2013-08-13T11:32:34-07:00 2012-12-31 990 2012-01-01 391142212 WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST WISC 6082764000 45 NOB HILL ROAD MADISON WI 53713 Michael I Quist 6082764000 2013-08-12 2012 2016-02-24 21:20:13Z Michael I Quist 45 Nob Hill Road Madison WI 53713 676823717 0 X weatrust.com X 1970 WI 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. 10 10 0 0 0 0 0 0 781699146 633459090 1481532 2874009 -645312 -6138293 782535366 630194806 0 0 26976769 1387130 0 0 0 0 0 757351341 633286731 784328110 634673861 -1792744 -4479055 402741019 396563895 86080703 83709346 316660316 312854549 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. 0 0 0 0 633459090 Provide health and welfare benefits to participants through insurance programs underwritten by an affiliated organization. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Carol Peirick 6082764000 45 NOB HILL ROAD MADISON WI 53713 Patricia Barrette 0.5 2.5 X 0 0 0 Lisa Glaser 0.5 2.5 X 0 0 0 Margaret Guertler 0.5 2.5 X 0 0 0 Amy Johnson 0.5 2.5 X 0 0 0 Suzanne Kahl 0.5 2.5 X 0 0 0 Carol Kettner 0.5 2.5 X 0 0 0 Heather Mielke 0.5 2.5 X 0 0 0 Shelly Moore 0.5 2.5 X 0 0 0 Mary Theisen 0.5 2.5 X 0 0 0 Dan Weidner 0.5 2.5 X 0 0 0 Mark Moody 4 36 X 0 426996 138590 Michael Stoll 4 36 X 0 207057 92129 Michael I Quist 4 36 X 0 219875 89173 Fred Evert 0 0 X 0 161478 0 0 1015406 319892 0 1 1 0 WEA Insurance Corporation 45 Nob Hill Road Madison WI 53713 Administrative Services 1300408 Dewitt Ross & Stevens 2 East Mifflin Street Madison WI 537032865 Legal services 348920 2 0 Contributions earned for welfare benefit trust 524114 632157837 632157837 0 0 Experience rated refund 524114 1301253 1301253 0 0 0 0 0 0 633459090 741041 0 0 741041 0 0 0 0 0 0 0 0 0 0 48761879 0 46628911 0 2132968 0 2132968 0 0 2132968 Net unrealized depreciation of subsidiary 524114 -6149939 -6149939 0 0 Other Income 524114 11646 11646 0 0 0 0 0 0 -6138293 630194806 627320797 0 2874009 0 0 0 1387130 0 0 0 0 0 0 1300404 424819 73675 0 0 304305 205536 0 31033 2647 0 40950 18162 0 13705 0 0 985082 0 Cost of contributions 630667447 Costs allocated to affiliates -1700004 Member education 505934 Research and development 413078 -42 634673861 0 0 0 13942127 9658619 24963987 20054584 0 0 1285221 1388637 0 0 0 0 0 0 0 0 11062 31096 32377416 14254244 19107189 18123172 25879409 31561429 294382140 293171153 0 0 0 0 23169884 22575205 402741019 396563895 315316 560295 0 0 0 0 0 0 0 0 0 0 0 0 0 0 85765387 83149051 86080703 83709346 X 0 0 0 0 316660316 312854549 316660316 312854549 402741019 396563895 -4479055 673288 0 0 0 0 X 0 1 X 1 0 0 4608924 4608924 0 21337355 8578738 12758617 0 0 0 0 0 6431137 5675506 755631 0 0 0 0 18123172 288232200 F Partnership Interests 4938953 F 293171153 Extended life premium reserve fund 21205868 Experience-rated refund receivable 1016988 Receivable from affiliates 298895 Interest receivable 53454 22575205 0 Accident and health reserve 47239895 Contributions due to subsidiary 31713315 Advance contributions 4104119 Payable for securities 91722 83149051 1 0 0 Mark Moody 0 400000 0 0 0 26996 0 118808 0 25894 0 571698 0 0 Michael Stoll 0 203000 0 0 0 4057 0 72347 0 22721 0 302125 0 0 Michael I Quist 0 215000 0 0 0 4875 0 69391 0 25274 0 314540 0 0 Fred Evert 0 0 0 0 0 161478 0 0 0 0 0 161478 0 161478 SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The Trust utilizes methods used by a related organization to establish compensation of the CEO/Executive Director. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Severance payments include payments to Fred Evert ($161,478). Severance is earned at a rate of two weeks for every calendar year of service. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a The trustees are appointed by WEA, Inc., a related entity. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The Form 990 is prepared by staff and reviewed by an external consulting firm. The Chief Financial Officer signs the form after his review. Any areas of concern are discussed and reviewed before signing. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Upon appointment, each member of the governing body is 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 have been no changes in status. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Each year the Board of Trustees sets the salary for all officers of the Trust. In doing so, salary information from comparable organizations within the geographic area is considered. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The Trust makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. WEA Insurance Corporation 45 Nob Hill Road Madison WI 53713 391519322 Insurance WI 501(c)(9) WEA Insurance Trust 1 WEA Inc 45 Nob Hill Road Madison WI 53713 390712860 Building Corp WI 501(c)(2) N/A 0 Wisconsin Education Association Council 45 Nob Hill Road Madison WI 53713 391169160 Labor Organization WI 501(c)(5) N/A 0 WEA Tax Sheltered Annuity Trust 45 Nob Hill Road Madison WI 53713 391310713 403(b)Trust WI N/A T 0 0 0 0 WEA Member Benefit Trust 45 Nob Hill Road Madison WI 53713 396189371 Agency WI N/A T 0 0 0 0 WEA Property & Casualty Insurance Company 45 Nob Hill Road Madison WI 53713 391767647 Insurance WI N/A C 0 0 0 0 WEA Investment Services Inc 45 Nob Hill Road Madison WI 53713 450510731 Broker Dealer WI N/A C 0 0 0 0 WEA Financial Advisors Inc 45 Nob Hill Road Madison WI 53713 260539876 Financial Advisor WI N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 WEA Insurance Corporation p 2219419 Cost studies WEA Insurance Corporation q 1700004 Cost studies WEA Insurance Corporation m 626763543 Cost studies