2024-05-07T14:39:42-05:00 2023-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-01-01 521134631 Employee Benefit Research Institute EMPL 2027756300 901 D Street SW 802 Washington DC 200242169 Barbara Marder President & CEO 2027756300 2024-05-03 1 Barbara Marder XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2024-05-02 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z Barbara Marder 901 D Street SW 802 Washington DC 200242169 4921895 0 X www.ebri.org X 1978 DC Contribute to sound employee benefit programs and public policy through research and education 54 54 15 54 0 0 327617 67763 3323578 3179188 38772 43786 550539 363934 4240506 3654671 0 0 0 0 2677900 2511294 0 0 0 1254971 1304611 3932871 3815905 307635 -161234 4289586 4174898 2558073 2543532 1731513 1631366 The mission of the Employee Benefit Research Institute (EBRI) is to contribute to, to encourage, and to enhance the development of sound employee benefit programs and sound public policy through objective research and education. 0 0 Institute Research:Performing research in the employee benefit area and disseminating the results of the research and other information on employee benefits to the general public. Membership: EBRI members stay current on research and trends, have access to EBRI's searchable archive, and receive invitations to members-only meetings and web briefings. Our more than 80 members from a wide range of leading companies, including plan sponsors, providers, consultants, asset managers, unions, doctor/hospital groups, and insurers support and drive our independent, fact-based research mission and further the common interests of persons involved in the employee benefit field. Public Education: EBRI's events and meetings provide opportunities to learn about latest research priorities and activities.Policy Forums: Held in Washington, DC, on a semi-annual basis, our forums bring together a cross-section of EBRI members, policymakers, plan sponsors, benefit experts, and representatives from academia, interest groups, and labor to examine current research and policy issues.Research & Policy meetings: Hosted by EBRI members in locations around the U.S., EBRI and other experts network with peers and examine current research and policy issues. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 17 0 1 15 1 0 0 0 0 1 1 0 0 0 X 54 54 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Abigail Bensimhon Chief Operating Officer 2027756300 901 D Street SW 802 Washington DC 200242169 Barbara Marder President and CEO 30.00 10.00 X 308887 0 3083 Abigail Bensimhon Chief Operating Officer 30.00 10.00 X 261133 0 27609 Paul Fronstin Dir. Health Benefits Research 40.00 X 290218 0 42906 Craig Copeland Dir. Health Benefits Research 40.00 X 232559 0 26371 Bridget Bearden Development & Research Strategist 40.00 X 214948 0 20847 Adam Bensimhon Compliance & IT Director 40.00 X 173836 0 13633 Michael Cross Senior Database Programmer 40.00 X 130737 0 21857 Johnathan Spiegel Research Associate II - Health & Wealth 40.00 X 131707 0 16521 Lori Lucas Former CEO 1.00 X 113522 0 4541 Gary Koenig Trustee 1.00 X 0 0 0 Jen Irwin Trustee 1.00 X 0 0 0 Nathaniel Miles Trustee 1.00 X 0 0 0 Justin Roberts Trustee 1.00 X 0 0 0 Tammy Yee Trustee 1.00 X 0 0 0 Chris Anast Trustee 1.00 X 0 0 0 Rohan Sharma Trustee 1.00 X 0 0 0 John D Piro Trustee 1.00 X 0 0 0 Lisa Margeson Trustee 1.00 X 0 0 0 Rebecca Meskin Trustee 1.00 X 0 0 0 Kris Haltmeyer Trustee 1.00 X 0 0 0 Laurie DuChateau Trustee 1.00 X 0 0 0 Kara Ardis Trustee 1.00 X 0 0 0 Christopher DeRosa