2011-11-09T09:18:13-06:00 2010-12-31 CALIBRE CPA GROUP PLLC 1850 K STREET NW WASHINGTON DC 20006 990 2010-01-01 133173374 AMERICAN INSURANCE ASSOCIATION INC AMER 2028287100 2101 L STREET NW NO 400 WASHINGTON DC 20037 DAVID S LAUER 2028287100 2011-11-09 1 2023319880 2010 2016-02-24 21:20:13Z LEIGH ANN PUSEY 2101 L STREET NW WASHINGTON DC 20037 22430651 0 X AIADC.ORG X 1984 DE THE PURPOSES OF THE CORPORATION ARE:(1) TO PROMOTE THE ECONOMIC, LEGISLATIVE AND PUBLIC STANDING OF ITS PARTICIPATING PROPERTY AND CASUALTY INSURERS AND THE INSURANCE INDUSTRY; (2) TO PROVIDE A FORUM FOR THE DISCUSSION OF PROBLEMS WHICH ARE OF COMMON CONCERN TO MEMBER COMPANIES; (3) TO PROMOTE THE INTERESTS OF SUCH COMPANIES IN EVERY LEGITIMATE MANNER CONSISTENT WITH PUBLIC WELFARE; (4) TO KEEP MEMBER COMPANIES INFORMED OF REGULATORY AND LEGISLATIVE DEVELOPMENTS; (5) TO SERVE THE PUBLIC INTEREST THROUGH APPROPRIATE ACTIVITIES, INCLUDING THE PROMOTION OF SAFETY AND SECURITY OF PERSONS AND PROPERTY; (6) TO FURNISH OTHER RELATED AND SIMILAR SERVICES; AND (7) TO ENGAGE IN ANY OTHER LAWFUL ACT OR ACTIVITY FOR WHICH A CORPORATION MAY BE ORGANIZED UNDER THE GENERAL CORPORATION LAW OF THE STATE OF DELAWARE IN FURTHERANCE OF THE FOREGOING PURPOSES. 13 13 76 0 0 0 0 0 24298139 20288975 343545 386779 137560 0 24779244 20675754 0 0 0 0 16126773 10609389 0 0 0 11044474 9300926 27171247 19910315 -2392003 765439 15071587 11675966 21332603 14728853 -6261016 -3052887 X THE PURPOSES OF THE CORPORATION ARE:(1) TO PROMOTE THE ECONOMIC, LEGISLATIVE AND PUBLIC STANDING OF ITS PARTICIPATING PROPERTY AND CASUALTY INSURERS AND THE INSURANCE INDUSTRY; (2) TO PROVIDE A FORUM FOR THE DISCUSSION OF PROBLEMS WHICH ARE OF COMMON CONCERN TO MEMBER COMPANIES; (3) TO PROMOTE THE INTERESTS OF SUCH COMPANIES IN EVERY LEGITIMATE MANNER CONSISTENT WITH PUBLIC WELFARE; (4) TO KEEP MEMBER COMPANIES INFORMED OF REGULATORY AND LEGISLATIVE DEVELOPMENTS; (5) TO SERVE THE PUBLIC INTEREST THROUGH APPROPRIATE ACTIVITIES, INCLUDING THE PROMOTION OF SAFETY AND SECURITY OF PERSONS AND PROPERTY; (6) TO FURNISH OTHER RELATED AND SIMILAR SERVICES; AND (7) TO ENGAGE IN ANY OTHER LAWFUL ACT OR ACTIVITY FOR WHICH A CORPORATION MAY BE ORGANIZED UNDER THE GENERAL CORPORATION LAW OF THE STATE OF DELAWARE IN FURTHERANCE OF THE FOREGOING PURPOSES. 0 0 REPRESENTATION OF MEMBER PROPERTY & CASUALTY INSURANCE COMPANIES ON LEGISLATIVE AND ECONOMIC ISSUES AS WELL AS ENHANCEMENT OF PUBLIC KNOWLEDGE AND PERCEPTION OF THE PROPERTY-CASUALTY INDUSTRY. AIA REPRESENTS MORE THAN 400 PROPERTY-CASUALTY INSURANCE COMPANIES. AIA ALSO PRODUCES SEVERAL PUBLICATIONS AND ISSUES HUNDREDS OF BULLETINS, COMMITTEE MAILINGS, AND INFORMATION UPDATES. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 144 0 1 76 1 0 0 0 0 1 1 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 0 1 0 0 1 1 1 1 0 X DAVID LAUER VP & TREASURER 2028287176 2101 L ST NW SUITE 400 WASHINGTON DC 20037 CONSTANTINE P IORDANOU 1.00 X 0 0 0 WILLIAM R BERKLEY 1.00 X 0 0 0 R GREGORY ATOR 1.00 X 0 0 0 JOHN D FINNEGAN 1.00 X 0 0 0 JEFFREY H POST 1.00 X 0 0 0 MICHAEL LAROCCO 1.00 X 0 0 0 FREDERICK H EPPINGER 1.00 X 0 0 0 LIAM MCGEE 1.00 X 0 0 0 DOUGLAS G ELLIOT 1.00 X 0 0 0 T MICHAEL MILLER 1.00 X 0 0 0 JAY S FISHMAN 1.00 X 0 0 0 MIKE MCGAVICK 1.00 X 0 0 0 PAUL HOPKINS 1.00 X 0 0 0 MELISSA W SHELK 37.50 X 206509 0 39513 ALLAN J STEIN 37.50 X 237973 0 50304 LYNDA S MOUNTS 37.50 X 179402 0 31711 STEPHEN C SCHNEIDER 37.50 X 211766 0 51784 DAVID S LAUER 37.50 X 301674 0 52101 TAMERA R VELASQUEZ 37.50 X 228578 0 51467 KENNETH L GIBSON 37.50 X 104809 0 17656 LEIGH ANN PUSEY 37.50 X 1184769 0 431450 DAVID SNYDER 37.50 X 218753 0 52765 JOHN P MURPHY 37.50 X 229400 0 42845 CECIL PEARCE 37.50 X 200262 0 41208 JOSEPH ZIELEZIENSKI 37.50 X 449398 0 48092 FRED C BOSSE 37.50 X 246368 0 51065 PETER R FOLEY 37.50 X 239248 0 53556 BLAIN K RETHMEIER 37.50 X 331184 0 54094 THOMAS J SANTOS 37.50 X 243330 0 56937 WILLEM O RIJKSEN 37.50 X 183711 0 29605 MARTIN E MCGUINNESS 37.50 X 227585 0 50067 RAYMOND G FARMER 37.50 X 155032 0 32763 ERIC M GOLDBERG 37.50 X 159446 0 45175 STEVEN M SUCHIL 37.50 X 151250 0 25960 BRUCE C WOOD 37.50 X 161253 0 42751 GARY G HENNING 37.50 X 173371 0 47729 STEVEN BENNETT 37.50 X 148278 0 41561 PHILLIP L CARSON 37.50 X 142512 0 32751 PHILIPPE G MOISA 37.50 X 149272 0 25667 JAMES WHITTLE 37.50 X 126301 0 42551 PAMELA M YOUNG 37.50 X 146797 0 42714 DEBRA T BALLEN 0.00 X 2001040 0 0 8739271 0 1585842 29 1 1 0 0 MEMBER AND SUBSCRIBER 900099 19934191 19934191 COALITION MEMBERSHIP 900099 175000 175000 MISCELLANEOUS INCOME 900099 155814 155814 PUBLICATION SALES 900099 23970 23970 20288975 326226 326226 1815450 1754897 60553 60553 60553 20675754 20349528 0 326226 5267782 3069416 1241260 500531 530400 24553 210071 33085 28536 2896474 6240 383935 239156 1837568 270852 96612 407201 118649 STATE REPRESENTATIVES 1982959 SUBSCRIPTION BOOKS & DU 234088 SETTLEMENT FEES 200000 CONTRIBUTIONS AND DONAT 88358 242589 19910315 2831697 773657 948009 1277845 103326 217924 417549 282429 3183513 1582099 1972079 1601414 8774354 7498124 24573 24573 15071587 11675966 2824019 1046872 123946 18508584 13558035 