Nonprofit · EIN 06-1328907
INSURED RETIREMENT INSTITUTE INC
Tax-exempt · WASHINGTON, DC 20006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $9,282,284 | $8,994,998 | $287,286 | $8,370,490 | $6,335,781 | $2,034,709 |
| December 31, 2023 | 990 | $8,367,810 | $8,082,751 | $285,059 | $9,201,441 | $7,454,018 | $1,747,423 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,275,698
- Investment income
- $15,134
- Net rental income
- -$37,125
- Other revenue
- -$8,548
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,588,901
- Other salaries and wages
- $2,699,794
- Salaries, compensation and benefits (total)
- $5,805,530
- Professional fundraising fees
- $0
- Legal fees
- $365,795
- Accounting fees
- $250,190
- Travel
- $268,647
- Depreciation
- $71,523
Balance sheet and other
- Total assets, start of year
- $9,201,441
- Total assets, end of year
- $8,370,490
- Total liabilities, end of year
- $6,335,781
- Net assets, end of year
- $2,034,709
- Land, buildings and equipment
- $28,687
- Net assets without donor restrictions
- $2,034,709
- Gross receipts
- $9,588,335
- Employees
- 22
- Volunteers
- 40
- Year formed
- 1991
- State of legal domicile
- CT
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WAYNE CHOPUS | PRESIDENT AND CEO Trustee or director, Officer | 39.5 | $1,055,626 | $60,203 |
| JASON BERKOWITZ | CHIEF LEGAL AND REGULATORY OFFICER Key employee | 37.5 | $403,411 | $65,823 |
| PAUL RICHMAN | CHIEF GOVERNMENT AND POLITICAL AFFAIRS OFFICER Key employee | 37.5 | $341,161 | $42,022 |
| SHANI ARMON | CHIEF OPERATING OFFICER (AS OF 10/24) Officer | 37.5 | $324,634 | $20,005 |
| KATHERINE DEASE | CHIEF TECHNOLOGY AND INNOVATION OFFICER Highest-paid employee | 37.5 | $324,048 | $18,901 |
| CHRISTINA BRADY | CHIEF OPERATING OFFICER (UNTIL 10/24) Officer | 37.5 | $236,286 | $39,730 |
| DANIEL ZIELINSKI | CHIEF STRATEGIC COMMUNICATIONS OFFICER Highest-paid employee | 37.5 | $221,582 | $51,326 |
| FRANCIS O'CONNOR | VP, RESEARCH Highest-paid employee | 37.5 | $206,065 | $48,749 |
| SARAH WOOD | DIRECTOR, STATE POLICY AND REGULATORY AFFAIRS Highest-paid employee | 37.5 | $170,862 | $17,490 |
| REBECCA PLOWMAN | DIRECTOR, COMPLIANCE AND IMPLEMENTATION Highest-paid employee | 37.5 | $159,446 | $12,848 |
| BILL LOWE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BOB MCGOWAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTIE LOFTUS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER GRADY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COLBERT NARCISSE | DIRECTOR (AS OF 5/24) Trustee or director | 2 | $0 | $0 |
40 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COLLEEN TYCZ | DIRECTOR (AS OF 9/24) Trustee or director | 2 | $0 |
| COREY WALTHER | EXECUTIVE OFFICER, VICE CHAIR Trustee or director, Officer | 2 | $0 |
| CRAIG HAWLEY | DIRECTOR (AS OF 8/24) Trustee or director | 2 | $0 |
| DEV GANGULY | DIRECTOR Trustee or director | 2 | $0 |
| DOUG BRIGMAN | DIRECTOR (UNTIL 8/24) Trustee or director | 2 | $0 |
| DYLAN TYSON | DIRECTOR Trustee or director | 2 | $0 |
| ERIC HENDERSON | DIRECTOR (UNTIL 8/24) Trustee or director | 2 | $0 |
| GRAHAM DAY | DIRECTOR (UNTIL 5/24) Trustee or director | 2 | $0 |
| JACOB ARMSTRONG | DIRECTOR (UNTIL 9/24) Trustee or director | 2 | $0 |
| JAMIE OHL | DIRECTOR Trustee or director | 2 | $0 |
| JAY JACKSON | DIRECTOR (AS OF 5/24) Trustee or director | 2 | $0 |
| JEFF LORENZEN | DIRECTOR (AS OF 8/24) Trustee or director | 2 | $0 |
| JOE NEARY | DIRECTOR Trustee or director | 2 | $0 |
| JOE SCHULTZ | DIRECTOR Trustee or director | 2 | $0 |
| JOHN KENNEDY | DIRECTOR Trustee or director | 2 | $0 |
| JOHN SCHOBEL | DIRECTOR Trustee or director | 2 | $0 |
| JORDAN JACKSON | DIRECTOR (AS OF 8/24) Trustee or director | 2 | $0 |
| JOSEPH TOLEDANO | DIRECTOR Trustee or director | 2 | $0 |
| KATHERINE ROY | DIRECTOR Trustee or director | 2 | $0 |
| KEVIN KENNEDY | DIRECTOR Trustee or director | 2 | $0 |
