Civic Intelligence

Independent Insurance Agents and Brokers

EIN 95-6093439 • 501(c)6 • Santee, CA

Profile

Iiab of san diego is dedicated to upholding the ideals of the american agency system. Members will access information to further their businesses. The organization educates, informs and fosters sound and legitimate practices in the insurance business.

9942 Mollie LaneSantee, CA 92071

iiabsandiego.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.07x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.02x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

47th percentile

-0.4%

Higher net margin than 47% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$47,400

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-11%

Faster asset growth than 35% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

9.4%

Faster revenue growth than 66% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$58,567

Down $7,574 (-11%) from 2023

Liabilities

Down

$3,920

Down $6,667 (-63%) from 2023

Net Assets

Down

$54,647

Down $907 (-1.6%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin47th percentile

Revenue

Up

$243,767

Up $20,987 (+9.4%) from 2023

Expenses

Up

$244,674

Up $8,552 (+3.6%) from 2023

Net Income

Up

-$907

Up $12,435 (+93%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $73,439Liabilities 2010: $0Net Assets 2010: $73,4392010Assets 2011: $58,020Liabilities 2011: $477Net Assets 2011: $57,5432011Assets 2012: $56,452Liabilities 2012: $519Net Assets 2012: $55,9332012Assets 2013: $34,690Liabilities 2013: $633Net Assets 2013: $34,0572013Assets 2014: $30,272Liabilities 2014: $609Net Assets 2014: $29,6632014Assets 2015: $41,430Liabilities 2015: $642Net Assets 2015: $40,7882015Assets 2016: $35,713Liabilities 2016: $640Net Assets 2016: $35,0732016Assets 2017: $40,419Liabilities 2017: $0Net Assets 2017: $40,4192017Assets 2018: $50,677Liabilities 2018: $698Net Assets 2018: $49,9792018Assets 2019: $60,399Liabilities 2019: $3,696Net Assets 2019: $56,7032019Assets 2020: $123,806Liabilities 2020: $90,187Net Assets 2020: $33,6192020Assets 2021: $67,285Liabilities 2021: $2,898Net Assets 2021: $64,3872021Assets 2022: $73,001Liabilities 2022: $4,105Net Assets 2022: $68,8962022Assets 2023: $66,141Liabilities 2023: $10,587Net Assets 2023: $55,5542023Assets 2024: $58,567Liabilities 2024: $3,920Net Assets 2024: $54,6472024

Highlighted filing

2024

Assets$58,567
Liabilities$3,920
Net Assets$54,647
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $161,4782010Revenue 2011: $157,203Expenses 2011: $173,099Net Income 2011: -$15,8962011Expenses 2012: $152,4372012Revenue 2013: $164,126Expenses 2013: $186,002Net Income 2013: -$21,8762013Revenue 2014: $179,174Expenses 2014: $183,568Net Income 2014: -$4,3942014Revenue 2015: $189,841Expenses 2015: $178,716Net Income 2015: $11,1252015Revenue 2016: $178,939Expenses 2016: $184,654Net Income 2016: -$5,7152016Revenue 2017: $198,765Expenses 2017: $193,419Net Income 2017: $5,3462017Revenue 2018: $202,666Expenses 2018: $193,106Net Income 2018: $9,5602018Revenue 2019: $221,003Expenses 2019: $214,279Net Income 2019: $6,7242019Revenue 2020: $53,539Expenses 2020: $76,623Net Income 2020: -$23,0842020Revenue 2021: $188,252Expenses 2021: $157,484Net Income 2021: $30,7682021Revenue 2022: $208,192Expenses 2022: $203,683Net Income 2022: $4,5092022Revenue 2023: $222,780Expenses 2023: $236,122Net Income 2023: -$13,3422023Revenue 2024: $243,767Expenses 2024: $244,674Net Income 2024: -$9072024

Highlighted filing

2024

Revenue$243,767
Expenses$244,674
Net Income-$907
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,567
Liabilities
$3,920
Net assets
$54,647
Revenue
$243,767
Expenses
$244,674
Net income
-$907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.04$0.55$2.44$2.45$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.11$0.56$2.23$2.36$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.04$0.69$2.08$2.04$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.03$0.64$1.88$1.57$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.90$0.34$0.54$0.77$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.04$0.57$2.21$2.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$2.03$1.93$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.99$1.93$0.05
2016Summary only. Only limited summary data is available for this year.$0.36$0.01$0.35$1.79$1.85$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.41$1.90$1.79$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.30$1.79$1.84$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.34$1.64$1.86$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.01$0.56$1.52
2011Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$1.57$1.73$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$1.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 15, 2025
Return Version
2024v5.2
Gross Receipts
$334,076
Mission and Program Overview

Mission

Iiab of san diego is dedicated to upholding the ideals of the american agency system. Members will access information to further their businesses. The organization educates, informs and fosters sound and legitimate practices in the insurance business.

The organization educates, informs and fosters sound and legitimate practices in the local insurance industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$55,554$54,647▼ $907
Cash and Non-Interest-Bearing Accounts$32,236$42,017▲ $9,781
Prepaid Expenses and Deferred Charges$33,905$16,550▼ $17,355
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$66,141$58,567▼ $7,574
Liabilities
Other Liabilities$10,587$3,920▼ $6,667
Total Liabilities$10,587$3,920▼ $6,667
Net Assets / Fund Balance
Total Net Assets Fund Balance$55,554$54,647▼ $907
Total Liabilities and Net Assets / Fund Balance$66,141$58,567▼ $7,574

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$14,595$14,595
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lori FentressExecutive DirectorPT$47,400$47,400

