Defined Contribution Institutional Investment Association
Defined Contribution Institutional Investment Association's network
32 people2 organisationsi32 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (32). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
32 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 28 voting members of its governing body on its latest Form 990 Part VI; we list 32 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Chris Lyon Chair | Chair | 2018 | 8 yrs |
| Mary Beth Glotzbach Chair | Immediate Past Chair Until January | 2018 | 8 yrs |
| Aaron Borders | Director Until April | 2022 | 4 yrs |
| Allegra Heyligers | Treasurer | 2018 | 8 yrs |
| Ashwini Jambekar | Director As of April | 2024 | 2 yrs |
| Beth Pattillo | Director | 2022 | 4 yrs |
| Bill Ryan | Director | 2018 | 8 yrs |
| Catherine Collinson | Director | 2018 | 8 yrs |
| Chris Anast | Director | 2020 | 6 yrs |
| Chris Weirath | Director | 2022 | 4 yrs |
| Christopher Nikolich (also filed as Chris Nikolich) | Director | 2020 | 6 yrs |
| Hannah Schriner | Director | 2022 | 4 yrs |
| Jamie McAllister | Director | 2020 | 6 yrs |
| Jane Greenfield | Director | 2022 | 4 yrs |
| Jeff Cimini | Director | 2023 | 3 yrs |
| Johanna Vogel | Director | 2020 | 6 yrs |
| KAI Walker | Director | 2023 | 3 yrs |
| Katie Hockenmaier | Director | 2022 | 4 yrs |
| Kristen Colvin | Director | 2019 | 7 yrs |
| Kristin O'Donnell | Director | 2020 | 6 yrs |
| Matthew Rauseo | Director | 2022 | 4 yrs |
| Megan Yost | Director | 2022 | 4 yrs |
| Michael Andeberhan | Director | 2020 | 6 yrs |
| Michael Davis | Director | 2020 | 6 yrs |
| Michael Kreps | Director | 2020 | 6 yrs |
| Michelle Rappa | Director | 2020 | 6 yrs |
| Mikaylee O'Connor | Director Until April | 2018 | 8 yrs |
| Mike Raso | Vice Chair | 2018 | 8 yrs |
| Simon Franklin | Director | 2022 | 4 yrs |
| Steve Ferber | Director Until February | 2020 | 6 yrs |
| Vidya Rajappa | Director | 2020 | 6 yrs |
| Vikrant Arya | Director | 2022 | 4 yrs |
Officers and senior leadership
11 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Amanda McCormick | VP of Operations | since 2022 |
| Amanda McCormick Director | Of Digital Projects & Research | 2020 |
| Erica Dostoler | Director of Membership | 2020 |
| Karen Witham | VP of Communications & Marketing | 2019 |
| Karen Witham VP of | Communications & Marketing | since 2020 |
| LEW Minsky | President & CEO | since 2018 |
| Lisa Massena | Chief Operating Officer | 2023 |
| Margaret PEG Knox | Chief Operating Officer | since 2018 |
| Marianne Sullivan | VP of Committees & Projects | since 2019 |
| PAM Hess | Vice President of Research Dciia RRC | since 2022 |
| Warren Cormier Executive | Director of Dciia RRC | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Lew Minsky | President & CEO | 40 | $663k | $31k | |
| Pam Hess | Executive Director of Dciia RRC | 1 | $203k | $6k | |
| Amanda McCormick | VP of Operations | 40 | $155k | $5k | |
| Karen Witham VP of | Communications & Marketing | 40 | $128k | $5k | |
| Chris Lyon | Chair | 2 | $0 | ||
| Mike Raso | Vice Chair | 2 | $0 | ||
| Mary Beth Glotzbach | Immediate Past Chair Until January | 2 | $0 | ||
| Allegra Heyligers | Treasurer | 2 | $0 | ||
| Kai Walker | Director | 1.5 | $0 | ||
| Jeff Cimini | Director | 2 | $0 | ||
| Michael Andeberhan | Director | 2 | $0 | ||
| Kristin O'donnell | Director | 2 | $0 | ||
| Vikrant Arya | Director | 2 | $0 | ||
| Catherine Collinson | Director | 1.5 | $0 | ||
| Michelle Rappa | Director | 2 | $0 | ||
| Vidya Rajappa | Director | 2 | $0 | ||
| Kristen Colvin | Director | 2 | $0 | ||
| Bill Ryan | Director | 1.5 | $0 | ||
| Jane Greenfield | Director | 2 | $0 | ||
| Chris Anast | Director | 1.5 | $0 | ||
| Michael Davis | Director | 2 | $0 | ||
| Michael Kreps | Director | 2 | $0 | ||
| Jamie McAllister | Director | 2 | $0 | ||
| Christopher Nikolich | Director | 2 | $0 | ||
| Johanna Vogel | Director | 2 | $0 | ||
| Katie Hockenmaier | Director | 2 | $0 | ||
| Matthew Rauseo | Director | 2 | $0 | ||
| Hannah Schriner | Director | 2 | $0 | ||
| Megan Yost | Director | 2 | $0 | ||
| Beth Pattillo | Director | 2 | $0 | ||
| Simon Franklin | Director | 2 | $0 | ||
| Chris Weirath | Director | 2 | $0 | ||
| Ashwini Jambekar | Director As of April | 2 | $0 | ||
| Steve Ferber | Director Until February | 2 | $0 | ||
| Mikaylee O'connor | Director Until April | 2 | $0 | ||
| Aaron Borders | Director Until April | 1.5 | $0 |
About
- Legal name
- Defined Contribution Institutional Investment Association
- EIN
- 271573481
- Address
- 201 N US Highway 1 Suite D10, Jupiter, FL, 33477-5135
- State
- Florida
- Mission
- To foster a dialogue among the leaders of the defined contribution community. (as filed on the Form 990)
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 6 (IRS master file code)
- Formed
- 2010
- Principal officer
- Lew Minsky (as named on the Form 990)
- IRS ruling date
- 1 June 2011
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsChris Lyon
≥8years on the filingsMary Beth Glotzbach
≥8years on the filingsAllegra Heyligers
≥8years on the filingsBill Ryan
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $2.7m
- Total liabilities
- $1.3m
- Net assets or fund balances
- $1.5m
- Contributions and grants received
- $725k
- Program service revenue
- $2m
- Employees
- 10
- Volunteers
- 32
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $2.7m | $2.7m | $64k |
As filed on the IRS Form 990. US dollars.