLEYCHAIR ELECT
Trustee or director, Officer
5$8,500$0$0
ANDY SIEGELDIRECTOR
Trustee or director
1$0$0$0
BRAD GREERDIRECTOR
Trustee or director
1$0$0$0
50 more people on this return
NameTitleHours / weekCompensation
BRAD JACKSONDIRECTOR
Trustee or director
1$0
BRAD WILSONDIRECTOR
Trustee or director
1$0
CHAD BJUGANDIRECTOR
Trustee or director
1$0
CHIP ATKINSDIRECTOR
Trustee or director
1$0
CHRIS FLOYDDIRECTOR
Trustee or director
1$0
CHRISTOPHER RUSHDIRECTOR
Trustee or director
1$0
DAVID CUMMARDDIRECTOR
Trustee or director
1$0
DIANA HORNUNG HANBYDIRECTOR
Trustee or director
1$0
DOUG MAYHEWDIRECTOR
Trustee or director
1$0
DREW HIGGINBOTHOMDIRECTOR
Trustee or director
1$0
GEORGE DALYDIRECTOR
Trustee or director
1$0
GLEN DAVISDIRECTOR
Trustee or director
1$0
HEATHER FORTNERDIRECTOR
Trustee or director
1$0
JAMES TYRINDIRECTOR
Trustee or director
1$0
JANA FOSTERDIRECTOR
Trustee or director
1$0
JARED BLACKWOODDIRECTOR
Trustee or director
1$0
JAY TAYLORDIRECTOR
Trustee or director
1$0
JEFF MORRISDIRECTOR
Trustee or director
1$0
JEFF SCHLITTDIRECTOR
Trustee or director
1$0
JERRY FORDDIRECTOR
Trustee or director
1$0
JESSE KONOLDDIRECTOR
Trustee or director
1$0
JILL ROTHDIRECTOR
Trustee or director
1$0
JIM MURPHREEDIRECTOR
Trustee or director
1$0
JO ERIN STUTEVILLEDIRECTOR
Trustee or director
1$0
JOHN MCINTURFF IIIDIRECTOR
Trustee or director
1$0
JOHNNY BECKMANNDIRECTOR
Trustee or director
1$0
KARL STEDMANDIRECTOR
Trustee or director
1$0
LEO PAQUINDIRECTOR
Trustee or director
1$0
LORI REEDDIRECTOR
Trustee or director
1$0
MARK MONROEDIRECTOR
Trustee or director
1$0
MARY PURSELLDIRECTOR
Trustee or director
1$0
MATT WOODDIRECTOR
Trustee or director
1$0
MICHAEL BARRETTDIRECTOR
Trustee or director
1$0
MICHAEL MCCARRONDIRECTOR
Trustee or director
1$0
MICHELLE O'CONNORDIRECTOR
Trustee or director
1$0
NANCY NICKLOWDIRECTOR
Trustee or director
1$0
NICK ARNOLDYDIRECTOR
Trustee or director
1$0
PATRICK HOWARDDIRECTOR
Trustee or director
1$0
ROBERT NITSCHEDIRECTOR
Trustee or director
1$0
RON BRUNELLDIRECTOR
Trustee or director
1$0
SCOTT GRAYDIRECTOR
Trustee or director
1$0
SCOTT MCBRIDEDIRECTOR
Trustee or director
1$0
STEPHEN SMELLEYDIRECTOR
Trustee or director
1$0
STEVE MADSENDIRECTOR
Trustee or director
1$0
TERRI DODRILLDIRECTOR
Trustee or director
1$0
TODD ANDERSONDIRECTOR
Trustee or director
1$0
TOM CHAMBERLINDIRECTOR
Trustee or director
1$0
WENDY TAPLEYDIRECTOR
Trustee or director
1$0
WILLIAM BISHOPDIRECTOR
Trustee or director
1$0
GREG SANDROCKVICE CHAIR
Officer
5$0
990 for the year ended August 31, 2024: 65 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
CHARLES E SYMINGTON JRSENIOR VP, GOVT AFFAIRS
Key employee
21.25$352,179$642,066$58,522
ROBERT A RUSBULDTCEO (UNTIL 08/31/2023)
Former
25$611,534$386,840$45,508
MARK S WOLFPRESIDENT OF BIA
Key employee
2.75$22,828$433,720$50,817
EUGENE S COCKECFO
Officer
22$158,280$201,446$50,818
NATHAN M RIEDELVP, POLITICAL AFFAIRS
Highest-paid employee
50$285,880$0$56,722
SCOTT D KNEELANDCHIEF COUNSEL
Officer
42$196,314$60,764$43,339
KEVIN R BRANDTEXECUTIVE DIRECTOR OF TC
Highest-paid employee
22$95,006$142,507$33,940
AMANDA B JURATOVICPROFESSIONAL LIABILITY VP
Key employee
0$0$176,491$55,722
ELIZABETH D MONTGOMERYVP, COMPANY RELATIONS
Highest-paid employee
50$178,761$0$27,651
RAAED AWWAD HADDADDIR. OF FEDERAL GOVT AFFAIRS
Highest-paid employee