Board Members and Trustees

NameTitle
Susan McmillonPast President
Daniel OlsonPresident
Morgan HegePresident-elect
Brian RuizBoard Member
David JacobsonBoard Member
Gil GevariansBoard Member
Jennifer JohnsonBoard Member
Joe HamiltonBoard Member
Osmar EspinozaBoard Member
Rich SabatowskiBoard Member
Sandi GriggBoard Member
Travis PearsonBoard Member
Wella CampbellBoard Member
Jeremy HoolihanSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$218,238
Investment Income
$1,165
Other Revenue
$24,364
Change in Net Assets
$-907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$173,916
Salaries, Compensation, and Employee Benefits$51,222
Grants and Similar Amounts Paid$19,536
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$151,960
Current Officers, Directors, Trustees, and Key Employees---$47,400
Grants to Domestic Orgs---$18,536
Office Expenses---$6,609
Advertising---$5,560
Insurance---$4,120
Payroll Taxes---$3,822
Fees for Services Accounting---$2,874
Grants to Domestic Individuals---$1,000
Other Expenses---$293
Total Functional Expenses$0$0$0$244,674
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Burn InstituteSan Diego, CA-General Support$5,743
Make-a-wish Foundation of San DiegoSan Diego, CA-General Support$5,143
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$114,151
Fundraising Direct Expenses$90,309
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$63,280$63,280$48,356$14,924
Holiday Party$50,871$50,871$41,953$8,918
Total Events$114,151$114,151$90,309$23,842
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Member Dues/other$2,692
Payroll Tax Payable$1,228
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“Members of the organization elect the governing board members during an annual election.”

Form 990, Part VI, Section B, Line 11B

“Form 990 reviewed by president and board members prior to signing the return.”

Form 990, Part VI, Section B, Line 12C

“Per independent insurance agents & brokers employee handbook, all employees are under a continuing obligation to disclose any actual or potential conflict of interest as soon as it is known or reasonably known. They must complete a conflict of interest disclosure statement and update it anually, board members complete a conflict of interest disclosure statement annually.”

Form 990, Part VI, Section B, Line 15A

“Independent insurance agents & brokers of san diego's compensation policies are established and approved by the board of directors. There is only one staff member receiving compensation.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Independent Insurance Agents and Brokers
EIN
95-6093439
Phone
6197495168
Address
9942 MOLLIE LANE, SANTEE, CA 92071

Signing Officer

Name
Daniel Olson
Title
President
Phone
8584522200
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Olson
Formed
1934
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
0

Preparer

Firm
Blum & Clark Cpas Llp
Address
9252 CHESAPEAKE DRIVE, SAN DIEGO, CA 92123
Preparer
Robert Blum
Phone
8582920543
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The organization uses the hybrid accounting method where financial statements are prepared on a cash basis with the exception of accrued payroll expenses and prepaid expenses.”

Raw XML AppendixShowing 400 of 416 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IIAB OF SAN DIEGO IS DEDICATED TO UPHOLDING THE IDEALS OF THE AMERICAN AGENCY SYSTEM. MEMBERS WILL ACCESS INFORMATION TO FURTHER THEIR BUSINESSES. THE ORGANIZATION EDUCATES, INFORMS AND FOSTERS SOUND AND LEGITIMATE PRACTICES IN THE INSURANCE BUSINESS.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherRevenueMiscGrp/Desc0CREDIT CARD REBATE
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IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt03822
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016550
IRS990/PrincipalOfficerNm0DANIEL OLSON
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139663
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IRS990/ReportOtherLiabilitiesInd01
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IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01228
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12692
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREPAID MEMBER DUES/OTHER
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IRS990ScheduleD/TotalLiabilityAmt03920
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY PARTY
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt050871
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt063280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt050871
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023842
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IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt05743
IRS990ScheduleI/RecipientTable/CashGrantAmt15143
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BURN INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MAKE-A-WISH FOUNDATION OF SAN DIEGO
IRS990ScheduleI/RecipientTable/RecipientEIN0237260718
IRS990ScheduleI/RecipientTable/RecipientEIN1330039468
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08825 AERO DRIVE STE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14699 MURPHY CANYON ROAD 402
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd192123
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE ORGANIZATION ELECT THE GOVERNING BOARD MEMBERS DURING AN ANNUAL ELECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 REVIEWED BY PRESIDENT AND BOARD MEMBERS PRIOR TO SIGNING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PER INDEPENDENT INSURANCE AGENTS & BROKERS EMPLOYEE HANDBOOK, ALL EMPLOYEES ARE UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN OR REASONABLY KNOWN. THEY MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT AND UPDATE IT ANUALLY, BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INDEPENDENT INSURANCE AGENTS & BROKERS OF SAN DIEGO'S COMPENSATION POLICIES ARE ESTABLISHED AND APPROVED BY THE BOARD OF DIRECTORS. THERE IS ONLY ONE STAFF MEMBER RECEIVING COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION USES THE HYBRID ACCOUNTING METHOD WHERE FINANCIAL STATEMENTS ARE PREPARED ON A CASH BASIS WITH THE EXCEPTION OF ACCRUED PAYROLL EXPENSES AND PREPAID EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 1:
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IRS990/SubjectToProxyTaxInd01
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/EOYAmt058567
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IRS990/TotalEmployeeCnt01
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09942 MOLLIE LANE
IRS990/USAddress/CityNm0SANTEE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092071
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0IIABSANDIEGO.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08584522200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDEPENDENT INSURANCE AGENTS AND BROKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SAN DIEGO INC
ReturnHeader/Filer/BusinessNameControlTxt0INDE
ReturnHeader/Filer/EIN0956093439
ReturnHeader/Filer/PhoneNum06197495168
ReturnHeader/Filer/USAddress/AddressLine1Txt09942 MOLLIE LANE
ReturnHeader/Filer/USAddress/CityNm0SANTEE

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