WEA INSURANCE CORPORATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: WEA INSURANCE CORPORATION (EIN 39-1519322)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-08-10
IRS object ID: 201212239349301656
Schema version: 2011v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-10T11:23:13-07:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	391519322	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WEA INSURANCE CORPORATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WEAI	NameControl
Phone	6082764000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	45 NOB HILL ROAD	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	537133959	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Michael I Quist	Name
Title	Treasurer/Chief Financial Officer	Title
Phone	6082764000	Phone
Date Signed	2012-08-09	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Mark Moody	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	45 Nob Hill Road	AddressLine1
City	Madison	City
State	WI	State
ZIP Code	53713	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1057077730	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	weatrust.com	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1985	YearFormation
State Legal Domicile	WI	StateLegalDomicile
Activity Or Mission Description	To promote the health and financial security of participants by providing excellent benefit programs and outstanding personal service that respects the dignity and worth of every member.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	10	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	10	NbrIndependentVotingMembers
Total Nbr Employees	501	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	846528120	ProgramServiceRevenuePriorYear
Program Service Revenue CY	770287256	ProgramServiceRevenueCY
Investment Income Prior Year	23479658	InvestmentIncomePriorYear
Investment Income Current Year	27306271	InvestmentIncomeCurrentYear
Other Revenue Prior Year	7825476	OtherRevenuePriorYear
Other Revenue Current Year	-11230122	OtherRevenueCurrentYear
Total Revenue Prior Year	877833254	TotalRevenuePriorYear
Total Revenue Current Year	786363405	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	815541629	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	723002211	BenefitsPaidToMembersCY
Salaries Etc Prior Year	51728207	SalariesEtcPriorYear
Salaries Etc Current Year	52235015	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	17518342	OtherExpensePriorYear
Other Expenses Current Year	22884366	OtherExpensesCurrentYear
Total Expenses Prior Year	884788178	TotalExpensesPriorYear
Total Expenses Current Year	798121592	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-6954924	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-11758187	RevenuesLessExpensesCY
Total Assets BOY	654384936	TotalAssetsBOY
Total Assets EOY	643667925	TotalAssetsEOY
Total Liabilities BOY	421164245	TotalLiabilitiesBOY
Total Liabilities EOY	422205421	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	233220691	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	221462504	NetAssetsOrFundBalancesEOY
Mission Description	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.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Revenue	770287256	Revenue
Description	Health Insurance Programs: Provide benefits for approximately 38,500 health participants, 38,500 dental participants, 48,800 long term disability participants, 28,100 prescription drug participants, 9,500 short term disability participants, and 19,900 long term care participants.	Description
Total Of Other Program Service Exp	0	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	0	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	0	TotalOfOtherProgramServiceRev
Total Program Service Expense	0	TotalProgramServiceExpense
Described In501 C3	0	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	8471	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	501	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	10	NbrVotingGoverningBodyMembers
Number Independent Voting Members	10	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	0	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Carol Peirick	NamePerson
Telephone Number	6082764000	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	45 NOB HILL ROAD	AddressLine1
City	MADISON	City
State	WI	State
ZIP Code	537133959	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
Patricia Barrette
Board Member	3	X	0	0	0
Lisa Glaser
Board Member	3	X	0	0	0
Margaret Guertler
Board Member	3	X	0	0	0
Dennis Hortum
Board Member	3	X	0	0	0
Amy Johnson
Board Member	3	X	0	0	0
Suzanne Kahl
Board Member	3	X	0	0	0
Carol Kettner
Board Member	3	X	0	0	0
Connie Martin
Board member	3	X	0	0	0
Heather Mielke
Board member	3	X	0	0	0
Shelly Moore
Board member	3	X	0	0	0
William Roberts
Board Member	3	X	0	0	0
Mary Theisen
Board Member	3	X	0	0	0
Dan Weidner
Board Member	3	X	0	0	0
Mark Moody
CEO/President	40		374118	0	99260	X
Kathryne McGowan
VP Marketing & Product Development	40		229280	0	81548	X
Michael Quist
Treasurer/CFO	40		144591	0	50938	X
William Jollie
Chief Operating Officer	40		200896	0	81748	X
Michael Stoll
General Counsel/Vice President	40		204759	0	97298	X
Mark Blumenfeld
Chief Information Officer/Vice President	40		187463	0	75717		X
Ken Robbins
Medical Director	40		216739	0	76727			X
Rick Reas
Senior Provider Network Executive	40		157221	0	54157			X
Paul Rosowski
Manager of Clinical Pharmacy	40		135655	0	61538			X
Bob Ceder
Chief Human Resources Officer	40		133663	0	54347			X
Carol Peirick
Chief Accounting Officer	40		149454	0	52439			X
Fred Evert
CEO Retired 8/20/2010	0		151806	0	19912				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2285645	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	805629	TotalOtherCompensation
Number Individuals GT100 K	50	NumberIndividualsGT100K
Formers Listed	1	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation	Address Line2AddressOfContractor/AddressUS/AddressLine2
Gunderson Lutheran Health Plan
PO Box 77007	Minneapolis	MN	554807707	Provider Access Fees	1260000
Teksystems
PO Box 198568	Atlanta	GA	30384	Information Technology Consulting	1099985
Teamsoft
1350 Deming Way	Middleton	WI	53562	Information Technology Consulting	861144	Suite 205
M3 Insurance Solutions Inc
3113 West Beltline Highway	Madison	WI	537088950	Agency Commissions	593162	PO Box 8950
HSM Inc
7805 Hudson Road	St Paul	MN	55125	Network Administrative Fees	548311	Suite 190

