Insurance (not health)Life, property and casualty insurers, with their PACs and trade groups. Health insurers are filed under Health.Business › Finance & real estatePlaced by our rules or a model’s suggestion, and not yet checked by a person. The money still counts here; a person may move it.
PAC (qualified)Lobbyist/registrant PACMembership organizationWashington, District of ColumbiaActive
FEC filings through Oct 14, 2026 · FEC bulk filing data · committee C00490474 · files monthly
SummaryAt a glance
Why it exists
No statement of purpose found on its site.
Money
$325.4K raised, $330.5K spent, $2.3K cash on hand (through Oct 14, 2026). Where it comes from
Who funds it
56% from PACs and other committees · 40% from donors giving over $200 · largest donor Terri Fiedler, $10K. See who funds it
Where it goes
$322.5K given to candidates and committees, the largest to Rick W. Allen ($10K) · 48% of its support to Republicans, 44% to Democrats. See where it goes
Lobbying
Insured Retirement Institute lobbied on 4 issues. See lobbying
Its wordsWhat does this committee say it is for?
No published list of positions
This committee’s site publishes no list of positions we could read, and we found no statement of why it exists. We do not write one for it.
Who it gives toWhich candidates and committees get its money?
Each part reads different filings, so counts and totals can differ.
Party support distribution$320.5K to 80 candidates
Direct PAC contributions and independent expenditures explicitly reported as support, by the party of the candidate they went to.
For candidates $320,500
Republican 48%
Democratic 44%
Support by the party of the candidate
Party of the candidate
Candidates
Direct
Independent
Amount
Share
Republican
40
$155,000
$0
$155,000
48%
Democratic
29
$139,500
$0
$139,500
44%
Other or unresolved
11
$26,000
$0
$26,000
8.1%
Shown support
80
$320,500
$0
$320,500
100%
Contributions are reported money, not endorsements; a PAC giving to both parties is common.
Who this PAC gave to$322,500 in 166 payments
Every contribution on line 23 of the committee’s own Schedule B, which is the filing its summary totals are built from. That line covers federal candidates, party committees and other political committees alike, so a super PAC funding other super PACs appears here rather than under candidate giving.
By recipient
Line 23 contributions by kind and party of recipient
Recipient
Count
Amount
Democratic candidates
29
$139.5K · 43%
Republican candidates
40
$155K · 48%
Other or unresolved candidates
11
$26K · 8%
Other PACs and committees
1
$2.5K · 0.8%
All recipients
81
$323K
By the candidate’s state
Contributions to candidates by the candidate’s state
State
Candidates
Amount
New York
11
$45K
California
7
$41K
Michigan
5
$25.5K
Missouri
3
$21K
New Jersey
2
$17.5K
Georgia
4
$15K
North Carolina
3
$13.5K
South Dakota
1
$10K
The largest 8 of 35 states.
Recipients 81
Show candidate activity and the money network
Candidate and election activity as the recipients filed it
Virginia Ann Foxx4 receipts, latest Sep 22, 2026Virginia Foxx for Congress · H4NC05146$10K
Jimmy Panetta4 receipts, latest Sep 23, 2026Jimmy Panetta for Congress · H6CA20152$10K
John W. Mannion4 receipts, latest Sep 24, 2026Mannion for New York · H4NY22085$10K
Mike Rounds6 receipts, latest Sep 22, 2026Rounds for Senate · S4SD00049$10K
William P. Huizenga3 receipts, latest Jun 19, 2026Huizenga for Congress · H0MI02094$10K
Candidate contribution rows come from candidate committee Schedule A filings, the same rows the party chart above counts.
Committee money network
Money moving between this committee and other committees, matched on FEC committee ID rather than the name each filing was typed under. Both sides exclude memo entries. The figures here count each committee once, from the itemized transfers read for this section, so they will not match the payment counts under Who this PAC gave to.
Committees funding this one
Committees that reported giving to this one on their own Schedule A filings, grouped by the giver’s committee ID.
The 12 largest committees by total given are listed. Counted from the givers' own filings and this committee's lines for them, whichever is larger, which can run above the total this committee reports.
