2021-12-22T13:19:14-06:00 2021-06-30 363168081 SIKICH LLP 1415 W DIEHL RD SUITE 400 NAPERVILLE IL 605632349 990 2020-07-01 362021360 AMERICAN ASSOCIATION OF INSURANCE SERVICES AMER 6306818347 701 WARRENVILLE ROAD NO 101 LISLE IL 60532 SARA SANDUSKY DIRECTOR, FINANCE & ACCOUNTING 6306818347 2021-12-21 1 SARA SANDUSKY 999009999 HEATHER BONIFAS CPA P01711657 6305668400 2021-12-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z EDMUND KELLY PRES CEO 701 WARRENVILLE ROAD NO 101 LISLE IL 60532 21784346 0 X AAISONLINE.COM OR AAIS.ORG X 1984 DE TO PROMOTE THE INTERESTS OF AFFILIATED AND ORGANIZED GROUPS OF INSURANCE COMPANIES. 10 9 108 9 0 0 0 0 19355760 21732145 116767 52201 0 0 19472527 21784346 0 0 0 0 14152031 14150449 0 0 0 5427624 6309457 19579655 20459906 -107128 1324440 12541950 23041835 5589877 13902283 6952073 9139552 X TO PROMOTE THE COMMON BUSINESS INTERESTS OF AFFILIATED INSURANCE COMPANIES AND ORGANIZED GROUPS OF INSURANCE COMPANIES. 0 0 AAIS IS AN ADVISORY ORGANIZATION AND A STATISTICAL AGENT WORKING ON BEHALF OF 615 PROPERTY AND CASUALTY INSURANCE COMPANIES. AAIS DEVELOPS, MAINTAINS AND UPDATES MANUALS OF RULES AND RATING PROCEDURES FOR APPROXIMATELY 37 INSURANCE PROGRAM LINES AND FILES THOSE PROGRAMS WITH ALL STATE INSURANCE DEPARTMENTS ON BEHALF OF OUR MEMBER COMPANIES. FOR THE FISCAL YEAR ENDED JUNE 30, 2021, AAIS MADE OVER 950 FILINGS WITH INSURANCE DEPARTMENTS TO ADDRESS PRODUCT UPDATES AND REVISIONS, AS WELL AS EVOLVING REGULATORY COMPLIANCE ISSUES. AAIS COLLECTS COMPANY INSURANCE DATA ON BEHALF OF STATE REGULATORS AND REPORTS SUCH DATA TO THE REGULATORS IN ORDER TO SATISFY MEMBER COMPANIES I STATUTORY REPORTING REQUIREMENTS. FOR THE FISCAL YEAR ENDED JUNE 30, 2021, AAIS PROCESSED APPROXIMATELY 2,630,000 CLAIMS RECORDS WITH TOTAL LOSS ESTIMATES OF APPROXIMATELY $117.3 BILLION. AAIS ALSO COLLECTS THIRD PARTY DATA FROM A VARIETY OF PUBLIC AND PROPRIETARY DATA SOURCES TO REFINE RISK MANAGEMENT ADVISORY SERVICES. THIS INCLUDES DATA ON ECONOMIC ACTIVITY, FIRE INCIDENTS, REGIONAL EXPOSURE ATTRIBUTES, WEATHER, CRIME, CENSUS INFORMATION, MARKET SHARE INFORMATION, FIRE STATION AND FIRE HYDRANT LOCATION INFORMATION. OVER 227 MLLION RECORDS OF RELATED THIRD PARTY DATA WERE UTILIZED FOR VARIOUS ADVISORY SUPPORT ACTIVITIES DURING FISCAL YEAR ENDED JUNE 30, 2021. AAIS DISTRIBUTES INFORMATION TO MEMBER COMPANIES VIA BULLETINS WHICH INCLUDE INSTRUCTIONS ON ADOPTING NEWLY-FILED RULES AND FORMS AND MANDATORY ENDORSEMENTS. FOR THE FISCAL YEAR ENDED JUNE 30, 2021, AAIS DISTRIBUTED ALMOST 600 RELATED BULLETINS TO MEMBER COMPANIES. DURING THE FISCAL YEAR ENDED JUNE 30, 2021, AAIS CONTINUED DEVELOPMENT OF THE OPENIDL (OPEN INSURNACE DATA LINK) PLATFORM. OPENIDL IS AN OPEN