WEA INSURANCE CORPORATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: WEA INSURANCE CORPORATION (EIN 39-1519322)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-08-09
IRS object ID: 201122229349300347
Schema version: 2010v3.2
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	2011-08-09T14:00:52-07:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2010-01-01	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 Quist	Name
Title	Treasurer/Chief Financial Officer	Title
Phone	6082764000	Phone
Date Signed	2011-08-13	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2010	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	1008302377	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	11	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	512	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	863434902	ProgramServiceRevenuePriorYear
Program Service Revenue CY	846528120	ProgramServiceRevenueCY
Investment Income Prior Year	20208375	InvestmentIncomePriorYear
Investment Income Current Year	23479658	InvestmentIncomeCurrentYear
Other Revenue Prior Year	13681561	OtherRevenuePriorYear
Other Revenue Current Year	7825476	OtherRevenueCurrentYear
Total Revenue Prior Year	897324838	TotalRevenuePriorYear
Total Revenue Current Year	877833254	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	814448484	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	815541629	BenefitsPaidToMembersCY
Salaries Etc Prior Year	49263080	SalariesEtcPriorYear
Salaries Etc Current Year	51728207	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	17364069	OtherExpensePriorYear
Other Expenses Current Year	17518342	OtherExpensesCurrentYear
Total Expenses Prior Year	881075633	TotalExpensesPriorYear
Total Expenses Current Year	884788178	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	16249205	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-6954924	RevenuesLessExpensesCY
Total Assets BOY	596587550	TotalAssetsBOY
Total Assets EOY	654384936	TotalAssetsEOY
Total Liabilities BOY	356411935	TotalLiabilitiesBOY
Total Liabilities EOY	421164245	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	240175615	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	233220691	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
Expense	0	Expense
Grants	0	Grants
Revenue	846528120	Revenue
Description	Health Insurance Programs: Provide benefits for approximately 49,000 health participants, 50,000 dental participants, 56,000 long term disability participants, 41,000 prescription drug participants, 10,000 short term disability participants, and 24,000 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	8718	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	512	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	11	NbrVotingGoverningBodyMembers
Number Independent Voting Members	11	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	53713	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (28 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
Amy Johnson
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
William Roberts
Board Member	3	X	0	0	0
Mary Theisen
Board Member	3	X	0	0	0
Dennis Tietge
Board Member	3	X	0	0	0
Suzanne Kahl
Board Member	3	X	0	0	0
Mary Bell
Board Member	3	X	0	0	0
Carol Kettner
Board Member	3	X	0	0	0
Dan Weidner
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
Michael Stoll
General Counsel/Vice President	40		189207	0	82790	X
Paul Lefebvre
Treasurer Retired 9/15/2010	40		217654	0	66704	X
Fred Evert
CEO Retired 8/20/2010	40		316039	0	98866	X
Alison Mares
Secretary Retired 3/02/2010	40		36705	0	10659	X
Peggy Smelser
Chief Operating Officer Retired 1/07/2010	40		37772	0	4610	X
Mark Moody
CEO/President	40		272352	0	97703	X
Kathryne McGowan
VP Marketing & Product Development	40		210930	0	79288	X
Carol Peirick
Interim Treasurer	40		132273	0	48520	X
Denise Delong
VP Benefits Administration	40		162003	0	73814		X
Mark Blumenfeld
Chief Information Officer/Vice President	40		161097	0	66246		X
Ken Robbins
Medical Director	40		214659	0	74566			X
Rick Reas
Senior Provider Network Executive	40		150054	0	58545			X
Paul Rosowski
Manager of Clinical Pharmacy	40		132429	0	59094			X
Bob Ceder
Chief Human Resources Officer	40		128988	0	58248			X
Marilyn Windschiegl
Associate General Counsel	40		126585	0	56618			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2488747	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	936271	TotalOtherCompensation
Number Individuals GT100 K	46	NumberIndividualsGT100K
Formers Listed	0	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
Teksystems
PO Box 198568	Atlanta	GA	30384	Information Technology Consulting	1240432
Teamsoft
1350 Deming Way	Middleton	WI	53562	Information Technology Consulting	928025	Suite 205
Apex Systems Inc
4400 Cox Road	Glen Allen	VA	23060	Information Technology Consulting	583219	Suite 200
Alere Health Improvement Co
PO Box 403393	Atlanta	GA	303843393	Medical consulting	492326
Exacta Corporation
16595 West Bluemound Road	Brookfield	WI	530055907	Information Technology Consulting	458229

