2015-11-13T09:52:54-06:00 2014-12-31 BDO USA LLP 945 E PARK DR STE 103 HARRISBURG PA 17111 990 2014-01-01 232209285 THE PENNSYLVANIA SURPLUS LINES ASSOCIATION % AS ADDRESSED PENN 6105941340 180 SHEREE BOULEVARD EXTON PA 19341 KENNETH RUDERT Executive Director 6105941340 2015-11-13 true Steven J Masterson P00026744 7172338800 2015-11-13 2014 2016-04-25 22:37:26Z KENNETH RUDERT 180 SHEREE BOULEVARD EXTON PA 19341 2198341 false X www.pasla.org X 1982 PA REPRESENT INTERESTS OF RESIDENT AND NON-RESIDENT LICENSED SURPLUS LINES AGENTS TRANSACTING BUSINESS IN PA 12 12 10 0 0 0 2023795 2187480 9598 10861 5110 0 2038503 2198341 0 0 0 0 767122 811355 0 0 0 1137613 833753 1904735 1645108 133768 553233 3748386 4131970 91527 132606 3656859 3999364 X TO SERVE PENNSYLVANIA'S INSURANCE CONSUMERS THROUGH FAIR AND EFFICIENT REVIEW AND VERIFICATION OF THE SURPLUS LINES INSURANCE INDUSTRY AND TO: 1. FACILITATE AND ENCOURAGE COMPLIANCE BY SURPLUS LINES LICENSEES WITH THE LAWS OF THIS COMMONWEALTH AND THE RULES AND REGULATIONS OF THE DEPARTMENT RELATIVE TO SURPLUS LINES INSURANCE. 2. PROVIDE MEANS FOR THE EXAMINATION, WHICH SHALL REMAIN CONFIDENTIAL, OF ALL SURPLUS LINES COVERAGES WRITTEN BY SURPLUS LINES LICENSEES TO DETERMINE WHETHER SUCH COVERAGES COMPLY WITH SUCH LAWS AND REGULATIONS. 3. COMMUNICATE WITH ORGANIZATIONS OF ADMITTED INSURERS WITH RESPECT TO THE PROPER USE OF THE SURPLUS LINES MARKET. 4. RECEIVE AND DISSEMINATE TO SURPLUS LINES LICENSEES INFORMATION RELATIVE TO SURPLUS LINES INSURANCE. false true The Pennsylvania Surplus Lines Association was awarded a contract from the Pennsylvania Insurance Department (PID) to develop and maintain an electronic database of statistical data entered by the licensees. In addition, the PSLA serves as an advisory organization with PID for purposes of advising and consulting on matters concerning the surplus lines market in Pennsylvania. PSLA provides training and education to all licensees. PSLA is also a voluntary membership organization for all surplus lines licensees and supporting membership for producers, insurance carriers other interested parties concerned in gaining greater knowledge of the surplus lines marketplace. The association had 150 paid memberships and provided services to 1,946 agencies during 2014. false false false true false false false false false true false false false true false true false false false false false false false false false false false false true false false false false true false false false false false false false false false false 4 0 10 true false false false false false false X 12 12 false false false false true true false true false false false true true true true true true true false false X AS ADDRESSED 6105941340 180 SHEREE BOULEVARD SUITE 3100 EXTON PA 19341 DENNIS LEWANDOWSKI VICE PRESIDENT 2.0 0.0 X X 0 0 0 FRANCES REH BOARD MEMBER 2.0 0.0 X 0 0 0 WILLIAM TIERNEY TREASURER 2.0 0.0 X X 0 0 0 MARY MARINES BOARD MEMBER 2.0 0.0 X 0 0 0 JACK MEEKER Board Member 2.0 0.0 X 0 0 0 CHARLES CONWAY SECRETARY 2.0 0.0 X X 0 0 0 JUDITH KLINGERMAN PRESIDENT 2.0 0.0 X X 0 0 0 ANTHONY SALTZMAN BOARD MEMBER 2.0 0.0 X 0 0 0 GERALD HENNER BOARD MEMBER 2.0 0.0 X 0 0 0 IRENE BARBERA BOARD MEMBER 2.0 0.0 X 0 0 0 DIANNE SPRAGUE BOARD MEMBER 2.0 0.0 X 0 0 0 MICHAEL DEAN BOARD MEMBER 2.0 0.0 X 0 0 0 BARRY KAUFFMANN BOARD MEMBER 2.0 0.0 X 0 0 0 KENNETH A RUDERT EXEC DIRECTOR 40.0 0.0 X 145173 0 18109 MARIE RUDERT AUDIT & FINANCE MANANGER 40.0 0.0 X 109690 0 17082 254863 0 35191 2 false true false LimNorris Consulting Group 12 Fox Hunt Circle PLYMOUTH MEETING