Itemized (over $200)Donors who have given more than $200 this cycle, so the FEC itemizes (names) them.$131,43040%
Largest donors
Terri Fiedler2 contributions, latest Feb 20, 2026 · PRESIDENT AND CHIEF EXECUTIVE OFFICER · AIG FINANCIAL DISTRIBUTORS · HOUSTON, TX$10,000
Corey Walther3 contributions, latest Jan 29, 2026 · PRESIDENT · ALLIANZ LIFE FINANCIAL SERVICES, LLC · CHANHASSEN, MN$10,000
Michael Downing2 contributions, latest Mar 5, 2026 · CHIEF OPERATING OFFICER · ATHENE · CLIVE, IA$7,000
Wayne ChopusOne contribution on Jan 15, 2025 · PRESIDENT AND CEO · INSURED RETIREMENT INSTITUTE · WASHINGTON, DC$5,000
Wayne ChopusOne contribution on Jan 15, 2026 · PRESIDENT AND CEO · INSURED RETIREMENT INSTITUTE · WASHINGTON, DC$5,000
Dev Ganguly2 contributions, latest Mar 19, 2026 · EVP, CHIEF INNOVATION & TECH OFFICER · JACKSON NATIONAL LIFE · OKEMOS, MI$5,000
Marci GreenOne contribution on Apr 6, 2026 · MANAGING DIRECTOR · GOLDMAN SACHS · NEW YORK, NY$5,000
Marci GreenOne contribution on Sep 24, 2025 · MANAGING DIRECTOR · GOLDMAN SACHS · NEW YORK, NY$5,000
Jeff Lorenzen2 contributions, latest Feb 17, 2026 · PRESIDENT AND CEO · AMERICAN EQUITY INVESTMENT LIFE INSURA · DES MOINES, IA$5,000
Bill Lowe2 contributions, latest Jan 20, 2026 · PRESIDENT, SAMMONS INSTITUTIONAL GROUP · SAMMONS FINANCIAL GROUP · GRIMES, IA$5,000
Paula G. NelsonOne contribution on Feb 10, 2025 · PRESIDENT, RETIREMENT · GLOBAL ATLANTIC FINANCIAL GROUP · MINNEAPOLIS, MN$5,000
A donor who gave several times appears once. The 12 largest donors by total given are listed. In all, 360 itemized contributions were filed this cycle, totaling $131.3K. FEC contributor lists are public records and cannot be used for commercial solicitation.
Refunds and rebatesMoney coming back to the committee: rebates and refunds of what it spent, contributions it made that were returned, and loans it made that were repaid.$8,0002.5%
Unitemized ($200 or less)Donors who have given $200 or less this cycle, so the FEC does not itemize (name) them.$5,2771.6%
Total reported receipts $325,408
Every dollar the committee reported receiving this cycle, split by the source the FEC filing attributes it to. FEC filings through Oct 14, 2026.
Where the money traces to $325.4K followed back through up to 3 committees
71% to named individuals, 29% not itemized.
Gave directly$131.2K 40%
Gave directly
Name
Amount
Not itemized by this committee4.1%
$13,486
Terri FiedlerPerson · President and Chief Executive Officer, AIG Financial Distributors · Houston, TX · 3.1%
Every dollar this committee reported spending this cycle, split by the lines it reports against. Open a line to see who was actually paid on it. FEC filings through Oct 14, 2026.
What the payments were for $322,500 itemized
Tap a row with to see what was paid for.
Given to othersContributions to other candidates, party committees, and PACs.$322,500100%
Filed as
CONTRIBUTION$322,500
Paid to
Rick W. Allen for Congress$10,000
Rounds for Senate$10,000
Stand With Sanchez$10,000
Suozzi for Congress$10,000
Walberg for Congress$10,000
Ann Wagner for Congress$10,000
Total itemized disbursements $322,500
Every itemized payment the committee reported this cycle, sorted by what it said each one was for. The categories are ours; the wording they are matched against is the committee’s own. Open a category to read the filed descriptions and who was paid. FEC filings through Oct 14, 2026.
All 166 itemized payments filed this cycle. Spending below the itemization threshold is not filed line by line.
$330.5K spent from Jan 2025 to Oct 2026. Most in one report: $78K, Jul 1 – Dec 31, 2025.
$330.5K
Jan 2025Oct 2026
The running total of what the committee’s FEC reports say it spent, independent expenditures included, with a point at the end of each report. The line is straight between reports because a report gives one total for its whole period.
What Insured Retirement Institute lobbies on 2026 reports
Besides giving through its PAC, Insured Retirement Institute pays lobbyists to press Congress and federal agencies. Each quarter it, or a firm it hires, files a public report under the Lobbying Disclosure Act saying which topics it worked on, what it spent, and whom it contacted. This is what those reports say.
Spent on lobbying in 2026
$530K
Quarterly reports read
6
Bills it named
100
Topics it lobbied on
Each report files its work under official topics. The bar shows how often each topic came up across the reports; open one to read what was filed under it. Naming a bill says the organization lobbied on it, not which side it took.
Retirementin 6 report entries · 88 bills named
In its own words
Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress).
DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328).
DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07).
DOL- EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10).
DOL - Joint Trade Letter to Chavez-DeRemer - ERISA Litigation Reform-Reduction.
DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38.
DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors.
DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026).
DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37).
DOL - EBSA - Proposed Rule - QPAM Re-eligibility Options After Disqualification (QROAD) Class Exemption (RIN: 1210-ZA37).
DOL - EBSA - Notice - Relationship Banking and Brokerage Class Exemption (RIN: 1210-ZA38).
Joint Resolution providing for congressional disapproval of the Department of Labors Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights Rule (S.J.Res.8/H.J. Res.30 - 118th Congress).
Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation.
Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans.
Legislation to clarify Form 5500 reporting requirement for retirement plans filing under a Group of Plans.
Legislation to maintain and protect the diverse array of retirement plan structures.
Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65.
Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings.
Legislation to provide favorable tax treatment for guaranteed lifetime income.
Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws.
Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div.
O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract.
Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products.
Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments.
Legislation to increase protections and safeguards for personal financial information.
Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers.
Legislation to make long-term care insurance tax-advantaged, accessible, and affordable.
Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry.
Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances.
Legislation to require inclusion of longevity risk language in annual plan notices.
Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years.
Legislation to reform ERISA to reduce frivolous litigation.
Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions.
Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions.
SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023.
SEC - Implementation and Enforcement of Regulation BI and Form CRS.
SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101.
Parity for Registered Index-Linked Annuities Regarding Registration Rules.
SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities;
Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities;
Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30.
The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330).
The Data Privacy Act (H.R.1165 - 118th Congress).
The Empowering States to Protect Seniors from Bad Actors Act (H.R.5914 - 117th Congress).
The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress).
The Financial Freedom Act of 2023 (S.427/H.R.1177 - 118th Congress).
The Financial Innovation and Technology for the 21st Century Act (H.R.4763 - 118th Congress).
The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress).
The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress).
The Lummis-Gillibrand Responsible Financial Innovation Act (S.2281 - 118th Congress).
The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress).
The RETIRE Act (H.R. 5339 - 118th Congress).
The SAFER Banking Act (S.2860 - 118th Congress).
The Secure And Fair Enforcement (SAFE) Banking Act of 2023 (S.1323/H.R.2891 - 118th Congress).
The Small Business Tax Fairness Act (S.2387 - 117th Congress).
The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress).
The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress).
The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718 - 118th Congress).
The Ensuring Sound Guidance Act (S.2282/H.R.4237 - 118th Congress).
The Expanding Access to Capital Act (H.R.2799 - 118th Congress).
The Financial Fitness Act (H.R.8944 - 118th Congress).
The Empowering Main Street in America Act (S.5139 - 118th Congress).
The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013 - 119th Congress).
The GUARD Act (H.R.2978 - 119th Congress).
The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress).
The Retirement Proxy Protection Act (H.R. 1996 - 119th Congress).
The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress).
The Balancing the Scales Act (H.R.2958 - 119th Congress).
The EBSA Investigations Transparency Act (H.R.2869 - 119th Congress).
The Employee Ownership Fairness Act (S.1727 - 119th Congress).
The Employee Ownership Financing Act (S.2458 - 119th Congress).
The Employee Ownership Representation Act (S.1728 - 119th Congress).
The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress).
The Helping Young Americans Save for Retirement Act (S.1707/H.R.4718 - 119th Congress).
The Improving Disclosure for Investors Act 2024/2025 (S.1877/H.R.2441 - 119th Congress).
The Independent Retirement Fairness Act (S.2217 - 119th Congress).
The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress).
The Richard L. Trumka Protecting the Right to Organize (PRO) Act of 2025 (S.852/H.R.20 - 119th Congress).
The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress).
The Unlocking Benefits for Independent Workers Act (S.2210 - 119th Congress).
The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress).
The Automatic IRA Act of 2025 (H.R.6722-119th Congress).
The ERISA Litigation Reform Act (H.R.6084 - 119th Congress).
The Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (H.R.3383 - 119th Congress).
The Providing Complete Information to Retirement Investors Act (S.3083 - 119th Congress).
The Restoring Integrity on Fiduciary Duty Act (S.3086 - 119th Congress).
The Retirement Investment Choice Act (H.R.5748 - 119th Congress).
The Saving for the Future Act (H.R.5887 - 119th Congress).
The Senior Security Act (S.4055/H.R.1469 - 119th Congress).
The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress).
The Pensions for All Act (S.2335/H.R.7556 - 119th Congress).
