2026-03-02T06:49:13-06:00 2025-06-30 720636725 HANNIS T BOURGEOIS LLP 2322 TREMONT DRIVE BATON ROUGE LA 70809 990 2024-07-01 720373619 INDEPENDENT INSURANCE AGENTS AND BROKERS OF LOUISIANA INC INDE 2258198007 18153 E PETROLEUM DR BATON ROUGE LA 70809 BEN ALBRIGHT CEO 2258198007 2026-02-28 1 1 MICHELLE D GARBIRAS CPA P01687293 2259284770 2026-02-28 2024 2025-03-06 01:10:19Z BEN ALBRIGHT 4240229 0 X WWW.IIABL.COM X 1924 LA THE MISSION OF THE INDEPENDENT INSURANCE AGENTS & BROKERS OF LOUISIANA, WORKING IN THE PUBLIC INTEREST, IS TO BE THE UNRELENTING ADVOCATE FOR INDEPENDENT INSURANCE AGENTS AND TO MEET THE EDUCATION, POLITICAL, AND BUSINESS NEEDS OF IIABL MEMBERS. 24 24 7 24 0 0 0 0 956950 940668 158443 634195 1021128 604767 2136521 2179630 0 0 0 0 0 516515 0 0 0 1048825 1159186 1048825 1675701 1087696 503929 10442187 11022226 648679 627390 9793508 10394836 X THE MISSION OF THE INDEPENDENT INSURANCE AGENTS & BROKERS OF LOUISIANA, WORKING IN THE PUBLIC INTEREST, IS TO BE THE UNRELENTING ADVOCATE FOR INDEPENDENT INSURANCE AGENTS AND TO MEET THE EDUCATIONAL, POLITICAL, AND BUSINESS NEEDS OF IIABL MEMBERS. 0 0 ANNUAL CONVENTION, CONFERENCES, AND EDUCATIONAL SERVICES WHICH PROVIDE MEMBER INSURANCE AGENCIES WITH THE TRAINING THEY NEED TO OPERATE THEIR BUSINESSES AND IMPROVE THE PROFESSIONALISM OF THEIR STAFF. WEBSITE RESOURCES, NEWSLETTERS, TECHNICAL ADVISORIES AND OTHER INFORMATION PUBLICATIONS NECESSARY FOR THE PROPER OPERATION AND MANAGEMENT OF MEMBER INSURANCE AGENCIES. REPRESENTATION OF MEMBER INSURANCE AGENCIES WITH LEGISLATIVE, REGULATORY, INDUSTRY AND CONSUMER GROUPS ON VARIOUS MATTERS OF INTEREST AND BENEFIT TO MEMBERS. EDUCATIONAL PROGRAMS-TO PROVIDE MEMBER AGENTS WITH EDUCATIONAL TRAINING AND INFORMATION TO FURTHER PROMOTE THEIR INTERNAL MANAGEMENT AND PROFITABILITY IN THE INDUSTRY AND IMPROVE PROFESSIONALISM. 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 1 7 1 0 0 0 0 1 1 0 0 0 X 24 24 1 0 0 0 1 1 1 1 1 0 1 0 1 1 1 1 1 1 1 0 0 X BEN ALBRIGHT 2258198007 18153 E PETROLEUM DRIVE BATON ROUGE LA 70809 ANN BODKIN-SMITH MEMBER 1.00 X 0 0 0 ARMOND SCHWING CIC PAST CHAIRMAN 1.00 X X 0 0 0 EUGENE MONTGOMERY MEMBER 1.00 X 0 0 0 BEAU HEAROD MEMBER 1.00 X 0 0 0 BRET HUGHES CHAIRMAN 1.00 X X 0 0 0 CHARLES LEBLANC MEMBER 1.00 X 0 0 0 CHRISTOPHER S HAIK MEMBER 1.00 X 0 0 0 CHRISTY DESOTO MEMBER 1.00 X 0 0 0 CRAIG MARTEL MEMBER 1.00 X 0 0 0 DOMINIQUE DICARLO-CROUCH MEMBER 1.00 X 0 0 0 HARTWIG MOSS MEMBER 1.00 X 0 0 0 JOE KING MONTGOMERY SECRETARY-TREASURER 1.00 X X 0 0 0 JOHN L BECKMANN III STATE NATIONAL DIRECTOR 1.00 X X 0 0 0 LYDIA MCMORRIS MEMBER 1.00 X 0 0 0 MAGGIE LANDRY YOUNG AGENTS REPRESENTATIVE 1.00 X X 0 0 0 MATT GRAHAM MEMBER 1.00 X 0 0 0 MATTHEW DE BLANC MEMBER 1.00 X 0 0 0 RANDY PERISE MEMBER 1.00 X 0 0 0 ROB EPPERS MEMBER 1.00 X 0 0 0 ROBERT PALMER MEMBER 1.00 X 0 0 0 ROBERT STONE MEMBER 1.00 X 0 0 0 ROSS HENRY CHAIRMAN-ELECT 1.00 X X 0 0 0 SETH OSTENDORFF MEMBER 1.00 X 0 0 0 STUART HARRIS MEMBER 1.00 X 0 0 0 BEN ALBRIGHT CEO 40.00 X 99638 81063 0 JEFF ALBRIGHT FORMER CEO 40.00 X 165981 135036 8770 265619 216099 8770 1 0 1 0 0 MEMBER DUES 524298 416604 416604 CONVENTION 611430 208518 208518 INDEPENDENT AGENTS SVC 524298 155496 155496 YOUNG AGENTS INCOME 524298 85158 85158 ASSOCIATION MANAGEMENT PARTNERS 524298 70692 70692 4200 4200 940668 200971 200971 482084 482084 2493823 2038286 22313 455537 -22313 433224 433224 MISCELLANEOUS 900099 122683 122683 122683 2179630 1063351 0 1116279 269153 139446 42529 39878 25509 9203 45652 6246 38415 117938 203766 84172 63916 COMMITTEE EXPENSE 199189 IIABA DUES 138713 EQUIPMENT 110549 PUBLIC RELATIONS 33658 107769 