Insured Retirement Institute
The trade association for the insured retirement industry, representing insurers, distributors, and advisors on annuities and retirement income.
22named by IRI
217named by peers
Financial profile
Insured Retirement Institute · EIN 06-1328907 · 501(c)(6)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2023 | $8,367,810 | $0 | $8,429,726 | $8,082,751 | $1,747,423 | Dec 2023 |
| FY2022 | $7,843,936 | $0 | $7,582,946 | $7,440,632 | $1,462,364 | Dec 2022 |
| FY2021 | $6,870,255 | $0 | $6,802,393 | $6,613,102 | $1,059,060 | Dec 2021 |
| FY2020 | $6,047,207 | $0 | $6,046,384 | $6,025,741 | $801,907 | Dec 2020 |
| FY2019 | $6,123,809 | $0 | $6,084,803 | $6,584,362 | $780,441 | Dec 2019 |
| FY2018 | $6,416,472 | $0 | $6,409,212 | $6,403,358 | $1,240,994 | Dec 2018 |
Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.
Peer societies
Five societies Insured Retirement Institute is read alongside.
ACLI
American Council of Life Insurers
The policy and research voice of the life insurance industry, advocating in Washington and the states for the…
52 companies named
L
LIMRA
A member-owned research, consulting, and professional development organization for the life insurance and…
97 companies named
ASPPA
American Society of Pension Professionals and Actuaries
The professional association credentialing and supporting retirement plan professionals, part of the American…
FSI
Financial Services Institute
The advocacy organization for independent financial advisors and independent financial services firms…
65 companies named
NAGDC
National Association of Government Defined Contribution Administrators
The community of the public officials and providers who run government defined contribution retirement plans…
34 companies named
Who backs IRI
Every company Insured Retirement Institute names publicly as a supporter, exactly as published. Companies also named by other associations on Sociogene come first.
| Company | Support as published | Also named by |
|---|---|---|
| BlackRock Logo | Corporate partner | AFP CAS ELF ES MRA +3 |
| Brand_Prudentail-Logo-2024 | Corporate partner | AIP FSI IS IWI NJCC +3 |
| Equitable Logo | Corporate partner | ADA ASBOI CFPBS FDA GFOA +3 |
| Nationwide Logo | Corporate partner | AAI A CCC GPC GWHCC +3 |
| New York Life Logo | Corporate partner | AMSN ASPN GACC LRCC L +3 |
| Wells Fargo Logo | Corporate partner | AC AAFCS AGS AHEPA A +3 |
| Allianz Logo | Corporate partner | AAAI IIABA IIABA NAEA TIA |
| Global_Atlantic_LOGO_website | Corporate partner | CCA FSF GDMP L |
| Nasdaq-logo-2026 | Symposium Sponsor | L NIRI STA SIIA |
| American Century Investments Logo | Corporate partner | ASBOI GKCCC LF |
| PAP-Corebridge | Corporate partner | ASBOI L PGAA |
| Symetra Logo | Corporate partner | L SMCC SIIA |
| Website-Logo-Lincoln | Corporate partner | GFOA GFWI L |
| Transamerica Logo_Registered-1-Color_RGB | Corporate partner | IFEBP L |
| Brighthouse Financial Logo | Corporate partner | L |
| Protective logo | Corporate partner | L |
| Zinnia_Logo_HORIZONTAL_Full_Color_RGB | Symposium Sponsor | L |
| American Equity Logo | Corporate partner | Only Insured Retirement Institute, so far |
| bdws-corp-logo_hor-pms | Symposium Sponsor | Only Insured Retirement Institute, so far |
| FIDx_Logo_2025png | Symposium Sponsor | Only Insured Retirement Institute, so far |
| Jackson National Life Logo | Corporate partner | Only Insured Retirement Institute, so far |
| PX_Logo_NoTag | Symposium Sponsor | Only Insured Retirement Institute, so far |
Sources: 2 published lists, read September 2026
IRI Asset Manager Symposium 2026 sponsors. Read September 27, 2026. Symposium sponsor logo wall; names from logo alt text and linked company sites. Annual conference site (iriconference.com) was behind a captcha and not read.
