2024-11-07T15:18:32-06:00 2023-12-31 390758449 WIPFLI LLP 43 CONSTITUTION DRIVE SUITE 100 BEDFORD NH 03110 990 2023-01-01 396046865 WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND WISC 6082322061 695 S GRAND AVE 101 SUN PRAIRIE WI 53590 BANK OF SUN PRAIRIE TRUST DEPT TRUSTEE 6082322061 2024-11-06 1 1 LANCE R TURGEON P00627708 6036273838 2024-11-06 2023 2024-10-15 13:58:12Z CHARLIE SCHMALZ 109 W 2ND STREET KAUKAUNA WI 54130 22408308 0 X N/A X 1956 WI TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. 4 0 0 4 4839 0 0 0 19586655 22078455 2065 4839 109621 325014 19698341 22408308 0 0 19537816 22032797 6000 6000 0 0 0 202469 387295 19746285 22426092 -47944 -17784 516652 498868 0 0 516652 498868 TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. 0 0 PAYMENTS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 4 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X BANK OF SUN PRAIRIE TRUST DEPT 6088374511 695 S GRAND AVE SUITE 101 SUN PRAIRIE WI 53590 X THOMAS JENSEN SECRETARY 1.00 X X 0 0 0 CHARLIE SCHMALZ PRESIDENT 1.00 X X 0 0 0 TIMOTHY SCHUELER VICE PRESIDENT 1.00 X X 0 0 0 PAUL ADAMSKI TREASURER 1.00 X X 0 0 0 BANK OF SUN PRAIRIE TRUSTEE 2.00 X 6000 0 0 6000 0 0 0 0 0 0 0 CONTRIBUTIONS FOR WELFARE BENEFIT 900099 22078455 22078455 22078455 4839 4839 MANAGEMENT FEES 900099 136960 136960 COMMISSIONS 900099 127276 127276 ADMIN REVENUE 900099 60778 60778 325014 22408308 22403469 4839 0 22032797 6000 8375 60525 316960 1435 22426092 310809 243314 172732 255554 33111 0 516652 498868 0 0 X 0 0 516652 498868 0 0 516652 498868 516652 498868 -17784 0 X 0 1 X 0 0 0 X 22408308 0 22408308 0 22408308 22426092 0 22426092 0 22426092 PART X, LINE 2: THE GROUP INSURNANCE ARRANGEMENT'S (GIA) MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE GIA AND RECOGNIZES A TAX LIABILITY IF THE GIA HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAX AUTHORITIES. THE GIA'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE GIA AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 THERE ARE NO SIGNIFICANT UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. CLEVELAND STATE BANK BOARD MEMBER BANK 561628 WELFARE BENEFIT PLAN CONTRIBUTIONS FOR BANK EMPLOYEES 0 THE PINERIES BANK BOARD MEMBER BANK 230688 WELFARE BENEFIT PLAN CONTRIBUTIONS FOR BANK EMPLOYEES 0 INDEPENDENCE STATE BANK BOARD MEMBER BANK 136909 WELFARE BENEFIT PLAN CONTRIBUTIONS FOR BANK EMPLOYEES 0 EAST WISCONSIN SAVINGS BANK BOARD MEMBER BANK 648466 WELAFARE BENEFIT PLAN CONTRIBUTIONS FOR BANK EMPLOYEES 0 FORM 990, PART VI, SECTION A, LINE 3 EBC PERFORMS ADMINISTRATIVE SERVICES AND SERVES AN ADVISORY ROLE TO THE TRUST AND BIC. THE SERVICES PERFORMED ARE IN ACCORDANCE WITH THE ADMINISTRATIVE SERVICES AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE GOVERNING BODY OF THE ORGANIZATION BEFORE IT WAS FILED. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST PART VI SECTION A 1B NONE OF THE DIRECTORS/TRUSTEES ARE INDEPENDENT SINCE THEY ARE OFFICERS OF CONTRIBUTING EMPLOYERS. FORM 990, PART VII THE TRUSTEES RECEIVE NO COMPENSATION FOR THEIR SERVICES FROM THE TRUST WITH THE EXCEPTION OF THE CORPORATE TRUSTEE. THE INDIVIDUAL TRUSTEES MAY BE COMPENSATED BY THEIR RESPECTIVE BANKS, HOWEVER DISCLOSURE IS NOT REQUIRED PER THE FORM 990 INSTRUCTIONS AS THE CONTRIBUTING EMPLOYER IS A FOR PROFIT CONTRIBUTING EMPLOYER THAT THE ONLY TRANSACTION WITH THE TRUST IS THE CONTRIBUTIONS FOR HEALTH CARE COVERAGE. WISCONSIN BANKERS ASSOCIATION BENEFITS AND INSURANCE COMMITTEE, INC (COMMITTEE) IS NOT CONSIDERED A RELATED PARTY TO WBA AS ITS BOARD IS NOT APPOINTNED BY WBA AND WBA HAS NO CONTROL (AS DEFINED IN THE FORM 990 INSTRUCTIONS) OVER THE ENTITY. COMMITTE MEMBERS OVERSEE MANAGEMENT OF THE TRUST BY SERVIING AS THE TRUST'S BOARD OF DIRECTORS. WISCONSIN BANKERS ASSOCIATION CONTRIBUTING EMPLOYER 501(C)(6) 0 2-EBC CONTRIBUTING EMPLOYER 0 3-FIPCO CONTRIBUTING EMPLOYER 0 ALLIANCE BANK CONTRIBUTING EMPLOYER 0 AMERICAN BANK CONTRIBUTING EMPLOYER 0 BANK OF ALMA CONTRIBUTING EMPLOYER 0 BANK OF BRODHEAD CONTRIBUTING EMPLOYER 0 BANK OF CASHTON CONTRIBUTING EMPLOYER 0 BANK OF LUXEMBURG CONTRIBUTING EMPLOYER 0 BANK OF MILTON CONTRIBUTING EMPLOYER 0 BANK OF ONTARIO CONTRIBUTING EMPLOYER 0 BANK OF PRAIRIE DU SAC CONTRIBUTING EMPLOYER 0 BANK OF WISCONSIN DELLS CONTRIBUTING EMPLOYER 0 BANNER BANKS CONTRIBUTING EMPLOYER 0 BAY BANK CONTRIBUTING EMPLOYER 0 BENTON STATE BANK CONTRIBUTING EMPLOYER 0 BLACK RIVER COUNTRY BANK CONTRIBUTING EMPLOYER 0 BLC COMMUNITY BANK CONTRIBUTING EMPLOYER 0 BLUFF VIEW BANK CONTRIBUTING EMPLOYER 0 BONDUEL STATE BANK CONTRIBUTING EMPLOYER 0 CAPITOL BANK CONTRIBUTING EMPLOYER 0 CHARTER BANK CONTRIBUTING EMPLOYER 0 CITIZENS FIRST BANK CONTRIBUTING EMPLOYER 0 CITIZENS STATE BANK OF LOYAL CONTRIBUTING EMPLOYER 0 CLARE BANK CONTRIBUTING EMPLOYER 0 CLEVELAND STATE BANK CONTRIBUTING EMPLOYER 0 COLLINS STATE BANK CONTRIBUTING EMPLOYER 0 COMMUNITY BANK OF CAMERON CONTRIBUTING EMPLOYER 0 CROSSBRIDGE COMMUNITY BANK CONTRIBUTING EMPLOYER 0 CUMBERLAND FEDERAL CONTRIBUTING EMPLOYER 0 EAST WISCONSIN SAVINGS BANK CONTRIBUTING EMPLOYER 0 ERGO BANK CONTRIBUTING EMPLOYER 0 FARMERS AND MERCHANTS BANK (TO ERGO BANK) CONTRIBUTING EMPLOYER 0 ESB BANK CONTRIBUTING EMPLOYER 0 FARMERS AND MERCHANTS BANK CONTRIBUTING EMPLOYER 0 FARMERS AND MERCHANTS STATE BANK CONTRIBUTING EMPLOYER 0 FARMERS AND MERCHANTS UNION BANK CONTRIBUTING EMPLOYER 0 FARMERS SAVINGS BANK CONTRIBUTING EMPLOYER 0 FARMERS STATE BANK CONTRIBUTING EMPLOYER 0 FARMERS STATE BANK OF WAUPACA CONTRIBUTING EMPLOYER 0 FIRST BANK OF BALDWIN (PILLAR BANK) CONTRIBUTING EMPLOYER 0 PILLAR BANK CONTRIBUTING EMPLOYER 0 FIRST FEDERAL BANK OF