2025-11-14T15:12:43-05:00 2024-12-31 571121332 Robert E Milhous CPA P A and Associates P O BOX 1960 Columbia SC 29202 990 2024-01-01 570248455 Independent Insurance Agents and Brokers of South Carolina INDE 8037319460 800 Gracern Rd Columbia SC 29210 Rebecca H McCormack 8037319460 2025-11-14 true Robert E Milhous CPA SC P01210305 8037725300 2025-11-14 X 2024 2025-03-06 01:10:19Z Rebecca H McCormack 800 Gracern Rd Columbia SC 29210 1979249 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 9 0 33725 0 326265 338663 1287664 1428077 12690 38072 234915 174437 1861534 1979249 0 0 0 0 663297 906144 0 0 0 1217414 1082570 1880711 1988714 -19177 -9465 2178563 2170141 203082 185785 1975481 1984356 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 216230 0 362169 The objective of Education is to provide professional development for members continuing education requirements in SC. The following classes sessions were held in 2024: Regular education classes 2 in-person and webcasts with 264 attendees; Agent Broker Education Network ABEN 60 different webcasts with 1663 SC attendees; CISR sessions 6 in-person and 41 webcasts with 388 attendees; and CIC sessions 2 in-person and webcasts sessions with 291 attendees. 324930 0 651570 The object of Conferences is to provide education information training and networking opportunities for independent insurance agents. the following conferences were held in 2024: Annual conference with approximately 420 attendees; Spring conference with approximately 300 attendees; and Fall conference Young Agents was canceled due to storms; Womens conference with approximately 103 attendees. 96164 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 = 1125 emails per issue 24 issues. Quarterly magazines provide the membership focused on feature articles relative to the insurance industry along with local national legislative updates. Quarterly magazines = 2245 magazines mailed per 4 issues; 1866 emails sent per 4 issues. Legislative updates during legislative sessions = 1 issue 1125 emails. A Market Guide Publication is provided annually = 200 distributed. Other communications to membership: 7 emails related to benefits and services 6926 recipients; 28 emails related to events 50115 recipients; 23 emails related to education. 28262 recipients; 2 emails related to industry 2984 recipients; 1 email related to other items 1226 recipients. 28009 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. 28009 0 0 665333 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 9 true true true false false false true true false false 0 false false 0 0 false false false 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 Rebecca H McCormack 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 and Treasurer 1.00 0.00 X X 0 0 0 Angus M Brabham IV Secretary 1.00 0.00 X X 0 0 0 James G Taylor 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 Bret Carter Director 1.00 0.00 X 0 0 0 Andrew Deese 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 Jeniffer S Hincapie 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 John R Spence 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-retired 40.00 10.00 X X 140061 0 0 Rebecca H McCormack President CEO - elect 0.00 0.00 X X 0 0 0 140061 0 0 1 false false false 0 305671 0 0 0 32992 0 338663 See Schedule O - Conferences and meetings 900099 651570 0 0 0 See Schedule O - Education services 611710 362169 0 0 0 See Schedule O - Administrative and support services 561000 414338 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1428077 29661 0 0 0 0 0 0 0 140712 0 0 0 0 0 0 0 0 0 0 0 0 0 8411 0 0 0 8411 0 8411 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 33725 0 33725 0 See Schedule O - Other activity 900099 0 0 0 0 0 0 0 0 0 0 0 0 33725 1979249 0 33725 0 X 0 0 0 0 0 0 0 0 140061 0 0 0 0 0 0 0 576534 0 0 0 59408 0 0 0 76375 0 0 0 53766 0 0 0 0 0 0 0 1530 0 0 0 8100 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 140591 0 0 0 0 0 0 0 0 0 0 0 47826 0 0 0 52011 0 0 0 0 0 0 0 324930 324930 0 0 0 0 0 0 0 0 0 0 78679 0 0 0 14790 0 0 0 Publications and dues 96164 96164 0 0 Board and committees 58271 0 0 0 Education expenses 216230 216230 0 0 Governmental affairs 28009 28009 0 0 15439 0 0 0 1988714 665333 0 0 0 0 0 0 576 464 501423 451764 0 0 364625 426411 0 0 0 0 0 0 0 0 34541 26416 1584717 1128983 495265 455734 549379 572015 150826 155408 81928 81929 0 0 0 0 2178563 2170141 56487 54065 0 0 0 0 0 0 0 0 0 0 0 0 0 0 146595 131720 203082 185785 X 1869960 1833192 105521 151161 1975481 1984353 2178563 2170138 -9465 18337 0 0 0 0 X false true X true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 false IIABSC Politcal Affairs Committee 800 Gracern Rd Columbia SC 29210 570863384 0 25750 false false true 339396 75133 0 75133 89906 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 remitted to the IIABSC PAC.| 122983 122983 1263702 996841 266861 198032 132142 65890 455734 Investment in BIRC 155408 F 155408 Refunded advances - dues and tuition 131720 131720 1997586 18337 18337 1979249 0 1979249 1988714 0 1988714 0 1988714 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 11b No review was or will be conducted. 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. Part VI Line 12 | Explanation:| The president CEO of the filing organization reviews the prepared Form 990 prior to signing. The executive committee receives a report regarding the same. IIABSC Foundation 800 Gracern Rd Columbia SC 29210 570781364 Education SC 501(C)(3) Charity Status 7 N/A false IIABSC Group Health Insurance Trust 800 Gracern Rd Columbia SC 29210 816928444 Group health insurance SC 501(C)(9) N/A false IIABSC Agency Inc 800 Gracern Rd Columbia SC 29210 570956582 Insurance agency SC Yes C-Corporation 26294 738831 1 false Palmetto Association Services Inc 800 Gracern Rd Columbia SC 29210 934528421 Administrative services SC Yes C-Corporation -28258 8203 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 15586 Accrual basis IIABSC Agency Inc P 0 Accrual basis IIABSC Agency Inc Q 300000 Accrual basis IIABSC Group Health Trust Q 0 Accrual basis Palmetto Association Services Inc Q 3000 Accrual basis