2011-08-09T17:36:20-07:00 2010-12-31 990 2010-01-01 391142212 WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST WISC 6082764000 45 NOB HILL ROAD MADISON WI 53713 Michael I Quist 6082764000 2011-08-11 2010 2016-02-24 21:20:13Z MARK MOODY 45 NOB HILL ROAD MADISON WI 53713 1100228848 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. 11 11 0 0 0 0 0 875194395 855561629 -79628 765971 42010517 1980349 917125284 858307949 0 567111 1790637 0 0 0 874999523 854901406 875566634 856692043 41558650 1615906 383345449 387956518 66508295 69503458 316837154 318453060 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 855561629 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 11 11 0 0 1 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 William Roberts 3 X 0 0 0 Mary Theisen 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 Dan Weidner 3 X 0 0 0 Dennis Tietge 3 X 0 0 0 Mary Bell 3 X 0 0 0 Fred Evert 40 X 0 316039 98866 Paul Lefebvre 40 X 0 217654 66704 Alison Lindsay Mares 40 X 0 36705 10659 Mark Moody 40 X 0 272352 97703 Michael Stoll 40 X 0 189207 82790 Carol Peirick 40 X 0 132273 48520 0 1164230 405242 0 0 1 0 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 2 0 Contributions for welfare benefit trust 524114 854796950 854796950 0 0 Experience rated refund 524114 764679 764679 0 0 0 0 0 0 855561629 592868 0 0 592868 0 0 0 0 0 0 0 0 0 0 242094002 0 241920899 0 173103 0 173103 0 0 173103 Income from subsidiary 524114 295774 0 0 295774 Unrealized gain on investment 524114 1673607 0 0 1673607 Miscellaneous revenue 524114 10968 0 0 10968 0 0 0 0 1980349 858307949 855561629 0 2746320 1790637 1249784 10000 19525 120939 234064 39348 14716 39781 15731 46723 1041822 Cost of contributions 852747959 Costs allocated to affiliates -1700004 Member education 628524 Research and development 387282 Miscellaneous 5212 856692043 0 0 0 5950266 26611223 22461990 3854733 0 0 634842 1295935 0 0 0 0 1900000 1600000 0 0 20572 10858 32011958 12273478 20697405 19738480 18904535 20657021 293561081 293856856 0 0 0 0 19214758 20331412 383345449 387956518 323441 348777 0 0 0 0 0 0 0 0 0 0 0 0 0 0 66184854 69154681 66508295 69503458 X 0 0 0 0 316837154 318453060 316837154 318453060 383345449 387956518 1615906 0 X 0 0 0 0 4608924 4608924 0 21008450 7138056 13870394 0 0 0 0 0 6394584 5135422 1259162 0 0 0 0 19738480 293856856 F 293856856 Extended life premium fund 19054928 Experience-rated refund receivable 1183457 Interest receivable 93027 20331412 0 Benefits payable 21098096 Unearned & advance premiums 16294384 Premiums due to subsidiary 31685330 Payable to affiliates 76871 69154681 X X X X 1 0 0 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 SchJ_P01_S00_L04 Schedule J, Part I, Line 4 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. 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. 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 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 0 0 0 1 1 0 0 WEA Insurance Corporation o 2265589 Cost studies WEA Insurance Corporation p 1700004 Cost studies