BLOCKCHAIN NETWORK BUILT ON THE IBM BLOCKCHAIN PLATFORM ON THE OPEN SOURCE HYPERLEDGER FABRIC AND IS DESIGNED TO STREAMLINE REGULATORY REPORTING AND PROVIDE NEW INSIGHTS FOR INSURERS, WHILE ENHANCING TIMELINESS, ACCURACY AND VALUE FOR REGULATORS. OPENIDL HELPS ENABLE THE EFFICIENT, SECURED AND PERMISSION-BASED COLLECTION AND SHARING OF STATISTICAL DATA. OPENIDL ALSO UTILIZES MULTICLOUD CAPABILITIES GIVING MEMBERS THE FLEXIBILITY TO DEPLY THE BLOCKCHAIN NETWORK ON THE COULD INTRASTRUCTURE OF THEIR CHOOSING. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 24 0 108 1 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 X SARA SANDUSKY 6304573259 701 WARRENVILLE ROAD NO 101 LISLE IL 60532 EDMUND KELLY PRESIDENT AND CEO 40.00 X X 1012778 0 15547 DAVID KAUFMAN CHAIRMAN 1.00 X X 0 0 0 DAVE DUCLOS VICE-CHAIRMAN 1.00 X X 0 0 0 HERMAN BONTRAGER DIRECTOR 1.00 X 0 0 0 BRUCE KELLEY DIRECTOR 1.00 X 0 0 0 ROSS FISHER DIRECTOR 1.00 X 0 0 0 WERNER KRUCK DIRECTOR 1.00 X 0 0 0 RANDY SHAW DIRECTOR 1.00 X 0 0 0 KIM SMITH DIRECTOR 1.00 X 0 0 0 KEITH WOLFE DIRECTOR 1.00 X 0 0 0 JOAN ZERKOVICH SVP 40.00 X 580220 0 13734 TERESA WESTCOTT VP-LEGAL & COMPLIANCE 40.00 X 370421 0 8764 TRUMAN ESMOND VP-CUSTOMER ENGAGE 40.00 X 356344 0 31663 JOHN KADOUS VP-PERSONAL LINES 40.00 X 315395 0 31663 ROBERT GUEVARA VP-INLAND MARINE 40.00 X 291076 0 13683 PHIL LEGRONE VP ACTUARIAL/ANALYTICS (THRU 2/4/21) 40.00 X 279902 0 31663 JOSEPH WILHELMY DIRECTOR, DATA ENGINEERING 40.00 X 204737 0 6357 JOHN GREENE DIRECTOR COMMUNICATIONS 40.00 X 294704 0 8764 KENNETH SAYERS SOLUTIONS ARCHITECT 40.00 X 210432 0 21788 MICHAEL PAYNE DIRECTOR, ACTUARIAL 40.00 X 219255 0 22142 BELINDA NGUYEN HEAD, DATA ANALYTICS 40.00 X 228710 0 10468 4363974 0 216236 55 0 1 0 THOMAS G ARONS 9427 ZYLE RD AUSTIN TX 78737 3RD PARTY INTERNET SECURITY SERVICES 121500 1 MEMBERSHIP DUES 541900 21478492 21478492 FORMS, MANUALS AND OTHER 541900 253653 253653 21732145 52201 52201 21784346 21732145 0 52201 3308785 7240866 48976 2791698 760124 121000 882347 78508 282114 3021450 413712 22668 199437 688673 97203 LICENSES AND FILING FEE 242212 DUES & SUBSCRIPTIONS 169318 EQUIPMENT RENTAL, MAINT 90815 20459906 18902 12301086 4749858 3065934 968754 465644 1363489 1774776 11627720 6778101 4904287 4849619 475660 584776 61000 12541950 23041835 3941151 3833032 487000 9167584 1161726 901667 5589877 13902283 X 6952073 9139552 6952073 9139552 12541950 23041835 X 1324440 -46461 909500 X 0 1 X 1 0 0 1 0 898788 363244 535544 10438440 6414857 4023583 290492 290492 4849619 ACCRUED PENSION LIABILITY 118431 DEFERRED COMPENSATION LIABILITY 583757 DEFERRED RENT CREDIT 199479 901667 X 21746208 -46461 8323 -38138 21784346 0 21784346 20462874 2968 2968 20459906 0 20459906 