The ABLE Tomorrow Act (S.4498 - 119th Congress).
The Catching Up Family Caregivers Act (S.4291/H.R.8273 - 119th Congress).
The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress).
The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274 - 119th Congress).
The Investigation Status and Governance for Honest Transparency Act (S.4360 - 119th Congress).
The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314 - 119th Congress).
The SMART Savings Act (S.5204/H.R.10039 - 119th Congress).
The Retirement Simplification and Clarity Act (S.5156/H.R.6324 - 119th Congress).
The CLEAR Forms Act (H.R.10234 - 119th Congress).
The Savers' Match Enhancement Act (S.5507 - 119th Congress).
To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances (S.5040/H.R.9813 - 119th Congress).
Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022.
Treasury - Request for Information on Financial Inclusion - 88 FR 88702 - Treas-Do-2023-0014.
Treasury - IRS - Guidance on Section 324 of the SECURE 2.0 Act with Respect to Rollovers (Notice 2026-49).
Treasury - IRS - Final Rule - Automatic Enrollment Requirements Under Section 414A (RIN: 1545-BR08).
DOL Guidance on Pension‑Linked Emergency Savings Accounts.
DOL - EBSA - Proposed Rule - Amendment to Prohibited Transaction Exemption Procedures - 29 CFR 2570 (RIN: 1210-AC42) DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37).
The Elder Justice Reauthorization and Modernization Act of 2023 (S.1198/H.R.2718-118th Congress).
The Retirement Fairness for Charities and Educational Institutions Act of 2025 (S.424/H.R.1013-119th Congress).
The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress).
The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress).
The Senior Security Act (S.4055/H.R.1469-119th Congress).
The Catching Up Family Caregivers Act (S.4291/H.R.8273-119th Congress).
The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274-119th Congress).
The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314-119th Congress).
The Expanding Access to Capital Act (H.R.2799-118th Congress).
The Financial Fitness Act (H.R.8944-118th Congress).
The Empowering Main Street in America Act (S.5139-118th Congress).
The Catching Up Family Caregivers Act (S.5149/H.R.9764-118th Congress).
The Improving Retirement Security for Family Caregivers Act (S.5148/H.R.9765-118th Congress).
The GUARD Act (H.R.2978-119th Congress).
Issues related to retirement savings;
Issues related to H.R. 1013/S. 424 - The Retirement Fairness for Charities and Educational Institutions Act of 2025;
Issues related to DOL Fiduciary rule;
Issues related to the SECURE 2.0 Act (P.L. 117-328).
Issues related to retirement savings; Issues related to H.R. 1013/S. 424 - The Retirement Fairness for Charities and Educational Institutions Act of 2025; Issues related to DOL Fiduciary rule.
FINRA - Regulatory Notice - 25-07 - Supporting Modern Member Workplaces.
FINRA - Regulatory Notice - 26-14 - Requests Comment on Proposed Changes to Modernize Rule 2210 (Communications with the Public).
Legislation establishing a federal regulatory framework to oversee the cryptocurrency market in and use of cryptocurrency in retirement plans.
Legislation to provide favorable tax treatment for guaranteed lifetime income.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws.
Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products.
Legislation to ensure a balanced approach to the regulation of environmental, social, and governance investments.
Legislation to increase protections and safeguards for personal financial information.
Insurancein 3 report entries · 24 bills named
In its own words
DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328).
DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38.
Legislation to maintain and protect the diverse array of retirement plan structures.
Legislation to provide favorable tax treatment for guaranteed lifetime income.
Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws.
Legislation to clarify the annuity selection safe harbor (P.L.116-94, Div.
O, Section 204) provides a plan sponsor with the same protections in selecting an annuity contract.
Legislation to direct the SEC to allow the use of amended appropriate registration forms to authorize consistent registrations for non-variable products.
Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers.
Taxation/Internal Revenue Codein 3 report entries · 49 bills named
In its own words
Amends IRS Code to establish Auto Reenrollment Tax Credit (S.2512 - 118th Congress).
DOL - EBSA - Implementation of the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022 (Public Law No: 117-328).
DOL - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
DOL - EBSA - Final Rule - Prohibited Transaction Class Exemption 84-14 for Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption) (RIN 1210-ZA07).
DOL - EBSA - Proposed Rule - Pooled Employer Plans: Big Plans for Small Businesses (RIN 1210-AC10).
DOL - EBSA - Fiduciary Duties in Selecting Designated Investment Alternatives, RIN 1210-AC38.
DOL - EBSA - Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors.
DOL - WH - Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, RIN 1235-AA46 (2026).