45$178,588$0$15,789
AIMEE R BRANHAMVICE PRESIDENT - BIG I ADVANTAGE
Highest-paid employee
0$0$177,577$16,665
MICHAEL MCBRIDECHAIR
Trustee or director, Officer
5$35,528$0$0
JOHN R COSTELLOFORMER CHAIR
Trustee or director, Officer
5$32,276$0$0
ANDY SIEGELDIRECTOR
Trustee or director
1$0$0$0
ASHLEY BRADYDIRECTOR
Trustee or director
1$0$0$0
BOBBY SALMONDIRECTOR
Trustee or director
1$0$0$0
BRAD GREERDIRECTOR
Trustee or director
1$0$0$0
BRAD JACKSONDIRECTOR
Trustee or director
1$0$0$0
BRAD WILSONDIRECTOR
Trustee or director
1$0$0$0
BRETT SCHULTHEISDIRECTOR
Trustee or director
1$0$0$0
BRYAN CLINKSCALESDIRECTOR
Trustee or director
1$0$0$0
CHAD BJUGANDIRECTOR
Trustee or director
1$0$0$0
CHRIS FLOYDDIRECTOR
Trustee or director
1$0$0$0
CINDY HOWERDIRECTOR
Trustee or director
1$0$0$0
DAN MAGUIREDIRECTOR
Trustee or director
1$0$0$0
DAVID CUMMARDDIRECTOR
Trustee or director
1$0$0$0
DEBRA SCHILZDIRECTOR
Trustee or director
1$0$0$0
DIANA HORNUNG HANBYDIRECTOR
Trustee or director
1$0$0$0
DOUG MAYHEWDIRECTOR
Trustee or director
1$0$0$0
GEORGE CHIP ATKINS IIIDIRECTOR
Trustee or director
1$0$0$0
GEORGE DALYDIRECTOR
Trustee or director
1$0$0$0
GERALD FORD IIIDIRECTOR
Trustee or director
1$0$0$0
GLEN DAVISDIRECTOR
Trustee or director
1$0$0$0
HEATHER FORTNERDIRECTOR
Trustee or director
1$0$0$0
JL JOHNNY BECKMANDIRECTOR
Trustee or director
1$0$0$0
JANA FOSTERDIRECTOR
Trustee or director
1$0$0$0
JARED BLACKWOODDIRECTOR
Trustee or director
1$0$0$0
JEFF MORRISDIRECTOR
Trustee or director
1$0$0$0
JEFF SCHLITTDIRECTOR
Trustee or director
1$0$0$0
JIM MURPHREEDIRECTOR
Trustee or director
1$0$0$0
JOHN MCINTURFF IIIDIRECTOR
Trustee or director
1$0$0$0
KARL STEDMANDIRECTOR
Trustee or director
1$0$0$0
LORI REEDDIRECTOR
Trustee or director
1$0$0$0
MARK MONROEDIRECTOR
Trustee or director
1$0$0$0
MATT WOODDIRECTOR
Trustee or director
1$0$0$0
MELISSA GATTODIRECTOR
Trustee or director
1$0$0$0
MICHAEL BARRETTDIRECTOR
Trustee or director
1$0$0$0
MICHAEL FUNKHOUSERDIRECTOR
Trustee or director
1$0$0$0
MICHAEL MCCARRONDIRECTOR
Trustee or director
1$0$0$0
NANCY NICKLOWDIRECTOR
Trustee or director
1$0$0$0
PATRICK HOWARDDIRECTOR
Trustee or director
1$0$0$0
REID HIGASHIDIRECTOR
Trustee or director
1$0$0$0
ROBERT NITSCHEDIRECTOR
Trustee or director
1$0$0$0
RON BRUNELLDIRECTOR
Trustee or director
1$0$0$0
ROSS JOHNSONDIRECTOR
Trustee or director
1$0$0$0
SCOTT GRAYDIRECTOR
Trustee or director
1$0$0$0
SCOTT MCBRIDEDIRECTOR
Trustee or director
1$0$0$0
STEPHEN SMELLEYDIRECTOR
Trustee or director
1$0$0$0
STEVE LEITCHDIRECTOR
Trustee or director
1$0$0$0
STEVE MADSENDIRECTOR
Trustee or director
1$0$0$0
TODD JACKSONCHAIR-ELECT
Trustee or director, Officer
5$0$0$0
TOM CHAMBERLINDIRECTOR
Trustee or director
1$0$0$0
WENDY TAPLEYDIRECTOR
Trustee or director
1$0$0$0
WILL INFANTINEDIRECTOR
Trustee or director
1$0$0$0
WILLIAM BISHOPDIRECTOR
Trustee or director
1$0$0$0
990 for the year ended August 31, 2023: 63 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROBERT A RUSBULDTCEO
Officer
31$1,074,615$632,704$48,815
CHARLES E SYMINGTON JRSENIOR VP, GOVT AFFAIRS
Key employee
60$695,045$0$56,378
EUGENE S COCKECFO
Officer
22$178,871$227,654$56,378
MARK S WOLFPRESIDENT OF BIA
Key employee
0$20,629$391,948$47,263
SCOTT D KNEELANDCHIEF COUNSEL
Officer
35$109,013$176,093$44,795
NATHAN M RIEDELVP, POLITICAL AFFAIRS
Highest-paid employee
