Employee Benefit Research Institute

“EBRI has several classes of members. The classes pay different amounts of annual dues, with the highest amount paid by "sustaining members." Sustaining members are the only members of EBRI that have any right to participate in EBRI's governance, as described below in the explanation pertaining to Part VI, Line 7a. No EBRI member has the right to receive distributions of income or assets from EBRI.”

“Each sustaining member of EBRI is entitled to appoint one of its executives to serve on the EBRI Board of Trustees.”

“The 990 is reviewed by management, EBRI President, Chief Operating Officer, and the Executive Committee of the Board of Trustees prior to filing with the IRS.”

“Under the Organization's (EBRI) conflict of interest policy, officers and trustees and key employees are under a continuous obligation to disclose any conflict of interest that may arise.”

“The President and Chief Executive Officer's employment contract provides for salary increases and annual incentive plan targets as determined by the Chair and Vice Chair. These benefits will then be reviewed with and approved by the Executive Committee. Independent consultants were not engaged to compile or review the agreement.”

“Governing documents are disclosed upon request.”

“activities: EBRI, a nonpartisan, tax-exempt organization, was created in 1978 for the purpose of contributing to sound employee benefit programs and public policy through independent, objective, fact-based research and education. Focusing solely on data and research, EBRI is not an advocacy, lobbying, or consulting group. Retirement, health, and financial wellbeing benefits serve key functions. These programs support the security and well-being of U.S. workers, retirees, and their families; play key roles in many employers' compensation and talent strategies; and represent significant portions of the U.S. economy. Our mission is to produce and communicate independent, objective, nonpartisan data, research, and other information about employee benefits. We serve the public, employers, service providers, workers and their families, and policymakers. As the U.S. employee benefit system has evolved, so too has EBRI. We continue to research existing programs, designs, and practices while also focusing on emerging trends and policies. Accelerating changes and uncertainties in the benefit system make our work more relevant than ever. We produce timely and relevant research and analysis. Our work supports employers, policymakers, service providers, and others in developing innovative solutions and making policy and design decisions.”