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Employer Identification Number 06-1328907

INSURED RETIREMENT INSTITUTE I is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:INSURED RETIREMENT INSTITUTE I
Employer identification number (EIN):06-1328907
EIN Issuing AuthorityBrookhaven, NY
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services
401k Pension/Benefits registration INSURED RETIREMENT INSTITUTE I 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementTO PROMOTE UNDERSTANDING OF AND ADVOCATE ON ISSUES AFFECTING INSURED RETIREMENT STRATEGIES.
Number of Employees29
Number of Volunteers49
Year Formed1991

Organization Governance

Legal DomicileCT
Voting Members - Governing Body32
Voting Members - Independent31

Organization Financials

2022-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 6,802,393
Program Service Revenue from current yearUSD $ 7,582,946
Investment Income from prior yearUSD $ 75
Investment Income from current yearUSD $ -9,325
Other Revenue from prior yearUSD $ 67,787
Other Revenue from current yearUSD $ 270,315
Gross receipts from all sourcesUSD $ 7,855,248
Net assets / fund balances at end of fiscal yearUSD $ 1,462,364
Net assets / fund balances at beginning of fiscal yearUSD $ 1,059,060
Total liabilities at end of fiscal yearUSD $ 6,367,160
Total liabilities at beginning of fiscal yearUSD $ 6,407,511
Total assets at end of fiscal yearUSD $ 7,829,524
Total assets at beginning of fiscal yearUSD $ 7,466,571
Revenues less expenses for current yearUSD $ 403,304
Revenues less expenses for previous yearUSD $ 257,153
Total expenses for current yearUSD $ 7,440,632
Total expenses for previous yearUSD $ 6,613,102
Other expenses in current yearUSD $ 2,679,609
Other expenses in previous yearUSD $ 2,352,424
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,761,023
Employee salary and benefits paid in previous yearUSD $ 4,260,678
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 7,843,936
Total revenue in previous fiscal yearUSD $ 6,870,255
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 1,239
2021-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 6,046,384
Program Service Revenue from current yearUSD $ 6,802,393
Investment Income from prior yearUSD $ 823
Investment Income from current yearUSD $ 75
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 67,787
Gross receipts from all sourcesUSD $ 6,870,255
Net assets / fund balances at end of fiscal yearUSD $ 1,059,060
Net assets / fund balances at beginning of fiscal yearUSD $ 801,907
Total liabilities at end of fiscal yearUSD $ 6,407,511
Total liabilities at beginning of fiscal yearUSD $ 4,956,799
Total assets at end of fiscal yearUSD $ 7,466,571
Total assets at beginning of fiscal yearUSD $ 5,758,706
Revenues less expenses for current yearUSD $ 257,153
Revenues less expenses for previous yearUSD $ 21,466
Total expenses for current yearUSD $ 6,613,102
Total expenses for previous yearUSD $ 6,025,741
Other expenses in current yearUSD $ 2,352,424
Other expenses in previous yearUSD $ 2,090,772
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,260,678
Employee salary and benefits paid in previous yearUSD $ 3,934,969
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 6,870,255
Total revenue in previous fiscal yearUSD $ 6,047,207
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 518
2020-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 6,084,803
Program Service Revenue from current yearUSD $ 6,046,384
Investment Income from prior yearUSD $ 3,328
Investment Income from current yearUSD $ 823
Other Revenue from prior yearUSD $ 35,678
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 6,047,207
Net assets / fund balances at end of fiscal yearUSD $ 801,907
Net assets / fund balances at beginning of fiscal yearUSD $ 780,441
Total liabilities at end of fiscal yearUSD $ 4,956,799
Total liabilities at beginning of fiscal yearUSD $ 4,502,265
Total assets at end of fiscal yearUSD $ 5,758,706
Total assets at beginning of fiscal yearUSD $ 5,282,706
Revenues less expenses for current yearUSD $ 21,466
Revenues less expenses for previous yearUSD $ -460,553
Total expenses for current yearUSD $ 6,025,741
Total expenses for previous yearUSD $ 6,584,362
Other expenses in current yearUSD $ 2,090,772
Other expenses in previous yearUSD $ 3,122,657
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,934,969