PA 19462 PROJECT MANAGEMENT 368322 MindShift Technologies Inc 309 Waverly Oaks 301 WALTHAM MA 02452 COMPUTER SUPPORT 118845 2 0 STAMPING FEES 524298 2187480 2187480 2187480 10861 10861 0 0 0 0 0 0 0 0 0 0 2198341 2187480 10861 0 0 0 0 0 0 653327 33823 74529 49676 0 81664 81777 0 0 0 53259 0 53139 195398 0 119501 16899 0 6581 0 0 165069 32533 SLA EDUCATION 15475 DUES AND SUBSCRIPTIONS 5798 MEMBERSHIP SERVICES 5860 CHARITABLE 800 1645108 0 0 3252190 3513584 0 0 192409 212080 0 0 0 0 0 0 0 0 32112 32432 2517772 2152861 262712 364911 0 0 0 0 0 0 0 0 8963 8963 3748386 4131970 8331 14576 0 0 0 0 0 0 0 0 0 0 0 0 0 0 83196 118030 91527 132606 X 3656859 3999364 0 0 0 0 3656859 3999364 3748386 4131970 X 553233 -210728 X false true X true false false true false 50016 32774 17242 207181 171008 36173 2260574 1949078 311496 364911 0 ACCRUED EXPENSES 118030 DEFERRED DUES 0 118030 2198341 2198341 2198341 1645108 1645108 1645108 X X X false false false KENNETH A RUDERT EXEC DIRECTOR 145173 0 0 0 0 0 9197 0 8912 0 163282 0 0 0 MARIE RUDERT SPOUSE OF KEY EMPLOYEE 109690 EMPLOYED AS FINANCE MANAGER SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: MARIE RUDERT (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: SPOUSE OF KEY EMPLOYEE (C) AMOUNT OF TRANSACTION $ 109,690. (D) DESCRIPTION OF TRANSACTION: EMPLOYED AS AUDIT AND FINANCE MANAGER (E) SHARING OF ORGANIZATION REVENUES = NO FORM 990, PART VI, SECTION A, LINE 6: THE ORGANIZATION HAS MEMBERS. FULL RESIDENT AND NON-RESIDENT MEMBERS HAVE FULL VOTING RIGHTS. BRANCH OFFICE RESIDENT AND BRANCH OFFICE NON-RESIDENT MEMBERS AS WELL AS ASSOCIATE SUPPORTING MEMBERS HAVE NO VOTING RIGHTS. SUPPORTING MEMBERS HAVE NO VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A: RESIDENT AND NON-RESIDENT FULL MEMBERS ONLY. FORM 990, PART VI, SECTION A, LINE 8B: ALL COMMITTEES OF THE ASSOCIATION CONTEMPORANEOUSLY DOCUMENT MEETINGS HELD. NONE OF THE ASSOCIATIONS COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11: AT LEAST 30 DAYS BEFORE FORM 990 IS FILED WITH THE IRS IT WILL BE DISSEMINATED TO THE BOARD OF GOVERNORS VIA EMAIL FOR REVIEW, COMMENTS AND QUESTIONS. ANY QUESTIONS AND COMMENTS ARE DIRECTED TO THE EXECUTIVE DIRECTOR WITHIN FIFTEEN (15) DAYS OF RECEIPT. EXECUTIVE DIRECTOR WILL RESPOND TO ALL COMMENTS AND/OR DEFER TO THE CPA FIRM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: THE CONFLICT OF INTEREST POLICY WAS ADOPTED IN JANUARY 2010. A DIRECTORS AND OFFICERS FIDUCIARY RESPONSIBILITY FORM IS COMPLETED AND FILED WITH THE ORGANIZATION ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A: THE ASSOCIATION CONTRACTS AN INDEPENDENT HR CONSULTANT WHO PROVIDES COMPARABLE SALARY DATA FOR THE EXECUTIVE DIRECTORS POSITION. NO BOARD MEMBERS OR OFFICERS RECEIVE COMPENSATION. THERE ARE NO KEY OFFICERS OR KEY EMPLOYEES OTHER THAN THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART III, LINE 3: In the second quarter of 2014, a Board proposal was approved to discontinue the Membership Division which was financially unsustainable in its current form. The majority of the functions are to be assumed by the Advisory Division. The remaining funds were disbursed in the fourth quarter of 2014 through the creation of four Pennsylvania universities educational endowments in the name of the Pennsylvania Surplus Lines Association Insurance Scholarship Fund. The scholarship funds are to be administered in accordance with the criteria approved by the Association. FORM 990, PART XI, LINE 9: LOSS FROM DISCONTINUED OPERATIONS IN PENNSYLVANIA SUPRLUS LINES' MEMBERSHIP DIVISION.