| 2023 | Independent Insurance Agents & Brokers of America | 990 | CFO | 22 | $158,280 | $201,446 | View return |
| 2023 | Trusted Choice Inc | 990 | CFO | 4 | $28,778 | $330,948 | View return |
| 2023 | Iiaa Educational Foundation | 990 | CFO | 1 | $0 | $359,726 | View return |
| 2023 | Iiaba-Project Invest | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2022 | Independent Insurance Agents & Brokers of America | 990 | CFO | 22 | $178,871 | $227,654 | View return |
| 2022 | Trusted Choice Inc | 990 | CFO | 4 | $32,522 | $374,003 | View return |
| 2022 | Iiaa Educational Foundation | 990 | CFO | 1 | $0 | $406,525 | View return |
| 2022 | Iiaba-Project Invest | 990 | Treasurer | 1 | $0 | $0 | View return |
| 2021 | Independent Insurance Agents & Brokers of America | 990 | CFO | 22.7 | $163,811 | $233,683 | View return |
| 2021 | Trusted Choice Inc | 990 | CFO | 7.25 | $52,321 | $345,173 | View return |
| 2021 | Iiaa Educational Foundation | 990 | CFO | 1 | $0 | $397,494 | View return |
| 2021 | Iiaba-Project Invest | 990 | Treasurer | 0.5 | $0 | $397,494 | View return |
| 2020 | Independent Insurance Agents & Brokers of America | 990 | CFO | 22 | $131,905 | $188,168 | View return |
| 2020 | Trusted Choice Inc | 990 | CFO | 6.5 | $42,130 | $277,943 | View return |
| 2020 | Iiaba-Project Invest | 990 | Treasurer | 0.5 | $0 | $320,073 | View return |
| 2020 | Iiaa Educational Foundation | 990 | CFO | 1 | $0 | $320,073 | View return |
| 2019 | Independent Insurance Agents & Brokers of America | 990 | CFO | 22 | $134,501 | $167,364 | View return |
| 2019 | Trusted Choice Inc | 990 | CFO | 3 | $33,917 | $267,947 | View return |
| 2019 | Iiaba-Project Invest | 990 | Treasurer | 0.5 | $0 | $301,864 | View return |
| 2019 | Iiaa Educational Foundation | 990 | CFO | 1 | $0 | $0 | View return |
| 2018 | Independent Insurance Agents & Brokers of America | 990 | CFO | 24 | $124,252 | $140,074 | View return |
| 2018 | Trusted Choice Inc | 990 | CFO | 3 | $18,120 | $246,206 | View return |
| 2018 | Iiaba-Project Invest | 990 | Treasurer | 0.5 | $0 | $264,326 | View return |
| 2018 | Iiaa Educational Foundation | 990EZ | CFO | 1 | $0 | $0 | View return |
| 2017 | Independent Insurance Agents & Brokers of America | 990 | CFO | 24 | $123,273 | $137,369 | View return |
| 2017 | Trusted Choice Inc | 990 | CFO | 3 | $17,474 | $243,168 | View return |
| 2017 | Iiaba-Project Invest | 990 | Treasurer | 0.5 | $0 | $260,642 | View return |
| 2017 | Iiaba-Project Invest | 990 | Treasurer | 0.5 | $0 | $260,642 | View return |
| 2017 | Iiaa Educational Foundation | 990EZ | CFO | 1 | $0 | $0 | View return |
| 2016 | Independent Insurance Agents & Brokers of America | 990 | CFO | 23 | $114,266 | $132,849 | View return |
| 2016 | Trusted Choice Inc | 990 | CFO | 4 | $18,484 | $228,631 | View return |
| 2016 | Iiaa Educational Foundation | 990EZ | CFO | 1 | $0 | $0 | View return |
| 2015 | Independent Insurance Agents & Brokers of America | 990 | CFO | 22 | $114,247 | $143,976 | View return |
| 2015 | Trusted Choice Inc | 990 | Treasurer | 4 | $21,429 | $236,794 | View return |
| 2014 | Independent Insurance Agents & Brokers of America | 990 | CFO | 24 | $120,253 | $133,850 | View return |
| 2014 | Trusted Choice Inc | 990 | Treasurer | 3 | $17,422 | $236,681 | View return |
| 2013 | Independent Insurance Agents & Brokers of America | 990 | CFO | 24 | $121,937 | $127,338 | View return |
| 2013 | Trusted Choice Inc | 990 | Treasurer | 3 | $16,979 | $232,296 | View return |
| 2013 | Iiaa Educational Foundation | 990EZ | Treasurer | 1 | $0 | $0 | View return |