Employee Benefit Research Institute
- Assets
- $4.3m
- Revenue
- $4.2m
- Investments
- $0.0
- Employees
- 15
- Location
- Washington, DC
- Founding
- 01/1979
- Data as of
- 12/2022
- EIN
- 52-1134631
Organization Overview
Employee Benefit Research Institute is located in Washington, DC. The organization was established in 1979. According to its NTEE Classification (Y05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Mutual & Membership Benefit and related organizations. As of 12/2022, Employee Benefit Research Institute employed 15 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Employee Benefit Research Institute is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2022, Employee Benefit Research Institute generated $4.2m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 0.8% each year. All expenses for the organization totaled $3.9m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
CONTRIBUTE TO SOUND EMPLOYEE BENEFIT PROGRAMS AND PUBLIC POLICY THROUGH RESEARCH AND EDUCATION
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 100 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lori Lucas President And CEO | Officer | 30 | $591,675 |
Paul Fronstin Dir. Health Benefits Research | Officer | 40 | $280,215 |
Abigail Bensimhon Chief Operating Officer | Officer | 30 | $254,782 |
Craig Copeland Dir. Wealth Benefits Research | Officer | 40 | $225,295 |
Adam Bensimhon Data Compliance & It Dir. | 40 | $169,229 | |
Bridget Bearden Research Strategist | 40 | $163,445 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
The Legnem Group Computer | 12/30/20 | $173,316 |
Mark C Roebuck Data Analysis | 12/30/20 | $150,040 |
Mark C Roebuck Data Analysis | 12/30/20 | $150,040 |
The Legnem Group Computer | 12/30/20 | $173,316 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $327,617 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $327,617 |
| Total Program Service Revenue | $3,323,578 |
| Investment income | $38,772 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,240,506 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,473,109 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $977,795 |
| Pension plan accruals and contributions | $40,735 |
| Other employee benefits | $48,304 |
| Payroll taxes | $137,957 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $60,866 |
| Fees for services: Accounting | $35,959 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $4,357 |
| Fees for services: Other | $3,088 |
| Advertising and promotion | $0 |
| Office expenses | $37,487 |
| Information technology | $848,066 |
| Royalties | $0 |
| Occupancy | $132,991 |
| Travel | $30,388 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $6,659 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $68,512 |
| Insurance | $26,598 |
| All other expenses | $0 |
| Total functional expenses | $3,932,871 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $626,863 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $119,419 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $30,033 |
| Net Land, buildings, and equipment | $351,722 |
| Investments—publicly traded securities | $1,925,680 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,235,869 |
| Total assets | $4,289,586 |
| Accounts payable and accrued expenses | $102,109 |
| Grants payable | $0 |
| Deferred revenue | $1,236,570 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $1,219,394 |
| Total liabilities | $2,558,073 |
| Net assets without donor restrictions | $1,731,513 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,289,586 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Employee Benefit Research Institute has recieved totaling $11,874.
| Awarding Organization | Amount |
|---|---|
Finra Investor Education Foundation Rockville, MD PURPOSE: To research how out-of-pocket healthcare spending is trending in the United States and to examine the degree to which the rising costs that patients face are a manifestation of changes to health insurance plan design, increasing overall healthcare costs, or other factors. | $11,874 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Employee Benefit Research Institute Washington, DC | $4,289,586 | $4,240,506 |
Apga Research Foundation Washington, DC | $1,076,926 | $1,156,294 |
Ebri Education And Research Fund Washington, DC | $2,540,502 | $750,770 |
National Institute On Retirement Security Washington, DC | $1,164,483 | $842,368 |
Values Institute Of America Inc Richmond, VA | $20,928 | $0 |