2015-07-20T11:50:09-05:00 2014-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2014-01-01 391692308 WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TRUST WISC 6086637188 22 E MIFFLIN NO 900 MADISON WI 53703 MYRON SCHUSTER CHAIRMAN 6086637188 2015-07-02 1 HEIDI KONKEL P00503121 6082741980 2015-07-02 2014 2016-03-07 17:11:31Z MYRON SCHUSTER 22 E MIFFLIN SUITE 900 MADISON WI 53703 533532952 0 X WWW.WCAGHT.ORG X 1991 WI PROVIDE HEALTH AND WELFARE BENEFITS TO WISCONSIN COUNTIES, SCHOOL DISTRICTS AND MUNICIPALITIES. 13 13 0 0 0 0 0 0 222696754 265011256 926799 1056897 0 0 223623553 266068153 10300 10375 197218538 242439289 8800 6500 0 0 0 17258992 23947475 214496630 266403639 9126923 -335486 59326534 68817400 37400999 47631383 21925535 21186017 TO BE A COST EFFECTIVE RESOURCE FOR ASSISTING WISCONSIN COUNTIES AND OTHER LOCAL UNITS OF GOVERNMENT IN FULFILLING THEIR EMPLOYEE HEALTHCARE INSURANCE OBLIGATIONS IN A FISCALLY RESPONSIBLE MANNER. 0 0 PAYMENTS TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS-REVENUE PROVIDES MEDICAL, DENTAL, AND VISION INSURANCE COVERAGE FOR PUBLIC EMPLOYEES COVERED UNDER THE WCA GHT SUMMARY PLAN. ALL PREMIUM REVENUES RECEIVED ARE FROM MEMBERS OF WCA GHT. 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 33 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X JOSH BINDL 6086637188 22 E MIFFLIN MADISON WI 53703 COLLEEN BATES MEMBER 4.00 X 600 0 0 LISA CHARBARNEAU MEMBER 4.00 X 900 0 0 WARREN FLITCROFT MEMBER 4.00 X 0 0 0 HAL HELWIG MEMBER 4.00 X 1000 0 0 LYNN NELSON MEMBER 4.00 X 0 0 0 ROSEMARY RUECKERT MEMBER 4.00 X 500 0 0 LEE RYMER MEMBER 4.00 X 600 0 0 STEVEN SATHER MEMBER 4.00 X 600 0 0 DEL TWIDT MEMBER (THRU MARCH) 4.00 X 200 0 0 GUS WIRTH JR MEMBER 4.00 X 600 0 0 GARY WYMAN MEMBER 4.00 X 900 0 0 MYRON SCHUSTER CHAIR 4.00 X X 0 0 0 MARGARET BOSTELMANN VICE-CHAIR 4.00 X X 0 0 0 ALLEN BUECHEL SECRETARY 4.00 X X 600 0 0 6500 0 0 0 0 0 0 MEDICAL EXCESS INSURANCE PO BOX 3028 COSTA MESA CA 92628 INSURANCE BROKERS 10401674 UNITED MEDICAL RESOURCES 2700 MIDWEST DRIVE ONALASKA WI 54650 MANAGED CARE SERVICES 6738531 WISCONSIN COUNTIES ASSOCIATION 22 E MIFFLIN ST STE 900 MADISON WI 53703 CORPORATE MANAGEMENT SERVICES 1310117 AEGIS CORPORATION 18550 WEST CAPITOL DRIVE BROOKFIELD WI 53405 MARKETING CONSULTING SERVICES 1011820 ASSOCIATED FINANCIAL GROUP 711 EISENHOWER DR KIMBERLY WI 54136 INSURANCE BROKERS 564590 11 PREMIUMS 524298 265010922 265010922 MISCELLANEOUS 524298 334 334 265011256 945557 945557 267576139 267464799 111340 111340 111340 266068153 265011256 0 1056897 10375 242439289 6500 1310117 12410 25443 136002 10871994 108266 122021 45653 11254034 BANK SERVICE CHARGES 59085 2450 266403639 151804 268092 5383311 8070381 1985430 2274641 46803881 53929094 5002108 4275192 59326534 68817400 455420 2259608 8763781 8859744 28181798 36512031 37400999 47631383 