DOL - EBSA - Proposed Rule - Loyalty and the Exclusive Purpose Rule in Selecting Plan Investments and Exercising Shareholder Rights - 29 CFR 2550.404a-1 (RIN: 1210-AC37).
Who did the lobbying
The organization’s own reports give its total lobbying costs, including any firms it hired; each firm reports what this client paid it.
Insured Retirement InstituteIts own staff · 3 reports$530K
Forbes-TateLobbying firm · 3 reports$150K
Contributions on the LD-203 report
Reported twice a year by the lobbying filer. $110.9K is political giving that also appears in FEC filings.
Rep. Bill Huizenga$5K
Rep. Donald Norcross$5K
Rep. Jimmy Panetta$5K
Rep. John Larson$5K
Rep. John Mannion$5K
Rep. Virginia Foxx$5K
Rep. Mike Thompson$3.5K
Rep. Tom Suozzi$3.5K
Rep. David Kustoff$2.5K
Rep. French Hill$2.5K
Matched by name: these reports are filed for “INSURED RETIREMENT INSTITUTE”, found by searching “INSURED RETIREMENT INSTITUTE”. Lobbying and FEC records share no ID, so an organization that lobbies under another name is missed. Source: LDA.gov, accessed Nov 9, 2026. Senate Office of Public Records cannot vouch for the data or analyses derived from these data after the data have been retrieved from LDA.gov.
INSURED RETIREMENT INSTITUTE POLITICAL ACTION COMMITTEE (IRI PAC)
Filings covered
Through Oct 14, 2026
Data source
FEC bulk filing data
Insured Retirement Institute PAC is registered with the Federal Election Commission as a PAC (qualified). It is a lobbyist/registrant PAC. Official FEC summary: Federal Election Commission committee record.
Pages quoted 0 pages
No pages quoted
Nothing from this committee’s or its sponsor’s site is quoted yet.
Linked public records
No approved organization identity yet
The official FEC committee record remains available under Filings.
RARick W. AllenRepublican · U.S. House · GA-12 · via Rick W. Allen For Congress4 payments, latest Sep 22, 2026 · CONTRIBUTION · FEC filing, Sep 22, 2026$10K
MRMike RoundsRepublican · U.S. Senate · SD · via Rounds For Senate6 payments, latest Sep 22, 2026 · CONTRIBUTION · FEC filing, Sep 22, 2026$10K
TWTim WalbergRepublican · U.S. House · MI-05 · via Walberg For Congress4 payments, latest Sep 22, 2026 · CONTRIBUTION · FEC filing, Sep 22, 2026$10K
AWAnn WagnerRepublican · U.S. House · MO-02 · via Ann Wagner For Congress4 payments, latest Sep 22, 2026 · CONTRIBUTION · FEC filing, Sep 22, 2026$10K
DNDonald NorcrossDemocratic · U.S. House · NJ-01 · via Donald Norcross For Congress4 payments, latest Jun 19, 2026 · CONTRIBUTION · FEC filing, Jun 19, 2026$10K
BHBill HuizengaRepublican · U.S. House · MI-04 · via Huizenga For Congress3 payments, latest Jun 19, 2026 · CONTRIBUTION · FEC filing, Jun 19, 2026$10K
$323K across 83 recipient committees, or 98% of everything this committee reports spending. The largest 12 are shown. A further $2.5K was filed as memo entries, which FEC reports separately to avoid counting it twice.
Built from FEC Schedule A and Schedule B filings for the selected cycle. A committee only appears here if the money was itemized under its FEC committee ID.
