Mission
THIS FUND HAS BEEN ESTABLISHED TO PROVIDE POST-RETIREMENT HEALTH BENEFITS FOR THE IONA-MCGREGOR FIRE PROTECTION AND RESCUE SERVICE DISTRICT, A GOVERNMENTAL UNIT ESTABLISHED UNDER FLORIDA STATUTE.
Public Charity
IONA MCGREGOR RETIREE INS TR FUND
Based in FORT MYERS, FL, IONA MCGREGOR RETIREE INS TR FUND operates as a Public Charity. The organization reported $1.1M in revenue, $559K in expenses, $20.4M in total assets for fiscal year 2025.
EIN: 146325156
FORT MYERS, FL
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$1.1M
Total Expenses$559K
Total Assets$20.4M
Grant Records0
Filing Years2021–2025
Officers & Directors
TRUSTEE
Brian Tansey
TRUSTEE
David Hinton
TRUSTEE
Joshua Wright
CHAIR
Khalid Aquil
SECRETARY
Mark Winzenread
VICE CHAIR
Michael Porter
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $1.1M | $559K | $20.4M |
| 2024 | $1.0M | $539K | $17.8M |
| 2023 | $828K | $541K | $13.7M |
| 2022 | $852K | $429K | $11.7M |
| 2021 | $794K | $388K | $14.3M |
Between 2021 and 2025, reported annual revenue grew from $794K to $1.1M (+40%), with total assets most recently reported at $20.4M.
Interactive year-over-year charts and full filing details available with membership.