2025-10-21T09:43:09-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-01-01 391692308 WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TRUST WISC 6086637188 22 E MIFFLIN STREET 900 MADISON WI 53703 MICHAEL LAMONT ASSISTANT SECRETARY 6086637188 2025-10-07 1 1 QUINN DUGAN P02267768 6082741980 2025-10-07 2024 2025-03-06 01:10:19Z THOMAS WEGNER 22 E MIFFLIN STREET 900 MADISON WI 53703 681061287 0 X WWW.WCAGHT.ORG X 1991 WI PROVIDE HEALTH AND WELFARE BENEFITS TO WISCONSIN COUNTIES, SCHOOL DISTRICTS AND MUNICIPALITIES. 8 8 0 9 0 0 0 0 361195648 328096644 2250194 3348786 0 0 363445842 331445430 10000 10000 323580881 281760238 0 0 0 0 0 29826082 27471516 353416963 309241754 10028879 22203676 119621308 139638908 55870028 50295578 63751280 89343330 TO BE A COST EFFECTIVE RESOURCE FOR ASSISTING WISCONSIN COUNTIES AND OTHER LOCAL UNITS OF GOVERNMENT IN FULFILLING THEIR EMPLOYEE HEALTH BENEFITS OBLIGATION IN A FISCALLY RESPONSIBLE MANNER. 0 0 PAYMENTS TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS-REVENUE PROVIDES MEDICAL HEALTH BENEFITS COVERAGE FOR PUBLIC EMPLOYEES COVERED UNDER THE WCA GHT SUMMARY PLAN. ALL PREMIUM REVENUES RECEIVED ARE FROM MEMBERS OF WCA GHT. 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 21 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X MICHAEL LAMONT 6086637188 22 E MIFFLIN SUITE 900 MADISON WI 53703 TOM WEGNER CHAIR 4.00 X X 1200 0 0 KURT GIBBS VICE CHAIR 4.00 X X 900 0 0 MICHAEL LAMONT ASSISTANT SECRETARY 4.00 X X 0 0 0 LYNN GOMEZ SECRETARY 4.00 X X 0 0 0 JIM METZ MEMBER 4.00 X 400 0 0 KIM PYTLESKI MEMBER 4.00 X 800 0 0 LEE SCHLENVOGT MEMBER 4.00 X 700 0 0 DONALD TAYLOR MEMBER 4.00 X 400 0 0 JOHN WEST MEMBER 4.00 X 800 0 0 5200 0 0 0 0 0 0 UMR PO BOX 88822 MILWAUKEE WI 53288 THIRD PARTY ADMINISTRATIVE SERVICES 8691942 AEGIS LLC 15800 W BLUEMOUND RD STE 250 BROOKFIELD WI 53005 MARKETING AND CONSULTING SERVICES 1954139 WISCONSIN COUNTIES ASSOCIATION 22 E MIFFLIN ST STE 900 MADISON WI 53703 CORPORATE MANAGEMENT SERVICES 1477940 MILLIMAN INC 17335 GOLF PKWY STE 100 BROOKFIELD WI 53045 ACTUARY 258364 DISCOVER MEDIAWORKS INC 4801 HAYES RD MADISON WI 53704 TV PRODUCER 250000 14 PREMIUMS 524298 328096644 328096644 328096644 3518194 3518194 349446449 349615857 -169408 -169408 -169408 331445430 328096644 0 3348786 10000 281760238 1169875 23813 41826 213521 10899443 47704 118011 43901 14913422 309241754 1614652 7272111 12515249 9744965 0 2318338 97122341 114821567 8369066 5481927 119621308 139638908 621892 360033 7776149 17516466 47471987 32419079 55870028 50295578 X 0 0 0 0 63751280 89343330 63751280 89343330 119621308 139638908 22203676 3388374 0 X 0 1 X 0 0 0 CORPORATE OBLIGATIONS 39509206 F US GOVERNMENT AGENCIES 28880200 F MORTGAGE SECURITIES 21392884 F EXCHANGE TRADED FUNDS 20259515 F MUNICIPAL BONDS 3541849 F FOREIGN BONDS 1237913 F 114821567 BENEFITS PAYABLE 30856795 LOSS ADJUSTING EXPENSE PAYABLE 1562284 32419079 X 301263514 3388374 3388374 297875140 213521 33356769 33570290 331445430 275671464 0 275671464 213521 33356769 33570290 309241754 PART X, LINE 2: THE TRUST IS REQUIRED TO ASSESS WHETHER OR NOT IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF INFORMATION. IF THE TAX POSITIONS DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE TRUST HAS DETERMINED THERE ARE NO AMOUNTS TO RECORDS AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFY REINSURANCE PREMIUMS 33,356,769. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFY REINSURANCE PREMIUMS 33,356,769. 1 SCHOLARSHIP PROGRAM 5 10000 PART I, LINE 2: SCHOLARSHIPS ARE AVAILABLE TO CHILDREN OF EMPLOYEES OF GROUPS PARTICIPATING IN THE TRUST. SCHOLARSHIP CHECKS ARE SENT TO THE INDIVIDUAL BUT ARE MADE OUT TO BOTH THE INDIVIDUAL AND THE COLLEGE. FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS A THIRD-PARTY ADMINISTRATION AGREEMENT WITH UMR FOR GENERAL ADMINISTRATION OF THE TRUST. RESPONSIBILITIES OF THE ADMINISTRATOR UNDER THIS AGREEMENT INCLUDE PREPARATION OF PLAN DOCUMENTS AND AMENDMENTS, PARTICIPANT ENROLLMENT AND BILLING, PROCESSING PARTICIPANT BENEFIT CLAIMS, AND OTHER ADMINISTRATIVE SERVICES. THE TRUST HAS A CORPORATE MANAGEMENT AGREEMENT WITH WCA TO OVERSEE MARKETING OF THE TRUST, INVESTING TRUST ASSETS, MANAGING ALL SERVICES CONTRACTS AND PREPARATION OF MONTHLY FINANCIAL STATEMENTS, AS WELL AS PROVIDING ON GOING ADMINISTRATIVE SERVICES TO THE TRUST AND THE TRUST'S BOARD. THE TRUST HAS EMPLOYEE BENEFIT CONSULTING AND MARKETING CONTRACT WITH AEGIS CORPORATION. RESPONSIBILITIES OF AEGIS UNDER THIS AGREEMENT ARE TO MARKET THE PLANS AND CONSULT WITH THE WCA IN ESTABLISHING AND ADMINISTERING THE PLANS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBER ORGANIZATIONS HAVE THE POWER TO RECOMMEND PERSONS RELATED TO THEIR OWN ORGANIZATION TO SIT ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS' ASSISTANT SECRETARY REVIEWS AND SIGNS THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C WCA GROUP HEALTH REQUIRES OFFICERS AND KEY EMPLOYEES TO FILL OUT A DISCLOSURE FORM ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. WISCONSIN COUNTIES ASSOCIATION 22 E MIFFLIN ST STE 900 MADISON WI 53703 396007681 REPRESENTS WI COUNTIES AT THE STATE AND FEDERAL LEVEL. WI 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0