| 2024 | International Foundation of Employee Benefit Plans Inc. | 990 | Chief Executive Officer | 40 | $536,884 | $0 | View return |
| 2024 | The Wellness Council of America | 990 | Chief Executive Officer | 2 | $0 | $536,884 | View return |
| 2024 | Certified Employee Benefit Specialists Inc | 990 | Chief Executive Officer | 1 | $0 | $536,884 | View return |
| 2024 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Chief Executive Officer | 2 | $0 | $536,884 | View return |
| 2023 | The Wellness Council of America | 990 | CEO | 2 | $0 | $528,836 | View return |
| 2023 | Certified Employee Benefit Specialists Inc | 990 | Chief Executive Officer | 1 | $0 | $528,836 | View return |
| 2023 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Chief Executive Officer | 2 | $0 | $528,836 | View return |
| 2022 | Certified Employee Benefit Specialists Inc | 990 | Chief Executive Officer | 0.5 | $0 | $485,540 | View return |
| 2022 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Chief Executive Officer | 2 | $0 | $485,540 | View return |
| 2021 | International Foundation of Employee Benefit Plans Inc. | 990 | Chief Executive Officer | 40 | $466,790 | $0 | View return |
| 2021 | Certified Employee Benefit Specialists Inc | 990 | Chief Executive Officer | 0.5 | $0 | $466,790 | View return |
| 2021 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Chief Executive Officer | 2 | $0 | $466,790 | View return |
| 2020 | International Foundation of Employee Benefit Plans Inc. | 990 | Chief Executive Officer | 40 | $340,570 | $0 | View return |
| 2020 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Chief Executive Officer | 2 | $0 | $340,570 | View return |
| 2020 | Certified Employee Benefit Specialists Inc | 990 | Chief Executive Officer | 0.5 | $0 | $340,570 | View return |
| 2019 | International Foundation of Employee Benefit Plans Inc. | 990 | Chief Executive Officer | 40 | $301,553 | $0 | View return |
| 2019 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Chief Executive Officer | 2 | $0 | $301,553 | View return |
| 2019 | Certified Employee Benefit Specialists Inc | 990 | Chief Executive Officer | 0.5 | $0 | $301,553 | View return |
| 2018 | International Foundation of Employee Benefit Plans Inc. | 990 | Chief Executive Officer - New | 40 | $293,620 | $0 | View return |
| 2018 | International Society of Certified Employee Benefit Specialists Inc. | 990 | Chief Executive Officer - New | 1 | $0 | $293,620 | View return |
| 2018 | Certified Employee Benefit Specialists Inc | 990 | Chief Executive Officer - New | 0.5 | $0 | $293,620 | View return |
| 2017 | International Foundation of Employee Benefit Plans Inc. | 990 | Executive Vice President | 40 | $230,739 | $0 | View return |