Nonprofit · EIN 52-1134631
EMPLOYEE BENEFIT RESEARCH INSTITUTE
Tax-exempt · WASHINGTON, DC 20024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,053,897 | $4,133,993 | -$80,096 | $4,215,465 | $2,782,173 | $1,433,292 |
| December 31, 2023 | 990 | $3,654,671 | $3,815,905 | -$161,234 | $4,174,898 | $2,543,532 | $1,631,366 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,722,685
- Investment income
- $81,990
- Net gain from sales of assets
- -$6,365
- Other revenue
- $249,222
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,287,579
- Other salaries and wages
- $1,272,695
- Salaries, compensation and benefits (total)
- $2,812,905
- Professional fundraising fees
- $0
- Legal fees
- $69,580
- Accounting fees
- $88,083
- Occupancy
- $137,199
- Travel
- $29,368
- Depreciation
- $69,008
Balance sheet and other
- Total assets, start of year
- $4,174,898
- Total assets, end of year
- $4,215,465
- Total liabilities, end of year
- $2,782,173
- Net assets, end of year
- $1,433,292
- Land, buildings and equipment
- $236,812
- Publicly traded securities
- $1,822,916
- Net assets without donor restrictions
- $1,433,292
- Gross receipts
- $6,838,826
- Employees
- 14
- Volunteers
- 54
- Year formed
- 1978
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Barbara Marder | President and CEO Trustee or director, Officer | 30 | $488,618 | $20,068 |
| Paul Fronstin | Dir. Health Benefits Research Key employee | 40 | $304,996 | $47,127 |
| Craig Copeland | Dir. Health Benefits Research Key employee | 40 | $246,265 | $28,830 |
| Bridget Bearden | Development & Research Strategist Highest-paid employee | 40 | $227,204 | $21,699 |
| Adam C Bensimhon | Compliance & IT Director Highest-paid employee | 40 | $179,009 | $14,748 |
| Johnathan D Spiegel | Research Associate II - Health& Wealth Highest-paid employee | 40 | $143,105 | $17,813 |
| Michael Cross | Senior Database Programmer Highest-paid employee | 40 | $134,480 | $22,305 |
| Abigail Bensimhon | Chief Operating Officer (To 05/24) Officer | 30 | $138,703 | $12,973 |
| Gary Koenig | Trustee Trustee or director | 1 | $0 | $0 |
| Martha King | Trustee Trustee or director | 1 | $0 | $0 |
| Heather Ruff | Trustee Trustee or director | 1 | $0 | $0 |
| Justin Roberts | Trustee Trustee or director | 1 | $0 | $0 |
| Tammy Yee | Trustee Trustee or director | 1 | $0 | $0 |
| Maddie Desser | Trustee Trustee or director | 1 | $0 | $0 |
| Rohan Sharma | Trustee Trustee or director | 1 | $0 | $0 |
48 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John D Piro | Trustee Trustee or director | 1 | $0 |
| Lisa Margeson | Trustee Trustee or director | 1 | $0 |
| Rebecca Meskin | Trustee Trustee or director | 1 | $0 |
| Kris Haltmeyer | Trustee Trustee or director | 1 | $0 |
| Laurie DuChateau | Trustee Trustee or director | 1 | $0 |
| Christopher DeRosa | Trustee Trustee or director | 1 | $0 |
| Arjun Sandhu | Trustee Trustee or director | 1 | $0 |
| Daniel Rosshirt | Trustee Trustee or director | 1 | $0 |
| Kelly O'Donnell | Trustee Trustee or director | 1 | $0 |
| Edmund F Murphy III | Trustee Trustee or director | 1 | $0 |
| Keith Namiot | Trustee Trustee or director | 1 | $0 |
| William Clark | Trustee Trustee or director | 1 | $0 |
| Deba Sahoo | Trustee Trustee or director | 1 | $0 |
| Greg Ward | Trustee Trustee or director | 1 | $0 |
| Drew Carrington | Trustee Trustee or director | 1 | $0 |
| Jon Kessler | Trustee Trustee or director | 1 | $0 |
| Sarah Holden | Trustee Trustee or director | 1 | $0 |
| Bernadette Ulissi Branosky | Trustee Trustee or director | 1 | $0 |
| Katie Hockenmaier | Trustee Trustee or director | 1 | $0 |
| Toni Griffin | Trustee Trustee or director | 1 | $0 |
| Pete Welsh | Trustee Trustee or director | 1 | $0 |
| Ken Mungan | Trustee Trustee or director | 1 | $0 |
| Peter Baxter | Trustee Trustee or director | 1 | $0 |
| Eric Stevenson | Trustee Trustee or director | 1 | $0 |
| David Cruz | Trustee Trustee or director | 1 | $0 |
| Laura Shumann | Trustee Trustee or director | 1 | $0 |
| Sandra McCarthy | Trustee Trustee or director | 1 | $0 |
| Samantha Dougherty | Trustee Trustee or director | 1 | $0 |
| Vidur Mehra | Trustee Trustee or director | 1 | $0 |
| Sri Reddy | Trustee Trustee or director | 1 | $0 |
| Josh Cohen | Trustee Trustee or director | 1 | $0 |
