2024-11-15T09:11:45-06:00 2023-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2023-01-01 391034021 INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC INTE 2627866700 18700 W BLUEMOUND RD BROOKFIELD WI 53045 TERENCE S DAVIDSON CHIEF EXECUTIVE OFFICER 2627866700 2024-11-15 1 1 CHRISTINE V ERNST P01725863 3123680500 2024-11-15 2023 2024-10-15 13:58:12Z TERENCE S DAVIDSON 18700 W BLUEMOUND RD BROOKFIELD WI 53045 37917991 0 X WWW.IFEBP.ORG X 1954 WI EDUCATIONAL SOURCE FOR EMPLOYEE BENEFITS AND FINANCIAL LITERACY. 44 44 153 246 173105 79586 0 0 29594527 32005812 695501 807456 1254256 1416307 31544284 34229575 15000 22348 0 0 12873681 15167931 0 0 0 17124915 19394885 30013596 34585164 1530688 -355589 42247645 47993590 23425308 21923998 18822337 26069592 X THE INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS IS A NONPROFIT ORGANIZATION, DEDICATED TO BEING A LEADING OBJECTIVE AND INDEPENDENT SOURCE OF EMPLOYEE BENEFITS AND FINANCIAL LITERACY EDUCATION AND INFORMATION. 0 0 14086964 22796319 EDUCATIONAL PROGRAMS, SERVICES AND CONFERENCES RELATED TO EMPLOYEE BENEFIT PLANS. 2218161 2738584 EDUCATIONAL PROGRAMS RELATED TO THE CERTIFIED EMPLOYEE BENEFITS SPECIALIST DESIGNATION. 2772499 PROGRAM DEVELOPMENT INCLUDES: SALES, PARTNERSHIPS, ADVERTISING, PUBLIC RELATIONS, AND MARKETING RELATING TO EMPLOYEE BENEFITS, FINANCIAL LITERACY, RETIREMENT SECURITY AND EDUCATION AND INFORMATION. 3455550 22348 7714111 OTHER PROGRAM SERVICES INCLUDE THE FOLLOWING:- PRODUCTION OF PUBLICATIONS, INFORMATION SERVICES AND RESEARCH FOR EMPLOYEE BENEFIT PLANS.- DEVELOPMENT, PRODUCTION, AND SUPPORT OF E-LEARNING EDUCATIONAL COURSES.- PROMOTION AND MARKETING OF PROGRAMS. 3455550 22348 7714111 22533174 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 169 0 1 153 1 1 1 1 CA 0 0 0 0 0 0 0 0 X 44 44 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X AL HAMWRIGHT 2627866700 18700 W BLUEMOUND RD BROOKFIELD WI 53045 KEVIN E TIGHE IMMEDIATE PAST PRESIDENT 3.00 1.50 X 6728 0 0 WENDELL YOUNG IV PAST PRESIDENT 3.00 1.50 X 1328 0 0 JILL MONGELLUZZO CORPORATE SECTOR REP. 3.00 1.50 X 0 0 0 RUBEN NAVARRO PUBLIC EMPLOYEES SECTOR REP 3.00 1.50 X 6633 0 0 KIRBY WATSON CANADIAN SECTOR REP. 3.00 1.50 X 0 0 0 KENNETH C BORDEN DIRECTOR 1.00 X 0 0 0 KENNETH R BOYD DIRECTOR 1.00 X 0 0 0 LAWRENCE J BRADLEY DIRECTOR 1.00 X 0 0 0 MICHAEL P BRADY DIRECTOR 1.00 X 0 0 0 NANCY BRINKERHOFF DIRECTOR 1.00 X 0 0 0 CHRISTOPHER JG BROCKMEYER DIRECTOR 1.00 X 0 0 0 TANNER J BRUNSDALE DIRECTOR 1.00 X 0 0 0 CHRIS A CAMP DIRECTOR 1.00 X 0 0 0 MAURO CANORI DIRECTOR 1.00 X 0 0 0 THOMAS A DILLON DIRECTOR 1.00 X 0 0 0 WILLIAM F FEYLING DIRECTOR 1.00 X 0 0 0 ED GALLOS DIRECTOR 1.00 X 0 0 0 FAYE I GUENTHER DIRECTOR 1.00 X 0 0 0 MICHAEL T HAFFNER DIRECTOR 