EIN 27-1573481

Defined Contribution Institutional Investment Association (DCIIA)

IRS 501(c) type
501(c)(6)
Num. employees
11
State
Year formed
2010
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Defined Contribution Institutional Investment Association (DCIIA) is a non-profit association dedicated to enhancing the retirement security of American workers.
Total revenues
$2,251,286
2023
Total expenses
$2,421,573
2023
Total assets
$2,607,949
2023
Num. employees
11
2023

Program areas at DCIIA

Annual forums and summit: public policy forum - dciia partners with industry organization (spark institute) to provide an annual public policy forum open to all of its members. The public policy forum provides an opportunity to promote collaborative relationships between industry leaders and the key players in the policy community such as members of congress, senior capitol hill staff, department of labor, securities and exchange commission, and the u.s. treasury as well as similar international entities. The public policy forum also provides members with updates from each of dciia's committees.academic forum - dciia provides an annual one-day meeting open to all of its members. The academic forum brings together over 300 industry leaders with thought leaders in the academic and plan sponsor communities. Topics at the academic forum include discussions on behavioral finance, retirement income, and advanced Investment design. Innovation forum - dciia provides an annual one-day innovation forum open to all of its members. The innovation forum focuses on topics driving the future of the Defined Contribution industry and features expert speakers from its member firms.diversity, equity & inclusion ("dei") awards dinner - dciia provides an annual evening event open to all of its members with programming focusing on dei. The awards recognize individuals who are advocating for or otherwise contributing to member organizations' diversity, equity and inclusiveness in two categories: leaders, and rising stars.the advisor institute forum - dciia brings together senior executives to share ideas freely in a collaborative, intimate atmosphere held over two days. Executives explore the future of the industry, engage in thought-provoking discussions, and enjoy networking opportunities with a cross-section of industry leaders.
Membership and public relations: dciia's president and executive director represent the organization to the press and to external stakeholders, and participates in industry events on behalf of dciia.
Committees and meetings:dciia's members may participate in the following committees: communications; diversity, equity and inclusion; global; Investment policy and design; esg (subcommittee); plan design and admin, public policy; and retirement income. These committees bring together a diverse group of dc professionals, including: Investment managers, insurance companies, consultants, record keeping and trust companies, plan sponsors, law firms, academia, and other stakeholders focused on improving financial outcomes for america's workers. These committees further the mission of dciia through the following strategies:-provides an independent forum for thought leadership on advancing Defined Contribution and retirement income design, including Institutional default Investment strategies and retirement income solutions; -conducts research, publishes analysis and insights, and hosts events that support the advancement of Institutional approaches and better Defined Contribution design;-identifies and removes barriers for plan sponsors so that they may pursue improved Defined Contribution Institutional Investment structures; -encourages improved fiduciary practices and tools to support Institutional Defined Contribution plan design; and, -educates legislators and regulators about issues and challenges in Institutional Defined Contribution plan design and better approaches to retirement security.dciia holds regional events in various cities throughout the year. These events offer educational or networking opportunities for dciia's members.dciia holds an annual planning meeting with its board to discuss various strategic and organizational matters that may influence dciia's journey towards its mission.

Personnel at DCIIA

NameTitleCompensation
Lew MinskyPresident and Chief Executive Officer$626,844
Lisa MassenaChief Operating Officer$193,750
Amanda McCormickVice President of Operations$132,167
Tamy AllenVice President of Communications and Marketing , Dciia in
James Watt, PHDVice President of Advanced Analytics, Retirement Research Center
...and 14 more key personnel

Financials for DCIIA

RevenuesFYE 12/2023
Total grants, contributions, etc.$429,205
Program services$1,790,539
Investment income and dividends$22,129
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$9,413
Total revenues$2,251,286

Form 990s for DCIIA

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-17990View PDF
2022-122023-11-07990View PDF
2021-122022-11-11990View PDF
2020-122021-11-01990View PDF
2019-122021-06-08990View PDF
...and 9 more Form 990s
Data update history
January 20, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 20, 2024
Updated personnel
Identified 11 new personnel
December 30, 2023
Used new vendors
Identified 1 new vendor, including
September 18, 2023
Updated personnel
Identified 2 new personnel
August 1, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Trade associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Crime and lawBusiness and industry
Characteristics
MembershipsPolitical advocacy
General information
Address
201 N Us Hwy 1 D10 1088
Jupiter, FL 33477
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
County
Palm Beach County, FL
Website URL
dciia.org/default.aspx 
Phone
(202) 367-1124
IRS details
EIN
27-1573481
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2010
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813910: Trade Associations
Parent/child status
Central organization
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