AUMdb

Insured Retirement Institute Inc

EIN 061328907 · 501(c)(6) · Public charity · Washington, DC · recognized 1992

Assets
$8.4M
Revenue
$9.3M
Expenses
$9.0M
Investment income
$15.1K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Forbes Tate Partners Llc Lobbying services $217,623
Cohnreznick Advisory Llc Accounting services $161,725

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Wayne Chopus President and ceo $1,055,626 $60,203
Jason Berkowitz Chief legal and regulatory officer $403,411 $65,823
Paul Richman Chief government and political affairs officer $341,161 $42,022
Shani Armon Chief operating officer (as of 10/24) $324,634 $20,005
Katherine Dease Chief technology and innovation officer $324,048 $18,901
Christina Brady Chief operating officer (until 10/24) $236,286 $39,730
Daniel Zielinski Chief strategic communications officer $221,582 $51,326
Francis O'connor Vp, research $206,065 $48,749
Sarah Wood Director, state policy and regulatory affairs $170,862 $17,490
Rebecca Plowman Director, compliance and implementation $159,446 $12,848
Philip Pellegrino Executive officer, chair $0 $0
Pete Landry Director (until 8/24) $0 $0
Paula Nelson Executive officer, treasurer $0 $0
Paul Lucas Director $0 $0
Myles Lambert Director $0 $0
Michael Sturm Director $0 $0
Michael Eustic Director $0 $0
Melissa Kivett Director (until 4/24) $0 $0
Bill Lowe Director $0 $0
Robert Jameison Director $0 $0
Robert Pettman Director (until 4/24) $0 $0
Sean Baker Director $0 $0
Srinivas Reddy Director $0 $0
Steve Scanlon Director $0 $0
Terri Fiedler Director $0 $0
Tim Froehlich Director (as of 9/24) $0 $0
Todd Taylor Director (until 5/24) $0 $0
Wesley Severin Director $0 $0
Bob Mcgowan Director $0 $0
Christie Loftus Director $0 $0
Christopher Grady Director $0 $0
Colbert Narcisse Director (as of 5/24) $0 $0
Colleen Tycz Director (as of 9/24) $0 $0
Corey Walther Executive officer, vice chair $0 $0
Craig Hawley Director (as of 8/24) $0 $0
Dev Ganguly Director $0 $0
Doug Brigman Director (until 8/24) $0 $0
Dylan Tyson Director $0 $0
Eric Henderson Director (until 8/24) $0 $0
Graham Day Director (until 5/24) $0 $0
Jacob Armstrong Director (until 9/24) $0 $0
Jamie Ohl Director $0 $0
Jay Jackson Director (as of 5/24) $0 $0
Jeff Lorenzen Director (as of 8/24) $0 $0
Joe Neary Director $0 $0
Joe Schultz Director $0 $0
John Kennedy Director $0 $0
John Schobel Director $0 $0
Jordan Jackson Director (as of 8/24) $0 $0
Joseph Toledano Director $0 $0
Katherine Roy Director $0 $0
Kevin Kennedy Director $0 $0
Laura Pantaleo Director $0 $0
Marci Green Director $0 $0
Matthew Wion Director (as of 5/24) $0 $0