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC) AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: AAIS CORPORATE INTEREST 8,323. PART XII, LINE 2D - OTHER ADJUSTMENTS: AAIS CORPORATION EXPENSES 2,968. X X X X 0 0 0 EDMUND KELLY PRESIDENT AND CEO 547701 0 465077 0 0 0 8550 0 6997 0 1028325 0 0 0 JOAN ZERKOVICH SVP 366738 0 213482 0 0 0 8550 0 5184 0 593954 0 0 0 TRUMAN ESMOND VP-CUSTOMER ENGAGE 249799 0 106545 0 0 0 8550 0 23113 0 388007 0 0 0 TERESA WESTCOTT VP-LEGAL & COMPLIANCE 263876 0 106545 0 0 0 8550 0 214 0 379185 0 0 0 JOHN KADOUS VP-PERSONAL LINES 231902 0 83493 0 0 0 8550 0 23113 0 347058 0 0 0 PHIL LEGRONE VP ACTUARIAL/ANALYTICS (THRU 2/4/21) 231902 0 48000 0 0 0 8550 0 23113 0 311565 0 0 0 ROBERT GUEVARA VP-INLAND MARINE 224151 0 66925 0 0 0 8550 0 5133 0 304759 0 0 0 JOHN GREENE DIRECTOR COMMUNICATIONS 218844 0 75860 0 0 0 8550 0 214 0 303468 0 0 0 MICHAEL PAYNE DIRECTOR, ACTUARIAL 186965 0 32290 0 0 0 6901 0 15241 0 241397 0 0 0 BELINDA NGUYEN HEAD, DATA ANALYTICS 190831 0 37879 0 0 0 7024 0 3444 0 239178 0 0 0 KENNETH SAYERS SOLUTIONS ARCHITECT 173735 0 36697 0 0 0 6547 0 15241 0 232220 0 0 0 JOSEPH WILHELMY DIRECTOR, DATA ENGINEERING 173232 0 31505 0 0 0 6145 0 212 0 211094 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AMERICAN ASSOCIATION OF INSURANCE SERVICES' FORM 990 WAS PREPARED ON BEHALF OF THE ASSOCIATION BY SIKICH LLP WHO ALSO SERVE AS THE ASSOCIATION'S INDEPENDENT AUDITORS. THE ASSOCIATION'S DIRECTOR OF FINANCE AND ACCOUNTING, SARA SANDUSKY, PROVIDED INPUT AND EXPLANATIONS TO THE PREPARERS REGARDING VARIOUS INFORMATION REQUESTED ON FORM 990 AND SCHEDULES. IN ADDITION, THIS INDIVIDUAL HAS REVIEWED THE ANSWERS TO ALL LINES AND QUESTIONS ON THE PREPARED FORM 990 AND SCHEDULES PRIOR TO FILING THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C UPON ELECTION TO THE BOARD, NEW DIRECTORS RECEIVE A COPY OF THE ASSOCIATION'S CONFLICT OF INTEREST POLICY AS WELL AS A COPY OF THE ASSOCIATION'S CONFLICT OF INTEREST DISCLOSURE FORM WHICH THEY MUST COMPLETE. THEREAFTER, THEY ARE REQUESTED TO COMPLETE AND SUBMIT A NEW FORM ONLY IF THERE IS A CHANGE IN THE BOARD MEMBER'S CIRCUMSTANCES WITH REGARD TO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE ASSOCIATION'S BOARD OF DIRECTORS COLLECTIVELY REVIEW AND DETERMINE THE COMPENSATION OF THE ASSOCIATION'S PRESIDENT AND CEO ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ASSOCIATION'S OFFICES IN LISLE, ILLINOIS. FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY 58,475. AAIS SERVICES CORP ASSET TRANSFER 851,025. AAIS SERVICES CORPORATION 701 WARRENVILLE ROAD STE 101 LISLE IL 60532 363050374 REAL ESTATE RENTAL DE N/A C 7450 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0