IRI Premier Alliance Partners. Read September 27, 2026. Current Premier Alliance Partner program by level; names from logo alt text. LIMRA (association) omitted; two logos with unclear file names (fg_logo, PL Logo) not recorded.
Who backs Insured Retirement Institute's peers, but not Insured Retirement Institute
Companies named publicly by at least one of Insured Retirement Institute's five peer societies, and not found in Insured Retirement Institute's reviewed public records.
| Company | ACLI | L | FSI | NAGDC | Peers |
|---|---|---|---|---|---|
| Accenture | Named | Named | 2 of 4 | ||
| Alliance Bernstein | Named | Visionary | 2 of 4 | ||
| Athene | Gold Sponsors | Associate Sponsors | 2 of 4 | ||
| Bestow_Logo_Black (4) | Named | Elite Sponsors | 2 of 4 | ||
| capital-group-logo | Premier Sponsors | Partner | 2 of 4 | ||
| Eversheds_Sutherland | Named | Associate Law and CPA Firm Sponsors | 2 of 4 | ||
| Feathery | Named | Associate Sponsors | 2 of 4 | ||
| fidelity-logo | Ambassador Sponsors | Premier | 2 of 4 | ||
| Hexure | Named | Associate Sponsors | 2 of 4 | ||
| Invesco | Associate Sponsors | Partner | 2 of 4 | ||
| Jump | Named | Executive Sponsors | 2 of 4 | ||
| Nuveen | Named | Premier | 2 of 4 | ||
| State Street IM Logo | Named | Partner | 2 of 4 | ||
| T Rowe Price | Named | Visionary | 2 of 4 | ||
| TIAA | Gold Sponsors | Partner | 2 of 4 | ||
| Zocks | Named | Executive Sponsors | 2 of 4 | ||
| Abacus Life | Named | 1 of 4 | |||
| Acore Capital | Named | 1 of 4 | |||
| AdvantageCapitalLogo | Named | 1 of 4 | |||
| advisor360-logo | Premier Sponsors | 1 of 4 | |||
| Advyzon | Associate Sponsors | 1 of 4 | |||
| aep_logo2 | Named | 1 of 4 | |||
| AEW | Named | 1 of 4 | |||
| Affinity-Haven-Tower | Executive Sponsors | 1 of 4 | |||
| Affinity-Storyline | Executive Sponsors | 1 of 4 | |||
| Aflac Incorporated | Platinum Sponsors | 1 of 4 | |||
| Alight | Premier | 1 of 4 | |||
| Allianz Life Financial Services, LLC | Associate Sponsors | 1 of 4 | |||
| Allianz Life Insurance Company of North America | Silver Sponsors | 1 of 4 | |||
| AM Best | Named | 1 of 4 | |||
| American Family Insurance | Silver Sponsors | 1 of 4 | |||
| Ameritas | Silver Sponsors | 1 of 4 | |||
| Apollo | Partner | 1 of 4 | |||
| Armstrong Teasdale LLP | Associate Law and CPA Firm Sponsors | 1 of 4 | |||
| Arthur J. Gallagher & Co. | Associate Sponsors | 1 of 4 | |||
| Ashar Group – Life Settlements and Life Insurance Valuation | Associate Sponsors | 1 of 4 | |||
| AssetMark | Ambassador Sponsors | 1 of 4 | |||
| Aviben | Supporter | 1 of 4 | |||
| Axos-Bank | Executive Sponsors | 1 of 4 | |||
| Baker Tilly | Named | 1 of 4 | |||
| Barings | Named | 1 of 4 | |||
| Benefit Street | Named | 1 of 4 | |||
| Berwyn Group | Named | 1 of 4 | |||
| Blackstone | Named | 1 of 4 | |||
| Blaise icon_dark bg | Named | 1 of 4 | |||
| Blue_Owl | Named | 1 of 4 | |||
| Bluerock Capital Markets, LLC | Associate Sponsors | 1 of 4 | |||
| BNY_Pershing | Executive Sponsors | 1 of 4 | |||