50$208,323$0$46,965
CHRIS BOGGSVP, AGENT DEV., RESEARCH
Highest-paid employee
20$83,186$103,983$45,655
KEVIN R BRANDTEXECUTIVE DIRECTOR OF TC
Highest-paid employee
22$78,374$117,561$18,613
JASON P PALSSOFTWARE ARCHITECT
Highest-paid employee
40$167,941$0$41,426
ELIZABETH D MONTGOMERYVP, COMPANY RELATIONS
Highest-paid employee
40$174,571$0$27,105
JOHN R COSTELLOCHAIR
Trustee or director, Officer
5$32,863$0$0
MICHAEL MCBRIDECHAIR-ELECT
Trustee or director, Officer
5$18,618$0$0
ANDY SIEGELDIRECTOR
Trustee or director
1$0$0$0
ASHLEY BRADYDIRECTOR
Trustee or director
1$0$0$0
BOBBY SALMONDIRECTOR
Trustee or director
1$0$0$0
BRAD GREERDIRECTOR
Trustee or director
1$0$0$0
BRAD JACKSONDIRECTOR
Trustee or director
1$0$0$0
BRAD WILSONDIRECTOR
Trustee or director
1$0$0$0
BRETT SCHULTHEISDIRECTOR
Trustee or director
1$0$0$0
BRYAN CLINKSCALESDIRECTOR
Trustee or director
1$0$0$0
CHAD BJUGANDIRECTOR
Trustee or director
1$0$0$0
CHRIS FLOYDDIRECTOR
Trustee or director
1$0$0$0
CINDY HOWERDIRECTOR
Trustee or director
1$0$0$0
DAN MAGUIREDIRECTOR
Trustee or director
1$0$0$0
DAVID CUMMARDDIRECTOR
Trustee or director
1$0$0$0
DEBRA SCHILZDIRECTOR
Trustee or director
1$0$0$0
DIANA HORNUNG HANBYDIRECTOR
Trustee or director
1$0$0$0
DOUG MAYHEWDIRECTOR
Trustee or director
1$0$0$0
GEORGE CHIP ATKINS IIIDIRECTOR
Trustee or director
1$0$0$0
GEORGE DALYDIRECTOR
Trustee or director
1$0$0$0
GERALD FORD IIIDIRECTOR
Trustee or director
1$0$0$0
GLEN DAVISDIRECTOR
Trustee or director
1$0$0$0
HEATHER FORTNERDIRECTOR
Trustee or director
1$0$0$0
JL JOHNNY BECKMANDIRECTOR
Trustee or director
1$0$0$0
JANA FOSTERDIRECTOR
Trustee or director
1$0$0$0
JARED BLACKWOODDIRECTOR
Trustee or director
1$0$0$0
JEFF MORRISDIRECTOR
Trustee or director
1$0$0$0
JEFF SCHLITTDIRECTOR
Trustee or director
1$0$0$0
JIM MURPHREEDIRECTOR
Trustee or director
1$0$0$0
JOHN MCINTURFF IIIDIRECTOR
Trustee or director
1$0$0$0
KARL STEDMANDIRECTOR
Trustee or director
1$0$0$0
LORI REEDDIRECTOR
Trustee or director
1$0$0$0
MARK MONROEDIRECTOR
Trustee or director
1$0$0$0
MATT WOODDIRECTOR
Trustee or director
1$0$0$0
MICHAEL BARRETTDIRECTOR
Trustee or director
1$0$0$0
MICHAEL RIVERSDIRECTOR
Trustee or director
1$0$0$0
MIKE FUNKHOUSERDIRECTOR
Trustee or director
1$0$0$0
MIKE MCCARRONDIRECTOR
Trustee or director
1$0$0$0
NANCY NICKLOWDIRECTOR
Trustee or director
1$0$0$0
PATRICK HOWARDDIRECTOR
Trustee or director
1$0$0$0
REID HIGASHIDIRECTOR
Trustee or director
1$0$0$0
ROBERT NITSCHEDIRECTOR
Trustee or director
1$0$0$0
ROSS JOHNSONDIRECTOR
Trustee or director
1$0$0$0
SCOTT GRAYDIRECTOR
Trustee or director
1$0$0$0
SCOTT MCBRIDEDIRECTOR
Trustee or director
1$0$0$0
STEPHEN SMELLEYDIRECTOR
Trustee or director
1$0$0$0
STEPHEN ZOGBYDIRECTOR
Trustee or director
1$0$0$0
STEVE MADSENDIRECTOR
Trustee or director
1$0$0$0
STEVE LEITCHDIRECTOR
Trustee or director
1$0$0$0
TOM CHAMBERLINDIRECTOR
Trustee or director
1$0$0$0
WENDY TAPLEYDIRECTOR
Trustee or director
1$0$0$0
WILL INFANTINEDIRECTOR
Trustee or director
1$0$0$0
WILLIAM BISHOPDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
127 SOUTH PEYTON ST, ALEXANDRIA, VA 22314-2879
In care of
% EUGENE S COCKE
Principal officer (990 for 2024)
CHARLES SYMINGTON, 127 SOUTH PEYTON ST, ALEXANDRIA, VA 22314
Signed the 990
EUGENE S COCKE, CFO
Phone
(703) 683-4422
Return prepared by
COHNREZNICK ADVISORY LLC