X 0 0 0 0 21925535 21186017 21925535 21186017 59326534 68817400 -335486 -404032 0 X 0 1 X 0 0 0 U.S. GOVERNMENT SECURITIES 21456023 F CORPORATE OBLIGATIONS 23737255 F MUTUAL FUNDS 5965227 F MORTGAGE SECURITIES 2770589 F 53929094 CLAIM REIMBURSEMENT 4012472 ACCRUED INTEREST 262720 4275192 BENEFITS PAYABLE 34902756 LOSS ADJUSTING EXPENSE PAYABLE 1609275 36512031 X 255049316 -404032 -404032 255453348 136002 10478803 10614805 266068153 255788834 0 255788834 136002 10478803 10614805 266403639 PART X, LINE 2: THE TRUST IS REQUIRED TO ASSESS WHETHER OR NOT IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF INFORMATION. IF THE TAX POSITIONS DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE TRUST HAS DETERMINED THERE ARE NO AMOUNTS TO RECORDS AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE TAX YEARS 2011, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: BANK SERVICE CHARGES 59,085. RECLASSIFY REINSURANCE PREMIUMS 10,419,718. PART XII, LINE 4B - OTHER ADJUSTMENTS: BANK SERVICE CHARGES 59,085. RECLASSIFY REINSURANCE PREMIUMS 10,419,718. 1 SCHOLARSHIP PROGRAM 5 10375 PART I, LINE 2: SCHOLARSHIPS ARE AVAILABLE TO CHILDREN OF EMPLOYEES OF GROUPS PARTICIPATING IN THE TRUST. SCHOLARSHIP CHECKS ARE SENT TO THE INDIVIDUAL BUT ARE MADE OUT TO BOTH THE INDIVIDUAL AND THE COLLEGE. FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS A THIRD-PARTY ADMINISTRATION AGREEMENT WITH UMR FOR GENERAL ADMINISTRATION OF THE TRUST. RESPONSIBILITIES OF THE ADMINISTRATOR UNDER THIS AGREEMENT INCLUDE PREPARATION OF PLAN DOCUMENTS AND AMENDMENTS, PARTICIPANT ENROLLMENT AND BILLING, PROCESSING PARTICIPANT BENEFIT CLAIMS, AND OTHER ADMINISTRATIVE SERVICES. THE TRUST HAS A CORPORATE MANAGEMENT AGREEMENT WITH WCA TO OVERSEE MARKETING OF THE TRUST, INVESTING TRUST ASSETS, MANAGING ALL SERVICES CONTRACTS AND PREPARATION OF MONTHLY FINANCIAL STATEMENTS, AS WELL AS PROVIDING ON GOING ADMINISTRATIVE SERVICES TO THE TRUST AND THE TRUST'S BOARD. THE TRUST HAS EMPLOYEE BENEFIT CONSULTING AND MARKETING CONTRACT WITH AEGIS CORPORATION. RESPONSIBILITIES OF AEGIS UNDER THIS AGREEMENT ARE TO MARKET THE PLANS TO MEMBER COUNTIES OF WCA AND CONSULT WITH THE TRUST AND UMR IN ESTABLISHING AND ADMINISTERING THE PLANS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBER ORGANIZATIONS HAVE THE POWER TO APPOINT PERSONS RELATED TO THEIR OWN ORGANIZATION TO SIT ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS' CHAIRPERSON REVIEWS AND SIGNS THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C WCA GROUP HEALTH REQUIRES OFFICERS AND KEY EMPLOYEES TO FILL OUT A DISCLOSURE FORM ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. WISCONSIN COUNTIES ASSOCIATION 22 E MIFFLIN ST STE 900 MADISON WI 53703 396007681 REPRESENTS WI COUNTIES AT THE STATE AND FEDERAL LEVEL. WI 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0