1.00 X 0 0 0 MARTHA M HENRICKSON DIRECTOR 1.00 X 6672 0 0 PATRICK LACASSA DIRECTOR 1.00 X 0 0 0 RONALD W LAUDEL DIRECTOR 1.00 X 0 0 0 WILLIAM C LIGETTI JR DIRECTOR 1.00 X 0 0 0 JANET K MANUEL DIRECTOR 1.00 X 0 0 0 KEVIN J MCCAFFREY DIRECTOR 1.00 X 0 0 0 TIFFANY MERFELD DIRECTOR 1.00 X 0 0 0 FRANK E NUNES DIRECTOR 1.00 X 0 0 0 SEAN T O'DONNELL DIRECTOR 1.00 X 858 0 0 PETER O'HARA DIRECTOR 1.00 X 0 0 0 LEONARD P O'NEILL DIRECTOR 1.00 X 6033 0 0 KARIN A PETERS DIRECTOR 1.00 X 0 0 0 JACK W RAMAGE DIRECTOR 1.00 X 2195 0 0 ALAN H RAPHAEL DIRECTOR 1.00 X 0 0 0 JOHN E SLATERY DIRECTOR 1.00 X 7168 0 0 DONNA L SPAGNOLA DIRECTOR 1.00 X 1407 0 0 THOMAS W STIEDE DIRECTOR 1.00 X 1610 0 0 GREG TRENTO DIRECTOR 1.00 X 0 0 0 TIMOTHY VALENCIA DIRECTOR 1.00 X 1931 0 0 ALVIN VINCENT JR DIRECTOR 1.00 X 0 0 0 KRISTI E WAGNER DIRECTOR 1.00 X 0 0 0 RICHARD A WILLIAMSON DIRECTOR 1.00 X 0 0 0 TIM WORKE DIRECTOR 1.00 X 0 0 0 SEAN P MADIX PRESIDENT & CHAIR 13.00 1.50 X 10500 0 0 DONALD D CROSATTO PRESIDENT-ELECT 8.00 1.50 X 0 0 0 TODD G HELFRICH TREASURER 3.00 1.50 X 0 0 0 KRISTINA M GUASTAFERRI SECRETARY 3.00 1.50 X 0 0 0 TERRY DAVIDSON CHIEF EXECUTIVE OFFICER 40.00 3.00 X 528836 0 140560 AL HAMWRIGHT CHIEF FINANCIAL OFFICER 40.00 1.50 X 309319 0 76273 JOSEPH GLINIECKI VICE PRESIDENT, BUSINESS D 40.00 1.50 X 250086 0 84265 JULIE STICH VICE PRESIDENT, CONTENT 40.00 1.50 X 251871 0 64611 ANDIE GEBERT VICE PRESIDENT, TALENT 40.00 1.50 X 249732 0 66848 LINDA BIELSKI DIRECTOR, CEBS/ISCEBS 40.00 1.50 X 161996 0 56945 ERIC MATSCHULL DIRECTOR, FINANCE AND ACCO 40.00 1.50 X 158523 0 41654 1963426 0 531156 23 0 1 0 TRUSTEES OF THE UNIVERSITY OF PENNSYLVAN 3451 WALNUT ST PHILADELPHIA PA 19104 EDUCATION PROGRAM CONSULTING 549876 ENCORE GROUP USA LLC 23918 NETWORK PLACE CHICAGO IL 60673 AUDIO VISUAL PROVIDER 525357 REINHART BOERNER VAN DEUREN SC 1000 N WATER ST STE 1700 MILWAUKEE WI 53202 LEGAL 522868 SEAT PLANNERS LLC 311 FOURTH AVE SUITE 509 SAN DIEGO CA 92101 BUSING SERVICES AT MEETINGS 465821 METANOIA LEARNING UNIT 1005 1470 SUMMER ST HALIFAX NOVA SCOTIA CA B3H 3A3 CONSULTING SERVICES 418420 33 PROGRAM REGISTRATION 813920 22796319 22796319 MEMBERSHIP DUES 813920 6123864 6123864 CEBS CERTIFICATION PRO 813920 1897261 1897261 E-LEARNING 813920 1015263 1015263 ADVERTISING AND OTHER 541800 173105 173105 32005812 800514 800514 3250000 3243058 6942 6942 6942 1353523 445358 908165 908165 SUPPORT SERVICES AND O 900099 508142 508142 508142 34229575 33249014 173105 807456 15000 15000 7348 7348 1108052 1108052 9570312 6696442 2873870 1650854 1172009 478845 2131487 1387868 743619 707226 451109 256117 291087 291087 90453 90453 95555 95555 1305615 1083181 222434 849609 849609 2341073 2048072 293001 712453 7564 704889 5017 5017 461708 461708 