2023-04-17T08:46:05-05:00 2022-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-01-01 521134631 Employee Benefit Research Institute EMPL 2027756300 901 D Street SW 802 Washington DC 200242169 Abigail Bensimhon Chief Operating Officer 2027756300 2023-04-14 1 Abigail Bensimhon XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Lori Lucas 901 D Street SW 802 Washington DC 200242169 4240506 0 X www.ebri.org X 1978 DC Contribute to sound employee benefit programs and public policy through research and education 58 58 15 58 0 0 232300 327617 3361109 3323578 20515 38772 0 550539 3613924 4240506 0 0 0 0 2829352 2677900 0 0 0 502400 1254971 3331752 3932871 282172 307635 3340866 4289586 1858204 2558073 1482662 1731513 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 100 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 0 0 1 23 0 1 15 1 0 0 0 0 1 1 0 0 0 X 58 58 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X Abigail Bensimhon Chief Operating Officer 2027756300 901 D Street SW 802 Washington DC 200242169 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 David Kasiarz Trustee 1.00 1.00 X 0 0 0 Brett Hammond Trustee 1.00 1.00 X 0 0 0 Nevin Adams 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 X 0 0 0 Arjun Sandhu Trustee 1.00 X 0 0 0 Niles Monica Trustee 1.00 X 0 0 0 Daniel Rosshirt Trustee 1.00 1.00 X 0 0 0 John Payne Trustee 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 Judith Mares 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 Chris Weirath 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 Sandra McCarthy Trustee 1.00 1.00 X 0 0 0 Ralph Pallante Trustee 1.00 X 0 0 0 Samantha Dougherty Trustee 1.00 X 0 0 0 Vidur Mehra Trustee 1.00 X 0 0 0 Dan Houston Trustee 1.00 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 Renee Wilder Guerin 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 Phil Mason Trustee 1.00 X 0 0 0 David Stinnett Trustee 1.00 X 0 0 0 Charlie Nelson 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 Lori Lucas President and CEO 30.00 10.00 X 591675 0 42267 Abigail Bensimhon Chief Operating Officer 30.00 10.00 X 254782 0 21021 Paul Fronstin Dir. Health Benefits Research 40.00 X 280215 0 11924 Craig Copeland Dir. Wealth Benefits Research 40.00 X 225295 0 26988 Adam Bensimhon Data Compliance & IT Dir. 40.00 X 169229 0 8656 Bridget Bearden Research Strategist 40.00 X 163445 0 22872 Johnathan Spiegel Research Associate 40.00 X 127961 0 20971 Michael Cross Senior Database Programmer 40.00 X 127366 0 38128 Zhikun Liu Senior Research Associate 40.00 X 108556 0 20591 2048524 0 213418 9 0 1 0 RX Economics LLC 11360 McCormick Road Hunt Valley MD 21031 Consulting 113200 1 327617 327617 Membership dues 900099 2007667 2007667 Special projects 900099 1250911 1250911 Honoraria/ Speaking en 900099 65000 65000 3323578 38772 38772 FDN OH Reimbursement 900099 548311 548311 Other income 900099 2228 2228 550539 4240506 3323578 0 589311 1473109 977795 40735 48304 137957 60866 35959 4357 3088 37487 848066 132991 30388 6659 68512 26598 3932871 324506 626863 126865 119419 1358 30033 785966 434244 399299 351722 2450049 1925680 38789 1235869 3340866 4289586 27548 102109 1383250 1236570 447406 1219394 1858204 2558073 X 1412662 1731513 70000 0 1482662 1731513 3340866 4289586 307635 -58784 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 111200 269235 405531 323044 82487 351722 Security deposit 77578 Intercompany receivable 368703 Right-of-use assets - operating lease 789588 1235869 Deferred rent and lease incentives 1219394 1219394 X 4309424 -58784 680370 621586 3687838 4357 548311 552668 4240506 4265982 885779 885779 3380203 4357 548311 552668 3932871 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 680,370. Part XI, Line 4b - Other Adjustments: Elimination in consolidated FS 548,311. Part XII, Line 2d - Other Adjustments: Consolidated entity expenses 885,779. Part XII, Line 4b - Other Adjustments: Elimination in consolidated FS 548,311. X X 0 0 0 Lori Lucas President and CEO 426000 0 165675 0 0 0 16267 0 26000 0 633942 0 0 0 Paul Fronstin Dir. Health Benefits Research 280215 0 0 0 0 0 0 0 11924 0 292139 0 0 0 Abigail Bensimhon Chief Operating Officer 226295 0 28487 0 0 0 4725 0 16296 0 275803 0 0 0 Craig Copeland Dir. Wealth Benefits Research 225295 0 0 0 0 0 0 0 26988 0 252283 0 0 0 Bridget Bearden Research Strategist 163445 0 0 0 0 0 6535 0 16337 0 186317 0 0 0 Adam Bensimhon Data Compliance & IT Dir. 169229 0 0 0 0 0 0 0 8656 0 177885 0 0 0 Michael Cross Senior Database Programmer 127366 0 0 0 0 0 22323 0 15805 0 165494 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 548311 Staff Allocation Worksheet