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 Jamie Ohl, $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.
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
Terri FiedlerOne contribution on Feb 24, 2025 · PRESIDENT AND CHIEF EXECUTIVE OFFICER · AIG FINANCIAL DISTRIBUTORS · HOUSTON, TX$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 Sep 24, 2025 · MANAGING DIRECTOR · GOLDMAN SACHS · NEW YORK, NY$5,000
Marci GreenOne contribution on Apr 6, 2026 · MANAGING DIRECTOR · GOLDMAN SACHS · NEW YORK, NY$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
Gerald Patterson2 contributions, latest Mar 17, 2026 · HEAD OF ADVANCED WEALTH SOLUTIONS · CETERA FINANCIAL GROUP · WEST DES MOINES, IA$4,500
A donor who gave several times appears once. The 12 largest donors by total given are listed. In all, 330 itemized contributions were filed this cycle, totaling $118.8K. 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. Open a source marked + to see who gave. FEC filings through Oct 14, 2026.
Who donated: where they live, their employers and jobs
Where the donors live $118,787 placed by state
Loading the map
Tap or hover over a state, or focus the map and use the arrow keys, to read its total. Ctrl or ⌘ and scroll to zoom.
under $1K
$1K+
$4.1K+
$9.2K+
$16.4K+
none
Top states
Top donor states
Name
Amount
District of Columbia290 contributions · 22%
$25,687
Iowa8 contributions · 18%
$21,500
Minnesota4 contributions · 13%
$15,000
New York2 contributions · 8.4%
$10,000
Wyoming2 contributions · 8.4%
$10,000
Pennsylvania5 contributions · 5.9%
$7,000
Michigan2 contributions · 4.2%
SpendingWhere does the money go?
How the spending splits $330,500 reported
Contributions to candidates and other committeesMoney given to federal candidates, party committees and other PACs.$330,500100%
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
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 Oct 27, 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.
$5,000
Texas1 contribution · 4.2%
$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 Institute289 contributions · 21% of ranked
$25,187
Allianz Life Financial Services LLC3 contributions · 8.4% of ranked
$10,000
Goldman Sachs2 contributions · 8.4% of ranked
$10,000
Transamerica2 contributions · 8.4% of ranked
$10,000
Athene2 contributions · 5.9% of ranked
$7,000
AIG Financial Distributors1 contribution · 4.2% of ranked
$5,000
Global Atlantic Financial Group1 contribution · 4.2% of ranked
$5,000
Cetera Financial Group2 contributions · 3.8% 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.
Donors’ occupations as filed
Donors’ occupations
Occupation as filed
Amount
Chief Operating Officer39 contributions · 11% of ranked
$13,244
President And CEO3 contributions · 11% of ranked
$12,500
President4 contributions · 10% of ranked
$12,000
Managing Director2 contributions · 8.4% of ranked
$10,000
President Individual Solutions2 contributions · 8.4% of ranked
$10,000
President And Chief Executive Officer1 contribution · 4.2% of ranked
$5,000
President Retirement1 contribution · 4.2% of ranked
$5,000
Head Of Advanced Wealth Solutions2 contributions · 3.8% 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).