2023-11-15T13:01:45-06:00 2022-12-31 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2022-01-01 526674346 THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST % THE URBAN INSTITUTE URBA 2028337200 500 LENFANT PLAZA SW WASHINGTON DC 20024 ROBERT BUCHANAN VP, CONTR & TREAS 2028337200 2023-11-15 true ROBERT BUCHANAN XXX-XX-XXXX Marc Berger P01871563 7038930600 2023-11-15 3 2022 2023-04-26 12:10:37Z X ROBERT BUCHANAN 500 LENFANT PLAZA SW WASHINGTON DC 20024 4760010 false X N/A X 1993 DC TO PROVIDE BENEFITS TO SPONSOR'S EMPLOYEES. X 5 0 0 0 0 0 0 0 4231919 4760010 0 0 0 0 4231919 4760010 0 0 3829559 4701781 0 0 0 0 0 943669 979594 4773228 5681375 -541309 -921365 994642 0 567277 0 427365 0 THE MISSION IS TO SERVE AS THE FUNDING VEHICLE FOR BENEFITS PROVIDED UNDER THE URBAN INSTITUTE HEALTH PLAN. false false PROVIDED HEALTH CARE BENEFITS TO THE EMPLOYEES OF THE URBAN INSTITUTE. false false false false false false false false false false false false false false true true false false false false false false false false false false false false true false false false false false false false false true false false true false false true 0 0 0 false false false false false false false false 5 0 false false false false false false false true true false false true false false false false false false X THE URBAN INSTITUTE 2028337200 500 LENFANT PLAZA SW WASHINGTON DC 20024 GENEVIEVE M KENNEY VP, HEALTH POLICY 1.0 40.0 X 0 329835 54692 Yasmin Kazzaz VP, Human Resource & CAO 1.0 40.0 X 0 284673 50252 ROBERT M BUCHANAN VP, CONTROLLER and AST TRES 1.0 40.0 X 0 271784 30266 NANI COLORETTI SVP, FINANCIAL STRATEGY & TR 1.0 40.0 X 0 151881 17739 Eric Howell SVP, Finance, Ops, & Bus Strat 1.0 40.0 X 0 115552 5658 Robert Reischauer Trustee/Director 1.0 0.0 X 0 447 0 0 1154172 158607 0 false true false 0 0 H&W EMPLOYER AND EMPLOYEE CONTRIBUTIONS 900099 4760010 4760010 4760010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4760010 4760010 0 0 0 4701781 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REINSURANCE PREMIUMS 467634 CONTRACT ADMINISTRATOR 424960 TRANSFER TO PLAN SPONSOR 87000 5681375 87000 0 405106 0 0 0 484703 0 0 0 0 0 0 0 0 0 17833 0 0 0 0 0 0 0 0 0 0 0 0 0 994642 0 73277 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 494000 0 567277 0 X 0 0 0 0 427365 0 427365 0 994642 0 X -921365 494000 X false true X false false 0 0 X 4760010 4760010 4760010 5681375 5681375 5681375 SCHEDULE D, PART X, LINE 2: FIN 48 AUDIT FOOTNOTE The Internal Revenue Service (the IRS) has determined and informed the Trust by a letter dated May 4, 1998, that the Trust is designed in accordance with applicable sections of the IRC. Although the Plan has been amended since the date of the opinion letter, the Plan's management believes that the Plan is currently designed and being operated in compliance with the applicable requirements of the IRC. Therefore, no provision for income tax has been included in the Plan's financial Statements. In accordance with Accounting Standards Codification (ASC) 740, Income Taxes, accounting Principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (asset) if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by Applicable taxing authorities. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. false false false ROBERT M BUCHANAN VP, CONTROLLER and AST TRES 0 271784 0 0 0 0 0 24837 0 5429 0 302050 GENEVIEVE M KENNEY VP, HEALTH POLICY 0 329835 0 0 0 0 0 29020 0 25672 0 384527 NANI COLORETTI SVP, FINANCIAL STRATEGY & TR 0 151881 0 0 0 0 0 9226 0 8513 0 169620 Yasmin Kazzaz VP, Human Resource & CAO 0 284673 0 0 0 0 0 25950 0 24302 0 334925 Cash 2022-12-31 87000 Book Value 520880375 Urban Institute 500 LEnfant Plaza SW Washington DC 20024 501(c)(3) false false false false true false true false FORM 990 REVIEW PROCESS FORM 990, PART VI, LINE 11B: THE ADMINISTRATIVE COMMITTEE OF THE URBAN INSTITUTE EMPLOYEE BENEFITS TRUST READS THE DRAFT FORM 990 AND SUBMITS ANY QUESTIONS OR COMMENTS TO MANAGEMENT. CONFLICTS OF INTEREST FORM 990, PART VI, LINE 12A: THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST HAS NO EMPLOYEES. SERVICES ARE PROVIDED BY EMPLOYEES OF THE URBAN INSTITUTE. WHISTLEBLOWER POLICY FORM 990 PART VI, LINE 13: THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST HAS NO EMPLOYEES. SERVICES ARE PROVIDED BY EMPLOYEES OF THE URBAN INSTITUTE. WRITTEN DOCUMENT AND DESTRUCTION POLICY FORM 990, PART VI, LINE 14: THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST HAS NO EMPLOYEES. SERVICES ARE PROVIDED BY EMPLOYEES OF THE URBAN INSTITUTE. DETERMINING COMPENSATION FORM 990, PART VI, LINES 15A&B: THE URBAN INSTITUTE EMPLOYEE BENEFIT TRUST HAS NO EMPLOYEES. SERVICES ARE PROVIDED BY EMPLOYEES OF THE URBAN INSTITUTE. AVAILABILITY OF OTHER DOCUMENTS FORM 990, PART VI, LINE 19: THE TRUST WILL MAKE ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9: CHANGE IN BENEFITS PAID TO PARTICIPANTS $494,000 URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 520880375 RESEARCH/EDU DE 501(C)(3) 10 NA false false false false false false false false false false false false false true true false false false false