2025-10-10T14:03:48-05:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 521077961 THE ERISA INDUSTRY COMMITTEE ERIS 2027891400 701 8TH STREET NW 610 WASHINGTON DC 20001 JAMES GELFAND PRESIDENT & CEO 2027891400 2025-10-10 1 0 JANNA C GOUDARZI P01335035 3019519090 2024 2025-03-06 01:10:19Z JAMES GELFAND 701 8TH STREET NW 610 WASHINGTON DC 20001 5645142 0 X WWW.ERIC.ORG X 1976 DC SEE PART III, LINE 1 25 25 9 25 0 0 820934 2274104 3325850 3297934 25029 31069 38532 0 4210345 5603107 0 6000 0 0 2502404 2379952 0 0 0 1318494 2190331 3820898 4576283 389447 1026824 3967857 5290325 2057708 2353352 1910149 2936973 X THE ERISA INDUSTRY COMMITTEE (ERIC) WAS FORMED TO PROMOTE AND ADVANCE THE COMMON INTEREST AND WELFARE OF LARGE EMPLOYERS WHO ESTABLISH AND MAINTAIN EMPLOYEE BENEFIT PLANS (REPRESENTING SOLELY THE PERSPECTIVE OF LARGE PLAN SPONSORS). IT IS THE ONLY (CONTINUED ON SCHEDULE O)NATIONAL ASSOCIATION THAT ADVOCATES EXCLUSIVELY FOR LARGE EMPLOYER PLAN SPONSORS ON HEALTH, RETIREMENT, PAID LEAVE, AND COMPENSATION PUBLIC POLICIES AT THE FEDERAL, STATE, AND LOCAL LEVELS. 0 0 ERIC PROVIDES THE BRIDGE BETWEEN THOSE WHO CRAFT THE RULES AND THOSE WHO MUST COMPLY WITH THEM AS THE ONE ORGANIZATION THAT EXCLUSIVELY REPRESENTS THE HEALTH, RETIREMENT, PAID LEAVE, AND COMPENSATION PUBLIC POLICY PRIORITIES OF LARGE EMPLOYERS BEFORE FEDERAL, STATE, AND LOCAL GOVERNMENTS. ERIC FIGHTS AGAINST EMPLOYER TAXES, MANDATES, AND COMPLIANCE BURDENS, WHILE ADVOCATING FOR POLICIES THAT ALLOW EMPLOYERS TO OFFER BENEFITS EFFECTIVELY, EFFICIENTLY, AND UNIFORMLY TO THEIR EMPLOYEES ACROSS THE COUNTRY. ERIC ADVOCATES FOR ITS MEMBER COMPANIES IN LITIGATION AS WELL TO FIGHT AGAINST STATE AND LOCAL MANDATES ON EMPLOYER BENEFIT PLANS THAT ARE REGULATED BY FEDERAL ERISA LAW.(CONTINUED ON SCHEDULE O)DRIVEN BY AND FOR LARGE EMPLOYERS, ERIC REPRESENTS THE PLAN SPONSOR PERSPECTIVE; THE SPECIFIC GOALS OF OUR CORPORATE MEMBERS ARE THE SOLE FOCUS OF ERIC'S ACTIONS. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 1 0 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 0 1 12 0 1 9 1 0 0 0 0 1 1 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X NICHOLAS SCHARLE 4846513101 5335 WISCONSIN AVE NW STE 440 WASHINGTON DC 20015 JOE PITRA CHAIR 1.00 X X 0 0 0 JOHN HICKEY VICE CHAIR 1.00 X X 0 0 0 JENI CHIH VICE CHAIR 1.00 X X 0 0 0 SUSAN FLEMING TREASURER 1.00 X X 0 0 0 EMILY CASEY DIRECTOR 1.00 X 0 0 0 KEVIN COVERT DIRECTOR 1.00 X 0 0 0 NICOLE CURTIS DIRECTOR 1.00 X 0 0 0 MINDY FELDMAN DIRECTOR 1.00 X 0 0 0 JUDY FENNIMORE DIRECTOR 1.00 X 0 0 0 GARRETT FENTON DIRECTOR 1.00 X 0 0 0 GORDON HARMAN DIRECTOR 1.00 X 0 0 0 BEN JACKSON