1675701 2807 987660 961996 160841 62057 47405 45320 1465187 662041 865934 803146 8166813 8717426 203961 52779 6766 379502 10442187 11022226 280427 266537 368252 360853 648679 627390 X 9793508 10394836 9793508 10394836 10442187 11022226 X 503929 248851 -151452 X X 0 1 X 1 0 0 0 0 0 0 1 416604 142266 8268 150534 140229 10323 -18 1027595 334470 693125 385988 314671 71317 51604 12900 38704 803146 ADVANCES FROM AFFILIATES 43578 DEFERRED REVENUES 301082 CHECKS IN EXCESS OF DEPOSITS 16193 360853 X 2051111 248851 -151182 97669 1953442 226188 226188 2179630 1449513 0 1449513 226188 226188 1675701 PART X, LINE 2: IIABL IS A QUALIFIED NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE 501(C)(6). THE SUBSIDIARY, WHICH IS NOT EXEMPT FROM INCOME TAXES, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON ITS SEPARATE EARNINGS. IIABL AND ITS SUBSIDIARY FILE INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE SUBSIDIARY ALSO FILES IN THE LOUISIANA JURISDICTION. WITH FEW EXCEPTIONS, THEY ARE NO LONGER SUBJECT TO TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2022. ANY INTEREST AND PENALTIES ASSESSED BY INCOME TAX AUTHORITIES ARE NOT SIGNIFICANT AND ARE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSES IN THESE FINANCIAL STATEMENTS AS APPLICABLE. THE ASSOCIATION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF JUNE 30, 2025 AND 2024, THE ASSOCIATION DOES NOT BELIEVE IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE THE RECORDING OF ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY INCOME -151,182. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSE REIMBURSEMENT FROM INDEPENDENT AGENTS SERVICE CORP 155,496. EXPENSE REIMBURSEMENT FROM ASSOCIATON MANAGEMENT PARTNERS 70,692. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSE REIMBURSMENT FROM INDEPENDENT AGENTS SERVICE CORP 155,496. EXPENSE REIMBURSMENT FROM ASSOCIATION MANAGEMENT PARTNERS 70,692. X 1 1 X X X X 0 0 0 JEFF ALBRIGHT FORMER CEO 165981 135036 0 0 0 0 0 0 4834 3936 170815 138972 0 0 BEN ALBRIGHT CEO 99638 81063 0 0 0 0 0 0 0 0 99638 81063 0 0 FORM 990, PART VI, SECTION A, LINE 2 JEFF ALBRIGHT AND BEN ALBRIGHT ARE FATHER AND SON FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS STOCKHOLDERS. FORM 990, PART VI, SECTION A, LINE 7A STOCKHOLDERS ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN THE ARTICLE ARE SUBJECT TO APPROVAL BY THE STOCKHOLDERS. FORM 990, PART VI, SECTION B, LINE 10B LOCAL CHAPTERS, BRANCHES AND AFFILIATES OPERATE INDEPENDENTLY OF THE ORGANIZATION. THE ORGANIZATION DOES NOT HAVE WRITTEN POLICIES GOVERNING THE ACTIVITIES OF ITS LOCAL CHAPTERS, BRANCHES OR AFFILIATES. THEY HAVE THEIR OWN WRITTEN POLICIES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS SUBMITTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C POLICY IS REGULARLY MONITORED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS ESTABLISHED THROUGH A COMPENSATION COMMITTEE, A WRITTEN EMPLOYMENT CONTRACT, A COMPENSATION STUDY AND APPROVAL OF COMPENSATION BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY EARNINGS(LOSS) OF SUBSIDIARY -151,182. CHANGE IN COMMON STOCK -270. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE FROM PRIOR YEAR ASSOCIATION MANAGEMENT PARTNERS 18153 E PETROLEUM DR BATON ROUGE LA 70809 332405175 ASSOCIATION MANAGEMENT LA N/A C -168196 536983 1.00000 0 INDEPENDENT AGENTS SVC CORP 18153 E PETROLEUM DR BATON ROUGE LA 70809 720823611 MEMBER PRODUCT AND SERVICE LA N/A C 17014 251025 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 INDEPENDENT AGENTS SERVICE CORP Q 155496 OVERHEAD ALLOCATION ASSOCIATION MANAGEMENT PARTNERS Q 70692 OVERHEAD ALLOCATION