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← WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND

Form 990 for tax year 2022

Filed by WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND.

Totals

Total revenue
$19,698,341
Total expenses
$19,746,285
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$19,586,655
Investment income
$2,065
Other revenue
$109,621
Total assets, end of year
$516,652
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$516,652
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: CONTRIBUTIONS FOR WELFARE BENEFIT

    total $19,586,655 · related or exempt $19,586,655

  • 3 · Investment income

    total $2,065 · unrelated business $2,065

  • 11a · Other revenue: ADMIN FEE INCOME

    total $109,621 · related or exempt $109,621

  • 11e · Other revenue, total

    $109,621

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $19,537,816

  • 5 · Compensation of officers, directors and key employees

    total $6,000

  • 11b · Fees: legal

    total $476

  • 11c · Fees: accounting

    total $21,320

  • 11g · Fees: other

    total $180,000

  • 24e · All other expenses

    total $673

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $247,605 · end of year $310,809

  • 2 · Savings and temporary cash investments

    beginning of year $224,026 · end of year $172,732

  • 15 · Other assets

    beginning of year $74,099 · end of year $33,111

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,996 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $536,734 · end of year $516,652

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS.

  • PAYMENTS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS.

As filed on the 2022 return.

Listed in Part VII

  • Thomas Jensen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charlie Schmalz

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Timothy Schueler

    VICE PRESIDENT/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Paul Adamski

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Bank Of Sun Prairie

    TRUSTEE

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Daryll J Lund

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    20

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • WISCONSIN BANKERS ASSOCIATION BENEFITS AND INSURANCE COMMITTEE

    N/A · SERVE AS BOARD OF DIRECTORS · WI

Provenance

Return type
form_990
Tax year
2022
Filed
12 October 2023
IRS schema version
2022v5.0
Source object
202313009349301931

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