| FORM 990, PART VI, SECTION A, LINE 6 |
THE ORGANIZATION'S BOARD OF DIRECTORS IS COMPRISED OF TOP MANAGEMENT OFFICIALS FROM MANY OF THEIR RESPECTIVE COMPANIES. |
| FORM 990, PART VI, SECTION B, LINE 11 |
A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C |
THE INSTITUTE HAS ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT AT THE ANNUAL BOARD MEETING. ANY POTENTIAL CONFLICTS ARE DISCUSSED WITH THE PARTIES INVOLVED AND THEN THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 |
THE PRESIDENT AND THE BOARD USE FORMAL SALARY COMPARABILITY MEASURES TO DETERMINE THE PRESIDENT'S SALARY AND BONUS AS WELL AS THOSE OF THE OTHER OFFICERS AND EMPLOYEES. COMPARABILITY INFORMATION INCLUDES COMPENSATION HISTORY OF THE PREVIOUS PRESIDENT AND OTHER OFFICERS AND KEY EMPLOYEES, AS WELL AS OTHER TRADE ASSOCIATIONS' FORM 990 FOR COMPARABLE POSITIONS. ALL SALARIES ARE APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 |
THE INSTITUTE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: |
PENSION RELATED CHANGES OTHER THAN NET PERIODIC COSTS -2,789,096. TRANSFER OF ASSETS 152,053. |
| FORM 990, PART XI, LINE 9 |
DURING 2014, THE INSURANCE INFORMATION NETWORK OF CALIFORNIA (IINC) DISSOLVED AND THE INSTITUTE TOOK OVER THE OPERATIONS OF IINC. IINC TRANSFERRED ITS REMAINING CASH TO THE INSTITUTE, AND THE INSTITUTE ALSO ASSUMED IINC'S PENSION OBLIGATION. |
Attach to Form 990 or 990-EZ.