1731068 574182 1156886 9109877 7942288 1167589 42434 42434 1020223 81566 938657 342922 181764 161158 STRATEGIC INITIATIVES 552593 552593 ACQUISITION START-UP CO 434304 30155 404149 UBIT PAYMENTS 25285 25285 DISPOSAL OF ASSETS -16391 -16391 34585164 22533174 12051990 0 1570593 1881807 835804 741328 927505 925523 204188 180279 1243384 1438093 23961226 17463762 5735921 6497464 8952841 9570802 22025745 22110681 751664 4647613 42247645 47993590 6115289 4365288 13030306 15137911 4279713 2420799 23425308 21923998 X 18817834 26065089 4503 4503 18822337 26069592 42247645 47993590 X -355589 1903963 5698881 X 0 1 X 1 0 X 5941888 8493787 5765120 5907054 6123864 32231713 27616580 20421456 17863259 25148747 27570508 118620550 33558468 28915243 23628379 31055801 33694372 150852263 0 0 0 150852263 263203 306834 519120 736836 800514 2626507 263203 306834 519120 736836 800514 2626507 61762 45765 80692 88978 79586 356783 33883433 29267842 24228191 31881615 34574472 153835553 0.98060 0.98420 0.01710 0.01350 X 671578 671578 8262412 6598964 1663448 15027236 10864798 4162438 6497464 COMMON COLLECTIVE TRUSTS 16207579 F ALTERNATIVE INVESTMENT TRUSTS 5903102 F 22110681 GOODWILL 450000 PENSION ASSET 3812108 DUE FROM RELATED ORGANIZATIONS 385505 4647613 HOTEL DEPOSITS HELD FOR OTHERS 1316866 DEFINED BENEFIT PLAN ACCRUED COST 682801 CAPITAL LEASE OBLIGATION 421132 2420799 X PART X, LINE 2: THE FOUNDATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN, AND FORM 4-T, WISCONSIN EXEMPT ORGANIZATION BUSINESS FRANCHISE OR INCOME TAX RETURN. THE FOUNDATION'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE STATE OF WISCONSIN UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRE. 1 NORTH AMERICA 0 3 PROGRAM SERVICES EDUCATIONAL PROGRAMS 1468338 NORTH AMERICA 0 1 PROGRAM SERVICES STRATEGIC AND ADMINISTRATIVE 337598 NORTH AMERICA 0 0 PROGRAM SERVICES BOARD AND COMMITTEE 387822 0 4 0 0 0 4 2193758 0 2193758 NORTH AMERICA SUPPORT MISSION OF ORGANIZATION 7348 CHECK 0 1 0 0 0 0 0 0 0 PART I, LINE 3: THE FOUNDATION ACCOUNTS FOR EXPENDITURES RELATED TO FOREIGN ACTIVITIES ON AN ACCRUAL BASIS AND CLASSIFIES THE EXPENDITURES BASED ON THE PROGRAM ACTIVITIES. THE AMOUNTS IN COLUMN (F) ARE STATED IN US DOLLARS. AMOUNTS TRANSACTED IN CANADIAN DOLLARS ARE CONVERTED INTO US DOLLARS BASED ON THE AVERAGE MONTHLY EXCHANGE RATE FOR AMOUNTS PAID AND THE SPOT RATE AT YEAR-END FOR ACCRUALS. 1 SAMARITAN 41 WEST STREET 4TH FLOOR BOSTON MA 02111 042643466 501(C)3 15000 0 NON-RESTRICTED GIFT FOR NONPROFIT'S OPERATIONS 1 0 PART I, LINE 2: THE GRANT FUND WAS PROVIDED TO SUPPORT THE GENERAL MISSION OF THE ORGANIZATION. AS NO SPECIFIC CONDITIONS ACCOMPANIED THE GRANT, MONITORING USE OF THE FUNDS WAS NOT CONSIDERED NECESSARY. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 TERRY DAVIDSON CHIEF EXECUTIVE OFFICER 437080 0 41750 0 50006 0 116839 0 23721 0 669396 0 0 0 AL HAMWRIGHT CHIEF FINANCIAL OFFICER 288326 0 17250 0 3743 0 63281 0 12992 0 385592 0 0 0 JOSEPH GLINIECKI VICE PRESIDENT, BUSINESS D 236508 0 12750 0 828 0 51619 0 32646 0 334351 0 0 0 ANDIE GEBERT VICE PRESIDENT, TALENT 236500 0 12750 0 482 0 43516 0 23332 0 316580 0 0 0 JULIE STICH VICE PRESIDENT, CONTENT 236508 0 12750 0 2613 0 51619 0 12992 0 316482 0 0 0 LINDA BIELSKI DIRECTOR, CEBS/ISCEBS 151769 0 8250 0 1977 0 33138 0 23807 0 218941 0 0 0 ERIC MATSCHULL DIRECTOR, FINANCE AND ACCO 152500 0 5750 0 273 0 27628 0 14026 0 200177 0 0 0 PART I, LINE 1A THE ORGANIZATION REIMBURSES ITS VOLUNTEERS WHO SERVE ON COMMITTEES, THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS. THE ORGANIZATION ALLOWS VOLUNTEERS TO RECEIVE TRAVEL EXPENSE PAYMENTS THAT DO NOT EXCEED NONREFUNDABLE COACH CLASS AIRFARE OR IN SOME INSTANCES, FIRST CLASS AIRFARE, FROM THEIR HOME DESTINATION TO THE MEETING SITE AND THE ORGANIZATION ALSO PAYS HOTEL EXPENSES FOR THE ACTUAL DAYS OF MEETING ATTENDANCE BY SUCH A VOLUNTEER PLUS ONE TRAVEL DAY AT THE BEGINNING AND END OF THE MEETING. THE ORGANIZATION ALSO PAYS THOSE VOLUNTEERS A PER DIEM ALLOWANCE FOR OTHER EXPENSES INCLUDING MEALS, CABS AND OTHER ON-SITE TRANSPORTATION, TIPS, ETC. IN THE AMOUNT OF $115 PER DAY. ANY AMOUNT PAID TO A VOLUNTEER FOR WHICH SUBSTANTIATION OF THE EXPENSE IS NOT SUBMITTED TO THE ORGANIZATION IS REPORTED ON A FORM 1099 FOR THE AFFECTED VOLUNTEER. IN ADDITION, THE ORGANIZATION REIMBURSES TRAVEL EXPENSES FOR THE SPOUSE OF THE PRESIDENT (UNCOMPENSATED VOLUNTEER) AND PRESIDENT-ELECT (UNCOMPENSATED VOLUNTEER) IN CONJUNCTION WITH ATTENDANCE AT FUNCTIONS WHERE THE PRESIDENT AND PRESIDENT-ELECT PARTICIPATES IN BOARD/COMMITTEE ACTIVITIES WHERE THEY HOST OFFICIAL FUNCTIONS. THE AIRFARE REIMBURSEMENT FOR THE TRAVELING SPOUSE IN THESE SITUATIONS IS AT THE ACTUAL COST OF THE AIRFARE, INCLUDING FOR A FIRST-CLASS SEAT. PART I, LINE 4B IN 2021, THE INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC. ESTABLISHED AN INTERNAL REVENUE CODE ("IRC") SECTION 457(B) "TOP HAT" DEFERRED COMPENSATION ARRANGEMENT AND AN IRC SECTION 457(F) INELIGIBLE DEFERRED COMPENSATION ARRANGEMENT FOR ITS CHIEF EXECUTIVE OFFICER ("CEO"). THE 457(B) ARRANGEMENT IS FUNDED BY A REDUCTION IN THE AMOUNT OF A DISCRETIONARY PERFORMANCE BONUS FOR WHICH THE CEO COULD QUALIFY FOR, UP TO THE ANNUAL LIMIT DETERMINED BY THE IRS WITH ANY REMAINING AMOUNT CONTRIBUTED TO THE 457(F) ARRANGEMENT. THE FOUNDATION CONTRIBUTES ANNUALLY WHICH IS FIRST APPLIED TO THE 457(B) ARRANGEMENT, IF THE IRS LIMIT WAS NOT PREVIOUSLY EXCEEDED, AND THE BALANCE IS CONTRIBUTED TO THE 457(F) ARRANGEMENT. THE 457(F) ARRANGEMENT IS SUBJECT TO A VESTING FORMULA. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION SHALL HAVE ONE CLASS OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ONLY MEMBERS WHO ARE MEMBERS OF THE BOARD OF VOTING DIRECTORS SHALL HAVE THE RIGHT TO VOTE UPON ANY QUESTION AND ONLY THEIR CONSENT SHALL BE NECESSARY IN ANY STATUTORY OR OTHER PROCEEDINGS. A BOARD OF VOTING DIRECTORS SHALL REPRESENT, VOTE, AND ACT FOR THE MEMBERSHIP IN ALL OF THE ORGANIZATION'S AFFAIRS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION WORKS WITH ITS OFFICERS AND ITS THIRD-PARTY LAW FIRM AND ACCOUNTING FIRM TO PREPARE THE ORGANIZATION'S FORM 990 TAX RETURN. THE ORGANIZATION THEN PROVIDES ITS PROPOSED FORM 990 TAX RETURN TO THE EXECUTIVE COMMITTEE OF ITS BOARD OF DIRECTORS, WHICH ACTS FOR THE BOARD OF DIRECTORS BETWEEN BOARD OF DIRECTOR MEETINGS, LEGAL COUNSEL, A REPRESENTATIVE OF THE ACCOUNTING FIRM, AS WELL AS STAFF ARE AVAILABLE TO ANSWER QUESTIONS REGARDING THE FORM. THE EXECUTIVE COMMITTEE PROVIDES ANY COMMENTS, CORRECTIONS OR OTHER CHANGES, WHEREUPON THE FORM 990 TAX RETURN IS FINALIZED AND APPROVED BY THE EXECUTIVE COMMITTEE. ONCE EXECUTIVE COMMITTEE APPROVAL IS OBTAINED, THE ORGANIZATION FILES ITS FORM 990 TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY ANNUALLY HAVING ITS OFFICERS, DIRECTORS AND KEY EMPLOYEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT OF ANY ITEMS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST WITH THE ORGANIZATION. DURING THE COURSE OF EACH YEAR, THE CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER AND GENERAL COUNSEL (WHO IS THE PRIMARY PURVEYOR OF LEGAL SERVICES PROVIDED BY A THIRD-PARTY LAW FIRM RETAINED BY THE ORGANIZATION) MONITOR THE ACTIVITIES OF INDIVIDUAL BOARD OF DIRECTORS MEMBERS, OFFICERS AND KEY EMPLOYEES IN THE ORDINARY COURSE OF THE ORGANIZATION'S BUSINESS. ANY IDENTIFIED POTENTIAL CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE INDIVIDUALS IN QUESTION AND APPROPRIATELY ADDRESSED. INDIVIDUAL DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE ALSO ENCOURAGED TO BE WATCHFUL OF CONFLICT OF INTEREST ISSUES AND BRING SUCH ISSUES TO THE ATTENTION OF EITHER THE CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER OR GENERAL COUNSEL. ANY IDENTIFIED CONFLICTS OF INTEREST ARE DEALT WITH BY VOTE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S CHAIRMAN OF THE BOARD (AN UNCOMPENSATED VOLUNTEER) AND GENERAL COUNSEL (A SENIOR PARTNER ENGAGED IN REPRESENTING NONPROFIT ORGANIZATIONS) COMPILE BENCHMARKING DATA FROM COMPENSATION PUBLICATIONS SUCH AS NATIONAL COMPENSATION STUDY (AMERICAN RESEARCH COMPANY), BLUE CHIP COMPENSATION & BENEFITS STUDY (ASAE) AND MANAGEMENT COMPENSATION REPORT (PRM CONSULTING, INC.) THAT