2021-11-12T09:33:54-06:00 2020-12-31 350921680 CROWE LLP 9600 Brownsboro Road Suite 400 Louisville KY 402413902 990 2020-01-01 391142212 Wisconsin Education Association Insurance Trust WISC 6082764000 45 Nob Hill Road Madison WI 53713 Dawn Witek VP of Finance and Accounting 2021-11-12 true Dawn Witek 999009999 RACHEL SPURLOCK P00520729 5023263996 2020 2022-09-23 18:48:47Z MICHAEL QUIST 45 Nob Hill Road Madison WI 53713 128940850 false X WEATRUST.COM X 1970 WI To promote the health and financial security of Trust participants by providing excellent benefit programs and outstanding personal service that respects the dignity and worth of every member. 11 11 0 0 0 0 0 866126 0 2889149 3738673 12591 12285 3767866 3750958 20000 805947 0 2358 4170 0 0 1070661 979131 1878966 1003301 1888900 2747657 227521208 283754418 7095038 7574940 220426170 276179478 To promote the health and financial security of Trust participants by providing excellent benefit programs and outstanding personal service that respects the dignity and worth of every member. false false Provide health and welfare benefits to participants through insurance programs underwritten by an affiliated organization 0 false false false false false false false false true true false false true true false true false false false false false false false false false true false true false false false false false false false false false false false true true true false true 9 0 true 0 false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true false false false X Dawn Witek 6086616784 45 Nob Hill Road Madison WI 53713 Heather Mielke Trustee/ Secretary-Treasurer 2.2 4.0 X X 0 7236 0 Margaret Guertler Trustee, Vice Chairperson 2.2 3.9 X X 0 7511 0 Mary Theisen Trustee, Chair 2.5 5.8 X X 0 11256 0 Allen Knop Trustee, Partial Year 2.1 2.6 X 0 2025 0 Amy Johnson Trustee 1.9 3.9 X 0 6442 0 Andrew Staab Trustee, Partial Year 0.1 1.7 X 0 2725 0 Carol Kettner Trustee 2.6 4.1 X 0 4875 0 Daniel Weidner Trustee 1.9 4.0 X 0 5400 0 David Kijek Trustee 2.0 0 X 950 0 0 Mike Halloran Trustee 2.0 3.2 X 0 5225 0 Sarah Kruger Trustee 2.0 2.6 X 0 4400 0 Shelly Krajacic Trustee 1.7 0.9 X 0 4600 0 Barbara Ruegseggar Corporate Secretary 10.0 30.0 X 0 136786 43105 Dawn Witek Controller 10.0 30.0 X 0 184682 52094 Michael Quist Executive Director 10.0 30.0 X 0 447130 59972 Vaughn Vance General Counsel 10.0 30.0 X 0 271030 61356 950 1101324 216528 0 false true false 0 0 0 0 0 0 0 461108 0 0 461108 0 0 128467458 125189892 3277566 0 3277565 0 0 3277565 COMMISSIONS 900099 12285 12285 0 0 0 0 12285 3750958 12285 0 3738673 20000 4170 63520 112114 120480 97343 15000 3108 1130 64229 Phamacogenomics guided therapy pilot 52150 ALLOCATION OF COSTS TO AFFILIATES 450057 0 1003301 3508770 935537 295316 3181344 0 0 0 0 0 0 0 0 0 0 0 0 0 0 168812 0 168812 168812 27288591 23811459 190548538 248961081 0 0 0 5711181 6696185 227521208 283754418 421947 13500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6673091 7561440 7095038 7574940 X 220426170 276179478 220426170 276179478 227521208 283754418 X 2747657 -781886 53787537 X false true X true false 168812 168812 168812 236511969 F Partnership interests 12449112 F 248961081 Benefits Payable 1231407 Small Group Self-funded 5837765 Payable to affiliates 492268 Payables for securities 0 7561440 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE TRUST, CORPORATION, HTHP AND NEUGEN ACCOUNT FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR CONSOLIDATED FINANCIAL STATEMENTS. THE COMPANIES MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE TRUST, CORPORATION, HTHP AND NEUGEN DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2020 AND 2019. THE COMPANIES DO