| Boston Mutual Life Insurance Company | Bronze Sponsors | 1 of 4 | |||
| Bressler, Amery & Ross, LLC | Associate Law and CPA Firm Sponsors | 1 of 4 | |||
| Broadridge-Blue-Logo | Premier Sponsors | 1 of 4 | |||
| Canyon Partners | Named | 1 of 4 | |||
| CapitalROCK | Associate Sponsors | 1 of 4 | |||
| Carlton Fields | Named | 1 of 4 | |||
| Centerbridge Logo | Named | 1 of 4 | |||
| Charles River Development | Associate Sponsors | 1 of 4 | |||
| Charles Schwab | Associate Sponsors | 1 of 4 | |||
| CNO Financial Group, Inc. (NYSE: CNO) | Bronze Sponsors | 1 of 4 | |||
| Coast Professional, Inc. | Named | 1 of 4 | |||
| Cognizant | Elite Sponsors | 1 of 4 | |||
| Conning | Named | 1 of 4 | |||
| Continental General Services | Elite Sponsors | 1 of 4 | |||
| Corebridge | Visionary | 1 of 4 | |||
| Corebridge Financial Distributors | Associate Sponsors | 1 of 4 | |||
| Creative Planning | Supporter | 1 of 4 | |||
| Crowe LLP | Associate Sponsors | 1 of 4 | |||
| Crump Life Insurance Services | Silver Sponsors | 1 of 4 | |||
| Delaware Life Insurance Company | Silver Sponsors | 1 of 4 | |||
| Dimensional Fund Advisors | Partner | 1 of 4 | |||
| Disability Specialists, Inc. | Associate Sponsors | 1 of 4 | |||
| Docupace Technologies | Associate Sponsors | 1 of 4 | |||
| DXC Technology | Elite Sponsors | 1 of 4 | |||
| EaglePoint Securities | Associate Sponsors | 1 of 4 | |||
| Earnix | Named | 1 of 4 | |||
| Eldridge | Named | 1 of 4 | |||
| eMoney Advisor | Associate Sponsors | 1 of 4 | |||
| Empathy | Associate Sponsors | 1 of 4 | |||
| Empower | Visionary | 1 of 4 | |||
| Ensono | Elite Sponsors | 1 of 4 | |||
| EnTrust_Global | Named | 1 of 4 | |||
| Envestnet | Premier Sponsors | 1 of 4 | |||
| Equisoft | Premier Sponsors | 1 of 4 | |||
| Everest | Named | 1 of 4 | |||
| F&G Annuities & Life | Platinum Sponsors | 1 of 4 | |||
| FactRight | Associate Sponsors | 1 of 4 | |||
| faegre_drinker | Named | 1 of 4 | |||
| FastTrack (FastTrackRTW.com) | Associate Sponsors | 1 of 4 | |||
| Fiduciary Consulting Group | Partner | 1 of 4 | |||
| Financial Advisor Magazine | Media Sponsors | 1 of 4 | |||
| Financial Planning | Media Sponsors | 1 of 4 | |||
| Finch | Named | 1 of 4 | |||
| FINNY | Associate Sponsors | 1 of 4 | |||
| First_Eagle_Investments | Named | 1 of 4 | |||
| Flyer Financial Technologies | Associate Sponsors | 1 of 4 | |||
| FMG | Associate Sponsors | 1 of 4 | |||
| Foundation Source | Associate Sponsors | 1 of 4 | |||
| Freeman, Mathis & Gary LLP | Associate Law and CPA Firm Sponsors | 1 of 4 | |||
| Galliard Capital Management | Supporter | 1 of 4 | |||
| General Atlantic | Named | 1 of 4 | |||
| Genpact (NYSE: G) | Named | 1 of 4 | |||
| GhostDraft | Named | 1 of 4 | |||
| GoldenTree | Named | 1 of 4 | |||
| Goldman Sachs | Visionary | 1 of 4 | |||
| Great Gray Trust Company | Supporter | 1 of 4 | |||
| GTIS Partners | Named | 1 of 4 | |||
| Guardian | Silver Sponsors | 1 of 4 | |||
| Guidehouse | Named | 1 of 4 | |||