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	22	NumberOfContractorsGT100K
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	846528120	TotalRevenueColumn
Related Or Exempt Function Income	846528120	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	846528120	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	20689363	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$20,689,363	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	133194441	Securities
Other	64977	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	130452145	Securities
Other	16978	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	2742296	Securities
Other	47999	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	2790295	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$2,790,295	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount
Unrealized gain on investments	524114	12785867	$12,785,867
Change in AVR Reserve	524114	-3931674	-$3,931,674
Change in nonadmitted assets	524114	-1081721	-$1,081,721

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	53004	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$53,004	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	7825476	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	877833254	TotalRevenueColumn
Related Or Exempt Function Income	846528120	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$31,305,134	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	815541629	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	3260780	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	28605862	Total

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	6608833	Total

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	10864670	Total

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	2388062	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	23683	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	144350	Total

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	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	1009804	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	4726810	Total

Advertising Advertising

Field	Value	IRS element (for citing)
Total	501126	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	2537861	Total

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	5926777	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	623874	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	367642	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	26533	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	759586	Total

Insurance Insurance

Field	Value	IRS element (for citing)
Total	203022	Total

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal
Change in LAE reserves	1889379
Costs allocated to affiliates	-1460322
Insurance dept licenses and fees	190698

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	47519	Total

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	884788178	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	-384953	BOY
EOY	7695900	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	67922195	BOY
EOY	86492811	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	30456444	BOY
EOY	31584007	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
EOY	0	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	4847138	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	4494760	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	749155	BOY
EOY	352378	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	493802695	BOY
EOY	524083738	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	4042014	BOY
EOY	4176102	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	596587550	BOY
EOY	654384936	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	22315050	BOY
EOY	25806596	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	38098236	BOY
EOY	38308775	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	295998649	BOY
EOY	357048874	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	356411935	BOY
EOY	421164245	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	238175615	BOY
EOY	231220691	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	240175615	BOY
EOY	233220691	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	596587550	BOY
EOY	654384936	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-6954924	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	4847138	OtherCostOrOtherBasis
Depreciation	4494760	Depreciation
Book Value	352378	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	352378	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
BENEFITS PAYABLE	$322,346,957
ASSET VALUATION RESERVE	$24,345,610
INTEREST MAINTENANCE RESERVE	$6,453,950
DRAFTS PAYABLE	$3,752,572
PAYABLE TO AFFILIATES	$149,785

Field	Value	IRS element (for citing)
Total Of Amounts	357048874	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 (13 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 Related OrgsCompReportPrior990RelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg
Mark Moody
250216	0	0	0	22137	0	74384	0	27913	0	374650	0	0
Kathryne McGowan
202050	0	0	0	8880	0	56769	0	27620	0	295319	0	0	0
Michael Stoll
179960	0	0	0	9247	0	59231	0	25493	0	273931	0	0	0
Fred Evert
234533	0	0	0	81506	0	84769	0	17897	0	418705	0	0	59176
Paul Lefebvre
145462	0	0	0	72192	0	50521	0	19338	0	287513	0	0	60717
Mark Blumenfeld
150881	0	0	0	10216	0	44239	0	24637	0	229973	0	0	0
Denise Delong
160090	0	0	0	1914	0	50384	0	26239	0	238627	0	0	0
Ken Robbins
208305	0	0	0	6354	0	53353	0	24997	0	293009	0	0	0
Rick Reas
141885	0	0	0	8168	0	37332	0	24275	0	211660	0	0	0
Carol Peirick
131678	0	0	0	595	0	38842	0	13071	0	184186	0	0	0
Paul Rosowski
132206	0	0	0	223	0	35875	0	27051	0	195355	0	0	0
Bob Ceder
125922	0	0	0	3066	0	37036	0	23326	0	189350	0	0	0
Marilyn Windschiegl
126045	0	0	0	540	0	34099	0	25855	0	186539	0	0	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	Line 4a) Severance payments include payments to Fred Evert ($59,176), Paul Lefebvre ($60,717), Peg Smelser ($29,194), and Alison Lindsay-Mares ($15,839). Severance is earned at a rate of two weeks for every calendar year of service. Line 4b) Contributions were made to a supplemental 457 Plan on behalf of Mark Moody ($13,654), Kathryne McGowan ($1,500), and Fred Evert ($9,731).

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_L11a	Form 990, Part VI, Section B, Line 11a	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	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership
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 Advisors	WI	N/A	C	0	0	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	0	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	1	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	2265589	Cost studies
WEA Property & Casualty Insurance Company
p	209338	Cost studies
WEA Member Benefit Trust
p	199262	Cost studies
WEA Tax Sheltered Annuity Trust
p	469847	Cost studies
WEA Insurance Trust
r	845605314	Cost studies