WISCONSIN CONTRIBUTING EMPLOYER 0 FIRST NATIONAL BANK CONTRIBUTING EMPLOYER 0 FIRST NATIONAL BANK OF DARLINGTON CONTRIBUTING EMPLOYER 0 FIRST NATIONAL COMMUNITY BANK CONTRIBUTING EMPLOYER 0 FIRST STATE BANK CONTRIBUTING EMPLOYER 0 FORTE BANK CONTRIBUTING EMPLOYER 0 GRADUATE SCHOOL OF BANKING CONTRIBUTING EMPLOYER 0 GREAT NORTH BANK CONTRIBUTING EMPLOYER 0 GREENLEAF BANK CONTRIBUTING EMPLOYER 0 HIGHLAND STATE BANK CONTRIBUTING EMPLOYER 0 HOMETOWN BANCORP LTD CONTRIBUTING EMPLOYER 0 HORICON BANK CONTRIBUTING EMPLOYER 0 HUSTISFORD STATE BANK CONTRIBUTING EMPLOYER 0 INDEPENDENCE STATE BANK CONTRIBUTING EMPLOYER 0 INTERCITY STATE BANK CONTRIBUTING EMPLOYER 0 INTERNATIONAL BANK OF AMHERST CONTRIBUTING EMPLOYER 0 KEYSAVINGS BANK CONTRIBUTING EMPLOYER 0 LAONA STATE BANK CONTRIBUTING EMPLOYER 0 MAYVILLE SAVINGS BANK CONTRIBUTING EMPLOYER 0 MOUND CITY BANK CONTRIBUTING EMPLOYER 0 NEKOOSA PORT EDWARDS STATE BANK CONTRIBUTING EMPLOYER 0 NORTHERN STATE BANK CONTRIBUTING EMPLOYER 0 OAK BANK CONTRIBUTING EMPLOYER 0 OAKWOOD BANK CONTRIBUTING EMPLOYER 0 OOSTBURG BANCORP CONTRIBUTING EMPLOYER 0 PARK BANK CONTRIBUTING EMPLOYER 0 PARTNERS BANK OF WISCONSIN CONTRIBUTING EMPLOYER 0 PEOPLES STATE BANK CONTRIBUTING EMPLOYER 0 PESHTIGO NATIONAL BANK CONTRIBUTING EMPLOYER 0 PORTAGE COUNTY BANK CONTRIBUTING EMPLOYER 0 PREVAIL BANK CONTRIBUTING EMPLOYER 0 RICHLAND COUNTY BANK CONTRIBUTING EMPLOYER 0 RIVER FALLS STATE BANK CONTRIBUTING EMPLOYER 0 ROYAL BANCSHARES INCORPORATED CONTRIBUTING EMPLOYER 0 SECURITY BANK CONTRIBUTING EMPLOYER 0 SECURITY FINANCIAL BANK CONTRIBUTING EMPLOYER 0 SECURITY STATE BANK CONTRIBUTING EMPLOYER 0 SHELL LAKE STATE BANK CONTRIBUTING EMPLOYER 0 STATE BANK OF CHILTON CONTRIBUTING EMPLOYER 0 STATE BANK OF REESEVILLE CONTRIBUTING EMPLOYER 0 STEPHENSON NATIONAL BANK AND TRUST CONTRIBUTING EMPLOYER 0 SUPERIOR SAVINGS BANK CONTRIBUTING EMPLOYER 0 THE BANK OF KAUKAUNA CONTRIBUTING EMPLOYER 0 THE NORTHWESTERN BANK CONTRIBUTING EMPLOYER 0 THE PAYROLL COMPANY FOR BADGER BANK CONTRIBUTING EMPLOYER 0 THE PEOPLES COMMUNITY BANK CONTRIBUTING EMPLOYER 0 THE PINERIES BANK CONTRIBUTING EMPLOYER 0 TSB BANK CONTRIBUTING EMPLOYER 0 WALDO STATE BANK CONTRIBUTING EMPLOYER 0 WAUMANDEE STATE BANK CONTRIBUTING EMPLOYER 0 WOODFORD STATE BANK CONTRIBUTING EMPLOYER 0 WOODTRUST BANK CONTRIBUTING EMPLOYER 0 PYRAMAX CONTRIBUTING EMPLOYER 0 FIRST NATIONAL BANK - MAIN GROUPPRESCOTT CONTRIBUTING EMPLOYER 0 COLUMBIA SAVINGS AND LOAN ASSOCIATION CONTRIBUTING EMPLOYER 0 AMERICAN NATIONAL BANK - FOX CITIES CONTRIBUTING EMPLOYER 0 WISCONSIN BANKERS ASSOCIATION BENEFITS AND INSURANCE COMMITTEE CO WI BANKERS ASSOC INS TRUST PO BOX 7697 MADISON WI 53707 SERVES A BOARD OF DIRECTORS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 WISCONSIN BANKERS ASSOCIATION - EMPLOYEE BENEFITS CORPORATION P 180000 CASH PAID