NonprofitsDefined Contribution Institutional Investment Association

Community Improvement & Capacity Building

Defined Contribution Institutional Investment Association

JUPITER, FL

Total revenue

$2.7M

Total expenses

$2.7M

Net assets

$1.5M

Grants received

EIN

271573481

Tax year

2024

Mission

To foster a dialogue among the leaders of the defined contribution community.

Programs

2 programs

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, recordkeeping 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.

Membership and public relations: dciia's senior leadership represents the organization to the press and to external stakeholders, and participates in industry events on behalf of dciia.

Financials

FY 2024

Revenue

Contributions & grants$725K
Program service revenue$2.0M
Investment income$54K
Other revenue$9K
Total revenue$2.7M

Expenses

Grants paid
Salaries & benefits$1.3M
Fundraising
Other expenses$1.4M
Total expenses$2.7M
Total assets$2.7M
Net assets$1.5M

People

36 listed

NameRoleCompensation

LEW MINSKY

PRESIDENT & CEO

Board

$663K

40 hrs/wk

PAM HESS

EXECUTIVE DIRECTOR OF DCIIA RRC

Board

$203K

1 hrs/wk

KAI WALKER

DIRECTOR

Board

1.5 hrs/wk

JEFF CIMINI

DIRECTOR

Board

2 hrs/wk

MICHAEL ANDEBERHAN

DIRECTOR

Board

2 hrs/wk

KRISTIN O'DONNELL

DIRECTOR

Board

2 hrs/wk

VIKRANT ARYA

DIRECTOR

Board

2 hrs/wk

CATHERINE COLLINSON

DIRECTOR

Board

1.5 hrs/wk

MICHELLE RAPPA

DIRECTOR

Board

2 hrs/wk

VIDYA RAJAPPA

DIRECTOR

Board

2 hrs/wk

KRISTEN COLVIN

DIRECTOR

Board

2 hrs/wk

BILL RYAN

DIRECTOR

Board

1.5 hrs/wk

JANE GREENFIELD

DIRECTOR

Board

2 hrs/wk

CHRIS ANAST

DIRECTOR

Board

1.5 hrs/wk

MICHAEL DAVIS

DIRECTOR

Board

2 hrs/wk

MICHAEL KREPS

DIRECTOR

Board

2 hrs/wk

CHRIS LYON

CHAIR

Board

2 hrs/wk

CHRISTOPHER NIKOLICH

DIRECTOR

Board

2 hrs/wk

JOHANNA VOGEL

DIRECTOR

Board

2 hrs/wk

KATIE HOCKENMAIER

DIRECTOR

Board

2 hrs/wk

MATTHEW RAUSEO

DIRECTOR

Board

2 hrs/wk

HANNAH SCHRINER

DIRECTOR

Board

2 hrs/wk

MEGAN YOST

DIRECTOR

Board

2 hrs/wk

BETH PATTILLO

DIRECTOR

Board

2 hrs/wk

SIMON FRANKLIN

DIRECTOR

Board

2 hrs/wk

CHRIS WEIRATH

DIRECTOR

Board

2 hrs/wk

ASHWINI JAMBEKAR

DIRECTOR AS OF APRIL

Board

2 hrs/wk

STEVE FERBER

DIRECTOR UNTIL FEBRUARY

Board

2 hrs/wk

MIKAYLEE O'CONNOR

DIRECTOR UNTIL APRIL

Board

2 hrs/wk

AARON BORDERS

DIRECTOR UNTIL APRIL

Board

1.5 hrs/wk

JAMIE MCALLISTER

DIRECTOR

Board

2 hrs/wk

MIKE RASO

VICE CHAIR

Board

2 hrs/wk

MARY BETH GLOTZBACH

IMMEDIATE PAST CHAIR UNTIL JANUARY

Board

2 hrs/wk

ALLEGRA HEYLIGERS

TREASURER

Board

2 hrs/wk

AMANDA MCCORMICK

VP OF OPERATIONS

Staff

$155K

40 hrs/wk

KAREN WITHAM VP OF

COMMUNICATIONS & MARKETING

Staff

$128K

40 hrs/wk

Independent contractors

AVIVANT PARTNERS LLC

MEETING PLANNING

$240K

KNOX CONSULTING

CONSULTING

$154K

Details

EIN271573481
NTEE codeS41
Subsection06
Ruling date2011-06
Formed2010
Employees10
Volunteers32
DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION — Mission, Financials & Grants Received | Grantivo