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WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 401k Plan overview

Plan NameWISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY
Plan identification number 501

WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST has sponsored the creation of one or more 401k plans.

Company Name:WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST
Employer identification number (EIN):391142212
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012015-01-01VAUGHN VANCE VAUGHN VANCE2016-10-14
5012014-01-01CARMEN RAHA CARMEN RAHA2015-10-14
5012013-01-01CARMEN RAHA
5012012-01-01MICHAEL QUIST MICHAEL QUIST2013-10-15
5012011-01-01MICHAEL QUIST
5012010-01-01MICHAEL QUIST
5012009-01-01CAROL PEIRICK

Plan Statistics for WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY

401k plan membership statisitcs for WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY

Measure Date Value
2015: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2015 401k membership
Total participants, beginning-of-year2015-01-0155,100
Total number of active participants reported on line 7a of the Form 55002015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2014 401k membership
Total participants, beginning-of-year2014-01-0164,200
Total number of active participants reported on line 7a of the Form 55002014-01-0155,100
Total of all active and inactive participants2014-01-0155,100
Total participants2014-01-0155,100
2013: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2013 401k membership
Total participants, beginning-of-year2013-01-0175,300
Total number of active participants reported on line 7a of the Form 55002013-01-0164,200
Total of all active and inactive participants2013-01-0164,200
Total participants2013-01-0164,200
2012: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2012 401k membership
Total participants, beginning-of-year2012-01-0182,000
Total number of active participants reported on line 7a of the Form 55002012-01-0175,300
Total of all active and inactive participants2012-01-0175,300
Total participants2012-01-0175,300
2011: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2011 401k membership
Total participants, beginning-of-year2011-01-0190,000
Total number of active participants reported on line 7a of the Form 55002011-01-0182,000
Total of all active and inactive participants2011-01-0182,000
Total participants2011-01-0182,000
2010: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2010 401k membership
Total participants, beginning-of-year2010-01-0191,000
Total number of active participants reported on line 7a of the Form 55002010-01-0190,000
Total of all active and inactive participants2010-01-0190,000
Total participants2010-01-0190,000
2009: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2009 401k membership
Total participants, beginning-of-year2009-01-0157,000
Total number of active participants reported on line 7a of the Form 55002009-01-0191,000
Total of all active and inactive participants2009-01-0191,000
Total participants2009-01-0191,000