$7,000
Dev GangulyPerson · EVP, Chief Innovation & Tech Officer, Jackson National Life · Okemos, MI · 1.5%
$5,000
Jeff LorenzenPerson · President and CEO, American Equity Investment Life Insura · Des Moines, IA · 1.5%
$5,000
Bill LowePerson · President, Sammons Institutional Group, Sammons Financial Group · Grimes, IA · 1.5%
$5,000
Show 13 more sources
Gave directly, more
Name
Amount
Paula G. NelsonPerson · President, Retirement, Global Atlantic Financial Group · Minneapolis, MN · 1.5%
$5,000
Gerald PattersonPerson · Head of Advanced Wealth Solutions, Cetera Financial Group · West Des Moines, IA · 1.4%
$4,500
Shani ArmonPerson · Chief Operating Officer, Insured Retirement Institute · Washington, DC · 1.3%
$4,160
John C. KennedyPerson · EVP, Chief Distribution & Brand Office, Lincoln Financial · Berwyn, PA · 1.2%
$4,000
Katherine DeasePerson · Chief Technology and Innovation Ofcr., Insured Retirement Institute · Washington, DC · 1.2%
$3,800
Robert JameisonPerson · SVP, Relationship Management, Fidelity Investments · Barrington, RI · 1.2%
$3,750
Katherine RoyPerson · Partner, Retirement Products, Edward Jones · Arvada, CO · 1.1%
$3,500
Wesley W. SeverinPerson · Executive Vice President, Retirement D, Symetra Financial · Bellevue, WA · 1.1%
$3,500
Colleen TyczPerson · SVP, Head of Strategic Accounts & Insu, Franklin Templeton · Fairfield, CT · 0.9%
Through Nationwide Mutual Insurance Co. Financial & Investments PAC
Name
Amount
Not itemized by Nationwide Mutual Insurance Co. Financial & Investments PAC1.2%
$3,768
Through Invesco Holding Co. , Inc. Employee PACInvestment firms (hedge funds, private equity, venture capital)$3.7K 1.1%
Through Invesco Holding Co. , Inc. Employee PAC
Name
Amount
Not itemized by Invesco Holding Co. , Inc. Employee PAC1.1%
$3,660
Through Equitable Holdings, Inc. PACInsurance (not health)$3.6K 1.1%
Through Equitable Holdings, Inc. PAC
Name
Amount
Not itemized by Equitable Holdings, Inc. PAC1.1%
$3,592
Through Jackson Holdings Llc And Jackson National Life Insurance Co. Federal Ssf (Jackson National FederInsurance (not health) (proposed)$2.6K 0.8%
Through Jackson Holdings Llc And Jackson National Life Insurance Co. Federal Ssf (Jackson National Feder
Name
Amount
Not itemized by Jackson Holdings Llc And Jackson National Life Insurance Co. Federal Ssf (Jackson National Feder0.8%
$2,624
Through Azoa Services Corp. PACInsurance (not health) (proposed)$2.6K 0.8%
Through Azoa Services Corp. PAC
Name
Amount
Not itemized by Azoa Services Corp. PAC0.8%
$2,566
Through Transamerica Corp. PACInsurance (not health) (proposed)$2.5K 0.8%
Through Transamerica Corp. PAC
Name
Amount
Not itemized by Transamerica Corp. PAC0.8%
$2,457
Through Prudential Financial, Inc. State & Federal PAC (AKA PRUDENTIAL STATE & FEDERAInsurance (not health)$2.1K 0.6%
Through Prudential Financial, Inc. State & Federal PAC (AKA PRUDENTIAL STATE & FEDERA
Name
Amount
Not itemized by Prudential Financial, Inc. State & Federal PAC (AKA PRUDENTIAL STATE & FEDERA0.6%
$2,099
Through Principal Life Insurance Co. PACInsurance (not health) (proposed)$1.9K 0.6%
Through Principal Life Insurance Co. PAC
Name
Amount
Not itemized by Principal Life Insurance Co. PAC0.6%
$1,870
Through Prudential Financial Inc. Federal PACInsurance (not health)$1.7K 0.5%
Through Prudential Financial Inc. Federal PAC
Name
Amount
Not itemized by Prudential Financial Inc. Federal PAC0.5%
$1,679
Through Sammons Enterprises Inc. PACInsurance (not health) (proposed)$1.6K 0.5%
Through Sammons Enterprises Inc. PAC
Name
Amount
Not itemized by Sammons Enterprises Inc. PAC0.5%
$1,638
1090 smaller sources, $111.1K in all (34%), are not listed.
Each committee that gave is followed to where its own money came from, in proportion to what it received: a committee that got half its money from one person is counted as passing half of what it gave on to that person. Each channel shows the committee the money came through and its place in the money tree. It shows who stood behind the money, not what that money was for, and an organization that need not name its donors ends the trail. It stops at a person, an organization, a committee with nothing on file here, or 3committees deep. A person who gave by more than one route appears under each, a name filed two ways may appear twice, and a person's job and city are as they filed them. "Also behind" counts the other groups, among those that moved $100,000 or more into races, in which $100,000 or more traces to the same person, other than those this money came through or went on to.
$7,000
Michigan2 contributions · 3.8%
$5,000
By the state each contributor wrote on the filing. The FEC aggregates every Schedule A line together, so one committee or organization transfer can account for a whole state. Contributors who have given $200 or less this cycle are not itemized and cannot be placed on a map. The FEC’s grouping also counts joint-fundraising memo lines, so these rows can add up to more than the itemized total.
