2024-11-13T11:50:47-05:00 2023-12-31 571121332 Robert E Milhous CPA P A and Associates P O BOX 1960 Columbia SC 29202 990 2023-01-01 570248455 Independent Insurance Agents and Brokers of South Carolina % G Frank Sheppard INDE 8037319460 800 Gracern Rd Columbia SC 29210 G Frank Sheppard President 2024-11-13 true Robert E Milhous CPA SC P01210305 8037725300 2024-11-13 2023 2024-10-15 13:58:12Z G Frank Sheppard 800 Gracern Rd Columbia SC 29210 1983370 false X www.iiabsc.com X 1992 SC Taxpayer provides membership services to the independent insurance agents in South Carolina to promote the common business interests within the industry. 13 13 8 0 33117 33117 324488 326265 1167596 1287664 17808 12690 281683 234915 1791575 1861534 0 0 0 0 608224 663297 0 0 0 1141261 1217414 1749485 1880711 42090 -19177 2181928 2178563 202590 203082 1979338 1975481 The fundamental purpose and objective of the filing organization is to promote educate and represent the common business interests of independent insurance agents of SC within the industry public and legislature. Activities sponsored by the organization are intended to educate members and keep them informed on current topics relative to the industry. false false 236016 0 369702 The objective of Education is to provide professional development for members continuing education requirements in SC. The following classes sessions were held in 2023: Regular education classes 6 in-person and 30 webcasts with 334 attendees; Agent Broker Education Network ABEN 60 different webcasts with 1367 SC attendees; CISR sessions 6 in-person and 40 webcasts with 353 attendees; and CIC sessions 5 in-person and 8 webcasts sessions with 314 attendees. 419827 0 613260 The object of Conferences is to provide education information training and networking opportunities for independent insurance agents. the following conferences were held in 2023: Annual conference with approximately 200 attendees; Spring conference with approximately 150 attendees; and Fall conference with approximately 150 attendees. 114243 0 0 Publications include monthly newsletters to membership about insurance industry practices benefits and services the Association provides along with various local national legislative updates. Monthly newsletters = 1455 emails per issue. Quarterly magazines provide the membership focused on feature articles relative to the insurance industry along with local national legislative updates. Quarterly magazines = 2540 emails per issue. Legislative updates during legislative sessions = 1 issue 1455 emails. A Market Guide Publication is provided annually = 650 distributed. Other communications to membership: 7 emails related to benefits and services = 6926 recipients; 17 emails related to events = 37,565 recipients; 11 emails related to education = 21692 recipients; 2 emails related to industry = 2476 recipients; 5 emails related to other items = 11487 recipients. 32622 0 0 Governmental affairs: consists of providing members access to national marketing and advertising including "Trusted Choice" products. Also provides members information on effects of new regulations in the industry. 32622 0 0 802708 false true true false true false false false false false true true false false true false true true false false false false false false false false false false false false false false false false false false false false false false false true true true false true 20 0 true 8 true true false false false true true false false 0 false false false false false X 13 13 false false false false true true true true true false false false true true true true true true true true true SC X G Frank Sheppard 8037319460 800 Gracern Rd Columbia SC 29210 Tonya S Thomason Chair 1.00 0.00 X X 0 0 0 Robert E Nalley Chair Elect Treasurer 1.00 0.00 X X 0 0 0 Angus M Brabham IV Secretary 1.00 0.00 X X 0 0 0 Ashley Brady National Director 1.00 0.00 X 0 0 0 James G Taylor Jr Immediate Past Chair 1.00 0.00 X X 0 0 0 l Amber Bryant Director 1.00 0.00 X 0 0 0 Alexander Galloway Director 1.00 0.00 X 0 0 0 William Hamer Director 1.00 0.00 X 0 0 0 Lauren T Huffman Director 1.00 0.00 X 0 0 0 Shane F Lynn Director 1.00 0.00 X 0 0 0 Renado Robinson Director 1.00 0.00 X 0 0 0 John R Spence Director 1.00 0.00 X 0 0 0 Julie B Turner Director 1.00 0.00 X 0 0 0 Richard Walker Jr Director 1.00 0.00 X 0 0 0 G Frank Sheppard President 40.00 10.00 X X 118842 0 0 118842 0 0 1 false false false 0 304730 0 0 0 21535 0 326265 See Schedule O - Conferences and meetings 900099 613260 0 0 0 See Schedule O - Education services 611710 369702 0 0 