Trustee 1.00 1.00 X 0 0 0 Arjun Sandhu Trustee 1.00 X 0 0 0 Tod Ruble Trustee 1.00 X 0 0 0 Daniel Rosshirt Trustee 1.00 1.00 X 0 0 0 Kelly O'Donnell Trustee 1.00 1.00 X 0 0 0 Edmund F Murphy III Trustee 1.00 1.00 X 0 0 0 Keith Namiot Trustee 1.00 X 0 0 0 William Clark Trustee 1.00 X 0 0 0 Deba Sahoo Trustee 1.00 X 0 0 0 Greg Ward Trustee 1.00 X 0 0 0 Drew Carrington Trustee 1.00 X 0 0 0 Jon Kessler Trustee 1.00 1.00 X 0 0 0 Sarah Holden Trustee 1.00 X 0 0 0 Bernadette Ulissi Branosky Trustee 1.00 X 0 0 0 Rob Capone Trustee 1.00 X 0 0 0 Katie Hockenmaier Trustee 1.00 1.00 X 0 0 0 Toni Griffin Trustee 1.00 X 0 0 0 Pete Welsh Trustee 1.00 X 0 0 0 Ken Mungan Trustee 1.00 X 0 0 0 Peter Baxter Trustee 1.00 X 0 0 0 Eric Stevenson Trustee 1.00 1.00 X 0 0 0 David Cruz Trustee 1.00 X 0 0 0 Laura Shumann Trustee 1.00 X 0 0 0 Sandra McCarthy Trustee 1.00 1.00 X 0 0 0 Samantha Dougherty Trustee 1.00 X 0 0 0 Vidur Mehra Trustee 1.00 X 0 0 0 Sri Reddy Trustee 1.00 X 0 0 0 Josh Cohen Trustee 1.00 1.00 X 0 0 0 Yanela Frias Trustee 1.00 X 0 0 0 Stacy Schaus Trustee 1.00 1.00 X 0 0 0 Tami Simon Trustee 1.00 X 0 0 0 John Geli Trustee 1.00 X 0 0 0 Melissa Kahn Trustee 1.00 X 0 0 0 Dennis Elliott Trustee 1.00 X 0 0 0 David Richardson Trustee 1.00 X 0 0 0 Phil Eckman Trustee 1.00 X 0 0 0 Chantel Sheaks Trustee 1.00 X 0 0 0 Fiona Greig Trustee 1.00 X 0 0 0 Douglas Murray Trustee 1.00 X 0 0 0 Chris Byrd Trustee 1.00 X 0 0 0 Steve Nyce Trustee 1.00 X 0 0 0 1857547 0 177368 9 1 1 0 4Tune AI LLC 5830 E 2nd Street Suite 13772 Casper WY 826094308 Computer Programming 187200 RX Economics LLC 11350 McCormick Road Suite 705 Hunt Valley MD 21031 Research Assistance 125000 2 67763 67763 Membership dues 900099 2013420 2013420 Special projects 900099 1165768 1165768 3179188 69545 69545 1241465 1267224 -25759 -25759 -25759 Fdn OH reimbursement 900099 361345 361345 Other income 900099 2589 2589 363934 3654671 3179188 0 407720 1192766 1078552 41619 33641 164716 53433 44349 3651 3222 37443 819019 177086 20080 38588 65437 26133 Bad debts 16170 3815905 626863 1084718 119419 106113 30033 22551 802866 499681 351722 303185 1925680 1521186 1235869 1137145 4289586 4174898 102109 94424 1236570 1354350 1219394 1094758 2558073 2543532 X 1731513 1631366 1731513 1631366 4289586 4174898 -161234 61087 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 Schedule C, Part II-A EBRI does not lobby on the federal or state level. 380435 146318 234117 422431 353363 69068 303185 Security deposit 38789 Intercompany receivable 392041 Right-of-use assets - operating lease 706315 1137145 Deferred rent and lease incentives 1094758 1094758 X 3989622 61087 638860 699947 3289675 3651 361345 364996 3654671 4113704 662795 662795 3450909 3651 361345 364996 3815905 Part X, Line 2: Management has evaluated the Organization's tax positions and concluded that the consolidated financial statements do not include any uncertain tax positions. Part XI, Line 2d - Other Adjustments: Consolidated entity revenue 638,860. Part XI, Line 4b - Other Adjustments: Elimination in consolidated FS 361,345. Part XII, Line 2d - Other Adjustments: Consolidated entity expenses 662,795. Part XII, Line 4b - Other Adjustments: Elimination in consolidated FS 361,345. X X 0 0 0 Barbara Marder President and CEO 308293 0 0 0 594 0 0 0 3083 0 311970 0 0 0 Abigail Bensimhon Chief Operating Officer 210857 0 50000 0 276 0 10610 0 16999 0 288742 0 0 0 Paul Fronstin Dir. Health Benefits Research 289723 0 0 0 495 0 12300 0 30606 0 333124 0 0 0 Craig Copeland Dir. Health Benefits Research 232043 0 0 0 516 0 9325 