Employee salary and benefits paid in previous yearUSD $ 3,461,705
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 6,047,207
Total revenue in previous fiscal yearUSD $ 6,123,809
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2019-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 6,409,212
Program Service Revenue from current yearUSD $ 6,084,803
Investment Income from prior yearUSD $ 7,260
Investment Income from current yearUSD $ 3,328
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 35,678
Gross receipts from all sourcesUSD $ 6,123,809
Net assets / fund balances at end of fiscal yearUSD $ 780,441
Net assets / fund balances at beginning of fiscal yearUSD $ 1,240,994
Total liabilities at end of fiscal yearUSD $ 4,502,265
Total liabilities at beginning of fiscal yearUSD $ 4,158,699
Total assets at end of fiscal yearUSD $ 5,282,706
Total assets at beginning of fiscal yearUSD $ 5,399,693
Revenues less expenses for current yearUSD $ -460,553
Revenues less expenses for previous yearUSD $ 13,114
Total expenses for current yearUSD $ 6,584,362
Total expenses for previous yearUSD $ 6,403,358
Other expenses in current yearUSD $ 3,122,657
Other expenses in previous yearUSD $ 3,063,430
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,461,705
Employee salary and benefits paid in previous yearUSD $ 3,339,928
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 6,123,809
Total revenue in previous fiscal yearUSD $ 6,416,472
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 35,678
2018-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 6,805,527
Program Service Revenue from current yearUSD $ 6,409,212
Investment Income from prior yearUSD $ 3,326
Investment Income from current yearUSD $ 7,260
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 6,476,136
Net assets / fund balances at end of fiscal yearUSD $ 1,240,994
Net assets / fund balances at beginning of fiscal yearUSD $ 1,227,880
Total liabilities at end of fiscal yearUSD $ 4,158,699
Total liabilities at beginning of fiscal yearUSD $ 4,972,927
Total assets at end of fiscal yearUSD $ 5,399,693
Total assets at beginning of fiscal yearUSD $ 6,200,807
Revenues less expenses for current yearUSD $ 13,114
Revenues less expenses for previous yearUSD $ -96,467
Total expenses for current yearUSD $ 6,403,358
Total expenses for previous yearUSD $ 6,905,320
Other expenses in current yearUSD $ 3,063,430
Other expenses in previous yearUSD $ 3,301,698
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,339,928
Employee salary and benefits paid in previous yearUSD $ 3,603,622
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 6,416,472
Total revenue in previous fiscal yearUSD $ 6,808,853
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2017-12-31
Total unrelated business incomeUSD $ 55,500
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 6,931,551
Program Service Revenue from current yearUSD $ 6,805,527
Investment Income from prior yearUSD $ 7,877
Investment Income from current yearUSD $ 3,326
Other Revenue from prior yearUSD $ 228,215
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 6,808,853
Net assets / fund balances at end of fiscal yearUSD $ 1,227,880
Net assets / fund balances at beginning of fiscal yearUSD $ 1,324,347
Total liabilities at end of fiscal yearUSD $ 4,972,927
Total liabilities at beginning of fiscal yearUSD $ 4,291,659
Total assets at end of fiscal yearUSD $ 6,200,807
Total assets at beginning of fiscal yearUSD $ 5,616,006
Revenues less expenses for current yearUSD $ -96,467
Revenues less expenses for previous yearUSD $ -90,053
Total expenses for current yearUSD $ 6,905,320
Total expenses for previous yearUSD $ 7,257,696
Other expenses in current yearUSD $ 3,301,698
Other expenses in previous yearUSD $ 3,503,557
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,603,622
Employee salary and benefits paid in previous yearUSD $ 3,754,139
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 6,808,853
Total revenue in previous fiscal yearUSD $ 7,167,643
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2016-12-31
Total unrelated business incomeUSD $ 49,750
Net unrelated business incomeUSD $ -3,369
Program Service Revenue from prior yearUSD $ 6,342,844
Program Service Revenue from current yearUSD $ 6,931,551
Investment Income from prior yearUSD $ 6,248