Financial Data on WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY

Measure Date Value
2015 : WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,482,072
Total unrealized appreciation/depreciation of assets2015-12-31$-1,482,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$81,927,146
Total income from all sources (including contributions)2015-12-31$304,111,360
Total loss/gain on sale of assets2015-12-31$8,244,008
Total of all expenses incurred2015-12-31$540,063,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$537,536,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$360,610,387
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$317,879,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,526,764
Total interest from all sources2015-12-31$354,747
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$536,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$422,799
Assets. Real estate other than employer real property at end of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$427,662
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,750,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$1,262,919
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$212,774,568
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$360,610,387
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$176,936,602
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$25,906,374
Assets. Loans (other than to participants) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$29,741,390
Other income not declared elsewhere2015-12-31$-63,776,760
Administrative expenses (other) incurred2015-12-31$1,957,158
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$566,293
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$3,882,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-235,952,005
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$235,952,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$700,000
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$5,472,449
Investment advisory and management fees2015-12-31$141,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,353,976
Value of interest in pooled separate accounts at end of year2015-12-31$0
Income. Interest from US Government securities2015-12-31$173,278
Income. Interest from corporate debt instruments2015-12-31$151,879
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,449,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,449,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$29,590
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$356,626,588
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$13,167,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-375,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Income. Dividends from common stock2015-12-31$114,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,973,411
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$6,998,737
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$8,474,551
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$51,619,463
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$13,136,911
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
Aggregate proceeds on sale of assets2015-12-31$141,991,499
Aggregate carrying amount (costs) on sale of assets2015-12-31$133,747,491
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$893,129
Total unrealized appreciation/depreciation of assets2014-12-31$893,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$81,927,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$75,703,152
Total income from all sources (including contributions)2014-12-31$353,494,745
Total loss/gain on sale of assets2014-12-31$1,004,375
Total of all expenses incurred2014-12-31$400,913,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$398,063,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$398,272,401
Value of total assets at end of year2014-12-31$317,879,151
Value of total assets at beginning of year2014-12-31$359,073,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,849,555
Total interest from all sources2014-12-31$341,645
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$351,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$201,614
Administrative expenses professional fees incurred2014-12-31$500,734
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,750,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$1,262,919
Participant contributions at beginning of year2014-12-31$2,206,626
Assets. Other investments not covered elsewhere at end of year2014-12-31$212,774,568
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$260,405,325
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$398,272,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$25,906,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$23,776,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$29,741,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$27,758,860
Other income not declared elsewhere2014-12-31$-47,305,536
Administrative expenses (other) incurred2014-12-31$2,213,678
Liabilities. Value of operating payables at end of year2014-12-31$566,293
Liabilities. Value of operating payables at beginning of year2014-12-31$505,868
Total non interest bearing cash at end of year2014-12-31$3,882,116
Total non interest bearing cash at beginning of year2014-12-31$774,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-47,418,664
Value of net assets at end of year (total assets less liabilities)2014-12-31$235,952,005
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$283,370,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$1,000,000
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$5,472,449
Assets. partnership/joint venture interests at beginning of year2014-12-31$4,151,487
Investment advisory and management fees2014-12-31$135,143
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,353,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,388,263
Income. Interest from US Government securities2014-12-31$146,197
Income. Interest from corporate debt instruments2014-12-31$165,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,449,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,535,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,535,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$29,593
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$393,335,377
Asset value of US Government securities at end of year2014-12-31$13,167,213
Asset value of US Government securities at beginning of year2014-12-31$13,165,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-62,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from common stock2014-12-31$149,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,728,477
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$6,998,737
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$6,594,757
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$8,474,551
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$9,070,774
Liabilities. Value of benefit claims payable at end of year2014-12-31$51,619,463
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$47,438,424
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$13,136,911
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$14,003,460
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$78,447,767
Aggregate carrying amount (costs) on sale of assets2014-12-31$77,443,392
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$802,918
Total unrealized appreciation/depreciation of assets2013-12-31$802,918
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$75,703,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$83,709,346
Total income from all sources (including contributions)2013-12-31$379,188,910
Total loss/gain on sale of assets2013-12-31$569,065
Total of all expenses incurred2013-12-31$408,672,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$403,130,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$403,271,487
Value of total assets at end of year2013-12-31$359,073,821
Value of total assets at beginning of year2013-12-31$396,563,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,542,119
Total interest from all sources2013-12-31$253,776
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$215,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$90,920
Administrative expenses professional fees incurred2013-12-31$679,774
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,750,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$2,206,626
Participant contributions at beginning of year2013-12-31$1,388,637
Assets. Other investments not covered elsewhere at end of year2013-12-31$260,405,325
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$288,232,200
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$403,271,487
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$23,776,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$22,606,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$27,758,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$35,909,157
Other income not declared elsewhere2013-12-31$-26,019,888
Administrative expenses (other) incurred2013-12-31$4,735,309
Liabilities. Value of operating payables at end of year2013-12-31$505,868
Liabilities. Value of operating payables at beginning of year2013-12-31$560,295
Total non interest bearing cash at end of year2013-12-31$774,185
Total non interest bearing cash at beginning of year2013-12-31$9,656,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-29,483,880
Value of net assets at end of year (total assets less liabilities)2013-12-31$283,370,669
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$312,854,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$1,300,000
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$4,151,487
Assets. partnership/joint venture interests at beginning of year2013-12-31$4,938,953
Investment advisory and management fees2013-12-31$127,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,388,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,591,238
Income. Interest from US Government securities2013-12-31$89,100
Income. Interest from corporate debt instruments2013-12-31$126,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,535,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$20,056,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$20,056,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$38,190
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$401,418,025
Asset value of US Government securities at end of year2013-12-31$13,165,986
Asset value of US Government securities at beginning of year2013-12-31$11,353,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$95,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from common stock2013-12-31$124,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,712,646
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$6,594,757
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$4,097,204
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$9,070,774
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$7,518,772
Liabilities. Value of benefit claims payable at end of year2013-12-31$47,438,424
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$47,239,894
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$14,003,460
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$18,123,172
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$84,227,009
Aggregate carrying amount (costs) on sale of assets2013-12-31$83,657,944
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$287,330
Total unrealized appreciation/depreciation of assets2012-12-31$287,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$83,709,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$86,080,704