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	37	NumberOfContractorsGT100K
Federated Campaigns	0	FederatedCampaigns
Membership Dues	0	MembershipDues
Fundraising Events	0	FundraisingEvents
Related Organizations	0	RelatedOrganizations
Government Grants	0	GovernmentGrants
All Other Contributions	0	AllOtherContributions
Noncash Contributions	0	NoncashContributions
Total Contributions	0	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	Contributions Received	Description
Business Code	524114	BusinessCode
Total Revenue Column	770287256	TotalRevenueColumn
Related Or Exempt Function Income	770287256	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	770287256	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	20389656	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$20,389,656	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	277531123	Securities
Other	99817	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	270684298	Securities
Other	30027	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	6846825	Securities
Other	69790	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	6916615	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$6,916,615	ExclusionAmount

Field	Value	IRS element (for citing)
Cntrbtns Rprtd Fundraising Events	0	CntrbtnsRprtdFundraisingEvents
Gross Sales Of Inventory	0	GrossSalesOfInventory
Cost Of Goods Sold	0	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
Unrealized loss on investments	524114	-10852256	-10852256	$0
Change in AVR Reserve	524114	907847	907847	$0
Change in nonadmitted assets	524114	-1304018	-1304018	$0

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	18305	TotalRevenueColumn
Related Or Exempt Function Income	18305	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	-11230122	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	786363405	TotalRevenueColumn
Related Or Exempt Function Income	759057134	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$27,306,271	ExclusionAmount

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	723002211	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	1826355	Total

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	29596535	Total

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	6943537	Total

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	11409857	Total

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	2458731	Total

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	102633	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	264736	Total

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	56836	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	952127	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	7753136	Total

Advertising Advertising

Field	Value	IRS element (for citing)
Total	544477	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	2438958	Total

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	7177778	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	554589	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	294613	Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	11889	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	485327	Total

Insurance Insurance

Field	Value	IRS element (for citing)
Total	211959	Total

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal
Change in LAE reserves	75722
Costs allocated to affiliates	-1992179
Insurance dept licenses and fees	3919830

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	31935	Total

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	798121592	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	7695900	BOY
EOY	4478745	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	86492811	BOY
EOY	52434849	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	31584007	BOY
EOY	27075388	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	4514509	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	4155535	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	352378	BOY
EOY	358974	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	524083738	BOY
EOY	554108928	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	4176102	BOY
EOY	5211041	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	654384936	BOY
EOY	643667925	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	25806596	BOY
EOY	25985428	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	38308775	BOY
EOY	20428083	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	357048874	BOY
EOY	375791910	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	421164245	BOY
EOY	422205421	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

Field	Value	IRS element (for citing)
BOY	2000000	BOY
EOY	2000000	EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	231220691	BOY
EOY	219462504	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	233220691	BOY
EOY	221462504	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	654384936	BOY
EOY	643667925	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-11758187	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Both	X	FinancialStatementBoth
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Book Value	0	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	4514509	OtherCostOrOtherBasis
Depreciation	4155535	Depreciation
Book Value	358974	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	358974	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescription	AmountAmount
Benefits Payable	$334,410,874
Asset Valuation Reserve	$23,437,763
IMR	$10,249,761
Drafts Payable	$6,262,938
Payable for securities	$1,404,738
Payable to affiliates	$25,836