Donors’ employers as filed
Donors’ employers
Employer as filed
Amount
Insured Retirement Institute315 contributions · 20% of ranked
$26,681
AIG Financial Distributors2 contributions · 7.6% of ranked
$10,000
Allianz Life Financial Services LLC3 contributions · 7.6% of ranked
$10,000
Goldman Sachs2 contributions · 7.6% of ranked
$10,000
Transamerica2 contributions · 7.6% of ranked
$10,000
Athene2 contributions · 5.3% of ranked
$7,000
American Equity Investment Life Insura2 contributions · 3.8% of ranked
$5,000
Global Atlantic Financial Group1 contribution · 3.8% of ranked
$5,000
Itemized receipts grouped by the words contributors filed. The FEC aggregates every Schedule A line here, so committee and organization money sits alongside individuals; this is not an industry classification. The FEC’s grouping also counts joint-fundraising memo lines, so these rows can add up to more than the itemized total. Gifts of $200 or less ($5,277) are not itemized, so no employer or occupation is filed for them.
Donors’ occupations as filed
Donors’ occupations
Occupation as filed
Amount
President And CEO4 contributions · 11% of ranked
$15,000
Chief Operating Officer43 contributions · 10% of ranked
$13,660
President4 contributions · 9.1% of ranked
$12,000
Managing Director2 contributions · 7.6% of ranked
$10,000
President And Chief Executive Officer2 contributions · 7.6% of ranked
$10,000
President Individual Solutions2 contributions · 7.6% of ranked
$10,000
President Retirement1 contribution · 3.8% of ranked
$5,000
Head Of Advanced Wealth Solutions2 contributions · 3.4% of ranked
$4,500
Itemized receipts grouped by the words contributors filed. The FEC aggregates every Schedule A line here, so committee and organization money sits alongside individuals; this is not an industry classification. The FEC’s grouping also counts joint-fundraising memo lines, so these rows can add up to more than the itemized total. Gifts of $200 or less ($5,277) are not itemized, so no employer or occupation is filed for them.
The people, firms and committees paid the most, across every kind of payment. Each share is of everything the committee reported spending this cycle, not only the itemized payments above. A payee that is itself a committee links to its own profile.
Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers.
Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry.
Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions.
Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions.
SEC - Implementation and Enforcement of Regulation BI and Form CRS.
SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101.
Parity for Registered Index-Linked Annuities Regarding Registration Rules.
SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34.
SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities;
Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities;
Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30.
SEC - Proposed Rule - Electronic Delivery of Information Under the Federal Securities Laws (RIN: 3235-AN57).
SEC - Request for Comment - Novel ETFs (RIN 3235-AN81).
Legislation to make long-term care insurance tax-advantaged, accessible, and affordable.
Legislation to provide balanced approach to regulating the use of AI by the insured retirement industry.
Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances.
Legislation to require plan fiduciaries to provide retirement income education to employees throughout their working years.
Legislation to reform ERISA to reduce frivolous litigation.
Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions.
Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions.
SEC - Implementation and Enforcement of Regulation BI and Form CRS.
SEC - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division AA - Financial Services Matters, Title I-Registration for Index linked Annuities, Sec. 101.
Parity for Registered Index-Linked Annuities Regarding Registration Rules.
SEC - Final Rule - Registration for Index-Linked Annuities and Registered Market Value Adjustment Annuities;
Amendments to Form N-4 for Index-Linked Annuities, Registered Market Value Adjustment Annuities, and Variable Annuities;
Other Technical Amendments - 17 CFR Parts 230, 232, 239, and 274, RIN 3235-AN30.
SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34.
SEC - Proposed Rule - Electronic Delivery of Information Under the Federal Securities Laws (RIN: 3235-AN57).
DOL - EBSA - Proposed Rule - QPAM Re-eligibility Options After Disqualification (QROAD) Class Exemption (RIN: 1210-ZA37).
DOL - EBSA - Notice - Relationship Banking and Brokerage Class Exemption (RIN: 1210-ZA38).
The President's Executive Order - Democratizing Access to Alternative Assets for 401(K) Investors (08/07/2025) (E.O. 14330).
Legislation and rulemaking affecting 403(b) retirement plans and federal and state regulations governing their administration and operation.
Legislation to prohibit IRSs use of private debt collection agencies for individuals over the age of 65.
Legislation to promote, preserve and maintain tax-deferred treatment of retirement savings.
Legislation to provide favorable tax treatment for guaranteed lifetime income.
Legislation to provide technical corrections and extension of effective dates to implement the SECURE 2.0 Act.
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Trump Administration and Congressional proposals on tax reform, ERISA, and securities laws.
Legislation to make a diverse slate of indexed and variable annuity contracts with guaranteed benefits eligible to be treated as QLACs to better meet the diverse needs of retirement savers.
