TO BE A VALUED MEMBER-DRIVEN GLOBAL NETWORK OF LEADING INSURANCE AND INVESTMENT FINANCIAL SERVICE PROFESSIONALS WHO SERVE THEIR CLIENTS BY EXEMPLARY PERFORMANCE AND THE HIGHEST STANDARD OF ETHICS, KNOWLEDGE, SERVICE, AND PRODUCTIVITY.
Executive compensation, broken down
Form 990 · Schedule J · 12 reported individuals · Filing year 2024
- Base
- $838k
- Bonus
- $156k
- Other
- —
- Benefits
- $35k
- Base
- $323k
- Bonus
- $10k
- Other
- —
- Benefits
- $29k
- Base
- $276k
- Bonus
- $11k
- Other
- —
- Benefits
- $25k
- Base
- $271k
- Bonus
- $10k
- Other
- —
- Benefits
- $15k
- Base
- $258k
- Bonus
- $8k
- Other
- —
- Benefits
- $14k
- Base
- $250k
- Bonus
- $8k
- Other
- —
- Benefits
- $21k
| Position | Base | Bonus | Other | Benefits | Total |
|---|---|---|---|---|---|
CEO | $838k | $156k | — | $35k | $1.1M $1.2M |
Managing Director highest compensated employee | $323k | $10k | — | $29k | $374k $400k |
Senior Director, Strategy highest compensated employee | $276k | $11k | — | $25k | $321k $344k |
Senior Director, HR highest compensated employee | $271k | $10k | — | $15k | $303k $325k |
Director of Leadership and highest compensated employee | $258k | $8k | — | $14k | $299k $320k |
Senior Director of IT chief information officer | $250k | $8k | — | $21k | $289k $310k |
President | — | — | — | — | $112k $120k |
Past President | — | — | — | — | $89k $95k |
Former Past President | — | — | — | — | $61k $65k |
2nd Vice President vice president | — | — | — | — | $59k $63k |
1st Vice President vice president | — | — | — | — | $49k $52k |
Secretary officer (unspecified) | — | — | — | — | $35k $38k |
Teal figures restate each filed amount in 2026 dollars.
Estimated with Chicago-Naperville-Elgin, IL-IN-WI metro-area CPI-U, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.
Climbed 5%
over 2 years
From $1.1M in 2022 to $1.1M in 2024.
Estimated with Chicago-Naperville-Elgin, IL-IN-WI metro-area CPI-U, restating filed pay into May 2026 dollars. A restatement of past pay, not current or projected pay.
Revenue and expenses over time
MILLION DOLLAR ROUND TABLE reported revenue and expenses across 3 filing years.
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