2014-08-12T12:16:38-07:00 2013-12-31 990 2013-01-01 391142212 WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST WISC 6082764000 45 NOB HILL ROAD MADISON WI 53713 Michael I Quist Controller 6082764000 2014-08-12 2013 2015-11-30 17:44:51Z Michael I Quist 45 Nob Hill Road Madison WI 53713 461948150 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 0 633459090 404768903 2874009 1038607 -6138293 -27517304 630194806 378290206 0 0 1387130 1712646 0 0 0 0 0 633286731 406960144 634673861 408672790 -4479055 -30382584 396563895 359073821 83709346 75703152 312854549 283370669 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 404768903 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 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Carmen Raha 6086616682 45 NOB HILL ROAD MADISON WI 53713 Patricia Barrette Trustee 0.5 2.5 X 0 0 0 Lisa Glaser Trustee 0.5 2.5 X 0 0 0 Margaret Guertler Trustee, Vice Chair 0.5 2.5 X 0 0 0 Amy Johnson Trustee 0.5 2.5 X 0 0 0 Suzanne Kahl Trustee 0.5 2.5 X 0 0 0 Carol Kettner Trustee, Secretary/Treasurer 0.5 2.5 X 0 0 0 Betsy Kippers Trustee 0.5 2.5 X 0 0 0 Heather Mielke Trustee 0.5 2.5 X 0 0 0 Shelly Moore Trustee 0.5 2.5 X 0 0 0 Mary Theisen Trustee, Chair 0.5 2.5 X 0 0 0 Dan Weidner Trustee 0.5 2.5 X 0 0 0 Mark Moody Executive Director 4 36 X 0 427317 156112 Michael I Quist Controller 4 36 X 0 253234 101325 Vaughn Vance General Counsel/Assistant Secretary 4 36 X 0 154351 72141 Michael Stoll General Counsel/Assistant Secretary 4 36 X 0 95140 5448 0 930042 335026 0 0 1 0 WEA Insurance Corporation 45 Nob Hill Road Madison WI 53713 Administrative Services 878346 Dewitt Ross & Stevens 2 East Mifflin Street Madison WI 537032865 Legal services 507466 Ernst & Young LLP 875 East Wisconsin Avenue Milwaukee WI 53202 Accounting services 112500 3 0 Contributions earned for welfare benefit plan 524114 403271487 403271487 0 0 Experience rated refund 524114 1497416 1497416 0 0 0 0 0 0 404768903 469542 0 0 469542 0 0 0 0 0 0 0 0 0 0 84227009 0 83657944 0 569065 0 569065 0 0 569065 Net unrealized depreciation of subsidiary 524114 -27826876 -27826876 0 0 Other income 524114 309572 309572 0 0 0 0 0 0 -27517304 378290206 377251599 0 1038607 0 0 0 1712646 0 0 0 0 0 0 756130 535774 144000 0 0 127036 304642 0 37266 3678 0 108728 10230 0 7575 0 0 4137806 0 Cost of contributions 401418025 Costs allocated to affiliates -1684800 Member education 618207 Research and development 435847 408672790 0 0 0 9658619 770967 20054584 13539209 0 0 1388637 2206626 0 0 0 0 0 0 0 0 31096 0 29224553 15221093 18123172 14003460 31561429 40219780 293171153 264556812 0 0 0 0 22575205 23776967 396563895 359073821 560295 505868 0 0 0 0 0 0 0 0 0 0 0 0 0 0 83149051 75197284 83709346 75703152 X 0 0 0 0 312854549 283370669 312854549 283370669 396563895 359073821 -30382584 898704 0 0 0 0 X 0 1 X 1 0 0 4608924 4608924 0 18184492 9293416 8891076 0 0 0 0 0 6431137 5927677 503460 0 0 0 0 14003460 0 260405325 F Partnership interests 4151487 F 264556812 Extended life premium reserve fund 22146064 Experience-rated refund receivable 853011 Other Receivables 518160 Securities Receivable 186744 Interest receivable 72988 23776967 0 Accident and health reserve 47438424 Contributions due to subsidiary 16739089 Payable to affiliates 9064726 Payable for securities 1708775 Advance contributions 246270 75197284 1 0 0 Mark Moody Executive Director 0 400000 0 0 0 27317 0 137577 0 27450 0 592344 0 0 Michael I Quist Controller 0 236763 0 0 0 16471 0 82790 0 24960 0 360984 0 6988 Vaughn Vance General Counsel/Assistant Secretary 0 154052 0 0 0 299 0 53606 0 23506 0 231463 0 0 Schedule J, Part I, Line 3 The Trust utilizes methods used by a related organization to establish compensation of the CEO/Executive Director. Schedule J, Part I, Line 4 Severance payments are included for Michael Stoll ($67,642). Severance is earned at a rate of two weeks for every calendar year of service. Form 990, Part VI, Section A, Line 7a The trustees are appointed by WEA, Inc., a related entity. Form 990, Part VI, Section B, Line 11b 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 prior to signing. 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. 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. 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) WEA Insurance Trust 1 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 0 WEA Member Benefit Trust 45 Nob Hill Road Madison WI 53713 396189371 Agency WI N/A T 0 0 WEA Property & Casualty Insurance Company 45 Nob Hill Road Madison WI 53713 391767647 Insurance WI N/A C 0 0 WEA Investment Services Inc 45 Nob Hill Road Madison WI 53713 450510731 Broker Dealer WI N/A C 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 1 0 0 1 1 0 0 WEA Insurance Corporation p 1932400 Cost studies WEA Insurance Corporation q 1684800 Cost studies WEA Insurance Corporation m 431338202 Cost studies