0 17046 0 258930 0 0 0 Bridget Bearden Development & Research Strategist 164828 0 50000 0 120 0 8715 0 12132 0 235795 0 0 0 Adam Bensimhon Compliance & IT Director 173763 0 0 0 73 0 6968 0 6665 0 187469 0 0 0 Michael Cross Senior Database Programmer 129945 0 0 0 792 0 5239 0 16618 0 152594 0 0 0 Lori Lucas Former CEO 113522 0 0 0 0 0 4541 0 0 0 118063 0 0 0 Form 990, Part I, Line 1, Organization's mission or most significant activities: EBRI, a nonpartisan, tax-exempt organization, was created in 1978 for the purpose of contributing to sound employee benefit programs and public policy through independent, objective, fact-based research and education. Focusing solely on data and research, EBRI is not an advocacy, lobbying, or consulting group. Retirement, health, and financial wellbeing benefits serve key functions. These programs support the security and well-being of U.S. workers, retirees, and their families; play key roles in many employers' compensation and talent strategies; and represent significant portions of the U.S. economy. Our mission is to produce and communicate independent, objective, nonpartisan data, research, and other information about employee benefits. We serve the public, employers, service providers, workers and their families, and policymakers. As the U.S. employee benefit system has evolved, so too has EBRI. We continue to research existing programs, designs, and practices while also focusing on emerging trends and policies. Accelerating changes and uncertainties in the benefit system make our work more relevant than ever. We produce timely and relevant research and analysis. Our work supports employers, policymakers, service providers, and others in developing innovative solutions and making policy and design decisions. Form 990, Part VI, Section A, line 6 EBRI has several classes of members. The classes pay different amounts of annual dues, with the highest amount paid by "sustaining members." Sustaining members are the only members of EBRI that have any right to participate in EBRI's governance, as described below in the explanation pertaining to Part VI, Line 7a. No EBRI member has the right to receive distributions of income or assets from EBRI. Form 990, Part VI, Section A, line 7a Each sustaining member of EBRI is entitled to appoint one of its executives to serve on the EBRI Board of Trustees. Form 990, Part VI, Section B, line 11b The 990 is reviewed by management, EBRI President, Chief Operating Officer, and the Executive Committee of the Board of Trustees prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Under the Organization's (EBRI) conflict of interest policy, officers and trustees and key employees are under a continuous obligation to disclose any conflict of interest that may arise. Form 990, Part VI, Section B, line 15a The President and Chief Executive Officer's employment contract provides for salary increases and annual incentive plan targets as determined by the Chair and Vice Chair. These benefits will then be reviewed with and approved by the Executive Committee. Independent consultants were not engaged to compile or review the agreement. Form 990, Part VI, Section C, line 19 Governing documents are disclosed upon request. Education & Research Fund of Employee Benefit Research Institute 901 D Street SW 802 Washington DC 200242169 521190398 Education on employee benefits DC 501(c)(3) Line 7 EBRI 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Education & Research Fund of Employee Benefit Research Institute Q 361345 Staff Allocation Worksheet