| Hadrius | Associate Sponsors | 1 of 4 | |||
| Halo Investing | Associate Sponsors | 1 of 4 | |||
| Hamilton_Lane | Named | 1 of 4 | |||
| Hannover Life Reassurance Company of America (Hannover Re US) | Associate Sponsors | 1 of 4 | |||
| Hanson Bridgett | Supporter | 1 of 4 | |||
| HCLTech | Elite Sponsors | 1 of 4 | |||
| healthOme_logo | Named | 1 of 4 | |||
| Hines Securities, Inc. | Associate Sponsors | 1 of 4 | |||
| Homesteaders Life Company | Silver Sponsors | 1 of 4 | |||
| Hoopis Performance Network (HPN) | Named | 1 of 4 | |||
| HPS Investment Partners | Named | 1 of 4 | |||
| Hupo | Associate Sponsors | 1 of 4 | |||
| iA Financial Group | Gold Sponsors | 1 of 4 | |||
| Icon BSCG | Named | 1 of 4 | |||
| iLife | Named | 1 of 4 | |||
| Implecho | Associate Sponsors | 1 of 4 | |||
| Inland Real Estate Investment | Associate Sponsors | 1 of 4 | |||
| InsuranceNewsNet (INN) | Media Sponsors | 1 of 4 | |||
| InsurTech Express | Media Sponsors | 1 of 4 | |||
| Integrity | Gold Sponsors | 1 of 4 | |||
| InterSystems | Named | 1 of 4 | |||
| InvestmentNews | Media Sponsors | 1 of 4 | |||
| iPipeline | Named | 1 of 4 | |||
| Jackson National Life Insurance Company | Associate Sponsors | 1 of 4 | |||
| Jackson® (NYSE: JXN) | Silver Sponsors | 1 of 4 | |||
| Jacobson | Named | 1 of 4 | |||
| John Hancock | Gold Sponsors | 1 of 4 | |||
| JP Morgan | Premier | 1 of 4 | |||
| Kizen | Named | 1 of 4 | |||
| KKR | Named | 1 of 4 | |||
| Kuvare | Associate Sponsors | 1 of 4 | |||
| LIDP Consulting Services (LIDP) | Named | 1 of 4 | |||
| Life Annuity Specialist | Media Sponsors | 1 of 4 | |||
| Lincoln | Partner | 1 of 4 | |||
| Lincoln Financial Group | Associate Sponsors | 1 of 4 | |||
| Loomis_Sayles_100 | Named | 1 of 4 | |||
| Majesco | Named | 1 of 4 | |||
| ManageMy | Associate Sponsors | 1 of 4 | |||
| Mariner | Supporter | 1 of 4 | |||
| MassMutual | Gold Sponsors | 1 of 4 | |||
| Mayer_Brown | Named | 1 of 4 | |||
| MFS | Visionary | 1 of 4 | |||
| MIB | Named | 1 of 4 | |||
| Milliman | Named | 1 of 4 | |||
| MissionSquare | Visionary | 1 of 4 | |||
| Munich Re Life US | Platinum Sponsors | 1 of 4 | |||
| National Life Group | Gold Sponsors | 1 of 4 | |||
| NEAM | Named | 1 of 4 | |||
| NFP | Silver Sponsors | 1 of 4 | |||
| Northern Trust | Supporter | 1 of 4 | |||
| Northwestern Mutual | Silver Sponsors | 1 of 4 | |||
| NTT DATA | Premier Sponsors | 1 of 4 | |||
| One Inc | Named | 1 of 4 | |||
| OneAmerica Financial® | Gold Sponsors | 1 of 4 | |||
| Oracle Life Insurance | Elite Sponsors | 1 of 4 | |||
| Orion | Premier Sponsors | 1 of 4 | |||
| Pacific Life | Gold Sponsors | 1 of 4 | |||
| Pan-American Life Insurance Group (PALIG) | Silver Sponsors | 1 of 4 | |||
| Pantheon | Named | 1 of 4 | |||
| Paymentus (NYSE: PAY) | Named | 1 of 4 | |||
| PGIM | Partner | 1 of 4 | |||
| Pinpoint Global | Named | 1 of 4 | |||
| Plaid | Named | 1 of 4 | |||
| Praxis-Think.-Make.-Do.-Logo | Executive Sponsors | 1 of 4 | |||
| Prudential Financial, Inc. (NYSE: PRU) | Platinum Sponsors | 1 of 4 | |||