NOT BELIEVE IT IS REASONABLY POSSIBLE THAT ITS UNRECOGNIZED TAX BENEFITS WOULD MATERIALLY CHANGE IN THE NEXT TWELVE MONTHS. THE COMPANIES POLICY IS TO INCLUDE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF OTHER EXPENSES. AS OF DECEMBER 31, 2020 AND 2019, THE COMPANIES DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS. false Boys and Girls Club of Dane County 1818 W Bletine Hwy Madison WI 53713 391925617 501(C)(3) 20000 0 FMV N/A General Purposes 1 0 false false false Michael Quist Executive Director 0 417323 0 0 0 29807 0 28500 0 31472 0 507102 0 0 Vaughn Vance General Counsel 0 252599 0 0 0 18432 0 26888 0 34468 0 332386 0 0 Dawn Witek Controller 0 181376 0 0 0 3306 0 18793 0 33302 0 236776 0 0 Barbara Ruegseggar Corporate Secretary 0 129506 0 0 0 7281 0 11951 0 31154 0 179891 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE PRESIDENT/CEO WAS COMPENSATED BY A RELATED ORGANIZATION, NEUGEN LLC, WHICH UTILIZED AN INDEPENDENT COMPENSATION TOOL, PAYFACTORS, TO PROVIDE BENCHMARK SALARY INFORMATION. THE BENCHMARK DATA CONSIDERED COMPARABLE ORGANIZATIONS AND OUR GEOGRAPHIC AREA. THE COMPENSATION WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF NEUGEN LLC, AND DOCUMENTED IN THE MINUTES. Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL The President/CEO was compensated by a related organization, NeuGen LLC, which UTILIZED AN INDEPENDENT COMPENSATION TOOL, PAYFACTORS, TO PROVIDE BENCHMARK SALARY INFORMATION. THE BENCHMARK DATA CONSIDERED COMPARABLE ORGANIZATIONS AND OUR GEOGRAPHIC AREA. The compensation was APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS of NeuGen LLC, AND DOCUMENTED IN THE MINUTES. THE MOST RECENT REVIEW OF COMPENSATION TOOK PLACE IN 2020. Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES The officers of the organization were compensated by a related organization, NeuGen LLC. The compensation of all Vice Presidents was reviewed and approved by the Executive Committee of WEA Insurance Corporation in March. In addition, market adjustments were reviewed and approved by the Executive Committee in November. THE PROCESS was DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMMITTEE of NeuGen LLC. Salary information from comparable organizations within the geographic area was considered. THE MOST RECENT REVIEW OF COMPENSATION TOOK PLACE IN 2020. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared by an external consulting firm. Any areas of concern are discussed and reviewed prior to signing. A complete copy of the Form 990 is presented to the Board members prior to filing. Form 990, Part VI, Line 12c Conflict of interest policy Upon appointment, each member of the governing body and the officers of the organization are required to complete a written conflict of interest policy form verifying that they have no conflicts of interest. Each year thereafter, this form is again completed to confirm there has not been a change in status. Form 990, Part VI, Line 19 Required documents available to the public The Trust makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Unrealized loss on investment in WEA Insurance Corporation - 53787537; WEA INSURANCE CORPORATION 45 NOB HILL ROAD MADISON WI 53713 391519322 HEALTH INSURANCE WI 501(c)(9) WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST true HEALTH TRADITION HEALTH PLAN 45 NOB HILL ROAD MADISON WI 53713 391545987 HEALTH MAINTENANCE ORGANIZATION WI WEA INSURANCE CORPORATION C Corporation NEUGEN LLC 45 NOB HILL RD MADISON WI 53713 830949021 SHARED SERVICE ORGANIZATION WI WEA INSURANCE CORPORATION C Corporation false false false false false false false false false false false false true true true false false false