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Employer Identification Number 86-0140772

WHOLESALE & SPECIALTY INSURANCE ASSOCIATION is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:WHOLESALE & SPECIALTY INSURANCE ASSOCIATION
Employer identification number (EIN):86-0140772
EIN Issuing AuthorityPhiladelphia, PA
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations
401k Pension/Benefits registration WHOLESALE & SPECIALTY INSURANCE ASSOCIATION 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 StatementDEDICATED TO THE GROWTH AND SUSTAINABILITY OF THE GLOBAL SPECIALTY DISTRIBUTION MARKETPLACE.
Number of Employees0
Number of Volunteers80
Year Formed1926

Organization Governance

Legal DomicilePA
Voting Members - Governing Body12
Voting Members - Independent12

Organization Financials

2023-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 11,509,717
Program Service Revenue from current yearUSD $ 12,948,775
Investment Income from prior yearUSD $ 449,799
Investment Income from current yearUSD $ 645,311
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 13,940,771
Net assets / fund balances at end of fiscal yearUSD $ 16,915,446
Net assets / fund balances at beginning of fiscal yearUSD $ 14,423,827
Total liabilities at end of fiscal yearUSD $ 3,449,730
Total liabilities at beginning of fiscal yearUSD $ 4,010,656
Total assets at end of fiscal yearUSD $ 20,365,176
Total assets at beginning of fiscal yearUSD $ 18,434,483
Revenues less expenses for current yearUSD $ 1,328,325
Revenues less expenses for previous yearUSD $ 867,801
Total expenses for current yearUSD $ 12,265,761
Total expenses for previous yearUSD $ 11,091,715
Other expenses in current yearUSD $ 8,204,120
Other expenses in previous yearUSD $ 7,497,355
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 $ 4,011,938
Employee salary and benefits paid in previous yearUSD $ 3,569,360
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 $ 49,703
Grants and similar amounts paid in previous yearUSD $ 25,000
Total revenue in current fiscal yearUSD $ 13,594,086
Total revenue in previous fiscal yearUSD $ 11,959,516
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2022-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 7,822,698
Program Service Revenue from current yearUSD $ 11,509,717
Investment Income from prior yearUSD $ 510,187
Investment Income from current yearUSD $ 449,799
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 13,373,205
Net assets / fund balances at end of fiscal yearUSD $ 14,423,827
Net assets / fund balances at beginning of fiscal yearUSD $ 15,249,810
Total liabilities at end of fiscal yearUSD $ 4,010,656
Total liabilities at beginning of fiscal yearUSD $ 3,573,155
Total assets at end of fiscal yearUSD $ 18,434,483
Total assets at beginning of fiscal yearUSD $ 18,822,965
Revenues less expenses for current yearUSD $ 867,801
Revenues less expenses for previous yearUSD $ 1,265,813
Total expenses for current yearUSD $ 11,091,715
Total expenses for previous yearUSD $ 7,600,252
Other expenses in current yearUSD $ 7,497,355
Other expenses in previous yearUSD $ 4,369,416
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 $ 3,569,360
Employee salary and benefits paid in previous yearUSD $ 3,203,026
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 $ 25,000
Grants and similar amounts paid in previous yearUSD $ 27,810
Total revenue in current fiscal yearUSD $ 11,959,516
Total revenue in previous fiscal yearUSD $ 8,866,065
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 533,180
2021-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 6,008,725
Program Service Revenue from current yearUSD $ 7,822,698
Investment Income from prior yearUSD $ 169,031
Investment Income from current yearUSD $ 510,187
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 9,749,332
Net assets / fund balances at end of fiscal yearUSD $ 15,249,810
Net assets / fund balances at beginning of fiscal yearUSD $ 13,381,507
Total liabilities at end of fiscal yearUSD $ 3,573,155
Total liabilities at beginning of fiscal yearUSD $ 1,895,578
Total assets at end of fiscal yearUSD $ 18,822,965
Total assets at beginning of fiscal yearUSD $ 15,277,085
Revenues less expenses for current yearUSD $ 1,265,813
