2025-09-17T12:59:39-05:00 2024-12-31 521853933 JM&M 1730 RHODE ISLAND AVE NW SUITE 800 WASHINGTON DC 20036 990 2024-01-01 814104942 DCIIA RETIREMENT RESEARCH CENTER INC DCII 2026561868 201 N US HIGHWAY 1 D10 1088 JUPITER FL 33477 LEW MINSKY PRESIDENT & CEO 2026561868 2025-09-17 1 1 P01608821 2022963306 2024 2025-03-06 01:10:19Z LEW MINSKY 201 N US HIGHWAY 1 D10 1088 JUPITER FL 33477 659350 0 X N/A X 2016 DE THE ORGANIZATION WAS ESTABLISHED TO DEVELOP ORIGINAL RESEARCH THAT IS GROUNDED IN PRACTICAL APPROACH FOCUSED ON ACTIONABLE INSIGHTS AND IS ROOTED IN A DEEP UNDERSTANDING OF THE DEFINED CONTRIBUTION SYSTEM. 38 38 0 45 0 0 0 0 817300 659350 0 0 0 0 817300 659350 0 0 0 0 591303 381523 0 0 0 276881 184161 868184 565684 -50884 93666 1000 28000 1520335 1453669 -1519335 -1425669 TO DEVELOP ORIGINAL RESEARCH THAT IS GROUNDED IN A PRACTICAL APPROACH FOCUSED ON ACTIONABLE INSIGHTS AND IS ROOTED IN A DEEP UNDERSTANDING OF THE DEFINED CONTRIBUTION SYSTEM. 0 0 565433 659350 THE ORGANIZATION DEVELOPS ORIGINAL RESEARCH FOCUSED ON BUILDING RETIREMENT SECURITY, BEST PRACTICES FOR ACHIEVING RETIREMENT SECURITY, AND PROTECTING RETIREMENT SECURITY. 565433 1 0 0 0 0 0 0 0 0 0 0 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 38 38 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X AMANDA MCCORMICK - DCIIA RRC 2026561868 201 N US HIGHWAY 1 D10 1088 JUPITER FL 33477 ROB AUSTIN CHAIR 2.00 X X 0 0 0 HEATHER BALLEY VICE-CHAIR 2.00 X X 0 0 0 PAUL VISCONTI DIRECTOR 2.00 X 0 0 0 JIM O'SHAUGHNESSY DIRECTOR 2.00 X 0 0 0 STEVE RUBINO DIRECTOR 2.00 X 0 0 0 ELIZABETH HEFFERNAN DIRECTOR 2.00 X 0 0 0 BILL RYAN DIRECTOR 1.50 1.50 X 0 0 0 ALEJANDRO ROMAN DIRECTOR 2.00 X 0 0 0 JEANNE SMITH DIRECTOR 2.00 X 0 0 0 JOSHUA DIETCH DIRECTOR 2.00 X 0 0 0 JERI SAVAGE DIRECTOR 2.00 X 0 0 0 GLENN DIAL DIRECTOR 2.00 X 0 0 0 CATHERINE COLLINSON DIRECTOR 1.50 1.50 X 0 0 0 SURYA KOLLURI DIRECTOR 2.00 X 0 0 0 KERRY SETTE DIRECTOR 2.00 X 0 0 0 KAI WALKER DIRECTOR 1.50 1.50 X 0 0 0 DREW CARRINGTON DIRECTOR 2.00 X 0 0 0 NATHANIEL MILES DIRECTOR 2.00 X 0 0 0 QI SUN DIRECTOR 2.00 X 0 0 0 DAVID BLANCHETT DIRECTOR 2.00 X 0 0 0 ROB PHILLIPS DIRECTOR 2.00 X 0 0 0 CARA REISMAN DIRECTOR 2.00 X 0 0 0 SHAWN O'BRIEN DIRECTOR 2.00 X 0 0 0 CHRIS CEDER DIRECTOR 2.00 X 0 0 0 JACK VANDERHEI DIRECTOR 2.00 X 0 0 0 JESSICA SCLAFANI DIRECTOR 2.00 X 0 0 0 GREG JENKINS DIRECTOR AS OF APRIL 2.00 X 0 0 0 JEN HARMER DIRECTOR AS OF AUGUST 2.00 X 0 0 0 KIM GINSBURG DIRECTOR AS OF AUGUST 2.00 X 0 0 0 LAVINA MEHTA DIRECTOR AS OF DECEMBER 2.00 X 0 0 0 JAMES VENERUSO DIRECTOR AS OF DECEMBER 2.00 X 0 0 0 JOANNE MOORE DIRECTOR AS OF DECEMBER 2.00 X 0 0 0 MICHAEL DE FEO DIRECTOR AS OF DECEMBER 2.00 X 0 0 0 PAM SANDELIN DIRECTOR AS OF JULY 2.00 X 0 0 0 MEGHAN FARRELL DIRECTOR AS OF JULY 2.00 X 0 0 0 TAMARA BARBER DIRECTOR AS OF MAY 2.00 X 0 0 0 JOHN DOYLE DIRECTOR AS OF SEPTEMBER 2.00 X 0 0 0 RICK SCHULITZ DIRECTOR AS OF SEPTEMBER 2.00 X 0 0 0 PHILIP ENOCHS DIRECTOR UNTIL AUGUST 2.00 X 0 0 0 JON GRAFF DIRECTOR UNTIL AUGUST 2.00 X 0 0 0 BARBARA RAYLL DIRECTOR UNTIL DECEMBER 2.00 X 0 0 0 JOSH GRASS DIRECTOR UNTIL JULY 2.00 X 0 0 0 KERI DOGAN DIRECTOR UNTIL MAY 2.00 X 0 0 0 CHRISTOPHER ANAST DIRECTOR UNTIL SEPTEMBER 1.50 1.50 X 0 0 0 LUIS FLEITES DIRECTOR UNTIL SEPTEMBER 2.00 X 0 0 0 LEW MINSKY PRESIDENT & CEO 1.00 40.00 X 0 663387 30800 PAM HESS EXECUTIVE DIRECTOR 40.00 1.00 X 0 203333 6400 0 866720 37200 0 0 1 0 0 MEMBERSHIP REVENUE 900099 573100 573100 PROJECT REVENUE 900099 85500 85500 MEETING REVENUE 900099 750 750 659350 