WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST (EIN 39-1142212)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-08-09
IRS object ID: 201142229349301324
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	2011-08-09T17:36:20-07:00	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	391142212	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WISC	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	53713	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Michael I Quist	Name
Title	Controller	Title
Phone	6082764000	Phone
Date Signed	2011-08-11	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	1100228848	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	weatrust.com	WebSite
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1970	YearFormation
State Legal Domicile	WI	StateLegalDomicile
Activity Or Mission Description	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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	11	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	875194395	ProgramServiceRevenuePriorYear
Program Service Revenue CY	855561629	ProgramServiceRevenueCY
Investment Income Prior Year	-79628	InvestmentIncomePriorYear
Investment Income Current Year	765971	InvestmentIncomeCurrentYear
Other Revenue Prior Year	42010517	OtherRevenuePriorYear
Other Revenue Current Year	1980349	OtherRevenueCurrentYear
Total Revenue Prior Year	917125284	TotalRevenuePriorYear
Total Revenue Current Year	858307949	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	567111	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	1790637	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	874999523	OtherExpensePriorYear
Other Expenses Current Year	854901406	OtherExpensesCurrentYear
Total Expenses Prior Year	875566634	TotalExpensesPriorYear
Total Expenses Current Year	856692043	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	41558650	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1615906	RevenuesLessExpensesCY
Total Assets BOY	383345449	TotalAssetsBOY
Total Assets EOY	387956518	TotalAssetsEOY
Total Liabilities BOY	66508295	TotalLiabilitiesBOY
Total Liabilities EOY	69503458	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	316837154	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	318453060	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	855561629	Revenue
Description	Provide health and welfare benefits to participants through insurance programs underwritten by an affiliated organization.	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	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	1	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	1	RelatedOrgControlledEntity
Transaction Related Entity	1	TransactionRelatedEntity
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
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	1	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	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 (19 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
William Roberts
Trustee, Chair	3	X	0	0	0
Mary Theisen
Trustee, Vice Chair	3	X	0	0	0
Margaret Guertler
Trustee, Sec/Treas	3	X	0	0	0
Dennis Hortum
Trustee	3	X	0	0	0
Amy Johnson
Trustee	3	X	0	0	0
Suzanne Kahl
Trustee	3	X	0	0	0
Carol Kettner
Trustee	3	X	0	0	0
Connie Martin
Trustee	3	X	0	0	0
Heather Mielke
Trustee	3	X	0	0	0
Shelly Moore
Trustee	3	X	0	0	0
Dan Weidner
Trustee	3	X	0	0	0
Dennis Tietge
Trustee	3	X	0	0	0
Mary Bell
Trustee	3	X	0	0	0
Fred Evert
Executive Director Retired 8/20/2010	40		0	316039	98866	X
Paul Lefebvre
Controller Retired 9/15/2010	40		0	217654	66704	X
Alison Lindsay Mares
Assistant Secretary Retired 3/02/2010	40		0	36705	10659	X
Mark Moody
Executive Director	40		0	272352	97703	X
Michael Stoll
General Counsel/Assistant Secretary	40		0	189207	82790	X
Carol Peirick
Interim Controller	40		0	132273	48520	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	1164230	TotalReportableCompFrmRltdOrgs
Total Other Compensation	405242	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
WEA Insurance Corporation
45 Nob Hill Road	Madison	WI	53713	Administrative Services	1249784
Healthways Inc
P O Box 116718	Atlanta	GA	303687180	Administration Services	104409

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	2	NumberOfContractorsGT100K
Total Contributions	0	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
Contributions for welfare benefit trust	524114	854796950	854796950	0	$0
Experience rated refund	524114	764679	764679	0	$0

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	855561629	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	592868	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$592,868	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	242094002	Securities
Other	0	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	241920899	Securities
Other	0	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	173103	Securities
Other	0	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	173103	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$173,103	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount
Income from subsidiary	524114	295774	$295,774
Unrealized gain on investment	524114	1673607	$1,673,607
Miscellaneous revenue	524114	10968	$10,968