| Ann Nanda | Trustee Trustee or director | 1 | $0 |
| Stacy Schaus | Trustee Trustee or director | 1 | $0 |
| Tami Simon | Trustee Trustee or director | 1 | $0 |
| John Geli | Trustee Trustee or director | 1 | $0 |
| Melissa Kahn | Trustee Trustee or director | 1 | $0 |
| Dennis Elliott | Trustee Trustee or director | 1 | $0 |
| David Richardson | Trustee Trustee or director | 1 | $0 |
| Jamie Ohl | Trustee Trustee or director | 1 | $0 |
| Chantel Sheaks | Trustee Trustee or director | 1 | $0 |
| Fiona Greig | Trustee Trustee or director | 1 | $0 |
| Douglas Murray | Trustee Trustee or director | 1 | $0 |
| Chris Byrd | Trustee Trustee or director | 1 | $0 |
| Steve Nyce | Trustee Trustee or director | 1 | $0 |
| Andrew Melnyck | Trustee Trustee or director | 1 | $0 |
| Renee Wilder Guerin | Trustee Trustee or director | 1 | $0 |
| Nikki Strausburg | Trustee Trustee or director | 1 | $0 |
| Rhona Parry | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 63 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Paul Fronstin | Dir. Health Benefits Research Key employee | 40 | $290,218 | $42,906 |
| Barbara Marder | President and CEO Officer | 30 | $308,887 | $3,083 |
| Abigail Bensimhon | Chief Operating Officer Officer | 30 | $261,133 | $27,609 |
| Craig Copeland | Dir. Health Benefits Research Key employee | 40 | $232,559 | $26,371 |
| Bridget Bearden | Development & Research Strategist Highest-paid employee | 40 | $214,948 | $20,847 |
| Adam Bensimhon | Compliance & IT Director Highest-paid employee | 40 | $173,836 | $13,633 |
| Michael Cross | Senior Database Programmer Highest-paid employee | 40 | $130,737 | $21,857 |
| Johnathan Spiegel | Research Associate II - Health & Wealth Highest-paid employee | 40 | $131,707 | $16,521 |
| Lori Lucas | Former CEO Former | 1 | $113,522 | $4,541 |
| Gary Koenig | Trustee Trustee or director | 1 | $0 | $0 |
| Jen Irwin | Trustee Trustee or director | 1 | $0 | $0 |
| Nathaniel Miles | Trustee Trustee or director | 1 | $0 | $0 |
| Justin Roberts | Trustee Trustee or director | 1 | $0 | $0 |
| Tammy Yee | Trustee Trustee or director | 1 | $0 | $0 |
| Chris Anast | Trustee Trustee or director | 1 | $0 | $0 |
| Rohan Sharma | Trustee Trustee or director | 1 | $0 | $0 |
| John D Piro | Trustee Trustee or director | 1 | $0 | $0 |
| Lisa Margeson | Trustee Trustee or director | 1 | $0 | $0 |
| Rebecca Meskin | Trustee Trustee or director | 1 | $0 | $0 |
| Kris Haltmeyer | Trustee Trustee or director | 1 | $0 | $0 |
| Laurie DuChateau | Trustee Trustee or director | 1 | $0 | $0 |
| Kara Ardis | Trustee Trustee or director | 1 | $0 | $0 |
| Christopher DeRosa | Trustee Trustee or director | 1 | $0 | $0 |
| Arjun Sandhu | Trustee Trustee or director | 1 | $0 | $0 |
| Tod Ruble | Trustee Trustee or director | 1 | $0 | $0 |
| Daniel Rosshirt | Trustee Trustee or director | 1 | $0 | $0 |
| Kelly O'Donnell | Trustee Trustee or director | 1 | $0 | $0 |
| Edmund F Murphy III | Trustee Trustee or director | 1 | $0 | $0 |
| Keith Namiot | Trustee Trustee or director | 1 | $0 | $0 |
| William Clark | Trustee Trustee or director | 1 | $0 | $0 |
| Deba Sahoo | Trustee Trustee or director | 1 | $0 | $0 |
| Greg Ward | Trustee Trustee or director | 1 | $0 | $0 |
| Drew Carrington | Trustee Trustee or director | 1 | $0 | $0 |
| Jon Kessler | Trustee Trustee or director | 1 | $0 | $0 |
| Sarah Holden | Trustee Trustee or director | 1 | $0 | $0 |
| Bernadette Ulissi Branosky | Trustee Trustee or director | 1 | $0 | $0 |
| Rob Capone | Trustee Trustee or director | 1 | $0 | $0 |
| Katie Hockenmaier | Trustee Trustee or director | 1 | $0 | $0 |
| Toni Griffin | Trustee Trustee or director | 1 | $0 | $0 |
| Pete Welsh | Trustee Trustee or director | 1 | $0 | $0 |
| Ken Mungan | Trustee Trustee or director | 1 | $0 | $0 |
| Peter Baxter | Trustee Trustee or director | 1 | $0 | $0 |
| Eric Stevenson | Trustee Trustee or director | 1 | $0 | $0 |
| David Cruz | Trustee Trustee or director | 1 | $0 | $0 |
| Laura Shumann | Trustee Trustee or director | 1 | $0 | $0 |
| Sandra McCarthy | Trustee Trustee or director | 1 | $0 | $0 |
| Samantha Dougherty | Trustee Trustee or director | 1 | $0 | $0 |
| Vidur Mehra | Trustee Trustee or director | 1 | $0 | $0 |