Revenues less expenses for previous yearUSD $ 406,847
Total expenses for current yearUSD $ 7,600,252
Total expenses for previous yearUSD $ 5,770,909
Other expenses in current yearUSD $ 4,369,416
Other expenses in previous yearUSD $ 2,847,661
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 $ 3,203,026
Employee salary and benefits paid in previous yearUSD $ 2,883,692
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 $ 27,810
Grants and similar amounts paid in previous yearUSD $ 39,556
Total revenue in current fiscal yearUSD $ 8,866,065
Total revenue in previous fiscal yearUSD $ 6,177,756
Contributions and grants from current yearUSD $ 533,180
Contributions and grants from previous yearUSD $ 0
2020-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 9,620,742
Program Service Revenue from current yearUSD $ 6,008,725
Investment Income from prior yearUSD $ 1,424,196
Investment Income from current yearUSD $ 169,031
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 9,014,214
Net assets / fund balances at end of fiscal yearUSD $ 13,381,507
Net assets / fund balances at beginning of fiscal yearUSD $ 12,407,454
Total liabilities at end of fiscal yearUSD $ 1,895,578
Total liabilities at beginning of fiscal yearUSD $ 3,254,010
Total assets at end of fiscal yearUSD $ 15,277,085
Total assets at beginning of fiscal yearUSD $ 15,661,464
Revenues less expenses for current yearUSD $ 406,847
Revenues less expenses for previous yearUSD $ 1,674,806
Total expenses for current yearUSD $ 5,770,909
Total expenses for previous yearUSD $ 9,370,132
Other expenses in current yearUSD $ 2,847,661
Other expenses in previous yearUSD $ 6,518,745
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 $ 2,883,692
Employee salary and benefits paid in previous yearUSD $ 2,807,237
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 $ 39,556
Grants and similar amounts paid in previous yearUSD $ 44,150
Total revenue in current fiscal yearUSD $ 6,177,756
Total revenue in previous fiscal yearUSD $ 11,044,938
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 $ 9,159,157
Program Service Revenue from current yearUSD $ 9,620,742
Investment Income from prior yearUSD $ 305,568
Investment Income from current yearUSD $ 1,424,196
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 19,962,935
Net assets / fund balances at end of fiscal yearUSD $ 12,407,454
Net assets / fund balances at beginning of fiscal yearUSD $ 10,812,327
Total liabilities at end of fiscal yearUSD $ 3,254,010
Total liabilities at beginning of fiscal yearUSD $ 3,115,861
Total assets at end of fiscal yearUSD $ 15,661,464
Total assets at beginning of fiscal yearUSD $ 13,928,188
Revenues less expenses for current yearUSD $ 1,674,806
Revenues less expenses for previous yearUSD $ 1,217,268
Total expenses for current yearUSD $ 9,370,132
Total expenses for previous yearUSD $ 8,247,457
Other expenses in current yearUSD $ 6,518,745
Other expenses in previous yearUSD $ 5,583,074
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 $ 2,807,237
Employee salary and benefits paid in previous yearUSD $ 2,618,378
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 $ 44,150
Grants and similar amounts paid in previous yearUSD $ 46,005
Total revenue in current fiscal yearUSD $ 11,044,938
Total revenue in previous fiscal yearUSD $ 9,464,725
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2018-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 4,012,996
Program Service Revenue from current yearUSD $ 9,159,157
Investment Income from prior yearUSD $ 139,439
Investment Income from current yearUSD $ 305,568
Other Revenue from prior yearUSD $ 7,664
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 10,370,896
Net assets / fund balances at end of fiscal yearUSD $ 10,812,327
Net assets / fund balances at beginning of fiscal yearUSD $ 10,117,219
Total liabilities at end of fiscal yearUSD $ 3,115,861
Total liabilities at beginning of fiscal yearUSD $ 2,335,724
Total assets at end of fiscal yearUSD $ 13,928,188
Total assets at beginning of fiscal yearUSD $ 12,452,943
Revenues less expenses for current yearUSD $ 1,217,268
Revenues less expenses for previous yearUSD $ 527,494
Total expenses for current yearUSD $ 8,247,457
Total expenses for previous yearUSD $ 4,797,078
Other expenses in current yearUSD $ 5,583,074
