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Nonprofits›Insured Retirement Institute Inc

Insured Retirement Institute Inc

WASHINGTON, DC

Website

Total revenue

$9.3M

Total expenses

$9.0M

Net assets

$2.0M

Grants received

—

EIN

061328907

Tax year

2024

Mission

To promote understanding of and advocate on issues affecting insured retirement strategies.

Programs

2 programs

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.

Financials

FY 2024

Revenue

Contributions & grants—

Program service revenue$9.3M

Investment income$15K

Other revenue—

Total revenue$9.3M

Expenses

Grants paid—

Salaries & benefits$5.8M

Fundraising—

Other expenses$3.2M

Total expenses$9.0M

Total assets$8.4M

Net assets$2.0M

People

50 listed

NameRoleCompensation

WAYNE CHOPUS

PRESIDENT AND CEO

Board

$1.1M

39.5 hrs/wk

SHANI ARMON

CHIEF OPERATING OFFICER (AS OF 10/24)

Board

$325K

37.5 hrs/wk

CHRISTINA BRADY

CHIEF OPERATING OFFICER (UNTIL 10/24)

Board

$236K

37.5 hrs/wk

DYLAN TYSON

DIRECTOR

Board

—

2 hrs/wk

ERIC HENDERSON

DIRECTOR (UNTIL 8/24)

Board

—

2 hrs/wk

GRAHAM DAY

DIRECTOR (UNTIL 5/24)

Board

—

2 hrs/wk

JACOB ARMSTRONG

DIRECTOR (UNTIL 9/24)

Board

—

2 hrs/wk

JAMIE OHL

DIRECTOR

Board

—

2 hrs/wk

JAY JACKSON

DIRECTOR (AS OF 5/24)

Board

—

2 hrs/wk

JEFF LORENZEN

DIRECTOR (AS OF 8/24)

Board

—

2 hrs/wk

JOE NEARY

DIRECTOR

Board

—

2 hrs/wk

JOE SCHULTZ

DIRECTOR

Board

—

2 hrs/wk

JOHN KENNEDY

DIRECTOR

Board

—

2 hrs/wk

JOHN SCHOBEL

DIRECTOR

Board

—

2 hrs/wk

JORDAN JACKSON

DIRECTOR (AS OF 8/24)

Board

—

2 hrs/wk

JOSEPH TOLEDANO

DIRECTOR

Board

—

2 hrs/wk

KATHERINE ROY

DIRECTOR

Board

—

2 hrs/wk

KEVIN KENNEDY

DIRECTOR

Board

—

2 hrs/wk

LAURA PANTALEO

DIRECTOR

Board

—

2 hrs/wk

MARCI GREEN

DIRECTOR

Board

—

2 hrs/wk

MATTHEW WION

DIRECTOR (AS OF 5/24)

Board

—

2 hrs/wk

MELISSA KIVETT

DIRECTOR (UNTIL 4/24)

Board

—

2 hrs/wk

MICHAEL EUSTIC

DIRECTOR

Board

—

2 hrs/wk

MICHAEL STURM

DIRECTOR

Board

—

2 hrs/wk

MYLES LAMBERT

DIRECTOR

Board

—

2 hrs/wk

PAUL LUCAS

DIRECTOR

Board

—

2 hrs/wk

BILL LOWE

DIRECTOR

Board

—

2 hrs/wk

PETE LANDRY

DIRECTOR (UNTIL 8/24)

Board

—

2 hrs/wk

PHILIP PELLEGRINO

EXECUTIVE OFFICER, CHAIR

Board

—

2 hrs/wk

ROBERT JAMEISON

DIRECTOR

Board

—

2 hrs/wk

ROBERT PETTMAN

DIRECTOR (UNTIL 4/24)

Board

—

2 hrs/wk

SEAN BAKER

DIRECTOR

Board

—

2 hrs/wk

SRINIVAS REDDY

DIRECTOR

Board

—

2 hrs/wk

STEVE SCANLON

DIRECTOR

Board

—

2 hrs/wk

TERRI FIEDLER

DIRECTOR

Board

—

2 hrs/wk

TIM FROEHLICH

DIRECTOR (AS OF 9/24)

Board

—

2 hrs/wk

TODD TAYLOR

DIRECTOR (UNTIL 5/24)

Board

—

2 hrs/wk

WESLEY SEVERIN

DIRECTOR

Board

—

2 hrs/wk

PAULA NELSON

EXECUTIVE OFFICER, TREASURER

Board

—

2 hrs/wk

BOB MCGOWAN

DIRECTOR

Board

—

2 hrs/wk

CHRISTIE LOFTUS

DIRECTOR

Board

—

2 hrs/wk

CHRISTOPHER GRADY

DIRECTOR

Board

—

2 hrs/wk

COLBERT NARCISSE

DIRECTOR (AS OF 5/24)

Board

—

2 hrs/wk

JASON BERKOWITZ

CHIEF LEGAL AND REGULATORY OFFICER

Staff

$403K

37.5 hrs/wk

PAUL RICHMAN

CHIEF GOVERNMENT AND POLITICAL AFFAIRS OFFICER

Staff

$341K

37.5 hrs/wk

KATHERINE DEASE

CHIEF TECHNOLOGY AND INNOVATION OFFICER

Staff

$324K

37.5 hrs/wk

DANIEL ZIELINSKI

CHIEF STRATEGIC COMMUNICATIONS OFFICER

Staff

$222K

37.5 hrs/wk

FRANCIS O'CONNOR

VP, RESEARCH

Staff

$206K

37.5 hrs/wk

SARAH WOOD

DIRECTOR, STATE POLICY AND REGULATORY AFFAIRS

Staff

$171K

37.5 hrs/wk

REBECCA PLOWMAN

DIRECTOR, COMPLIANCE AND IMPLEMENTATION

Staff

$159K

37.5 hrs/wk

Independent contractors

FORBES TATE PARTNERS LLC

LOBBYING SERVICES

$218K

COHNREZNICK ADVISORY LLC

ACCOUNTING SERVICES

$162K

Details

EIN061328907

Subsection06

Ruling date1992-06

Formed1991

Employees22

Volunteers40