| Sri Reddy | Trustee Trustee or director | 1 | $0 | $0 |
| Josh Cohen | Trustee Trustee or director | 1 | $0 | $0 |
| Yanela Frias | Trustee Trustee or director | 1 | $0 | $0 |
| Stacy Schaus | Trustee Trustee or director | 1 | $0 | $0 |
| Tami Simon | Trustee Trustee or director | 1 | $0 | $0 |
| John Geli | Trustee Trustee or director | 1 | $0 | $0 |
| Melissa Kahn | Trustee Trustee or director | 1 | $0 | $0 |
| Dennis Elliott | Trustee Trustee or director | 1 | $0 | $0 |
| David Richardson | Trustee Trustee or director | 1 | $0 | $0 |
| Phil Eckman | Trustee Trustee or director | 1 | $0 | $0 |
| Chantel Sheaks | Trustee Trustee or director | 1 | $0 | $0 |
| Fiona Greig | Trustee Trustee or director | 1 | $0 | $0 |
| Douglas Murray | Trustee Trustee or director | 1 | $0 | $0 |
| Chris Byrd | Trustee Trustee or director | 1 | $0 | $0 |
| Steve Nyce | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 901 D ST SW STE 802, WASHINGTON, DC 20024-2276
- Principal officer (990 for 2024)
- Barbara Marder, 901 D Street SW 802, Washington, DC 200242169
- Signed the 990
- Barbara Marder, President & CEO
- Phone
- (202) 775-6300
- Website
- www.ebri.org
- Return prepared by
- Rogers & Company PLLC
Mission
The mission of the Employee Benefit Research Institute (EBRI) 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.
Program accomplishments
- Institute Research:Performing research in the employee benefit area and disseminating the results of the research and other information on employee benefits to the general public.
- Membership: EBRI members stay current on research and trends, have access to EBRI's searchable archive, and receive invitations to members-only meetings and web briefings. Our more than 80 members from a wide range of leading companies, including plan sponsors, providers, consultants, asset managers, unions, doctor/hospital groups, and insurers support and drive our independent, fact-based research mission and further the common interests of persons involved in the employee benefit field.
- Public Education: EBRI's events and meetings provide opportunities to learn about latest research priorities and activities.Policy Forums: Held in Washington, DC, on a semi-annual basis, our forums bring together a cross-section of EBRI members, policymakers, plan sponsors, benefit experts, and representatives from academia, interest groups, and labor to examine current research and policy issues.Research & Policy meetings: Hosted by EBRI members in locations around the U.S., EBRI and other experts network with peers and examine current research and policy issues.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1134631
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,477,585
- Income (IRS master file)
- $3,569,758
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,053,897 | $4,133,993 | $4,215,465 | XML |
| 990 | December 2023 | $3,654,671 | $3,815,905 | $4,174,898 | XML |
| 990 | December 2022 | $4,240,506 | $3,932,871 | $4,289,586 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1134631).
Questions about EMPLOYEE BENEFIT RESEARCH INSTITUTE
- What is the EIN of EMPLOYEE BENEFIT RESEARCH INSTITUTE?
- The employer identification number (EIN) of EMPLOYEE BENEFIT RESEARCH INSTITUTE is 52-1134631.
- Is EMPLOYEE BENEFIT RESEARCH INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1979.
- Are donations to EMPLOYEE BENEFIT RESEARCH INSTITUTE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EMPLOYEE BENEFIT RESEARCH INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EMPLOYEE BENEFIT RESEARCH INSTITUTE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EMPLOYEE BENEFIT RESEARCH INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EMPLOYEE BENEFIT RESEARCH INSTITUTE?
- The 990 for the year ended December 31, 2024 names Barbara Marder.
- Who are the officers and directors of EMPLOYEE BENEFIT RESEARCH INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 63 people; 8 received compensation from the organization, the highest $488,618 (Barbara Marder, President and CEO).
- How much revenue does EMPLOYEE BENEFIT RESEARCH INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,053,897, expenses of $4,133,993 and total assets of $4,215,465 at year end.
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