DIRECTOR 1.00 X 0 0 0 WILLIAM JOHNSEN DIRECTOR 1.00 X 0 0 0 KAREN LIGHT DIRECTOR 1.00 X 0 0 0 GREGORY MARCHAND DIRECTOR 1.00 X 0 0 0 JESSICA MCNAMARA DIRECTOR 1.00 X 0 0 0 KATHLEEN PHILLIPS DIRECTOR 1.00 X 0 0 0 PAM PRICE DIRECTOR 1.00 X 0 0 0 CYNTHIA RADOVICH DIRECTOR 1.00 X 0 0 0 ALAN SEFCIK DIRECTOR 1.00 X 0 0 0 BOB SHEPLER DIRECTOR 1.00 X 0 0 0 ERIK SOSSA DIRECTOR 1.00 X 0 0 0 CARMILLA TAN DIRECTOR 1.00 X 0 0 0 MEGAN THIEL DIRECTOR 1.00 X 0 0 0 CLARE VERPLANK DIRECTOR 1.00 X 0 0 0 JAMES GELFAND PRESIDENT & CEO 40.00 X 565000 0 43000 MELISSA BARTLETT SVP, HEALTH POLICY 40.00 X 341696 0 58841 ANDREW BANDUCCI SVP, RETIREMENT & COMP. POLICY 40.00 X 324949 0 60624 KATHLEEN CARR-SMITH CHIEF OPERATING OFFICER 40.00 X 237190 0 50723 DILLON CLAIR DIR., STATE ADVOCACY & LITIGATION 40.00 X 134000 0 21792 CHRISTINA STROGIS DIR., HEALTH POLICY & FEDERAL AFFAIRS 40.00 X 125363 0 14343 1728198 0 249323 7 0 1 0 PLUS COMMUNICATIONS LLC 3001 WASHINGTON BLVD 7TH FLOOR ARLINGTON VA 22201 PUBLIC RELATIONS SERVICES 620000 JENNINGS POLICY STRATEGIES 601 13TH ST NW SUITE 630N WASHINGTON DC 20005 GOVERNMENT RELATIONS CONSULTANT 152500 2 2274104 2274104 MEMBERSHIP DUES 900099 2879600 2879600 STRATEGIC PARTNERSHIP 900099 418334 418334 3297934 31069 31069 42035 42035 0 0 5603107 3297934 0 31069 X 6000 608000 1416235 150121 89750 115846 344939 79429 260680 763183 140490 27920 88283 268571 31960 58398 7902 22753 PUBLICATIONS AND SUBS. 89650 PENSION ADMIN. FEES 6173 4576283 1744495 1818800 910280 1843782 591032 1201267 99283 103907 65188 60701 12389 4487 610378 318082 3967857 5290325 130385 136997 1295000 1550000 632323 666355 2057708 2353352 X 1451422 1644169 458727 1292804 1910149 2936973 3967857 5290325 1026824 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2879600 260680 -700959 -440279 287960 -728239 14590 11672 2918 50598 49029 1569 4487 OPERATING LEASE RIGHT-OF-USE ASSET 318082 318082 OPERATING LEASE LIABILITY 333891 SECURITY DEPOSIT 3500 REFUNDABLE ADVANCES 328964 666355 5645142 42035 42035 5603107 0 5603107 4618318 42035 42035 4576283 0 4576283 PART XI, LINE 2D - OTHER ADJUSTMENTS: SUBLEASE EXPENSES REPORTED AS AN EXPENSE ON THE AUDITED 42,035. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6B PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBLEASE EXPENSES REPORTED AS AN EXPENSE ON THE AUDITED 42,035. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6B X X X X 0 0 0 JAMES GELFAND PRESIDENT & CEO 425000 0 140000 0 0 0 43000 0 0 0 608000 0 0 0 MELISSA BARTLETT SVP, HEALTH POLICY 301696 0 40000 0 0 0 40000 0 18841 0 400537 0 0 0 ANDREW BANDUCCI SVP, RETIREMENT & COMP. POLICY 301449 0 23500 0 0 0 38175 0 22449 0 385573 0 0 0 KATHLEEN CARR-SMITH CHIEF OPERATING OFFICER 219190 0 18000 0 0 0 27845 0 22878 0 287913 0 0 0 DILLON CLAIR DIR., STATE ADVOCACY & LITIGATION 126000 0 8000 0 0 0 15800 0 5992 0 155792 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ERIC HAS ONE CLASS OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A ERIC BY-LAWS STATE THAT, AT EACH ANNUAL MEETING, EACH MEMBER IS ENTITLED TO ONE VOTE FOR EACH DIRECTOR TO BE ELECTED AT THAT MEETING. FORM 990, PART VI, SECTION A, LINE 7B ERIC BY-LAWS STATE THAT, A PROPOSED MERGER OF THE CORPORATION WITH ONE OR MORE OTHER CORPORATIONS AND ANY PROPOSED AMENDMENT OF THESE BY-LAWS TO ALTER THIS SECTION 4.07(E) REQUIRES APPROVAL OF AT LEAST TWO-THIRDS OF THE VOTES CAST BY MEMBERS PURSUANT TO SECTION 4.07(C) OF THE ARTICLE IV, PROVIDED THAT THE NUMBER OF SUCH VOTES CAST IN THE AFFIRMATIVE EQUALS OR EXCEEDS THE NUMBER OF VOTES THAT WOULD BE REQUIRED TO APPROVE THE MERGER (OR THE BY-LAW AMENDMENT) AT A MEETING OF MEMBERS AT WHICH A QUORUM WAS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B ERIC'S FORM 990 IS PREPARED BY AN INDEPENDENT OUTSIDE ACCOUNTING FIRM, REVIEWED BY SENIOR MANAGEMENT, THEN E-MAILED TO ITS GOVERNING BODY FOR REVIEW AND COMMENT. AFTER THE REVIEW AND COMMENT PERIOD, THE FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ERIC'S CONFLICT OF INTEREST POLICY IS DISSEMINATED ANNUALLY TO ALL MEMBERS OF ERIC'S GOVERNING BODY, OFFICERS, AND EMPLOYEES. EACH DIRECTOR, OFFICER, AND EMPLOYEE IS REQUIRED TO AFFIRM IN WRITING THAT HE/SHE HAS READ THE CONFLICT OF INTEREST POLICY AND AGREES TO DISCLOSE CURRENT OR POTENTIAL CONFLICTS, IF ANY. IF THE CHAIR OR THE PRESIDENT, AS THE CASE MAY BE, FINDS AN ARRANGEMENT TO BE HARMFUL OR POTENTIALLY HARMFUL TO ERIC, THE INDIVIDUAL IS INFORMED THAT THE ARRANGEMENT IS NOT APPROVED AND THE INDIVIDUAL DOES NOT ENTER INTO THE ARRANGEMENT (OR, IF THE ARRANGEMENT IS ALREADY IN EFFECT, THE INDIVIDUAL TERMINATES THE ARRANGEMENT). FORM 990, PART VI, SECTION B, LINE 15 ERIC'S EXECUTIVE COMMITTEE REVIEWS SALARY DATA OF COMPARABLE POSITIONS IN SIMILAR ORGANIZATIONS AS WELL AS SALARY SURVEYS, FORMS 990, AND OTHER EMPLOYEE COMPENSATION AND BENEFIT DATA AND APPROVES THE COMPENSATION OF ERIC'S PRESIDENT/CEO AND EMPLOYEES. ERIC'S EXECUTIVE COMMITTEE IS COMPRISED OF REPRESENTATIVES OF MEMBER COMPANIES AND ARE INDEPENDENT OF ANY PAID STAFF. THE MOST RECENT SALARY REVIEW WAS CONDUCTED IN APRIL 2024. FORM 990, PART VI, SECTION C, LINE 19 ERIC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH & SPECIAL PROJECT 605,000. HR SERVICES 20,957. GOVERNMENT AFFAIRS 137,226.