Total income from all sources (including contributions)2012-12-31$630,868,096
Total loss/gain on sale of assets2012-12-31$2,132,968
Total of all expenses incurred2012-12-31$634,673,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$632,054,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$632,157,837
Value of total assets at end of year2012-12-31$396,563,895
Value of total assets at beginning of year2012-12-31$402,741,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,619,283
Total interest from all sources2012-12-31$95,306
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$645,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$65,286
Administrative expenses professional fees incurred2012-12-31$498,494
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,735,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$1,388,637
Participant contributions at beginning of year2012-12-31$1,285,221
Assets. Other investments not covered elsewhere at end of year2012-12-31$288,232,200
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$314,617,256
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$632,157,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$22,606,559
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,945,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$35,909,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$38,018,598
Other income not declared elsewhere2012-12-31$-4,837,039
Administrative expenses (other) incurred2012-12-31$1,816,484
Liabilities. Value of operating payables at end of year2012-12-31$560,295
Liabilities. Value of operating payables at beginning of year2012-12-31$315,317
Total non interest bearing cash at end of year2012-12-31$9,656,744
Total non interest bearing cash at beginning of year2012-12-31$13,942,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-3,805,765
Value of net assets at end of year (total assets less liabilities)2012-12-31$312,854,549
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$316,660,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$1,600,000
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$4,938,953
Investment advisory and management fees2012-12-31$304,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,591,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,209,157
Income. Interest from US Government securities2012-12-31$10,121
Income. Interest from corporate debt instruments2012-12-31$16,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$20,056,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$24,963,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$24,963,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$68,754
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$630,667,448
Asset value of US Government securities at end of year2012-12-31$11,353,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$385,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from common stock2012-12-31$580,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,387,130
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$4,097,204
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$7,518,772
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$12,670,252
Liabilities. Value of benefit claims payable at end of year2012-12-31$47,239,894
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$47,746,789
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$18,123,172
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$19,107,190
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$48,761,878
Aggregate carrying amount (costs) on sale of assets2012-12-31$46,628,910
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-820,734
Total unrealized appreciation/depreciation of assets2011-12-31$-820,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$86,080,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$69,503,456
Total income from all sources (including contributions)2011-12-31$782,535,366
Total loss/gain on sale of assets2011-12-31$603,874
Total of all expenses incurred2011-12-31$784,328,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$780,149,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$779,989,455
Value of total assets at end of year2011-12-31$402,741,020
Value of total assets at beginning of year2011-12-31$387,956,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,178,899
Total interest from all sources2011-12-31$311,670
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$565,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$272,949
Administrative expenses professional fees incurred2011-12-31$4,415
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,735,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$1,285,221
Participant contributions at beginning of year2011-12-31$1,295,935
Assets. Other investments not covered elsewhere at end of year2011-12-31$314,617,256
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$312,911,784
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$779,989,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,945,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,276,484
Assets. Loans (other than to participants) at beginning of year2011-12-31$1,600,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$38,018,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$48,057,304
Other income not declared elsewhere2011-12-31$2,245,435
Administrative expenses (other) incurred2011-12-31$4,046,059
Liabilities. Value of operating payables at end of year2011-12-31$315,317
Liabilities. Value of operating payables at beginning of year2011-12-31$348,056
Total non interest bearing cash at end of year2011-12-31$13,942,127
Total non interest bearing cash at beginning of year2011-12-31$26,611,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,792,745
Value of net assets at end of year (total assets less liabilities)2011-12-31$316,660,316
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$318,453,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$1,600,000
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$128,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,209,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,887,195
Income. Interest from US Government securities2011-12-31$18,321
Income. Interest from corporate debt instruments2011-12-31$223,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$24,963,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,967,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,967,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$69,423
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$753,172,443
Asset value of US Government securities at beginning of year2011-12-31$1,822,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-360,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from common stock2011-12-31$293,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$26,976,769
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$5,445,011
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$12,670,252
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$13,389,373
Liabilities. Value of benefit claims payable at end of year2011-12-31$47,746,789
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$21,098,096
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$19,107,190
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$19,749,339
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$22,901,788
Aggregate carrying amount (costs) on sale of assets2011-12-31$22,297,914
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2011-12-31391969986
2010 : WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,591,666
Total unrealized appreciation/depreciation of assets2010-12-31$1,591,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$69,503,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$66,508,293
Total income from all sources (including contributions)2010-12-31$858,307,951
Total loss/gain on sale of assets2010-12-31$173,103
Total of all expenses incurred2010-12-31$856,692,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$854,538,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$854,796,949
Value of total assets at end of year2010-12-31$387,956,518
Value of total assets at beginning of year2010-12-31$383,345,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,153,447
Total interest from all sources2010-12-31$267,498
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$325,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$45,873
Administrative expenses professional fees incurred2010-12-31$19,525
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,735,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$1,295,935
Participant contributions at beginning of year2010-12-31$634,840
Assets. Other investments not covered elsewhere at end of year2010-12-31$312,911,784
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$311,378,128
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$854,796,949
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,276,484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,418,284
Assets. Loans (other than to participants) at end of year2010-12-31$1,600,000
Assets. Loans (other than to participants) at beginning of year2010-12-31$1,900,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$48,057,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$65,327,024
Other income not declared elsewhere2010-12-31$1,071,424
Administrative expenses (other) incurred2010-12-31$2,012,983
Liabilities. Value of operating payables at end of year2010-12-31$348,056
Liabilities. Value of operating payables at beginning of year2010-12-31$323,440
Total non interest bearing cash at end of year2010-12-31$26,611,223
Total non interest bearing cash at beginning of year2010-12-31$5,950,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,615,907
Value of net assets at end of year (total assets less liabilities)2010-12-31$318,453,062
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$316,837,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$120,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,887,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$614,373
Income. Interest from US Government securities2010-12-31$7,115
Income. Interest from corporate debt instruments2010-12-31$234,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,967,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$21,847,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$21,847,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$26,211
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$852,747,959
Asset value of US Government securities at end of year2010-12-31$1,822,635
Asset value of US Government securities at beginning of year2010-12-31$1,823,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$81,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$279,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,790,638
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$5,445,011
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$5,206,344
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$13,389,373
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$11,874,917
Liabilities. Value of benefit claims payable at end of year2010-12-31$21,098,096
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$857,829
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$19,749,339
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$20,697,406
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$242,094,002
Aggregate carrying amount (costs) on sale of assets2010-12-31$241,920,899
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31STROHM BALLWEG, LLP
Accountancy firm EIN2010-12-31391969986