Miscellaneous Revenue MiscellaneousRevenue

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 Other Revenue	1980349	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	858307949	TotalRevenueColumn
Related Or Exempt Function Income	855561629	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$2,746,320	ExclusionAmount

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	1790637	Total

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	1249784	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	10000	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	19525	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	120939	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	234064	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	39348	Total

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	14716	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	39781	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	15731	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	46723	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1041822	Total

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal
Cost of contributions	852747959
Costs allocated to affiliates	-1700004
Member education	628524
Research and development	387282
Miscellaneous	5212

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	856692043	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	5950266	BOY
EOY	26611223	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	22461990	BOY
EOY	3854733	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	634842	BOY
EOY	1295935	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	1900000	BOY
EOY	1600000	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	20572	BOY
EOY	10858	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	32011958	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	12273478	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	20697405	BOY
EOY	19738480	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	18904535	BOY
EOY	20657021	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	293561081	BOY
EOY	293856856	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	19214758	BOY
EOY	20331412	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	383345449	BOY
EOY	387956518	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	323441	BOY
EOY	348777	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	0	BOY
EOY	0	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	66184854	BOY
EOY	69154681	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	66508295	BOY
EOY	69503458	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	0	BOY
EOY	0	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	316837154	BOY
EOY	318453060	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	316837154	BOY
EOY	318453060	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	383345449	BOY
EOY	387956518	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	1615906	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	0	FSAudited
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	4608924	OtherCostOrOtherBasis
Book Value	4608924	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	21008450	OtherCostOrOtherBasis
Depreciation	7138056	Depreciation
Book Value	13870394	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	6394584	OtherCostOrOtherBasis
Depreciation	5135422	Depreciation
Book Value	1259162	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	19738480	TotalOfBookValueLandBuildings

Closely Held Equity Interests CloselyHeldEquityInterests

Field	Value	IRS element (for citing)
Book Value	293856856	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	293856856	TotalOfBookValueSecurities

Other Assets OtherAssets (3 entries)

DescriptionDescription	Book ValueBookValue
Extended life premium fund	19054928
Experience-rated refund receivable	1183457
Interest receivable	93027

Field	Value	IRS element (for citing)
Total Book Value Other Assets	20331412	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescription	AmountAmount
Benefits payable	$21,098,096
Unearned & advance premiums	$16,294,384
Premiums due to subsidiary	$31,685,330
Payable to affiliates	$76,871

Field	Value	IRS element (for citing)
Total Of Amounts	69154681	TotalOfAmounts

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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 (5 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
0	250216	0	0	0	22137	0	74384	0	27913	0	374650	0	0
Michael Stoll
0	179960	0	0	0	9247	0	59231	0	25493	0	273931	0	0
Fred Evert
0	234533	0	0	0	81506	0	84769	0	17897	0	418705	0	59176
Paul Lefebvre
0	145462	0	0	0	72192	0	50521	0	19338	0	287513	0	60717
Carol Peirick
0	131678	0	0	0	595	0	38842	0	13071	0	184186	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	SchJ_P01_S00_L04	Identifier
Return Reference	Schedule J, Part I, Line 4	ReturnReference
Explanation	4a) Severance payments include payments to Fred Evert ($59,176) and Paul Lefebvre ($60,717). Severance is earned at a rate of two weeks for every calendar year of service.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
F990_P06_S0A_L04	Form 990, Part VI, Section A, Line 4	The Trust document was amended to allow the Trust to provide benefits to employees of any Wisconsin unit of government.
F990_P06_S0A_L07a	Form 990, Part VI, Section A, Line 7a	The trusteees are appointed by WEA, Inc., a related entity.
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 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.

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 Corporation
45 Nob Hill Road	Madison	WI	53713	391519322	Insurance	WI	501(c)(9)	N/A	0
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

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 Advisor	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	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
WEA Insurance Corporation
o	2265589	Cost studies
WEA Insurance Corporation
p	1700004	Cost studies