2025-06-25T10:32:46-05:00 2024-08-31 311119890 BARNES DENNIG & CO LTD 5342 W VERMONT ST INDIANAPOLIS IN 46224 990 2023-09-01 311151545 ISTA INSURANCE TRUST ISTA 3172633400 150 WEST MARKET ST 900 INDIANAPOLIS IN 46204 MATT WHITSON TRUSTEE TRUSTEE 3172633400 2025-06-24 1 1 JOHN W KELLER CPA P01329619 3172412999 2025-06-24 2023 2025-03-06 01:10:19Z MATT WHITSON 150 WEST MARKET ST 900 INDIANAPOLIS IN 46204 41610 0 X N/A X 1985 IN SEE SCHEDULE OTHE PURPOSE OF THE TRUST AND ITS TRUST FUND IS TO FUND THE ADMINISTRATION AND PAYMENT OF THE RESIDUAL LONG-TERM DISABILITY BENEFITS FOR EXISTING PARTICIPANTS IN THOSE PLANS. 5 3 0 0 0 0 0 0 0 0 37763 40394 0 1216 37763 41610 0 0 47570 630300 0 0 0 0 0 130099 128291 177669 758591 -139906 -716981 1434614 1095665 58401619 58779651 -56967005 -57683986 THE PURPOSE OF THE TRUST AND ITS TRUST FUND IS TO FUND THE ADMINISTRATION AND PAYMENT OF THE RESIDUAL LONG-TERM DISABILITY BENEFITS FOR EXISTING PARTICIPANTS IN THOSE PLANS. 0 0 630300 THE PURPOSE OF THE TRUST AND ITS TRUST FUND IS TO FUND THE ADMINISTRATION AND PAYMENT OF THE RESIDUAL LONG-TERM DISABILITY BENEFITS FOR EXISTING PARTICIPANTS IN THOSE PLANS. 630300 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 2 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 IN X MATT WHITSON 3172633400 150 WEST MARKET STREET SUITE 900 INDIANAPOLIS IN 46204 JENNIFER CLUTTER TRUSTEE 1.00 39.00 X 0 178025 92367 KRISTY SPIRES TRUSTEE 1.00 X 0 0 0 SHERYL MATHIS 9123-53124 ALTERNATE TRUSTEE & CEO 1.00 39.00 X 0 86937 0 GLENN BAFIA 6124-83124 ALTERNATE TRUSTEE & CEO 1.00 39.00 X 0 0 0 NOEL CANDELARIA TRUSTEE 1.00 X 0 0 0 KEITH GAMBILL TRUSTEE 1.00 39.00 X 0 222255 75220 TERESA MEREDITH TRUSTEE 1.00 X 0 0 0 DIANA REED ALTERNATE TRUSTEE 1.00 29.00 X 0 0 0 0 487217 167587 0 0 1 0 0 40394 40394 OTHER INCOME 900099 1216 1216 1216 41610 1216 0 40394 630300 630300 5468 5468 2000 2000 675 675 48685 48685 71463 71463 758591 630300 128291 0 1317136 996376 117478 99289 1434614 1095665 -19047 1985 58420666 58777666 58401619 58779651 X 0 0 0 0 -56967005 -57683986 -56967005 -57683986 1434614 1095665 -716981 0 X 0 0 0 0 AMOUNTS DUE TO AFFILIATES 56199666 LONG-TERM DISABILITY RESERVE 2578000 58777666 X X X 0 0 0 KEITH GAMBILL TRUSTEE 0 171398 0 0 0 50857 0 30852 0 44368 0 297475 0 0 JENNIFER CLUTTER TRUSTEE 0 176206 0 0 0 1819 0 31717 0 60650 0 270392 0 0 INDIANA STATE TEACHERS ASSOCIATION CONTROLLING ORGANIZATION 500000 ADVANCES TO FUND: A)LONG-TERM DISABILITY CLAIMS B)CAPITAL CALLS C)LEGAL FEES D)OPERATING EXPENSES 0 FORM 990, PART VI, SECTION A, LINE 2 INDIVIDUAL'S NAME: JENNIFER CLUTTER TITLE OR ROLE: TRUSTEE INDIVIDUAL'S NAME: SHERYL MATHIS, DIANA REED, GLENN BAFIA, TERESA MEREDITH, AND KEITH GAMBILL TITLE OR ROLE: TRUSTEE EXPLANATION OF RELATIONSHIP: BUSINESS RELATIONSHIP. INDIVIDUAL'S NAME: GLENN BAFIA TITLE OR ROLE: ALTERNATE TRUSTEE & CEO INDIVIDUAL'S NAME: JENNIFER CLUTTER, DIANA REED, TERESA MEREDITH AND KEITH GAMBILL TITLE OR ROLE: TRUSTEE EXPLANATION OF RELATIONSHIP: BUSINESS RELATIONSHIP. INDIVIDUAL'S