2023-04-17T08:34:54-05:00 2022-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-01-01 521190398 Education & Research Fund of Employee Benefit Research Institute EDUC 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 753920 0 X N/A X Fund 1979 DC Contribute to sound employee benefit programs through research and education 12 12 0 12 0 0 590268 694697 2109 0 24138 56073 6701 0 623216 750770 0 0 0 0 0 0 0 0 58569 871649 889983 871649 889983 -248433 -139213 2440477 2540502 209500 514934 2230977 2025568 The mission of the Education & Research Fund of Employee Benefit Research Institute 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 225302 Foundation Research: Undertake and sponsor research projects relating to various aspects of employee benefits and to publicize the results of the research projects to the public. 25851 Foundation Public Education. 251153 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X Abigail Bensimhon Chief Operating 2027756300 901 D Street SW 802 Washington DC 200242169 Joshua Cohen Chair 1.00 1.00 X 0 0 0 Eric Stevenson Vice Chair - Finance 1.00 1.00 X 0 0 0 Dan Rosshirt Vice Chair - Finance 1.00 1.00 X 0 0 0 Stacy Schaus Past Chair 1.00 1.00 X 0 0 0 Brett Hammond Research Chair 1.00 1.00 X 0 0 0 Jon Kessler At Large 1.00 1.00 X 0 0 0 Ed Murphy At Large 1.00 1.00 X 0 0 0 Kelly O'Donnell At Large 1.00 X 0 0 0 Sandy McCarthy At Large 1.00 1.00 X 0 0 0 Katie Hockenmaier At Large 1.00 1.00 X 0 0 0 Dan Houston At Large 1.00 1.00 X 0 0 0 David Kasiarz Advisor to the CEO 1.00 1.00 X 0 0 0 Lori Lucas President and CEO 10.00 30.00 X 0 591675 42267 Abigail Bensimhon Chief Operating Officer 10.00 30.00 X 0 254783 21021 0 846458 63288 0 0 1 0 Greenwald Research 4201 Connecticut Ave NW Suite 620 Washington DC 20008 Surveys 192493 1 694697 694697 56073 56073 3150 3150 0 0 750770 0 0 56073 X 4204 4204 241314 186189 13253 41872 446 266 102 78 43330 33459 2347 7524 2905 1733 668 504 49473 29506 11376 8591 Reimbursed overhead 548311 548311 889983 251153 580261 58569 343042 475140 2500 62768 62768 0 0 2078341 2062862 19094 0 2440477 2540502 51731 209500 94500 0 368703 209500 514934 X 2230977 2025568 2230977 2025568 2440477 2540502 -139213 -66196 0 X 0 1 X 1 0 X 911250 1098600 1159837 590268 694697 4454652 911250 1098600 1159837 590268 694697 4454652 1016591 3438061 80435 82914 59723 30871 56073 310016 4764668 60435 0.72160 0.66980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62768 62768 0 0 Intercompany payable 368703 368703 X 4309424 -66196 3629054 3562858 746566 4204 4204 750770 4265982 3380203 3380203 885779 4204 4204 889983 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 and eliminations 3,629,054. Part XII, Line 2d - Other Adjustments: Consolidated entity expenses and eliminations 3,380,203. 0 0 0 0 0 0 0 0 0 Lori Lucas President and CEO 0 426000 0 165675 0 0 0 16267 0 26000 0 633942 0 0 Abigail Bensimhon Chief Operating Officer 0 226296 0 28487 0 0 0 4725 0 16296 0 275804 0 0 Schedule J, Part I, Line 3: Methods used by related organization, Employee Benefit Research Institute, to establish compensation: Approval by the board or compensation committee Form 990, Part I, Line 1 The mission of the Education & Research Fund of Employee Benefit Research Institute 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. Form 990, Heading, Item K, Form of Organization: The Education & Research Fund of Employee Benefit Research Institute (EBRI) is a separate, segregated fund established under the bylaws of EBRI, a Section 501(c)(6) organization, to operate exclusively for charitable and educational purposes. Form 990, Part VI, Section A, line 6 As a separate, segregated fund established under the bylaws of EBRI, the Fund is under the control of an Education & Research Fund Committee consisting of the members of the EBRI Executive Committee. Form 990, Part VI, Section A, line 7a Directors of the Fund consist of members of the EBRI Executive Committee. Form 990, Part VI, Section A, line 8b The Fund has no additional committees. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by management and all committee members for approval before filing. Form 990, Part VI, Section B, line 12c Under the Organization's (ERF) conflict of interest policy, committee members are under a continuous obligation to disclose any conflict of interest that may arise. Form 990, Part VI, Section C, line 19 Governing documents are disclosed upon request. Form 990, Part IX, line 11g Research and other professional fees: Program service expenses 186,189. Management and general expenses 13,253. Fundraising expenses 41,872. Total expenses 241,314. Employee Benefit Research Institute 901 D Street SW 802 Washington DC 200242169 521134631 Promote employee benefits DC 501(c)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 Employee Benefit Research Institute P 548311 Staff Allocation Worksheet