Organizations Filed Purposes:
THE ORGANIZATION'S PRIMARY MISSION STATEMENT IS GOVERNMENT COMPLIANCE ESPECIALLY REGULATORY AND SPOTTING INDUSTRY TRENDS. THE FALL MEETING IS DEVOTED TO INFORMATION FOR RUNNING THE MEMBER FIRMS AND THE SPRING MEETING FOCUSES ON GOVERNMENT ISSUES.
THE ORGANIZATION'S PRIMARY MISSION IS HELPING MEMBERS REACH THEIR FULL POTENTIAL BY PROVIDING INFORMATION AND INSIGHTS RELATED TO EXISTING AND PROPOSED LEGISLATION, REGULATIONS, AND GUIDANCE AFFECTING EMPLOYEE BENEFIT ADMINISTRATION.
SPBA HOLDS TWO MEETINGS EACH YEAR WITH ALMOST 50% OF ALL MEMBER FIRMS REPRESENTED AT EACH MEETING. MEETINGS ARE OPEN TO MEMBER FIRMS AND THOSE TPA'S PRE-DETERMINED TO BE ELIGIBLE TO JOIN SPBA. THE MEETING FOCUS IS ON GOVERNMENT COMPLIANCE AND INDUSTRY TRENDS.
COMMUNICATIONS INFRASTRUCTURE-TECHNOLOGY-RELATED COSTS TO MAINTAIN/UPGRADE/REPAIR SOFTWARE AND PROGRAMMING FOR SPBA'S COMMUNICATION INFRASTRUCTURE, INCLUDING THE SPBA WEBSITES, ON-LINE UPDATE, INTERNET-SERVER HOST FOR BROADCAST EMAIL. TECHNOLOGY TRAINING TO OPERATE DRUPAL. AUTOMATIC BACK-UP SERVICES FOR SPBA WEBSITES. HIGH SPEED INTERNET ACCESS.
SPECIAL PROJECTS-ALL VARIABLE AND UNPREDICTABLE EXPENSES SUCH AS COSTS TO PARTICIPATE ON GOVERNMENT ADVISORY PANELS OR INDUSTRY GROUPS, INCLUDING FEES AND TRAVEL (E.G., WEDI, IRS IRPAC, ABA). WEDI MEMBERSHIP.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Anne C Lennanmgmt Fee | PRESIDENT | 55 | $179,991 |
| Dan Rooslokken | DIRECTOR | 5 | $0 |
| Eric Ludwig | DIRECTOR | 5 | $0 |
| Paul Kelly | DIRECTOR | 5 | $0 |
| Sheryl Bonner | DIRECTOR | 5 | $0 |
| Andy Fujimoto | IMMEDIATE PAST CHAIRMAN | 5 | $0 |
| Gordon Kinne | BOARD SECRETARY/TREASURER | 5 | $0 |
| Caroline Fraker | VICE CHAIRMAN OF THE BOARD | 5 | $0 |
| Kevin Schlotman | CHAIRMAN OF THE BOARD | 5 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/201901339349304810_public.xml