NAME: SHERYL MATHIS TITLE OR ROLE: ALTERNATE TRUSTEE & CEO INDIVIDUAL'S NAME: JENNIFER CLUTTER, DIANA REED, TERESA MEREDITH, AND KEITH GAMBILL TITLE OR ROLE: TRUSTEE EXPLANATION OF RELATIONSHIP: BUSINESS RELATIONSHIP. INDIVIDUAL'S NAME: KEITH GAMBILL TITLE OR ROLE: TRUSTEE INDIVIDUAL'S NAME: JENNIFER CLUTTER, SHERYL MATHIS, DIANA REED, GLENN BAFIA, AND TERESA MEREDITH TITLE OR ROLE: TRUSTEE EXPLANATION OF RELATIONSHIP: BUSINESS RELATIONSHIP. INDIVIDUAL'S NAME: TERESA MEREDITH TITLE OR ROLE: TRUSTEE INDIVIDUAL'S NAME: SHERYL MATHIS, DIANA REED, GLENN BAFIA, JENNIFER CLUTTER, AND KEITH GAMBILL TITLE OR ROLE: TRUSTEE EXPLANATION OF RELATIONSHIP: BUSINESS RELATIONSHIP. INDIVIDUAL'S NAME: DIANA REED TITLE OR ROLE: TRUSTEE INDIVIDUAL'S NAME: JENNIFER CLUTTER, KEITH GAMBILL, GLENN BAFIA, TERESA MEREDITH, AND SHERYL MATHIS TITLE OR ROLE: TRUSTEE EXPLANATION OF RELATIONSHIP: BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE INSURANCE TRUST WILL BE ADMINISTERED BY FIVE TRUSTEES AND TWO ALTERNATE TRUSTEES. TWO OF THE TRUSTEES WILL BE THE PRESIDENT AND THE CHIEF FINANCIAL OFFICER OF THE INDIANA STATE TEACHERS ASSOCIATION. THE OTHER THREE FULL TRUSTEES WILL BE APPOINTED BY THE NATIONAL EDUCATION ASSOCIATION. THE TWO ALTERNATIVE TRUSTEES WILL BE THE TREASURER AND THE EXECUTIVE DIRECTOR OF THE INDIANA STATE TEACHERS ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO EACH TRUSTEE WHO WAS AFFORDED AN OPPORTUNITY TO ASK QUESTIONS ABOUT THE RETURNS, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ISTA ADMINISTERS THE POLICY THROUGH ITS AUDIT COMMITTEE AND IN COORDINATION WITH THE TRUST CEO. FORM 990, PART VI, SECTION C, LINE 19 THE I.S.T.A. INSURANCE TRUST MAKES ITS GOVERNING DOCUMENTS (THAT IS, THE AMENDMENT AND RESTATEMENT OF THE AGREEMENT AND DECLARATION OF TRUST ESTABLISHING THE I.S.T.A. INSURANCE TRUST AND THE BYLAWS) AVAILABLE TO THE PUBLIC UPON REQUEST. THE I.S.T.A. INSURANCE TRUST DOES NOT HAVE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JENNIFER CLUTTER - 150 WEST MARKET STREET, SUITE 900, INDIANAPOLIS, IN 46204. KRISTY SPIRES - 225 EAST BROAD STREET, PO BOX 2550, COLUMBUS, OH 43216. SHERYL MATHIS (9/1/23-5/31/24) - 150 WEST MARKET STREET, SUITE 900, INDIANAPOLIS, IN 46204. GLENN BAFIA (6/1/24-8/31/24) - 150 WEST MARKET STREET, SUITE 900, INDIANAPOLIS, IN 46204. NOEL CANDELARIA - 1202 16TH STREET NW, WASHINGTON, DC 20036. KEITH GAMBILL - 150 WEST MARKET STREET, SUITE 900, INDIANAPOLIS, IN 46204. TERESA MEREDITH - 150 WEST MARKET STREET, SUITE 900, INDIANAPOLIS, IN 46204. INDIANA STATE TEACHERS ASSOCIATION 150 WEST MARKET STREET INDIANAPOLIS IN 46204 351148612 LABOR ORGANIZATION THAT IMPROVES THE PROFESSIONAL STATUS OF SCHOOL EMPLOYEES IN 501(C)(5) 0 INDIANA POLITICAL ACTION COMMITTEE FOR EDUCATION 150 WEST MARKET STREET INDIANAPOLIS IN 46204 351712876 CONTRIBUTES TO CANDIDATES SUPPORTING PUBLIC EDUCATION IN INDIANA IN 527 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 INDIANA STATE TEACHERS ASSOCIATION P 500000 LT DISABILITY CLAIMS AND OPER EXP