Other expenses in previous yearUSD $ 3,542,102
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 $ 2,618,378
Employee salary and benefits paid in previous yearUSD $ 1,254,810
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 $ 46,005
Grants and similar amounts paid in previous yearUSD $ 166
Total revenue in current fiscal yearUSD $ 9,464,725
Total revenue in previous fiscal yearUSD $ 5,324,572
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 1,164,473
2017-06-30
Total unrelated business incomeUSD $ 24,669
Net unrelated business incomeUSD $ 23,669
Program Service Revenue from prior yearUSD $ 2,947,016
Program Service Revenue from current yearUSD $ 2,901,667
Investment Income from prior yearUSD $ 46,390
Investment Income from current yearUSD $ 50,697
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 2,970,622
Net assets / fund balances at end of fiscal yearUSD $ 2,607,285
Net assets / fund balances at beginning of fiscal yearUSD $ 2,184,938
Total liabilities at end of fiscal yearUSD $ 535,070
Total liabilities at beginning of fiscal yearUSD $ 751,111
Total assets at end of fiscal yearUSD $ 3,142,355
Total assets at beginning of fiscal yearUSD $ 2,936,049
Revenues less expenses for current yearUSD $ 296,223
Revenues less expenses for previous yearUSD $ 254,334
Total expenses for current yearUSD $ 2,656,141
Total expenses for previous yearUSD $ 2,739,072
Other expenses in current yearUSD $ 2,614,641
Other expenses in previous yearUSD $ 2,562,572
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 $ 0
Employee salary and benefits paid in previous yearUSD $ 0
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 $ 41,500
Grants and similar amounts paid in previous yearUSD $ 176,500
Total revenue in current fiscal yearUSD $ 2,952,364
Total revenue in previous fiscal yearUSD $ 2,993,406
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2015-06-30
Total unrelated business incomeUSD $ 20,030
Net unrelated business incomeUSD $ 19,030
Program Service Revenue from prior yearUSD $ 2,140,543
Program Service Revenue from current yearUSD $ 2,981,293
Investment Income from prior yearUSD $ 49,760
Investment Income from current yearUSD $ 41,392
Other Revenue from prior yearUSD $ 72,450
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 5,771,004
Net assets / fund balances at end of fiscal yearUSD $ 2,001,885
Net assets / fund balances at beginning of fiscal yearUSD $ 1,668,815
Total liabilities at end of fiscal yearUSD $ 341,304
Total liabilities at beginning of fiscal yearUSD $ 537,500
Total assets at end of fiscal yearUSD $ 2,343,189
Total assets at beginning of fiscal yearUSD $ 2,206,315
Revenues less expenses for current yearUSD $ 388,257
Revenues less expenses for previous yearUSD $ -73,625
Total expenses for current yearUSD $ 2,634,428
Total expenses for previous yearUSD $ 2,336,378
Other expenses in current yearUSD $ 2,589,428
Other expenses in previous yearUSD $ 2,336,378
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 $ 0
Employee salary and benefits paid in previous yearUSD $ 0
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 $ 45,000
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 3,022,685
Total revenue in previous fiscal yearUSD $ 2,262,753
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0

Other Company Names associated with EIN

AMERICAN ASSOCIATION OF MANAGING GENERAL AGENTS
AMERICAN ASSOCIATION OF MANAGING GENERAL
WHOLESALE & SPECIALTY INSURANCE

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 860140772

USA Location Address
4131 N. MULBERRY DRIVE SUITE 200
KANSAS CITY
MO
64116
Date first seen: 2007-01-01
Date last seen: 2025-12-31
USA Mailing Address
610 FREEDOM BUSINESS CENTER NO 110
KING OF PRUSSIA
PA
19406
Date first seen: 2009-01-01
Date last seen: 2025-12-31
401k Sponsor USA Address
4131 N MULBERRY DR STE 200
KANSAS CITY
MO
64116
Date first seen: 2007-01-01
Date last seen: 2025-12-31
401k Sponsor USA Address
4131 N. MULBERRY DRIVE SUITE 200
KANSAS CITY
MO
64116
Date first seen: 2007-01-01
Date last seen: 2026-04-09

Nearby companies/organizations

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

EIN Change Events for WHOLESALE & SPECIALTY INSURANCE ASSOCIATION

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