Skip to content
Nonprofiteer
← COMMITTEE ON INVESTMENT OF EMPLOYEE BENEFIT ASSETS INC

Form 990 for tax year 2024

Filed by COMMITTEE ON INVESTMENT OF EMPLOYEE BENEFIT ASSETS INC.

Totals

Total revenue
$907,484
Total expenses
$842,331
Contributions and grants received
$582,827
Grants paid
$0
Program service revenue
$284,955
Investment income
$39,086
Other revenue
$616
Total assets, end of year
$1,430,522
Total liabilities, end of year
$700,299
Net assets or fund balances, end of year
$730,223
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$641,172

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $582,827

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: REGISTRATION FEES

    total $284,955 · related or exempt $284,955 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $39,086 · related or exempt $0 · unrelated business $0 · excluded $39,086

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11d · All other revenue

    total $616 · related or exempt $616 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $616

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $341,417

  • 7 · Other salaries and wages

    total $98,511

  • 8 · Pension plan contributions

    total $38,218

  • 10 · Payroll taxes

    total $23,949

  • 11b · Fees: legal

    total $28,333

  • 11d · Fees: lobbying

    total $13,998

  • 11g · Fees: other

    total $10,130

  • 13 · Office expenses

    total $7,456

  • 14 · Information technology

    total $10,754

  • 17 · Travel

    total $254,909

  • 19 · Conferences, conventions and meetings

    total $2,083

  • 23 · Insurance

    total $2,627

  • 24a · Other expenses: BANK CHARGES AND PROCESSING FEES

    total $9,946

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $344,864 · end of year $372,731

  • 2 · Savings and temporary cash investments

    beginning of year $33,407 · end of year $50,991

  • 4 · Accounts receivable

    beginning of year $325,038 · end of year $353,713

  • 9 · Prepaid expenses and deferred charges

    beginning of year $53,006 · end of year $56,437

  • 11 · Investments: publicly traded securities

    beginning of year $588,573 · end of year $596,650

  • 17 · Accounts payable and accrued expenses

    beginning of year $27,688 · end of year $35,925

  • 19 · Deferred revenue

    beginning of year $648,163 · end of year $664,374

  • 27 · Net assets without donor restrictions

    beginning of year $669,037 · end of year $730,223

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

CIEBA IS A TRADE ORGANIZATION OF CHIEF INVESTMENT OFFICERS WHO MANAGE AND ADMINISTER CORPORATE RETIREMENT PLAN ASSETS FOR OVER 100 MOSTLY US-BASED COMPANIES, AND MOST MEMBERS ARE FIDUCIARIES OF THEIR RESPECTIVE COMPANIES' PLANS, GOVERNED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974. IN THIS REGARD, CIEBA SPENDS 100% OF ITS TIME ON ACTIVITIES PROMOTING THE COMMON INTERESTS OF MEMBERS, INCLUDING THE FOLLOWING: (A) ORGANIZING AND HOSTING CONFERENCES, SEMINARS, AND MEETINGS FOR ITS MEMBERS, COVERING CURRENT AND EMERGING RETIREMENT INVESTMENT POLICY ISSUES, (B) PROVIDING INPUT TO POLICYMAKERS ON ISSUES AFFECTING THE MANAGEMENT OF RETIREMENT PLAN ASSETS, (C) SUBMITTING AND PUBLISHING TESTIMONY AND POSITION STATEMENTS, AND (D) ENGAGING WITH RELEVANT MEDIA ON CURRENT TOPICS RELATED TO RETIREMENT PLANS AND INVESTMENTS.

Activities or mission (Part I)

CIEBA IS A TRADE ORGANIZATION OF CHIEF INVESTMENT OFFICERS WHO MANAGE AND ADMINISTER CORPORATE RETIREMENT PLAN ASSETS FOR OVER 100 MOSTLY US-BASED COMPANIES, AND MOST MEMBERS ARE FIDUCIARIES OF THEIR RESPECTIVE COMPANIES' PLANS GOVERNED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974. IN THIS REGARD, CIEBA SPENDS 100% OF ITS TIME ON ACTIVITIES PROMOTING THE COMMON INTERESTS OF MEMBERS, INCLUDING THE FOLLOWING: (A) ORGANIZING AND HOSTING CONFERENCES, SEMINARS, AND MEETINGS FOR ITS MEMBERS, COVERING CURRENT AND EMERGING RETIREMENT INVESTMENT POLICY ISSUES, (B) PROVIDING INPUT TO POLICYMAKERS ON ISSUES AFFECTING THE MANAGEMENT OF RETIREMENT PLAN ASSETS, (C) SUBMITTING AND PUBLISHING TESTIMONY AND POSITION STATEMENTS, AND (D) ENGAGING WITH RELEVANT MEDIA ON CURRENT TOPICS RELATED TO RETIREMENT PLANS AND INVESTMENTS.

  • GENERAL PROGRAM - THE GENERAL PROGRAM FOR CIEBA INVOLVES ORGANIZING AND FACILITATING INFORMATION-SHARING AND EDUCATIONAL OPPORTUNITIES FOR MEMBERS AND PROVIDING A FORUM FOR MEMBERS TO EDUCATE RETIREMENT SAVINGS POLICYMAKERS AND THOUGHT LEADERS IN ORDER TO SUPPORT THE EFFECTIVE AND EFFICIENT OPERATION OF ERISA EMPLOYEE BENEFIT PLANS AND PLAN INVESTMENTS. IN THIS REGARD, CIEBA SPENDS ITS GENERAL PROGRAM EFFORTS ON ACTIVITIES PROMOTING THE COMMON INTERESTS OF MEMBERS, INCLUDING THE FOLLOWING: (A) ORGANIZING AND HOSTING CONFERENCES, SEMINARS, AND MEETINGS FOR ITS MEMBERS, COVERING CURRENT AND EMERGING RETIREMENT INVESTMENT POLICY ISSUES, (B) PROVIDING INPUT TO POLICYMAKERS ON ISSUES AFFECTING THE MANAGEMENT OF RETIREMENT PLAN ASSETS, (C) SUBMITTING AND PUBLISHING TESTIMONY AND POSITION STATEMENTS, AND (D) ENGAGING WITH RELEVANT MEDIA ON CURRENT TOPICS RELATED TO RETIREMENT PLANS AND INVESTMENTS.

    Expenses $381,337

  • MEETINGS - CIEBA MEETINGS ARE HELD PERIODICALLY DURING THE YEAR, VIRTUALLY, IN-PERSON, OR BOTH, IN ORDER TO ENABLE MEMBERS TO MEET TO DISCUSS ISSUES, SHARE INFORMATION AND SET PRIORITIES FOR THE ISSUES THAT CIEBA STAFF AND LEADERSHIP WILL BE ENGAGED WITH DURING THE COMING MONTHS.

    Expenses $259,835 · Revenue $284,955

As filed on the 2024 return.

Listed in Part VII

  • Dennis Simmons

    EXECUTIVE DIRECTOR

    Total calculated
    $365,560
    From this org
    $339,296
    From related orgs
    $0
    Other
    $26,264
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $339,296
    Bonus
    $0
    Other
    $0
    Deferred
    $26,264
    Nontaxable benefits
    $0
    Filer's total
    $365,560

  • Neil Roache

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Tulach

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jay Vivian

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Carol Tusch

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ruth Bosco

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paul Cavazos

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robin Diamonte

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Vicky Erwin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jon Glidden

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Walter Kress

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Larry Fulton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
17 October 2025
IRS schema version
2024v5.0
Source object
202512939349301116

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.