21332603 14728853 X -6261016 -3052887 -6261016 -3052887 15071587 11675966 X 765439 2442690 X 0 1 0 X 0 AMERICAN INSURANCE ASSOCIATION STATE CORPORATE PAC 2101 L ST NW WASHINGTON DC 20037 521601971 335000 0 0 1 19934191 4391550 143127 4534677 4784206 -249529 1887048 1144347 742701 1296465 437752 858713 1601414 ACCRUED NON-QUALIFIED PENSION EXPENSE 2133539 ACCRUED PENSION EXPENSE 5629142 ACCRUED POST-RETIREMENT BENEFIT EXPENSE 4122259 DEFERRED RENT LIABILITY 1673095 13558035 20675754 19910315 765439 378023 2064667 2442690 3208129 21023788 378023 -29989 348034 20675754 0 20675754 19880336 0 19880336 29979 29979 19910315 PART XI, LINE 8 - OTHER ADJUSTMENTS: EFFECT OF FASB 158 PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES PUBLICATION SALES EXPENSE PART XIII, LINE 4B - OTHER ADJUSTMENTS: PUBLICATION SALES EXPENSE INVESTMENT FEES OTHER X 1 1 X X X X X 0 1 0 MELISSA W SHELK 172376 0 33503 0 630 0 32884 0 6629 0 246022 0 0 0 ALLAN J STEIN 201075 0 35679 0 1219 0 38473 0 11831 0 288277 0 0 0 LYNDA S MOUNTS 151805 0 26784 0 813 0 28837 0 2874 0 211113 0 0 0 STEPHEN C SCHNEIDER 176280 0 35126 0 360 0 34414 0 17370 0 263550 0 0 0 DAVID S LAUER 221893 0 78875 0 906 0 40266 0 11835 0 353775 0 0 0 TAMERA R VELASQUEZ 186783 0 41521 0 274 0 37102 0 14365 0 280045 0 0 0 LEIGH ANN PUSEY 823741 0 360000 0 1028 0 413791 0 17659 0 1616219 0 0 0 DAVID SNYDER 181951 0 36103 0 699 0 35372 0 17393 0 271518 0 0 0 JOHN P MURPHY 191627 0 37368 0 405 0 36556 0 6289 0 272245 0 0 0 CECIL PEARCE 157468 0 42156 0 638 0 31118 0 10090 0 241470 0 0 0 JOSEPH ZIELEZIENSKI 330212 0 118688 0 498 0 41137 0 6955 0 497490 0 0 0 FRED C BOSSE 206162 0 38932 0 1274 0 39204 0 11861 0 297433 0 0 0 PETER R FOLEY 198742 0 39300 0 1206 0 38039 0 15517 0 292804 0 0 0 BLAIN K RETHMEIER 247046 0 83948 0 190 0 36400 0 17694 0 385278 0 0 0 THOMAS J SANTOS 205716 0 37417 0 197 0 39411 0 17526 0 300267 0 0 0 WILLEM O RIJKSEN 151560 0 32032 0 119 0 28905 0 700 0 213316 0 0 0 MARTIN E MCGUINNESS 191523 0 35900 0 162 0 36728 0 13339 0 277652 0 0 0 RAYMOND G FARMER 154206 0 0 0 826 0 26218 0 6545 0 187795 0 0 0 ERIC M GOLDBERG 159241 0 0 0 205 0 27881 0 17294 0 204621 0 0 0 STEVEN M SUCHIL 150469 0 0 0 781 0 25265 0 695 0 177210 0 0 0 BRUCE C WOOD 160349 0 0 0 904 0 27881 0 14870 0 204004 0 0 0 GARY G HENNING 173139 0 0 0 232 0 30366 0 17363 0 221100 0 0 0 STEVEN BENNETT 147998 0 0 0 280 0 25777 0 15784 0 189839 0 0 0 PHILLIP L CARSON 142253 0 0 0 259 0 24478 0 8273 0 175263 0 0 0 PHILIPPE G MOISA 148772 0 0 0 500 0 24980 0 687 0 174939 0 0 0 JAMES WHITTLE 126146 0 0 