Public Charity

Education & Research Fund of Employee Benefit Research Institute

Based in Washington, DC, Education & Research Fund of Employee Benefit Research Institute operates as a Public Charity. The organization reported $749K in revenue, $604K in expenses, $2.6M in total assets for fiscal year 2024. Imperigo tracks 24 reported grant relationships connected to this organization totaling approximately $526K.

EIN: 521190398 Washington, DC Latest filing: 2024
Total Revenue$749K
Total Expenses$604K
Total Assets$2.6M
Grant Records24
Funding Total$526K
Filing Years2020–2024

Mission

The mission of the Education & Research Fund of Employee Benefit Research Institute 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.

Sample Grants Received

2024
Foundation support
$8,100
2023
To examine trends in aggregate out-of-pocket healthcare spending by type of health plan and analyze how cost-sharing has been changing due to shifts toward less comprehensive and/or high-deductible insurance plans.
$23,748
2023
Foundation support
$8,100
2022
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.
$23,748

Showing up to 5 of 24 total records — full history available with membership.

Officers & Directors

Chief Operating Officer (To 05/24) Abigail Bensimhon
President and CEO Barbara Marder
At Large Dan Rosshirt
At Large Edmund F Murphy Iii
At Large Eric Stevenson
Vice Chair Jon Kessler

Officer compensation and complete director data available with membership.

Top Grant Purposes

PROGRAM SUPPORT
$173,500 6 grants
EDUCATION GRANT
$125,000 5 grants
GENERAL CONTRIBUTION
$52,500 1 grant
Contribution to participate in the American Savings Education Council
$50,000 2 grants
Foundation support
$38,700 5 grants

Financial Trends

Year Revenue Expenses Assets
2024 $749K $604K $2.6M
2023 $561K $667K $2.7M
2022 $751K $890K $2.5M
2021 $623K $872K $2.4M
2020 $1.2M $1.0M $2.7M

Between 2020 and 2024, reported annual revenue declined from $1.2M to $749K (-36%), with total assets most recently reported at $2.6M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for Education & Research Fund of Employee Benefit Research Institute

Complete financials, all 24 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
7-day free trial Cancel any time