WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST: Form 990, tax year 2018
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- Organization
- WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST (EIN 39-1142212)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201923179349308522
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T17:30:36-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Powder Forest Drive | AddressLine1Txt |
| City | Simsbury | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060897902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391142212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wisconsin Education Association Insurance Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 6082764000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 Nob Hill Road | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dawn Witek | PersonNm |
| Person Title | VP of Finance and Accounting | PersonTitleTxt |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN ANDERSON | PreparerPersonNm |
| PTIN | P01231300 | PTIN |
| Phone | 8606789200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL QUIST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 Nob Hill Road | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $348,257,427 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WEATRUST.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $331,952,731 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $214,939,905 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,409,970 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,157,903 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,389,326 | PYOtherRevenueAmt |
| CY Other Revenue | $82,517 | CYOtherRevenueAmt |
| PY Total Revenue | $360,752,027 | PYTotalRevenueAmt |
| CY Total Revenue | $217,180,325 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $3,852,308 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $214,885,526 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,687 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $329,852,143 | PYOtherExpensesAmt |
| CY Other Expenses | $1,298,824 | CYOtherExpensesAmt |
| PY Total Expenses | $333,704,451 | PYTotalExpensesAmt |
| CY Total Expenses | $216,194,037 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,047,576 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $986,288 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $247,545,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $235,238,758 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,250,366 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,928,612 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $210,295,194 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $199,310,146 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | Provide health and welfare benefits to participants through insurance programs underwritten by an affiliated organization | Desc |
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dawn Witek | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6086616784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 Nob Hill Road | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Mary Theisen | ||||||||
| Trustee, Chair | 0.5 | 2.5 | Yes (X) | Yes (X) | $1,800 | $2,941 | $0 | |
| Margaret Guertler | ||||||||
| Trustee, Vice Chair | 0.5 | 2.5 | Yes (X) | Yes (X) | $1,231 | $1,816 | $0 | |
| Heather Mielke | ||||||||
| Trustee, Secretary/Treasurer | 0.5 | 2.5 | Yes (X) | Yes (X) | $1,231 | $1,666 | $0 | |
| Allen Knop | ||||||||
| Trustee | 0.5 | 2.5 | Yes (X) | $400 | $1,075 | $0 | ||
| Amy Johnson | ||||||||
| Trustee | 0.5 | 2.5 | Yes (X) | $750 | $1,306 | $0 | ||
| Carol Kettner | ||||||||
| Trustee | 0.5 | 2.5 | Yes (X) | $800 | $1,332 | $0 | ||
| Dan Weidner | ||||||||
| Trustee | 0.5 | 2.5 | Yes (X) | $700 | $1,706 | $0 | ||
| David Kijek | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $500 | $0 | $0 | ||
| David Stella | ||||||||
| Trustee (Through May 2018) | 0.3 | 1.2 | Yes (X) | $250 | $600 | $0 | ||
| Mike Halloran | ||||||||
| Trustee | 0.5 | 2.5 | Yes (X) | $800 | $1,225 | $0 | ||
| Sarah Kruger | ||||||||
| Trustee | 0.5 | 2.5 | Yes (X) | $400 | $631 | $0 | ||
| Shelly Krajacic | ||||||||
| Trustee | 0.5 | 0.0 | Yes (X) | $825 | $0 | $0 | ||
| Michael Quist | ||||||||
| CEO/President | 4.0 | 36.0 | Yes (X) | $0 | $406,076 | $59,174 | ||
| Vaughn Vance | ||||||||
| General Counsel/Vice President\Corporate Secretary | 4.0 | 36.0 | Yes (X) | $0 | $217,528 | $55,085 | ||
| Dawn Witek | ||||||||
| Controller and Treasurer | 4.0 | 36.0 | Yes (X) | $0 | $160,467 | $43,854 | ||
| Barbara Ruegsegger | ||||||||
| Corporate Secretary | 4.0 | 36.0 | Yes (X) | $0 | $92,932 | $37,443 | ||
| Mark Moody | ||||||||
| Former CEO/President | 0.0 | 0.0 | $0 | $173,272 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,687 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,064,573 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $195,556 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Contributions for welfare benefits | Desc |
| Business | 524114 | BusinessCd |
| Total Revenue Column | $214,939,905 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $214,939,905 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $214,939,905 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $862,859 | TotalRevenueColumnAmt |
| Exclusion | $862,859 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $132,372,146 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,077,102 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,295,044 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,295,044 | TotalRevenueColumnAmt |
| Exclusion | $1,295,044 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Commissions | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $82,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,517 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $82,517 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $217,180,325 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $215,022,422 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,157,903 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,885,526 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,687 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,266 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,936 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,787 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,461 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,898 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,126 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,597 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,753 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLOCATION OF COSTS TO AFFILIATES | Desc |
