2013-07-11T12:16:21-05:00 2012-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2012-01-01 391692308 WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TRUST WISC 6086637188 22 E MIFFLIN NO 900 MADISON WI 53703 MYRON SCHUSTER 6086637188 2013-06-24 1 HEIDI KONKEL P00503121 6082741980 2013-06-24 2012 2016-02-24 21:20:13Z MYRON SCHUSTER 22 E MIFFLIN SUITE 900 MADISON WI 53703 415657681 0 X WWW.WCAGHT.ORG X 1991 WI PROVIDE HEALTH AND WELFARE BENEFITS TO WISCONSIN COUNTIES, SCHOOL DISTRICTS AND MUNICIPALITIES. 14 4 0 0 0 0 0 0 174126160 204794498 752146 786056 0 0 174878306 205580554 15300 6000 161961250 181824778 7200 7200 0 0 0 12434617 15376094 174418367 197214072 459939 8366482 40387360 50627634 36794054 38115111 3593306 12512523 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 1 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 23 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 4 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 MYRON SCHUSTER 4.00 X X 0 0 0 MARGARET BOSTELMANN 4.00 X X 0 0 0 JOHN YOUNG 4.00 X X 600 0 0 DEL TWIDT 4.00 X 500 0 0 COLLEEN BATES 4.00 X 500 0 0 ALLEN BUECHEL 4.00 X 500 0 0 WARREN FLITCROFT 4.00 X 0 0 0 GARY WYMAN 4.00 X 200 0 0 LEE RYMER 4.00 X 600 0 0 GUS WIRTH JR 4.00 X 400 0 0 HAL HELWIG 4.00 X 600 0 0 ROSEMARY RUECKERT 4.00 X 500 0 0 STEVEN SATHER 4.00 X 400 0 0 LYNN NELSON 4.00 X 0 0 0 4800 0 0 0 0 0 0 MEDICAL EXCESS INSURANCE PO BOX 3028 COSTA MESA CA 92628 INSURANCE BROKERS 6812952 WISCONSIN COUNTIES ASSOCIATION 22 E MIFFLIN ST STE 900 MADISON WI 53703 CORPORATE MANAGEMENT SERVICES 1039707 AEGIS CORPORATION 18550 WEST CAPITOL DRIVE BROOKFIELD WI 53405 MARKETING CONSULTING SERVICES 804137 ASSOCIATED FINANCIAL GROUP W233N2080 RIDGEVIEW PARKWAY WAUKESHA WI 53188 INSURANCE BROKERS 494314 THE HORTON GROUP N19W24101 NORTH RIVERWOOD DRIVE WAUKESHA WI 53188 INSURANCE BROKERS 229735 10 PREMIUMS 524298 204778455 204778455 MISCELLANEOUS 524298 16043 16043 204794498 811974 811974 210051209 210077127 -25918 -25918 -25918 205580554 204794498 0 786056 6000 181824778 7200 1039487 32463 23085 79172 6529157 101057 53845 7397064 BANK SERVICE CHARGES 73184 47580 197214072 112385 130445 12416800 11624781 1198732 1260784 82661 0 24130416 32619264 2446366 4992360 40387360 50627634 317906 214706 6139841 8420656 30336307 29479749 36794054 38115111 X 0 0 0 0 3593306 12512523 3593306 12512523 40387360 50627634 8366482 552735 0 X 0 1 X 0 0 0 U.S. GOVERNMENT SECURITIES 12868453 F CORPORATE OBLIGATIONS 15586518 F MUTUAL FUNDS 4164293 F 32619264 CLAIM REIMBURSEMENT 4804775 ACCRUED INTEREST 187585 4992360 BENEFITS PAYABLE 28296686 LOSS ADJUSTING EXPENSE PAYABLE 1183063 29479749 X 199117780 552735 552735 198565045 79172 6936337 7015509 205580554 190198563 0 190198563 79172 6936337 7015509 197214072 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: BANK SERVICE CHARGES 73,184. RECLASSIFY REINSURANCE PREMIUMS 6,863,153. PART XII, LINE 4B - OTHER ADJUSTMENTS: BANK SERVICE CHARGES 73,184. RECLASSIFY REINSURANCE PREMIUMS 6,863,153. 1 SCHOLARSHIP PROGRAM 3 6000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 RETURNS. 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 DOCUMENTS AVAILABLE TO THE PUBLIC BY REQUEST. WISCONSIN COUNTIES ASSOCIATION 22 E MIFFLIN ST STE 900 MADISON WI 53703 396007681 REPRESENTS WI COUNTIES AT THE STATE AND FEDERAL LEVEL. WI SEC 115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0