Legislation to make long-term care insurance tax-advantaged, accessible, and affordable.
Legislation to require defined contribution plans to offer participants the option to invest in protected, guaranteed lifetime income solutions for all or some of their account balances.
Proposals at the Department of Labor for increasing access to guaranteed, protected lifetime solutions.
Proposals at the Department of Labor to Rescind "ESG Rule" and Draft "Anti-ESG Rule." Proposals at the Department of Treasury/IRS for increasing access to guaranteed, protected lifetime income solutions.
SEC - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
SEC/Treasury - Joint Proposed Rule by SEC & FinCEN - Customer Identification Programs for Registered Investment Advisers and Exempt Reporting Advisers - 17 CFR 275, 31 CFR 1032, RIN 1506-AB66, RIN 3235-AN34.
The Lifetime Income for Employees Act of 2023 (H.R.3942 - 118th Congress).
The Portable Benefits for Independent Workers Pilot Program Act (S.1696/H.R.3482 - 118th Congress).
The Small Business Tax Fairness Act (S.2387 - 117th Congress).
The Small Businesses Add Value for Employees (SAVE) Act (H.R.4637 - 115th Congress).
To amend the Internal Revenue Code of 1986 to permit the rollover contributions from Roth IRAs to designated Roth accounts (H.R.6757 - 118th Congress).
The Expanding Access to Retirement Savings for Caregivers Act (H.R.6772 - 118th Congress).
The Well-Being Insurance for Seniors to be at Home Act (H.R.2082 - 119th Congress).
The Generating Retirement Ownership through Long-Term Holding Act (S.1839/H.R.2089 - 119th Congress).
The Retirement Savings for Americans Act (S.1526/H.R.2696 - 119th Congress).
The Tax Relief for Victims of Crimes, Scams, and Disasters Act (S.1773/H.R.3469 - 119th Congress).
The Financial Exploitation Prevention Act of 2025 (S.2840/H.R.2478 - 119th Congress).
The Helping Young Americans Save for Retirement Act (S.1707/H.R.4718 - 119th Congress).
The Promotion and Expansion of Private Employee Ownership Act (S.2461 - 119th Congress).
The Protecting Prudent Investment of Retirement Savings Act (H.R.2988 - 119th Congress).
The Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 (S.1561/H.R.1777 - 119th Congress).
The Auto Reenroll Act (S.1831/H.R.6729 - 119th Congress).
The Automatic IRA Act of 2025 (H.R.6722 - 119th Congress).
The Saving for the Future Act (H.R.5887 - 119th Congress).
The Small Nonprofit Retirement Security Act (S.2365/H.R.4548 - 119th Congress).
The Pensions for All Act (S.2335/H.R.7556 - 119th Congress).
The ABLE Tomorrow Act (S.4498 - 119th Congress).
The Catching Up Family Caregivers Act (S.4291/H.R.8273 - 119th Congress).
The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress).
The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274 - 119th Congress).
The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314 - 119th Congress).
The SMART Savings Act (S.5204/H.R.10039 - 119th Congress).
The Retirement Simplification and Clarity Act (S.5156/H.R.6324 - 119th Congress).
The Savers' Match Enhancement Act (S.5507 - 119th Congress).
To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances (S.5040/H.R.9813 - 119th Congress).
Treasury - IRS - Implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94).
Treasury - IRS - Implementation of Public Law No: 117-328, the Consolidated Appropriations Act, 2023, Division T - SECURE 2.0 Act of 2022.
Treasury - Request for Information on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector - 89 FR 50048.
Treasury - FinCEN - Final Rule on AML/CFT Program and Suspicious Activity Report Filing Requirements for RIAs and Exempt Reporting Advisers (RIN 1506-AB58).
Treasury - IRS - Guidance on Section 324 of the SECURE 2.0 Act with Respect to Rollovers (Notice 2026-49).
Treasury - IRS - Final Rule - Automatic Enrollment Requirements Under Section 414A (RIN: 1545-BR08).
DOL Guidance on Pension‑Linked Emergency Savings Accounts.
The Helping Young Americans Save for Retirement Act (H.R.4718/S.1707 - 119th Congress).
The Retirement Simplification and Clarity Act (H.R. 6324 - 119th Congress).
The Catching Up Family Caregivers Act (S.4291/H.R.8273-119th Congress).
The Form 5500 Filing Simplification Act (H.R.7362 - 119th Congress) The Improving Retirement Security for Family Caregivers Act (S.4292/H.R.8274 - 119th Congress).
The Optimizing Participant Tax Incentives through Optional Noncash Selections Act (H.R.8314-119th Congress).