Field	Value	IRS element (for citing)
Total Of Amounts	375791910	TotalOfAmounts

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Payments	X	IdemnificationGrossUpPayments
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Independent Consultant	X	IndependentConsultant
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	1	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Mark Moody
348431	0	0	0	25687	0	74769	0	31158	0	480045	0	0	0
Kathryne McGowan
216140	0	0	0	13139	0	57857	0	29411	0	316547	0	0	0
Michael Stoll
194854	0	0	0	9906	0	70461	0	29491	0	304712	0	0	0
William Jollie
198110	0	0	0	2785	0	57308	0	28362	0	286565	0	0	0
Michael Quist
140577	0	0	0	4014	0	35144	0	19362	0	199097	0	0	0
Mark Blumenfeld
178200	0	0	0	9263	0	52027	0	27556	0	267046	0	0	0
Ken Robbins
209913	0	0	0	6826	0	53037	0	26590	0	296366	0	0	0
Rick Reas
144840	0	0	0	12380	0	36210	0	21329	0	214759	0	0	0
Carol Peirick
148243	0	0	0	1211	0	42138	0	13637	0	205229	0	0	0
Paul Rosowski
135415	0	0	0	240	0	37327	0	28318	0	201300	0	0	0
Bob Ceder
126189	0	0	0	7474	0	36401	0	20342	0	190406	0	0	0
Fred Evert
0	0	0	0	151806	0	0	0	19912	0	171718	0	151806	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchJ_P01_S00_L01a	Schedule J, Part I, Line 1a	Affected employees were reimbursed for the additional taxes that were incurred as a result of the contribution to the 457 Plan. This reimbursement was included as taxable income on their W-2.
SchJ_P01_S00_L04	Schedule J, Part I, Line 4	Severance payments include payment to Fred Evert ($151,806). Severance is earned at a rate of two weeks for every calendar year of service.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
F990_P00_S00_L0A	Form 990, Header, Line A	WEA Insurance Corporation is a wholly owned subsidiary of WEA Insurance Trust. As such, WEA Insurance Trust is the sole shareholder.
F990_P06_S0A_L06	Form 990, Part VI, Section A, Line 6	WEA Insurance Corporation is a wholly owned subsidiary of WEA Insurance Trust. As such, WEA Insurance Trust is the sole shareholder.
F990_P06_S0A_L07a	Form 990, Part VI, Section A, Line 7a	WEA, Inc. a related entity, appoints all board members.
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 conflict 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 Directors sets the salary for all officers of the Corporation. In doing so, salary information from comparable organizations within the geographic area are considered.
F990_P06_S0C_L19	Form 990, Part VI, Section C, Line 19	WEA Insurance Corporation is regulated by the Office of the Commissioner of Insurance (OCI) of the state of Wisconsin. As such, it is required to submit its governing documents, conflict of interest statements, and financial statements to the OCI. These documents then become a matter of public record. These documents are also available upon request.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Direct Controlling Entity NADirectControllingEntityNA	Controlled OrgControlledOrg
WEA Insurance Trust
45 Nob Hill Road	Madison	WI	53713	391142212	Welfare Benefits	WI	501(c)(9)	N/A	0
WEA Inc
33 Nob Hill Drive	Madison	WI	53713	390712860	Building Corp	WI	501(c)(2)	N/A	0
Wisconsin Education Association Council
33 Nob Hill Drive	Madison	WI	53713	391169160	Labor Organization	WI	501(c)(5)	N/A	0

Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Type Of EntityTypeOfEntity	Percentage OwnershipPercentageOwnership
WEA Tax Sheltered Annuity Trust
45 Nob Hill Road	Madison	WI	53713	391310713	403(b) Trust	WI	N/A	T	0
WEA Member Benefit Trust
45 Nob Hill Road	Madison	WI	53713	396189371	Agency	WI	N/A	T	0
WEA Property & Casualty Insurance Company
45 Nob Hill Road	Madison	WI	53713	391767647	Insurance	WI	N/A	C	0
WEA Investment Services Inc
45 Nob Hill Road	Madison	WI	53713	450510731	Broker Dealer	WI	N/A	C	0
WEA Financial Advisors Inc
45 Nob Hill Road	Madison	WI	53713	260539876	Financial Advisors	WI	N/A	C	0

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	1	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	1	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
WEA Insurance Trust
o	1700004	Cost studies
WEA Insurance Trust
p	2740284	Cost studies
WEA Property & Casualty Insurance Company
p	225374	Cost studies
WEA Member Benefit Trust
p	214697	Cost studies
WEA Tax Sheltered Annuity Trust
p	497365	Cost studies
WEA Insurance Trust
k	756550911	Cost studies