Form 5500 Responses for WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY

2015: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: WISCONSIN EDUCATION ASSOCIATION INSURANCE TRUST AND SUBSIDIARY 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberSEE NOTE 2
Policy instance 1
Insurance contract or identification numberSEE NOTE 2
Number of Individuals Covered0
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $922,782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WEA INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 72273 )
Policy contract numberSEE NOTE 1
Policy instance 2
Insurance contract or identification numberSEE NOTE 1
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedLONG TERM CARE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $362,446,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WEA INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 72273 )
Policy contract numberSEE NOTE 1
Policy instance 2
Insurance contract or identification numberSEE NOTE 1
Number of Individuals Covered49300
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $383,044,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberSEE NOTE 2
Policy instance 1
Insurance contract or identification numberSEE NOTE 2
Number of Individuals Covered21558
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,167,700
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberSEE NOTE 2
Policy instance 1
Insurance contract or identification numberSEE NOTE 2
Number of Individuals Covered26900
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?Yes
Welfare Benefit Premiums Paid to CarrierUSD $1,121,017
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WEA INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 72273 )
Policy contract numberSEE NOTE 1
Policy instance 2
Insurance contract or identification numberSEE NOTE 1
Number of Individuals Covered56600
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $431,338,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WEA INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 72273 )
Policy contract numberSEE NOTE 1
Policy instance 2
Insurance contract or identification numberSEE NOTE 1
Number of Individuals Covered66900
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $625,551,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberSEE NOTE 2
Policy instance 1
Insurance contract or identification numberSEE NOTE 2
Number of Individuals Covered31000
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?Yes
Welfare Benefit Premiums Paid to CarrierUSD $1,244,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberSEE NOTE 2
Policy instance 1
Insurance contract or identification numberSEE NOTE 2
Number of Individuals Covered38100
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?Yes
Welfare Benefit Premiums Paid to CarrierUSD $1,387,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WEA INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 72273 )
Policy contract numberSEE NOTE 1
Policy instance 2
Insurance contract or identification numberSEE NOTE 1
Number of Individuals Covered75700
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $747,137,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberSEE NOTE 2
Policy instance 1
Insurance contract or identification numberSEE NOTE 2
Number of Individuals Covered40500
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $1,375,935
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WEA INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 72273 )
Policy contract numberSEE NOTE 1
Policy instance 2
Insurance contract or identification numberSEE NOTE 1
Number of Individuals Covered86000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $845,605,314
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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