2025-07-16T09:07:52-05:00 2024-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-01-01 521134631 Employee Benefit Research Institute EMPL 2027756300 901 D Street SW 802 Washington DC 200242169 Barbara Marder President & CEO 2027756300 2025-07-10 1 1 Yong Zhang CPA P01249785 7038930300 2025-05-16 2024 2025-03-06 01:10:19Z Barbara Marder 901 D Street SW 802 Washington DC 200242169 6838826 0 X www.ebri.org X 1978 DC Contribute to sound employee benefit programs and public policy through research and education 55 54 14 54 0 0 67763 0 3179188 3722685 43786 81990 363934 249222 3654671 4053897 0 0 0 0 2511294 2812905 0 0 0 1304611 1321088 3815905 4133993 -161234 -80096 4174898 4215465 2543532 2782173 1631366 1433292 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 0 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 14 0 1 14 1 0 0 0 0 1 1 0 0 0 X 55 54 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Barbara Marder 2027756300 901 D Street SW 802 Washington DC 200242169 Barbara Marder President and CEO 30.00 10.00 X X 488618 0 20068 Gary Koenig Trustee 1.00 X 0 0 0 Martha King Trustee 1.00 X 0 0 0 Heather Ruff 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 Maddie Desser 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 Christopher DeRosa Trustee 1.00 X 0 0 0 Arjun Sandhu 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 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 Ann Nanda Trustee 1.00 X 0 0 0 Stacy Schaus Trustee 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 Jamie Ohl 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 Andrew Melnyck Trustee 1.00 X 0 0 0 Renee Wilder Guerin Trustee 1.00 X 0 0 0 Nikki Strausburg Trustee 1.00 X 0 0 0 Rhona Parry Trustee 1.00 X 0 0 0 Abigail Bensimhon Chief Operating Officer (To 05/24) 30.00 10.00 X 138703 0 12973 Paul Fronstin Dir. Health Benefits Research 40.00 X 304996 0 47127 Craig Copeland Dir. Health Benefits Research 40.00 X 246265 0 28830 Bridget Bearden Development & Research Strategist 40.00 X 227204 0 21699 Adam C Bensimhon Compliance & IT Director 40.00 X 179009 0 14748 Michael Cross Senior Database Programmer 40.00 X 134480 0 22305 Johnathan D Spiegel Research Associate II - Health& Wealth 40.00 X 143105 0 17813 1862380 0 185563 8 0 1 0 Joacy Victor Maia Araujo 5830 E 2nd St Ste 7000 13772 Casper WY 826094308 Computer Programming 181751 1 Membership dues 900099 1991950 1991950 Special projects 900099 1465195 1465195 Sponsorship 900099 265540 265540 3722685 88355 88355 2778564 2784929 -6365 -6365 -6365 Fdn OH reimbursement 900099 246601 246601 Other income 900099 2621 2621 249222 4053897 3722685 0 331212 1287579 1272695 43667 54938 154026 69580 88083 4023 3250 34689 734234 137199 29368 67245 10 69008 9151 Bad debts 75248 4133993 1084718 1250369 106113 190116 2509 22551 56033 755746 518934 303185 236812 1521186 1822916 1137145 656710 4174898 4215465 94424 297970 1354350 1427100 1094758 1057103 2543532 2782173 X 1631366 1433292 1631366 1433292 4174898 4215465 -80096 35022 -153000 0 X 0 1 X 1 0 0 1 0 Schedule C, Part II-A EBRI does not lobby on the federal or state level. 380435 181436 198999 375311 337498 37813 236812 Security deposit 38789 Right-of-use assets - operating lease 617921 656710 Lease liabilities - operating lease 960726 Intercompany payable 96377 1057103 X 4625783 35022 787488 822510 3803273 4023 246601 250624 4053897 4482525 599156 599156 3883369 4023 246601 250624 4133993 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 787,488. Part XI, Line 4b - Other Adjustments: Elimination in consolidated FS 246,601. Part XII, Line 2d - Other Adjustments: Consolidated entity expenses 599,156. Part XII, Line 4b - Other Adjustments: Elimination in consolidated FS 246,601. X X 1 0 0 Barbara Marder President and CEO 399493 0 88333 0 792 0 0 0 20068 0 508686 0 0 0 Paul Fronstin Dir. Health Benefits Research 296480 0 8000 0 516 0 12989 0 34138 0 352123 0 0 0 Craig Copeland Dir. Health Benefits Research 245749 0 0 0 516 0 9370 0 19460 0 275095 0 0 0 Bridget Bearden Development & Research Strategist 197084 0 30000 0 120 0 8783 0 12916 0 248903 0 0 0 Adam C Bensimhon Compliance & IT Director 178937 0 0 0 72 0 7177 0 7571 0 193757 0 0 0 Johnathan D Spiegel Research Associate II - Health& Weal 142997 0 0 0 108 0 5840 0 11973 0 160918 0 0 0 Michael Cross Senior Database Programmer 133688 0 0 0 792 0 5400 0 16905 0 156785 0 0 0 Abigail Bensimhon Chief Operating Officer (To 05/24) 88488 0 0 0 50215 0 2870 0 10103 0 151676 0 0 0 Part I, Line 4a One of the officers received a severance payment from the organization during FY 2024, which was properly reported on the employee's 2024 W2, Part VII, and Schedule J, Part II Column B(ii). The severance agreement is confidential and will be provided to the IRS upon request. 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 1 Education & Research Fund of Employee Benefit Research Institute Q 246601 Staff Allocation Worksheet Education & Research Fund of Employee Benefit Research Institute S 300000 Book Value