TAKES INTO CONSIDERATION SUCH FACTORS AS EDUCATION, EXPERIENCE BASE, TENURE AND PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION (THE "CEO"). A REPORT IS PREPARED AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE ORGANIZATION BY THE CHAIRMAN OF THE BOARD AND GENERAL COUNSEL. THE CEO IS NOT IN ATTENDANCE AT THE MEETING WHEN HIS COMPENSATION LEVEL IS DISCUSSED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE DELIBERATES AND APPROVES OF ANY CHANGES IN THE LEVEL OF COMPENSATION OF THE CEO. THE SAME PROCESS IS USED FOR OTHER OFFICERS AND KEY EMPLOYEES WITH THE EXCEPTION THAT THIS PROCESS IS LED BY THE CEO. THE CEO HAS, WITHIN APPROVED BUDGETARY CONSTRAINTS, AUTHORITY IN REVIEWING AND MAKING COMPENSATION ADJUSTMENTS FOR OTHER EMPLOYEES OF THE ORGANIZATION THAT ARE NOT OFFICERS. PERIODICALLY, THE SALARY STRUCTURE AT THE ORGANIZATION, INCLUDING THE CEO AND OTHER KEY EMPLOYEES, IS REVIEWED FOR REASONABLENESS BY COMPARISON TO OTHER ORGANIZATIONS OF SIMILAR TYPE, SIZE AND GEOGRAPHIC LOCATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CORPORATE BY-LAWS, ANNUAL AUDITED FINANCIAL STATEMENTS AND POLICIES AVAILABLE ON ITS WEB SITE. THIS INFORMATION CAN BE VIEWED AT WWW.IFEBP.ORG UNDER THE "ABOUT US" TAB OF THE ORGANIZATION'S HOME PAGE. MEMBERS OF THE PUBLIC-AT-LARGE MAY ALSO OBTAIN A COPY OF THE ORGANIZATION'S BY-LAWS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS BY CONTACTING THE ORGANIZATION. FORM 990, PART XI, LINE 9: BENEFIT-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 5,710,157. FOREIGN CURRENCY LOSS -11,276. IFEBP SERVICES LLC 18700 W BLUEMOUND RD BROOKFIELD WI 53045 391034021 EDUCATIONAL, CHARITABLE, AND SCIENTIFIC ADMINISTRATIVE SUPPORT. WI 2131341 584890 INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC INTL SOCIETY OF CERT EMPLOYEE BENEFIT SPECIALISTS INC 18700 W BLUEMOUND RD BROOKFIELD WI 53045 391396077 DESIGNING & ADMINISTERING CONTINUING EDUC. COURSES AND EXAMS. WI 501(C)(3) 509(A)(2) INTL FOUNDATION OF EMPLOYEE BENEFIT PLANS 0 CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC 18700 W BLUEMOUND RD BROOKFIELD WI 53045 391666266 GRANTING AND PROMOTING CEBS DESIGNATION AND ASSOCIATE DESIGNATIONS. WI 501(C)(6) INTL FOUNDATION OF EMPLOYEE BENEFIT PLANS 0 THE WELLNESS COUNCIL OF AMERICA 18700 W BLUEMOUND RD BROOKFIELD WI 53045 363444746 HELPING IMPROVE EMPLOYEE WELL-BEING WI 501(C)(3) 509(A)(2) INTL FOUNDATION OF EMPLOYEE BENEFIT PLANS 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC O 278312 FAIR MARKET VALUE INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC Q 157712 FAIR MARKET VALUE INTERNATIONAL SOCIETY OF CERTIFIED EMPLOYEE BENEFIT SPECIALISTS INC L 389680 FAIR MARKET VALUE THE WELLNESS COUNCIL OF AMERICA O 315263 FAIR MARKET VALUE