Independent Insurance Agents and Brokers logo

Independent Insurance Agents and Brokers

ALEXANDRIA, VA EIN: 13-5665571 Website

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$29.3M

+1.7% YoY

Annual Giving

$125K

+0.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$63K

+0.0% YoY

About Independent Insurance Agents and Brokers

Based on IRS filings

Independent Insurance Agents and Brokers is a nonprofit organization, based in ALEXANDRIA, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $29.3M in total assets. In 2024, it awarded 2 grants totaling $125K. Net investment income was $604K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AlexandriaDe Witt

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$7M$11M$15M20202021202220232024
Metric202420232022
Total Assets$29,254,425$28,779,460$28,596,666
Revenue$12,370,266$11,907,811$13,409,978
Expenses$11,815,869$12,988,717$13,176,536
Qualifying Distributions
Net Investment Income$603,915$59,135$572,139
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$38K$76K$114K$153K2 grants20202 grants20213 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

TRUSTED CHOICE$100KPROJECT INVEST$25K

Grant Size Distribution

11 grants across all recorded years

6<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

ROBERT A RUSBULDTCEO (UNTIL 08/31/2023)$612KCHARLES E SYMINGTON JRSENIOR VP, GOVT AFFAIRS$352KNATHAN M RIEDELVP, POLITICAL AFFAIRS$286KSCOTT D KNEELANDCHIEF COUNSEL$196KELIZABETH D MONTGOMERYVP, COMPANY RELATIONS$179KRAAED AWWAD HADDADDIR. OF FEDERAL GOVT AFFAIRS$179KEUGENE S COCKECFO$158KKEVIN R BRANDTEXECUTIVE DIRECTOR OF TC$95KMICHAEL MCBRIDECHAIR$36KJOHN R COSTELLOFORMER CHAIR$32KMARK S WOLFPRESIDENT OF BIA$23K

From 2024 filing

NameTitleHoursCompensation
MICHAEL MCBRIDECHAIR5$35,528
JOHN R COSTELLOFORMER CHAIR5$32,276
ANDY SIEGELDIRECTOR1
ASHLEY BRADYDIRECTOR1
BOBBY SALMONDIRECTOR1
BRAD GREERDIRECTOR1
BRAD JACKSONDIRECTOR1
BRAD WILSONDIRECTOR1
BRETT SCHULTHEISDIRECTOR1
BRYAN CLINKSCALESDIRECTOR1
CHAD BJUGANDIRECTOR1
CHRIS FLOYDDIRECTOR1
CINDY HOWERDIRECTOR1
DAN MAGUIREDIRECTOR1
DAVID CUMMARDDIRECTOR1
DEBRA SCHILZDIRECTOR1
DIANA HORNUNG HANBYDIRECTOR1
DOUG MAYHEWDIRECTOR1
GEORGE CHIP ATKINS IIIDIRECTOR1
GEORGE DALYDIRECTOR1
GERALD FORD IIIDIRECTOR1
GLEN DAVISDIRECTOR1
HEATHER FORTNERDIRECTOR1
JL JOHNNY BECKMANDIRECTOR1
JANA FOSTERDIRECTOR1
JARED BLACKWOODDIRECTOR1
JEFF MORRISDIRECTOR1
JEFF SCHLITTDIRECTOR1
JIM MURPHREEDIRECTOR1
JOHN MCINTURFF IIIDIRECTOR1
KARL STEDMANDIRECTOR1
LORI REEDDIRECTOR1
MARK MONROEDIRECTOR1
MATT WOODDIRECTOR1
MELISSA GATTODIRECTOR1
MICHAEL BARRETTDIRECTOR1
MICHAEL FUNKHOUSERDIRECTOR1
MICHAEL MCCARRONDIRECTOR1
NANCY NICKLOWDIRECTOR1
PATRICK HOWARDDIRECTOR1
REID HIGASHIDIRECTOR1
ROBERT NITSCHEDIRECTOR1
RON BRUNELLDIRECTOR1
ROSS JOHNSONDIRECTOR1
SCOTT GRAYDIRECTOR1
SCOTT MCBRIDEDIRECTOR1
STEPHEN SMELLEYDIRECTOR1
STEVE LEITCHDIRECTOR1
STEVE MADSENDIRECTOR1
TODD JACKSONCHAIR-ELECT5
TOM CHAMBERLINDIRECTOR1
WENDY TAPLEYDIRECTOR1
WILL INFANTINEDIRECTOR1
WILLIAM BISHOPDIRECTOR1
EUGENE S COCKECFO22$158,280
SCOTT D KNEELANDCHIEF COUNSEL42$196,314
CHARLES E SYMINGTON JRSENIOR VP, GOVT AFFAIRS21.25$352,179
MARK S WOLFPRESIDENT OF BIA2.75$22,828
AMANDA B JURATOVICPROFESSIONAL LIABILITY VP
NATHAN M RIEDELVP, POLITICAL AFFAIRS50$285,880
KEVIN R BRANDTEXECUTIVE DIRECTOR OF TC22$95,006
ELIZABETH D MONTGOMERYVP, COMPANY RELATIONS50$178,761
RAAED AWWAD HADDADDIR. OF FEDERAL GOVT AFFAIRS45$178,588
AIMEE R BRANHAMVICE PRESIDENT - BIG I ADVANTAGE
ROBERT A RUSBULDTCEO (UNTIL 08/31/2023)25$611,534

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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