0 See Schedule O - Administrative support 561000 304702 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1287664 24915 0 0 24915 0 0 0 0 201504 0 0 201504 0 0 0 0 0 0 0 0 0 0 109611 0 121836 0 -12225 0 -12225 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 See Schedule O - Corporate dues 900099 33117 0 33117 0 See Schedule O - Other activity 900099 294 294 0 0 0 0 0 0 0 0 0 0 33411 1861534 294 33117 226419 X 0 0 0 0 0 0 0 0 112842 0 0 0 0 0 0 0 387163 0 0 0 49513 0 0 0 76126 0 0 0 37653 0 0 0 0 0 0 0 2594 0 0 0 10400 0 0 0 0 0 0 0 0 0 4245 0 0 0 0 0 0 0 27500 0 0 0 134207 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 44224 0 0 0 0 0 0 0 419827 419827 0 0 0 0 0 0 0 0 0 0 71464 0 0 0 12361 0 0 0 Publication and dues 114243 114243 0 0 Board and committees 61343 0 0 0 Educational expenses 236016 236016 0 0 Governmental affairs 32622 32622 0 0 46368 0 0 0 1880711 802708 0 0 0 0 0 0 346 575 411832 501423 0 0 426570 364626 0 0 0 0 0 0 0 0 32231 34541 1581029 1085764 537296 495265 524872 549379 166853 150826 81928 81928 0 0 0 0 2181928 2178563 55989 56487 0 0 0 0 0 0 0 0 0 0 0 0 0 0 146601 146595 202590 203082 X 1834945 1869960 144393 105521 1979338 1975481 2181928 2178563 -19177 15320 0 0 0 0 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 false IIABSC Political Affairs Committee 800 Gracern Rd Columbia SC 29210 570863384 0 32652 false false true 337847 72491 0 72491 86827 0 0 Part IV | PartandLinenumber:,Explanation:| Part I-A Line 1,Description of the organizations direct and indirect political campaign activities: The filing organization hires an outside firm to monitor local legislation which is then broadcast to members through newsletters. Direct lobbying expenses occur at the national IIABA organization which a part of member dues are remitted by the filing organization for such purposes. Additionally certain staff and board members attend the National IIANC legislative conference in Wash.DC. The filing organization annually disclosures to each member the percentage of dues which are related to such activities as demonstrated in Part III-B.| Part I-C Line 5,Members contribute to the separate IIABSC Public Affairs Committee PAC through the filing organization. Such earmarked funds received by the filing organization are promptly transferred to the IIABSC PAC.| 122983 122983 1277694 981187 296507 180352 104577 75775 495265 Investment in BIRC 150826 F 150826 Refunded advances - dues and tuition 146595 146595 1876854 15320 15320 1861534 0 1861534 1880711 0 1880711 0 1880711 Part VI, Line 6 As a trade association 501c6 the filing organizations members consist of independent insurance agents in the state of South Carolina. Regular membership is open to all independent insurance agents engaged in the property and casualty business. Part VI, Line 7a During its annual meeting the members elect the filing organizations board of directors with staggered terms. The board elects an Executive Committee pursuant to the organizations bylaws. Part VI, Line 7b Approval of the membership is required for various actions as required under the bylaws. The president of the filing organization may exercise certain decisions as authorized by the Executive Committee of the Board. Part VI, Line 11a The president of the filing organization reviews the prepared Form 990 prior to signing. The executive committee receives a report regarding the same. Part VI, Line 12c The executive committee performs periodic reviews to monitor policy. Part VI, Line 15 The executive committee performs annual reviews to determine compensation requirements of the president. The president reviews annual compensation of all other employees and reports the budget for the same to the committee. Part VI, Line 19 The filing organization makes its governing documents conflict of interest policy and financial statements available upon request. IIABSC Foundation 800 Grancern Rd Columbia SC 29210 570781364 Education SC 501(C)(3) Charity Status 10 N/A false IIABSC Group Health Insurance Trust 800 Grancern Rd Columbia SC 29210 816928444 Groupr health SC 501(C)(9) N/A false IIABSC Agency Inc 800 Gracern Rd Columbia SC 29210 570956582 Insurance agency SC yes C-Corporation -65703 692844 1 false true false true false false false false false false false false false false false false true true false false IIABSC Foundation C 10000 Accrual basis IIABSC Foundation Q 5000 Accrual basis IIABSC Agency Inc A 9942 Accrual basis IIABSC Agency Inc P 9504 Accrual basis IIABSC Agency Inc Q 299996 Accrual basis IIABSC Group Health Trust Q 27047 Accrual basis