Mission

TO PROVIDE MEMBERS WITH A SUSTAINABLE COMPETITIVE ADVANTAGE. TO PROMOTE AND REPRESENT THE COMMON BUSINESS INTERESTS OF INDEPENDENT INSURANCE AGENTS AND BROKERS WITHIN THE INDUSTRY AND BEFORE GOVERNMENT AND THE PUBLIC.

990 for the year ended August 31, 2025

Program accomplishments

  • EDUCATIONAL PROGRAMS ARE PROVIDED FOR INDUSTRY MEMBERS TO ADDRESS CURRENT BUSINESS TOPICS RELEVANT TO THE INDEPENDENT INSURANCE AGENT. THE INDEPENDENT INSURANCE AGENCY SYSTEM IS PROMOTED THROUGH ADVERTISING, WEBINARS, PUBLICATIONS AND OTHER METHODS.
  • AGENTS COUNCIL FOR TECHNOLOGY "ACT" IS A PARTNERSHIP OF INDEPENDENT AGENTS, COMPANIES, TECHNOLOGY VENDORS, USER GROUPS, AND ASSOCIATIONS DEDICATED TO ENHANCING THE USE OF TECHNOLOGY AND IMPROVING WORK FLOWS WITHIN THE INDEPENDENT AGENCY SYSTEM.
  • FUTURE ONE IS A PARTNERSHIP BETWEEN IIABA AND COMPANIES FOR THE DEVELOPMENT AND RESEARCH OF AGENCY COORDINATION AND PROMOTION.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
13-5665571
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1939
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$30,511,178
Income (IRS master file)
$13,829,722

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$13,000,080$11,810,932$30,511,178XML
990August 2024$12,370,266$11,815,869$29,254,425XML
990August 2023$11,907,811$12,988,717$28,779,460XML
990August 2022$13,409,978$13,176,536$28,596,666IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-5665571).

Questions about INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC

What is the EIN of INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC?
The employer identification number (EIN) of INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC is 13-5665571.
Is INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1939.
Are donations to INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC?
The 990 for the year ended August 31, 2025 names CHARLES SYMINGTON.
Who are the officers and directors of INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC?
The 990 for the year ended August 31, 2025 lists 65 people; 11 received compensation from the organization, the highest $436,947 (CHARLES E SYMINGTON JR, PRESIDENT & CEO).
How much revenue does INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC have?
On its 990 for the year ended August 31, 2025 it reported revenue of $13,000,080, expenses of $11,810,932 and total assets of $30,511,178 at year end.

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