Investment Income from current yearUSD $ 7,877
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 228,215
Gross receipts from all sourcesUSD $ 7,167,643
Net assets / fund balances at end of fiscal yearUSD $ 1,324,347
Net assets / fund balances at beginning of fiscal yearUSD $ 1,414,400
Total liabilities at end of fiscal yearUSD $ 4,291,659
Total liabilities at beginning of fiscal yearUSD $ 3,484,994
Total assets at end of fiscal yearUSD $ 5,616,006
Total assets at beginning of fiscal yearUSD $ 4,899,394
Revenues less expenses for current yearUSD $ -90,053
Revenues less expenses for previous yearUSD $ -237,821
Total expenses for current yearUSD $ 7,257,696
Total expenses for previous yearUSD $ 6,586,913
Other expenses in current yearUSD $ 3,503,557
Other expenses in previous yearUSD $ 2,997,446
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,754,139
Employee salary and benefits paid in previous yearUSD $ 3,589,467
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 7,167,643
Total revenue in previous fiscal yearUSD $ 6,349,092
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 228,215
2015-12-31
Total unrelated business incomeUSD $ 58,500
Net unrelated business incomeUSD $ -3,086
Program Service Revenue from prior yearUSD $ 6,104,118
Program Service Revenue from current yearUSD $ 6,342,844
Investment Income from prior yearUSD $ 5,037
Investment Income from current yearUSD $ 6,248
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 6,349,092
Net assets / fund balances at end of fiscal yearUSD $ 1,414,400
Net assets / fund balances at beginning of fiscal yearUSD $ 1,652,221
Total liabilities at end of fiscal yearUSD $ 3,484,994
Total liabilities at beginning of fiscal yearUSD $ 3,151,341
Total assets at end of fiscal yearUSD $ 4,899,394
Total assets at beginning of fiscal yearUSD $ 4,803,562
Revenues less expenses for current yearUSD $ -237,821
Revenues less expenses for previous yearUSD $ 213,372
Total expenses for current yearUSD $ 6,586,913
Total expenses for previous yearUSD $ 5,895,783
Other expenses in current yearUSD $ 2,997,446
Other expenses in previous yearUSD $ 2,760,356
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,589,467
Employee salary and benefits paid in previous yearUSD $ 3,135,427
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 6,349,092
Total revenue in previous fiscal yearUSD $ 6,109,155
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2014-12-31
Total unrelated business incomeUSD $ 55,750
Net unrelated business incomeUSD $ -9,799
Program Service Revenue from prior yearUSD $ 5,284,218
Program Service Revenue from current yearUSD $ 6,104,118
Investment Income from prior yearUSD $ 8,400
Investment Income from current yearUSD $ 5,037
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 6,109,155
Net assets / fund balances at end of fiscal yearUSD $ 1,652,221
Net assets / fund balances at beginning of fiscal yearUSD $ 1,438,849
Total liabilities at end of fiscal yearUSD $ 3,151,341
Total liabilities at beginning of fiscal yearUSD $ 2,972,166
Total assets at end of fiscal yearUSD $ 4,803,562
Total assets at beginning of fiscal yearUSD $ 4,411,015
Revenues less expenses for current yearUSD $ 213,372
Revenues less expenses for previous yearUSD $ -457,483
Total expenses for current yearUSD $ 5,895,783
Total expenses for previous yearUSD $ 5,750,101
Other expenses in current yearUSD $ 2,760,356
Other expenses in previous yearUSD $ 2,730,258
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,135,427
Employee salary and benefits paid in previous yearUSD $ 3,019,843
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 6,109,155
Total revenue in previous fiscal yearUSD $ 5,292,618
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0

Other Company Names associated with EIN

INSURED RETIREMENT INSTITUTE INC

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 061328907

USA Location Address
1101 NEW YORK AVE NW STE 825
WASHINGTON
DC
200054359
Date first seen: 2013-07-11
Date last seen: 2015-07-15
USA Location Address
1100 VERMONT AVENUE NW 10TH F
WASHINGTON
DC
20005
Date first seen: 2007-01-01
Date last seen: 2024-08-31
USA Mailing Address
1101 NEW YORK AVENUE, NW
SUITE 825
WASHINGTON
DC
20005
Date first seen: 2007-01-01
Date last seen: 2024-08-31

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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