| RealAssets Adviser | Media Sponsors | 1 of 4 | |||
| RegEd, Inc. | Associate Sponsors | 1 of 4 | |||
| Reinsurance Group of America, Incorporated | Platinum Sponsors | 1 of 4 | |||
| RVK | Supporter | 1 of 4 | |||
| S&P Dow Jones Indices | Associate Sponsors | 1 of 4 | |||
| sagard | Named | 1 of 4 | |||
| Sammons Financial Group® | Platinum Sponsors | 1 of 4 | |||
| Sammons-Institutional-Group | Executive Sponsors | 1 of 4 | |||
| Sapiens International Corporation N.V. | Named | 1 of 4 | |||
| Schroders | Named | 1 of 4 | |||
| SCOR | Gold Sponsors | 1 of 4 | |||
| Securian Financial | Silver Sponsors | 1 of 4 | |||
| Segal | Premier | 1 of 4 | |||
| SEI | Premier Sponsors | 1 of 4 | |||
| Shelter_Growth | Named | 1 of 4 | |||
| Sidley | Named | 1 of 4 | |||
| Simcorp | Named | 1 of 4 | |||
| Simplicity | Silver Sponsors | 1 of 4 | |||
| SLC | Named | 1 of 4 | |||
| State Farm | Platinum Sponsors | 1 of 4 | |||
| Sutherland | Elite Sponsors | 1 of 4 | |||
| TECIEM | Named | 1 of 4 | |||
| The Hartford | Silver Sponsors | 1 of 4 | |||
| The Pinnacle Group | Associate Sponsors | 1 of 4 | |||
| The Standard | Platinum Sponsors | 1 of 4 | |||
| The Swiss Re Group | Gold Sponsors | 1 of 4 | |||
| ThinkAdvisor Financial Network | Media Sponsors | 1 of 4 | |||
| UMB-Blue-Cyan-Logo-RGB | Named | 1 of 4 | |||
| Unum | Silver Sponsors | 1 of 4 | |||
| USAA | Platinum Sponsors | 1 of 4 | |||
| Verisk | Elite Sponsors | 1 of 4 | |||
| Vestmark, Inc. | Associate Sponsors | 1 of 4 | |||
| Voya | Visionary | 1 of 4 | |||
| Voya Financial, Inc. | Silver Sponsors | 1 of 4 | |||
| Wealth Solutions Report | Media Sponsors | 1 of 4 | |||
| WealthCounsel | Associate Sponsors | 1 of 4 | |||
| WealthManagement.com | Media Sponsors | 1 of 4 | |||
| Wealthspire | Supporter | 1 of 4 | |||
| Wellington Management | Supporter | 1 of 4 | |||
| Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. | Gold Sponsors | 1 of 4 | |||
| Willkie_Farr_and_Gallagher | Named | 1 of 4 | |||
| Winget, Spadafora & Schwartzberg, LLP | Partner Law Firms | 1 of 4 | |||
| WNS | Named | 1 of 4 | |||
| WTW (Willis Towers Watson) | Associate Sponsors | 1 of 4 | |||
| YCharts | Associate Sponsors | 1 of 4 |
The outside view
The trade association for the insured retirement industry, representing insurers, distributors, and advisors on annuities and retirement income.
- Consensus
- Build
- Outward
- Operational
Their shape
The League
Far-flung, and stronger for it.
The League is a federation of many, where the value lives in the connections between its members and chapters. Its gift is reach and resilience, its challenge is holding a shared identity across all its parts.
Also reads toward The Parliament, The Guild and The Citadel.
Strengths
→Coordinated scale that punches above its weight.
→Ambition matched by professional execution.
→A credible, unified voice for many.
Not an official page of Insured Retirement Institute. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.