2012-08-10T11:36:06-07:00 2011-12-31 990 2011-01-01 391142212 WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST WISC 6082764000 45 NOB HILL ROAD MADISON WI 53713 Michael I Quist 6082764000 2012-08-09 2011 2016-02-24 21:20:13Z Mark Moody 45 Nob Hill Road Madison WI 53713 804833280 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 855561629 781699146 765971 1481532 1980349 -645312 858307949 782535366 0 0 1790637 26976769 0 0 0 0 0 854901406 757351341 856692043 784328110 1615906 -1792744 387956518 402741019 69503458 86080703 318453060 316660316 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 781699146 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 3 X 0 0 0 Lisa Glaser 3 X 0 0 0 Margaret Guertler 3 X 0 0 0 Dennis Hortum 3 X 0 0 0 Amy Johnson 3 X 0 0 0 Suzanne Kahl 3 X 0 0 0 Carol Kettner 3 X 0 0 0 Connie Martin 3 X 0 0 0 Heather Mielke 3 X 0 0 0 Shelly Moore 3 X 0 0 0 William Roberts 3 X 0 0 0 Mary Theisen 3 X 0 0 0 Dan Weidner 3 X 0 0 0 Mark Moody 40 X 0 374118 99260 Michael Stoll 40 X 0 204759 97298 Michael I Quist 40 X 0 144591 50938 Fred Evert 0 X 0 151806 19912 0 875274 267408 0 1 1 0 WEA Insurance Corporation 45 Nob Hill Road Madison WI 53713 Administrative Services 1444869 Holt Smith Advisors 5201 East Terrace Drive Suite 380 Madison WI 53718 Investment advisory fees 106617 2 0 Contributions earned for welfare benefit trust 524114 779989454 779989454 0 0 Experience rated refund 524114 1709692 1709692 0 0 0 0 0 0 781699146 877658 0 0 877658 0 0 0 0 0 0 0 0 0 0 22901788 0 22297914 0 603874 0 603874 0 0 603874 Net unrealized appreciation of subsidiary 524114 525284 525284 0 0 Net unrealized appreciation (depreciation) of investments 524114 -1181056 -1181056 0 0 Other income 524114 10460 10460 0 0 0 0 0 0 -645312 782535366 781053834 0 1481532 0 0 0 26976769 0 0 0 0 0 0 1444869 4415 16575 0 0 128425 277863 0 31105 18716 0 41272 10989 0 8735 0 0 995685 0 Cost of Contributions 753172443 Costs allocated to affiliates -1700004 Member Education 876183 Research and development 419232 1604838 784328110 0 0 0 26611223 13942127 3854733 24963987 0 0 1295935 1285221 0 0 0 0 1600000 0 0 0 10858 11062 32376352 13269163 19738480 19107189 20657021 25879409 293856856 294382140 0 0 0 0 20331412 23169884 387956518 402741019 348777 315316 0 0 0 0 0 0 0 0 0 0 0 0 0 0 69154681 85765387 69503458 86080703 X 0 0 0 0 318453060 316660316 318453060 316660316 387956518 402741019 -1792744 0 X 0 1 1 X 0 0 4608924 4608924 0 21337355 7859524 13477831 0 0 0 0 0 6430073 5409639 1020434 0 0 0 0 19107189 0 294382140 F 294382140 Extended life premium reserve fund 20224054 Experience-rated refund receivable 2893149 Interest Receivable 52681 23169884 0 Accident and health reserve 47746789 Contributions due to subsidiary 27542477 Advance contributions 10187770 Payable to affiliates 288351 85765387 X X X X 1 0 0 Mark Moody 0 348431 0 0 0 25687 0 74769 0 31158 0 480045 0 0 Michael Stoll 0 194854 0 0 0 9906 0 70461 0 29491 0 304712 0 0 Michael I Quist 0 140577 0 0 0 4014 0 35144 0 19362 0 199097 0 0 Fred Evert 0 0 0 0 0 151806 0 0 0 19912 0 171718 0 151806 SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Severance payments include payments to Fred Evert ($151,806). 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 WEA Member Benefit Trust 45 Nob Hill Road Madison WI 53713 396189371 Agency WI N/A T 0 0 0 WEA Property & Casualty Insurance Company 45 Nob Hill Road Madison WI 53713 391767647 Insurance WI N/A C 0 0 0 WEA Investment Services Inc 45 Nob Hill Road Madison WI 53713 450510731 Broker Dealer WI N/A C 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 1 0 0 1 1 0 0 WEA Insurance Corporation o 2720284 Cost studies WEA Insurance Corporation p 1700004 Cost studies WEA Insurance Corporation l 756550911 Cost studies