| Total | $690,000 | TotalAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,194,037 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,667,152 | BOYAmt |
| EOY | $2,091,128 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,141,812 | BOYAmt |
| EOY | $1,010,576 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $27,487 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $168,812 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,812 | BOYAmt |
| EOY | $168,812 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,866,722 | BOYAmt |
| EOY | $33,028,754 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,218,469 | BOYAmt |
| EOY | $172,803,387 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,482,593 | BOYAmt |
| EOY | $26,108,614 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,545,560 | BOYAmt |
| EOY | $235,238,758 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,420 | BOYAmt |
| EOY | $439,595 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,864,946 | BOYAmt |
| EOY | $35,489,017 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,250,366 | BOYAmt |
| EOY | $35,928,612 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,295,194 | BOYAmt |
| EOY | $199,310,146 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,295,194 | BOYAmt |
| EOY | $199,310,146 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,545,560 | BOYAmt |
| EOY | $235,238,758 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $986,288 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,040,274 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$9,931,062 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $168,812 | OtherCostOrOtherBasisAmt |
| Book Value | $168,812 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $168,812 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $165,580,830 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership interests | Desc |
| Book Value | $7,222,557 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $172,803,387 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Extended life premium reserve fund | $24,322,365 |
| Experience-rated refund receivable | $184,164 |
| Interest Receivable | $193,790 |
| Other Assets | $1,408,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $26,108,614 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Benefits Payable | $30,741,373 |
| Contributions due to Corp | |
| Advance Contributions | |
| Small Group Self-funded | $1,015,304 |
| Payable to affiliates | $2,508,448 |
| Payables for securities | $1,223,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,489,017 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | TRUST, CORPORATION AND HTHP ACCOUNT FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR CONSOLIDATED FINANCIAL STATEMENTS. THE COMPANIES MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE TRUST, CORPORATION AND HTHP DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2018 AND 2017. THE COMPANIES DO NOT BELIEVE IT IS REASONABLY POSSIBLE THAT ITS UNRECOGNIZED TAX BENEFITS WOULD MATERIALLY CHANGE IN THE NEXT TWELVE MONTHS. THE COMPANIES POLICY IS TO INCLUDE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF OTHER EXPENSES. AS OF DECEMBER 31, 2018 AND 2017, THE COMPANIES DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Quist | ||||||||||||||
| CEO/President | $0 | $399,140 | $0 | $0 | $0 | $6,936 | $0 | $27,500 | $0 | $31,674 | $0 | $465,250 | $0 | $0 |
| Vaughn Vance | ||||||||||||||
| General Counsel/Vice President\Corporate Secretary | $0 | $214,075 | $0 | $0 | $0 | $3,453 | $0 | $22,098 | $0 | $32,987 | $0 | $272,613 | $0 | $0 |
| Dawn Witek | ||||||||||||||
| Controller and Treasurer | $0 | $157,647 | $0 | $0 | $0 | $2,820 | $0 | $16,460 | $0 | $27,394 | $0 | $204,321 | $0 | $0 |
| Mark Moody | ||||||||||||||
| Former CEO/President | $0 | $0 | $0 | $0 | $0 | $173,272 | $0 | $0 | $0 | $0 | $0 | $173,272 | $0 | $71,262 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4a Severance or change-of-control payment | FormAndLineReferenceDesc |
| Explanation | Mark Moody received severance pay of $102,010, from a related organization, WEA Insurance Corporation, as part of a voluntary program. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL | The President/CEO was compensated by a related organization, WEA Insurance Corporation, which UTILIZED AN INDEPENDENT COMPENSATION TOOL, PAYFACTORS, TO PROVIDE BENCHMARK SALARY INFORMATION. THE BENCHMARK DATA CONSIDERED COMPARABLE ORGANIZATIONS AND OUR GEOGRAPHIC AREA. The compensation was APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS of WEA Insurance Corporation, AND DOCUMENTED IN THE MINUTES. THE MOST RECENT REVIEW OF COMPENSATION TOOK PLACE IN 2018. |
| Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES | The officers of the organization were compensated by a related organization, WEA Insurance Corporation. The compensation of all Vice Presidents was reviewed and approved by the Executive Committee of WEA Insurance Corporation in March. In addition, market adjustments were reviewed and approved by the Executive Committee in November. THE PROCESS was DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMMITTEE of WEA Insurance Corporation. Salary information from comparable organizations within the geographic aea was considered. THE MOST RECENT REVIEW OF COMPENSATION TOOK PLACE IN 2018. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 is prepared by an external consulting firm. Any areas of concern are discussed and reviewed prior to signing. A complete copy of the Form 990 is presented to the Board members prior to filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | 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 has not been a change in status. |
