2024-05-07T14:43:02-05:00 2023-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-01-01 521190398 Education & Research Fund of Employee Benefit Research Institute EDUC 2027756300 901 D Street SW 802 Washington DC 200242169 Barbara Marder President & CEO 2027756300 2024-05-03 1 Barbara Marder XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2024-05-02 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z Barbara Marder 901 D Street SW 802 Washington DC 200242169 1413179 0 X N/A X Fund 1979 DC Contribute to sound employee benefit programs through research and education 13 13 0 13 0 0 694697 507378 0 0 56073 53514 0 0 750770 560892 0 0 0 0 0 0 0 0 40397 889983 667084 889983 667084 -139213 -106192 2540502 2657654 514934 656021 2025568 2001633 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 145430 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. 42601 Foundation Public Education. 188031 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 13 13 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 Barbara Marder President and CEO 10.00 30.00 X 0 308887 3083 Abigail Bensimhon Chief Operating Officer 10.00 30.00 X 0 261133 27609 Josh Cohen Chair 1.00 1.00 X 0 0 0 Sandy McCarthy Vice Chair 1.00 1.00 X 0 0 0 Eric Stevenson At Large 1.00 1.00 X 0 0 0 Dan Rosshirt At Large 1.00 1.00 X 0 0 0 Stacy Schaus Past Chair (2021 Emeritus) 1.00 1.00 X 0 0 0 Brett Hammond Research Chair 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 1.00 X 0 0 0 Katie Hockenmaier At Large 1.00 1.00 X 0 0 0 Sri Reddy At Large 1.00 X 0 0 0 Chris DeRosa At Large 1.00 1.00 X 0 0 0 David Kasiarz Deceased Advisor to the CEO 1.00 X 0 0 0 0 570020 30692 0 0 1 0 Greenwald Research 4201 Connecticut Ave NW Suite 620 Washington DC 20008 Surveys 224404 1 507378 507378 90903 90903 814898 852287 -37389 -37389 -37389 560892 0 0 53514 X 4289 4289 243827 152177 58956 32694 336 85 233 18 43331 27055 10463 5813 13956 8714 3370 1872 Reimbursed overhead 361345 361345 667084 188031 438656 40397 475140 441054 2500 13686 16575 62768 62768 0 0 2062862 2186339 2540502 2657654 51731 38480 94500 225500 368703 392041 514934 656021 X 2025568 2001633 2025568 2001633 2540502 2657654 -106192 82257 0 X 0 1 X 1 0 X 1098600 1159837 590268 694697 507378 4050780 1098600 1159837 590268 694697 507378 4050780 760650 3290130 82914 59723 30871 56073 90903 320484 4371264 19737 0.75270 0.72160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62768 62768 0 0 Intercompany payable 392041 392041 X 3989622 82257 3350762 3433019 556603 4289 4289 560892 4113704 3450909 3450909 662795 4289 4289 667084 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 3,350,762. Part XII, Line 2d - Other Adjustments: Consolidated entity expenses and eliminations 3,450,909. 0 0 0 0 0 0 0 0 0 Barbara Marder President and CEO 0 308293 0 0 0 594 0 0 0 3083 0 311970 0 0 Abigail Bensimhon Chief Operating Officer 0 210857 0 50000 0 276 0 10610 0 16999 0 288742 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 152,177. Management and general expenses 58,956. Fundraising expenses 32,694. Total expenses 243,827. 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 361345 Staff Allocation Worksheet