2018-08-23T11:00:33-05:00 2017-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2017-01-01 391692308 WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TRUST WISC 6086637188 22 E MIFFLIN NO 900 MADISON WI 53703 MICHAEL LAMONT ASSISTANT SECRETARY 6086637188 2018-08-07 1 HEIDI KONKEL P00503121 6082741980 2018-08-07 2017 2022-09-23 18:48:47Z 22 E MIFFLIN NO 900 MADISON WI 53703 686055658 0 X WWW.WCAGHT.ORG X 1991 WI PROVIDE HEALTH AND WELFARE BENEFITS TO WISCONSIN COUNTIES, SCHOOL DISTRICTS AND MUNICIPALITIES. 12 12 0 0 0 0 0 0 315359327 336034866 246303 2095333 0 0 315605630 338130199 10450 10450 287369314 309894753 8300 7100 0 0 0 28417809 27444740 315805873 337357043 -200243 773156 59171750 64738321 49901387 54815822 9270363 9922499 TO BE A COST EFFECTIVE RESOURCE FOR ASSISTING WISCONSIN COUNTIES AND OTHER LOCAL UNITS OF GOVERNMENT IN FULFILLING THEIR EMPLOYEE HEALTHCARE INSURANCE OBLIGATIONS IN A FISCALLY RESPONSIBLE MANNER. 0 0 PAYMENTS TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS-REVENUE PROVIDES MEDICAL, DENTAL, AND VISION INSURANCE 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 37 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 BILL BARRIBEAU MEMBER 4.00 X 1200 0 0 LISA CHARBARNEAU MEMBER 4.00 X 800 0 0 JERRY ERDMANN MEMBER 4.00 X 900 0 0 LYNN GOMEZ MEMBER 4.00 X 0 0 0 FRANK MATEL MEMBER 4.00 X 0 0 0 ELIZABETH OTTO MEMBER 4.00 X 0 0 0 LEE RYMER MEMBER 4.00 X 400 0 0 STEVEN SATHER MEMBER 4.00 X 500 0 0 RICHARD ANDERSON MEMBER 4.00 X 700 0 0 ALLEN BUECHEL CHAIR 4.00 X X 1200 0 0 THOMAS WEGNER VICE-CHAIR 4.00 X X 1400 0 0 STEVEN SEDLMAYR SECRETARY 4.00 X X 0 0 0 MICHAEL LAMONT ASSISTANT SECRETARY 4.00 X 0 0 0 7100 0 0 0 0 0 0 MEDICAL EXCESS INSURANCE PO BOX 3028 COSTA MESA CA 92628 INSURANCE BROKERS 13465406 UMR PO BOX 88822 MILWAUKEE WI 53288 THIRD PARTY ADMINISTRATIVE SERVICES 8114085 WISCONSIN COUNTIES ASSOCIATION 22 E MIFFLIN ST STE 900 MADISON WI 53703 CORPORATE MANAGEMENT SERVICES 1585981 AEGIS CORPORATION 18550 WEST CAPITOL DRIVE BROOKFIELD WI 53405 MARKETING CONSULTING SERVICES 1366421 M3 INSURANCE SOLUTIONS FOR BUSINESS 828 JOHN NOLEN DR MADISON WI 53713 INSURANCE BROKERS 1075714 10 PREMIUMS 524298 336034866 336034866 336034866 770277 770277 349250515 347925459 1325056 1325056 1325056 338130199 336034866 0 2095333 10450 309894753 7100 1585981 23603 27011 106063 11250966 76436 192132 46188 14110309 BANK SERVICE CHARGES 16509 9542 337357043 -3152393 -108732 11155656 11499954 3630514 5843200 44755768 44020213 2782205 3483686 59171750 64738321 1810139 934931 10995000 10701744 37096248 43179147 49901387 54815822 X 0 0 0 0 9270363 9922499 9270363 9922499 59171750 64738321 773156 -121020 0 X 0 1 X 0 0 0 U.S. GOVERNMENT SECURITIES 3940065 F CORPORATE OBLIGATIONS 14299937 F MUTUAL FUNDS 7541936 F MORTGAGE SECURITIES 11888332 F MUNICIPAL BONDS 6349943 F 44020213 CLAIM REIMBURSEMENT 3308454 ACCRUED INTEREST 175232 3483686 BENEFITS PAYABLE 41438972 LOSS ADJUSTING EXPENSE PAYABLE 1740175 43179147 X 325244777 -121020 -121020 325365797 106063 12658339 12764402 338130199 324592641 0 324592641 106063 12658339 12764402 337357043 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: BANK SERVICE CHARGES 16,509. RECLASSIFY REINSURANCE PREMIUMS 12,641,830. PART XII, LINE 4B - OTHER ADJUSTMENTS: BANK SERVICE CHARGES 16,509. RECLASSIFY REINSURANCE PREMIUMS 12,641,830. 1 SCHOLARSHIP PROGRAM 5 10450 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