| Form 990, Part VI, Line 19 Required documents available to the public | The Trust makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Unrealized loss on investment in WEA Insurance Corporation - -9931062; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (81 entries)
| Direct Controlling NADirectControllingNACd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ADAMS COUNTY | ||||||||||
| N/A | ||||||||||
| ANTIGO UNIFIED SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| AUGUSTA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| BIG FOOT UNION HIGH SCHOOL | ||||||||||
| N/A | ||||||||||
| BOYCEVILLE COMMUNITY SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| CADOTT COMMUNITY SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| CAMBRIA-FRIESLAND SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| CESA 6 | ||||||||||
| N/A | ||||||||||
| COCHRANE-FOUNTAIN CITY SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| COLEMAN SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| CUDAHY CITY OF | ||||||||||
| N/A | ||||||||||
| DE SOTO AREA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| DRUMMOND AREA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| FOX POINT-BAYSIDE SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| GALE-ETTRICK-TREMPEALEAU SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| HILLSBORO SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| INCLUSA INC | ||||||||||
| N/A | ||||||||||
| IOLA-SCANDINAVIA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| KENOSHA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| LAKE GENEVA SCHOOLS | ||||||||||
| N/A | ||||||||||
| MAPLE DALE-INDIAN HILL SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| MAUSTON SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| MENOMINEE INDIAN SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| MEQUON-THIENSVILLE SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| MOUNT PLEASANT VILLAGE OF | ||||||||||
| N/A | ||||||||||
| NEW HOLSTEIN SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| NEW LISBON SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| NEW LONDON SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| NEW LONDON CITY OF | ||||||||||
| N/A | ||||||||||
| NICOLET UNION HIGH SCHOOL | ||||||||||
| N/A | ||||||||||
| NORTH SHORE FIRE DEPARTMENT | ||||||||||
| N/A | ||||||||||
| NORTHERN OZAUKEE SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| OAKFIELD SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| OMRO SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| PEPIN AREA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| PORT WASHINGTON-SAUKVILLE SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| PRAIRIE DU CHIEN SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| RANDALL CONSOLIDATED SCHOOL DISTRICT JT 1 | ||||||||||
| N/A | ||||||||||
| RANDOM LAKE SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| RAYMOND SCHOOL DISTRICT #14 | ||||||||||
| N/A | ||||||||||
| REEDSBURG SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| REEDSVILLE SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| RICHFIELD JOINT 1 SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| ROSENDALE-BRANDON SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| ROYALL SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| RUSK COUNTY | ||||||||||
| N/A | ||||||||||
| SHAWANO SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| ST FRANCIS CITY OF | ||||||||||
| N/A | ||||||||||
| SUPERIOR SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| SUSSEX VILLAGE OF | ||||||||||
| N/A | ||||||||||
| TOMAH AREA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| TREVOR WILMOT CONSOLIDATED SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| WABENO AREA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| WEA INSURANCE CORPORATION | ||||||||||
| 45 Nob Hill Road | Madison | WI | 53713 | 391519322 | HEALTH INSURANCE | WI | 501(c)(9) | Wisconsin Education Association Insurance Trust | Yes (true) | |
| WEA PROPERTY & CASUALTY INSURANCE COMPANY | ||||||||||
| N/A | ||||||||||
| WEST ALLIS-WEST MILWAUKEE SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| WEST DE PERE SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| WEST SALEM SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| WESTFIELD SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| WHEATLAND CENTER JT 1 SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| WHITEFISH BAY SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| WHITEFISH BAY VILLAGE OF | ||||||||||
| N/A | ||||||||||
| WILD ROSE SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| WISCONSIN EDUCATION ASSOCIATION COUNCIL | ||||||||||
| N/A | ||||||||||
| WISCONSIN EMPLOYEE TRUST FUND | ||||||||||
| N/A | ||||||||||
| WONEWOC-UNION CENTER SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| ALTOONA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| BARRON AREA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| FRIESS LAKE SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| GRESHAM SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| HOLY HILL AREA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| MONDOVI SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| SPARTA AREA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| WATERFORD GRADED SCHOOL DISTRICT JT 1 | ||||||||||
| N/A | ||||||||||
| WAUPACA SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| WAUSHARA COUNTY | ||||||||||
| N/A | ||||||||||
| WILLIAMS BAY VILLAGE OF | ||||||||||
| N/A | ||||||||||
| WINNECONNE COMMUNITY SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| WITTENBERG-BIRNAMWOOD SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
| CITY OF NEW BERLIN | ||||||||||
| N/A | ||||||||||
| THORP SCHOOL DISTRICT | ||||||||||
| N/A | ||||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH TRADITION HEALTH PLAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 NOB HILL ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391545987 | EIN |
| Primary Activities | HEALTH MAINTENANCE ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEA INSURANCE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WEA Insurance Corporation | ||
| M | $209,889,616 | ACTUAL |
| WEA Insurance Corporation | ||
| N | $125,000 | ACTUAL |
| WEA Insurance Corporation | ||
| O | $528,000 | ACTUAL |
Comments