659350 659350 0 0 X 223502 223502 133248 133248 3009 3009 21764 21764 104001 104001 251 251 5981 5981 67207 67207 PUBLIC RELATIONS 6721 6721 565684 565433 251 0 1000 28000 1000 28000 181000 200100 1339335 1253569 1520335 1453669 X -1519335 -1425669 -1519335 -1425669 1000 28000 93666 0 X X 0 1 X 1 0 X X X 1 DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION 271573481 6 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: THE ORGANIZATION HAS ONE SUPPORTED ORGANIZATION, DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION, THAT IS A 501(C)(6) THAT SATISFIES THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2). PART IV, SECTION A, LINE 3C: DCIIA RETIREMENT RESEARCH CENTER ENSURES THAT DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION IS IMPLEMENTING THE TERMS AND CONDITIONS OF THE RESEARCH GRANTS AWARDED BY MONITORING AND OVERSEEING THE DELIVERABLES, AND PARTICIPATING IN THE REPORTING PROCESS. 0 DUE TO AFFILIATE 1253569 1253569 X PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE WERE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEEDED TO BE RECORDED. 0 0 0 0 0 0 0 0 0 LEW MINSKY PRESIDENT & CEO 0 514274 0 149113 0 0 0 9900 0 20900 0 694187 0 0 PAM HESS EXECUTIVE DIRECTOR 0 203333 0 0 0 0 0 5500 0 900 0 209733 0 0 PART I, LINE 3 THE ORGANIZATION'S EXECUTIVE DIRECTOR RECEIVED COMPENSATION TOTALING $209,733 THROUGH ITS RELATED ORGANIZATION, DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION (DCIIA), FOR SERVICES TO THE ORGANIZATION. THE CEO OF DCIIA DETERMINES THE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 1A IN ADDITION TO ANY OTHER DIRECTORS APPOINTED TO THE EXECUTIVE COMMITTEE, THE CHAIR, VICE-CHAIR, SECOND VICE-CHAIR, AND THE CHAIRS OF EACH COMMITTEE OF THE BOARD AND OF THE CORPORATION SHALL BE EX-OFFICIO VOTING MEMBERS OF THE EXECUTIVE COMMITTEE. NO MORE THAN 50% OF THE EXECUTIVE COMMITTEE MEMBERS SHALL BE FROM FIRMS REPRESENTING THE SAME CONSTITUENCY GROUP WITHIN THE CORPORATION. THE CORPORATION'S EXECUTIVE COMMITTEE MAY EXERCISE DURING THE INTERVAL BETWEEN MEETINGS OF THE BOARD, ALL OF THE POWERS OF THE BOARD IN THE MANAGEMENT AND CONTROL OF THE ACTIVITIES, PROPERTY, BUSINESS AND AFFAIRS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 ENTITIES AND INDIVIDUALS MAY BE ELIGIBLE FOR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A EACH IMIC MEMBER AND EACH EXPERT MEMBER MAY APPOINT ONE PERSON TO SERVE ON THE MEMBERSHIP BOARD. THE MEMBERSHIP BOARD SHALL APPOINT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, PRESIDENT OF DCIIA, AND THE ACCOUNTANT REVIEW THE FORM 990, WHICH IS THEN DISTRIBUTED TO THE BOARD, AND IT IS THEN DISCUSSED WITH THE CHAIRPERSON AND TREASURER BEFORE IT IS SIGNED BY THE PRESIDENT AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORED AT BOARD MEETINGS AND REVIEWED BY MANAGEMENT ON POLICIES DEVELOPED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE OF DCIIA DETERMINES COMPENSATION FOR THE DCIIA RRC EXECUTIVE DIRECTOR AND ANY PAID EMPLOYEES. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS LAST REVIEWED IN SEPTEMBER OF 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 104,001. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,001. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION 201 N US HIGHWAY 1 D10 1088 JUPITER FL 33477 271573481 ENHANCING RETIREMENT SECURITY OF AMERICAN WORKERS DE 501(C)(6) 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION E 1253569 COST DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION P 433086 COST