| LAURA PANTALEO | DIRECTOR Trustee or director | 2 | $0 |
| MARCI GREEN | DIRECTOR Trustee or director | 2 | $0 |
| MATTHEW WION | DIRECTOR (AS OF 5/24) Trustee or director | 2 | $0 |
| MELISSA KIVETT | DIRECTOR (UNTIL 4/24) Trustee or director | 2 | $0 |
| MICHAEL EUSTIC | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL STURM | DIRECTOR Trustee or director | 2 | $0 |
| MYLES LAMBERT | DIRECTOR Trustee or director | 2 | $0 |
| PAUL LUCAS | DIRECTOR Trustee or director | 2 | $0 |
| PAULA NELSON | EXECUTIVE OFFICER, TREASURER Trustee or director, Officer | 2 | $0 |
| PETE LANDRY | DIRECTOR (UNTIL 8/24) Trustee or director | 2 | $0 |
| PHILIP PELLEGRINO | EXECUTIVE OFFICER, CHAIR Trustee or director, Officer | 2 | $0 |
| ROBERT JAMEISON | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT PETTMAN | DIRECTOR (UNTIL 4/24) Trustee or director | 2 | $0 |
| SEAN BAKER | DIRECTOR Trustee or director | 2 | $0 |
| SRINIVAS REDDY | DIRECTOR Trustee or director | 2 | $0 |
| STEVE SCANLON | DIRECTOR Trustee or director | 2 | $0 |
| TERRI FIEDLER | DIRECTOR Trustee or director | 2 | $0 |
| TIM FROEHLICH | DIRECTOR (AS OF 9/24) Trustee or director | 2 | $0 |
| TODD TAYLOR | DIRECTOR (UNTIL 5/24) Trustee or director | 2 | $0 |
| WESLEY SEVERIN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 46 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WAYNE CHOPUS | PRESIDENT AND CEO Officer | 37.5 | $1,058,075 | $53,845 |
| JASON BERKOWITZ | CHIEF LEGAL & REGULATORY AFFAIRS OFFICER Key employee | 37.5 | $362,927 | $59,203 |
| CHRISTINA BRADY | CHIEF OPERATING OFFICER Officer | 37.5 | $318,370 | $46,335 |
| PAUL RICHMAN | CHIEF GOVERNMENT & POLITICAL AFFAIRS OFFICER Key employee | 37.5 | $322,730 | $38,760 |
| KATHERINE DEASE | CHIEF TECHNOLOGY AND INNOVATION OFFICER Highest-paid employee | 37.5 | $306,625 | $16,771 |
| SHANI ARMON | CHIEF MEMBERSHIP & MARKETING OFFICER Highest-paid employee | 37.5 | $268,287 | $21,881 |
| DANIEL ZIELINSKI | CHIEF STRATEGIC COMMUNICATIONS OFFICER Highest-paid employee | 37.5 | $209,833 | $45,846 |
| FRANCIS O'CONNOR | VP, RESEARCH AND OUTREACH Highest-paid employee | 37.5 | $195,335 | $41,860 |
| SARAH WOOD | DIRECTOR OF STATE POLICY AND REGULATORY AFFAIRS Highest-paid employee | 37.5 | $159,879 | $15,790 |
| TERRI FIEDLER | EXECUTIVE OFFICER, CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PHILLIP PELLEGRINO | EXECUTIVE OFFICER, VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PAULA NELSON | EXECUTIVE OFFICER, TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JACOB ARMSTRONG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SEAN BAKER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DOUG BRIGMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GRAHAM DAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL EUSTIC | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEV GANGULY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER GRADY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARCI GREEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ERIC HENDERSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROBERT JAMEISON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN KENNEDY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEVIN KENNEDY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MELISSA KIVETT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MYLES LAMBERT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PETER LANDRY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTINA LOFTUS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BILL LOWE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PAUL LUCAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BOB MCGOWAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOSEPH NEARY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMIE OHL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURA PANTALEO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROBERT PETTMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SRI REDDY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATHERINE ROY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHEN SCANLON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN SCHOBEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOE SCHULTZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WES SEVERIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL STURM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TODD TAYLOR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOSEPH TOLEDANO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DYLAN TYSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| COREY WALTHER | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1717 K ST NW STE 900, WASHINGTON, DC 20006-5349
- Principal officer (990 for 2024)
- WAYNE CHOPUS, 1717 K STREET NW SUITE 900, WASHINGTON, DC 20006
- Signed the 990
- WAYNE CHOPUS, PRESIDENT AND CEO
- Phone
- (202) 469-3000
- Website
- WWW.IRIONLINE.ORG
- Return prepared by
- COHNREZNICK ADVISORY LLC
Mission
THE MISSION OF THE INSURED RETIREMENT INSTITUTE IS TO: A. TO CHAMPION RETIREMENT SECURITY FOR ALL AMERICANS THROUGH LEADERSHIP IN ADVOCACY, AWARENESS, RESEARCH, AND ADVANCEMENT OF TECHNOLOGY SOLUTIONS WITHIN A COLLABORATIVE INDUSTRY COMMUNITY; ANDB. TO DO SUCH OTHER AND FURTHER THINGS AS MAY SERVE AND PROMOTE THE INDUSTRY AND THE COMMON BUSINESS INTERESTS OF ITS MEMBERSHIP
Program accomplishments
- MEMBERSHIP & ENGAGEMENT:MEMBERSHIP SERVICES PROVIDES EDUCATION AND INFORMATION TO ASSOCIATION MEMBERS. THIS INCLUDES CONFERENCES THAT BRING TOGETHER ASSOCIATION MEMBERS AND OTHERS INTERESTED IN ANNUITY AND RETIREMENT PRODUCTS TO EDUCATE THEM ON CURRENT ISSUES, INCLUDING PRODUCT FEATURES AND BENEFITS.
- ADVOCACY:THE ASSOCIATION'S ADVOCACY PROGRAMS SEEK TO ADVANCE PUBLIC POLICY SOLUTIONS THAT EXPAND ACCESS TO WORKPLACE RETIREMENT PLANS AND PROTECTED INCOME PRODUCTS AND TO ENSURE ACCESS TO CONSUMERS' CHOICE OF PROFESSIONAL FINANCIAL GUIDANCE, AMONG OTHER PRIORITIES.
- OPERATIONS & TECHNOLOGY:THE ASSOCIATION'S OPERATIONS & TECHNOLOGY PROGRAMS SUPPORT THE INDUSTRY'S DEVELOPMENT OF DIGITAL SOLUTIONS FOR THE PURPOSE OF MEETING THE PRODUCT NEEDS AND SERVICE EXPECTATIONS OF FINANCIAL PROFESSIONALS AND CONSUMERS.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 06-1328907
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,370,490
- Income (IRS master file)
- $9,588,335
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $9,282,284 | $8,994,998 | $8,370,490 | XML |
| 990 | December 2023 | $8,367,810 | $8,082,751 | $9,201,441 | XML |
| 990 | December 2022 | $7,843,936 | $7,440,632 | $7,829,524 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 06-1328907).
Questions about INSURED RETIREMENT INSTITUTE INC
- What is the EIN of INSURED RETIREMENT INSTITUTE INC?
- The employer identification number (EIN) of INSURED RETIREMENT INSTITUTE INC is 06-1328907.
- Is INSURED RETIREMENT INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1992.
- Are donations to INSURED RETIREMENT INSTITUTE INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INSURED RETIREMENT INSTITUTE 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 INSURED RETIREMENT INSTITUTE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSURED RETIREMENT INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INSURED RETIREMENT INSTITUTE INC?
- The 990 for the year ended December 31, 2024 names WAYNE CHOPUS.
- Who are the officers and directors of INSURED RETIREMENT INSTITUTE INC?
- The 990 for the year ended December 31, 2024 lists 55 people; 10 received compensation from the organization, the highest $1,055,626 (WAYNE CHOPUS, PRESIDENT AND CEO).
- How much revenue does INSURED RETIREMENT INSTITUTE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $9,282,284, expenses of $8,994,998 and total assets of $8,370,490 at year end.
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