EIN 52-1134631

Employee Benefit Research Institute (EBRI)

IRS 501(c) type
501(c)(6)
Num. employees
15
Year formed
1978
Most recent tax filings
2023-12-01
NTEE code, primary
Description
Employee Benefit Research Institute (EBRI) is a private, non-profit research institute based in Washington, DC, that focuses on health, retirement, savings, and economic security issues.
Total revenues
$3,654,671
2023
Total expenses
$3,815,905
2023
Total assets
$4,174,898
2023
Num. employees
15
2023

Program areas at EBRI

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.
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.
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.

Who funds Employee Benefit Research Institute (EBRI)

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
AarpDonation for the 2022 Workplace Wellness Survey$12,500

Personnel at EBRI

NameTitleCompensation
Lori LucasChief Executive Officer Emeritus$591,675
Abigail BensimhonChief Operating Officer$254,782
Betsy JaffeDirector of Marketing and Media Relations / Director Marketing and Comm$124,919
Adam BensimhonData Compliance and It Director$169,229
Paul FronstinDirector , Health Benefits Research$280,215
...and 6 more key personnel

Financials for EBRI

RevenuesFYE 12/2023
Total grants, contributions, etc.$67,763
Program services$3,179,188
Investment income and dividends$69,545
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-25,759
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$363,934
Total revenues$3,654,671

Form 990s for EBRI

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-07990View PDF
2022-122023-05-22990View PDF
2022-122023-04-17990View PDF
2021-122022-05-05990View PDF
2020-122021-07-20990View PDF
...and 10 more Form 990s
Data update history
July 16, 2024
Used new vendors
Identified 1 new vendor, including
December 24, 2023
Received grants
Identified 1 new grant, including a grant for $12,500 from Aarp
June 18, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 15, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 13, 2023
Updated personnel
Identified 17 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Public policyBusiness and industry
Characteristics
MembershipsPolitical advocacyState / local level
General information
Address
901 D St SW 802
Washington, DC 20024
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
District of Columbia, DC
Website URL
ebri.org 
Phone
(202) 659-0670
Facebook page
employee-benefit-research-institute-ebri 
Twitter profile
@ebri 
IRS details
EIN
52-1134631
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1978
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S40: Business and Industry
NAICS code, primary
813920: Professional Associations
Parent/child status
Central organization
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