0 155 0 23155 0 19396 0 168852 0 0 0 PAMELA M YOUNG 146281 0 0 0 516 0 25486 0 17228 0 189511 0 0 0 DEBRA T BALLEN 0 0 0 0 2001040 0 0 0 0 0 2001040 0 0 0 PART I, LINE 1A FIRST CLASS IS AN OPTION FOR TRIPS OVER A CERTAIN DURATION AND/OR DISTANCE. PART I, LINE 4B LEIGH ANNE PUSEY, PRESIDENT, VALUE OF $372,654 WAS ACCRUED IN 2010 FOR SERP DEBRA T. BALLEN, EX-OFFICER, VALUE WAS RECEIVED OF $2,001,040 IN 2010 FOR SERP RONALD COBB FORMER OFFICER 60767 CONSULTING FEE 0 DICK DORSEY FORMER OFFICER 30000 CONSULTING FEE 0 TAYLOR COSBY FORMER OFFICER 22034 CONSULTING FEE 0 CRAIG BERRINGTON FORMER OFFICER 165000 LEGAL FEES 0 KEN GIBSON FORMER OFFICER 34000 CONSULTING FEES 0 FORM 990, PART VI, SECTION A, LINE 6 ANY INSURANCE COMPANY OR GROUP OF INSURANCE COMPANIES LICENSED TO DO BUSINESS IN ANY STATE, TERRITORY OR POSSESSION OF THE UNITED STATES AND TRANSACTING THEREIN ANY OF THE LINES OF INSURANCE SERVED BY THIS CORPORATION AND ENUMERATED IN ARTICLE IX IS ELIGIBLE FOR MEMBERSHIP. EACH MEMBER SHALL AT ANY MEETING OF THE MEMBERS BE ENTITLED TO ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7A AT EACH ANNUAL MEETING OF THE MEMBERS THERE SHALL BE ELECTED A CHAIR, A CHAIR-ELECT AND NOT MORE THAN TWO VICE CHAIRS AS SET FORTH IN ARTICLE V, SECTION 2. EACH OF SAID OFFICERS SHALL BE ELECTED AND QUALIFIED FOR A TERM OF ONE YEAR AND SHALL SERVE UNTIL A SUCCESSOR IS CHOSEN, OR UNTIL HIS OR HER EARLIER DEATH, RESIGNATION OR REMOVAL. NO MORE THAN ONE PERSON WHO IS EMPLOYED BY A GIVEN MEMBER SHALL BE ELIGIBLE FOR SUCH OFFICES AT THE SAME TIME. THE PRESIDENT, VICE PRESIDENTS, CORPORATE SECRETARY AND TREASURER SHALL BE ELECTED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ANY ACTION OF THE BOARD OF DIRECTORS SHALL BE SUBJECT TO REVIEW BY THE MEMBERSHIP AND ANY SUCH ACTION SHALL BE SO REVIEWED AT THE REQUEST OF 25% OR MORE OF THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 COPIES OF THE FORM 990 ARE MADE AVAIABLE TO THE GOVERNING BOARD AFTER IT HAS BEEN FILED. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION BEGINS WITH SEARCHES CONDUCTED BY OUTSIDE FIRMS, WITH SALARIES COMPARED TO NOT-FOR-PROFIT SURVEYS, AND APPROVAL BY AIA'S EXECUTIVE COMMITTEE. OFFICERS OR KEY EMPLOYEES COMPENSATION BEGINS WITH SALARIES COMPARED ON A REGULAR BASIS TO NOT-FOR-PROFIT SURVEYS AND ANNUAL BONUSES ARE APPROVED BY AIA'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATIONS WILL PROVIDE THESE DOCUMENTS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 378,023. EFFECT OF FASB 158 2,064,667. TOTAL TO FORM 990, PART XI, LINE 5: 2,442,690.