2025-07-16T09:15:02-05:00 2024-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-01-01 521190398 Education & Research Fund of Employee Benefit Research Institute EDUC 2027756300 901 D Street SW 802 Washington DC 200242169 Barbara Marder President & CEO 2027756300 2025-07-10 1 1 Yong Zhang CPA P01249785 7038930300 2025-05-16 2024 2025-03-06 01:10:19Z Barbara Marder 901 D Street SW 802 Washington DC 200242169 3019181 0 X N/A X Fund 1979 DC Contribute to sound employee benefit programs through research and education 12 12 0 12 0 0 507378 662812 0 0 53514 86290 0 283 560892 749385 0 0 0 0 0 0 0 0 33884 667084 603752 667084 603752 -106192 145633 2657654 2613493 656021 423528 2001633 2189965 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 176947 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. 71532 Foundation Public Education. 248479 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 Barbara Marder 2027756300 901 D Street SW 802 Washington DC 200242169 Sandy McCarthy Chair 1.00 1.00 X 0 0 0 Jon Kessler Vice Chair 1.00 1.00 X 0 0 0 Josh Cohen Past Chair (2021 Emeritus) 1.00 1.00 X 0 0 0 Lisa Margeson Research Chair 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 Edmund F Murphy III 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 Barbara Marder President and CEO 10.00 30.00 X 0 488618 20068 Abigail Bensimhon Chief Operating Officer (To 05/24) 10.00 30.00 X 0 138703 12973 0 627321 33041 0 0 1 0 Mathew Greenwald & Associates Inc 4201 Connecticut Ave NW Ste 620 Washington DC 20008 Surveys 150091 1 662812 662812 102514 102514 2253572 2269796 -16224 -16224 -16224 Other Income 900099 283 283 283 749385 0 0 86573 X 4596 4596 238397 168566 46844 22987 1150 1150 75 53 15 7 112933 79860 22183 10890 Reimbursed overhead 246601 246601 603752 248479 321389 33884 441054 199371 13686 12150 16575 1125 37560 37560 0 0 2186339 2304470 0 96377 2657654 2613493 38480 138678 225500 284850 392041 0 656021 423528 X 2001633 2189965 2001633 2189965 2657654 2613493 145633 42699 0 X 0 1 X 1 0 X 1159837 590268 694697 507378 662812 3614992 1159837 590268 694697 507378 662812 3614992 616316 2998676 59723 30871 56073 90903 102514 340084 283 283 3955359 2980 0.75810 0.75270 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2024 Amount: $ 283. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37560 37560 0 0 X 4625783 42699 3838295 3880994 744789 4596 4596 749385 4482525 3883369 3883369 599156 4596 4596 603752 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 3,838,295. Part XII, Line 2d - Other Adjustments: Consolidated entity expenses and eliminations 3,883,369. 1 0 0 1 0 1 0 0 0 Barbara Marder President and CEO 0 399493 0 88333 0 792 0 0 0 20068 0 508686 0 0 Abigail Bensimhon Chief Operating Officer (To 05/24) 0 88488 0 0 0 50215 0 2870 0 10103 0 151676 0 0 Part I, Line 4a One of the officers received a severance payment from the related organization during FY 2024, which was properly reported on the employee's 2024 W2, Part VII, and Schedule J, Part II Column B(ii). The severance agreement is confidential and will be provided to the IRS upon request. Part I, Line 5 The President & CEO's bonus is tied to the Organization's performance and exceeding NOI. Part I, Line 6 The President & CEO's bonus is tied to the Organization's performance and exceeding NOI. 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 168,566. Management and general expenses 46,844. Fundraising expenses 22,987. Total expenses 238,397. 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 0 1 1 1 0 1 0 Employee Benefit Research Institute P 246601 Staff Allocation Worksheet Employee Benefit Research Institute R 300000 Book Value