WEA INSURANCE CORPORATION

Address
45 NOB HILL ROAD
MADISON, WI 537133959
Contact
Website: http://weatrust.com
Phone: +1 (608) 276-4000
Nonprofit
NTEE: Y43 - Voluntary Employees Beneficiary Associations (Non-Government)
EIN: 39-1519322

Mission

To promote the health and financial security of Trust participants by providing excellent benefit programs and outstanding personal service that respects the dignity and worth of every member.
 201620152014
Basic features of the organization
Year of formation1985
Subsection501(c)
Organization typeCorporation
Metropolitan statistical area4720
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$1,778,434.00$2,117,862.00$1,684,123.00
Sum of reportable (W2/1099) compensation$2,262,603.00$2,441,060.00$2,300,841.00
Number of employees301360354
Number of people compensated >$100k282640
Number of volunteers000
Number of highly compensated contractors525040
Personnel
Barrette, Patricia
Title  Board Member
Name of key/compensated person  Patricia Barrette
Average hours per week working for org  2.5
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0.5
Bartholow, Timothy
TitleChief Medical OfficerChief Medical OfficerChief Medical Officer
Name of key/compensated personTimothy BartholowTimothy BartholowTimothy Bartholow
Average hours per week working for org404040
Reportable compensation from org$294,845.00$294,626.00$218,448.00
Other comp, non-reportable, from org and related orgs$70,397.00$81,448.00$62,268.00
PositionKey employeeKey employeeKey employee
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs000
Church, John
TitleSenior Director of Business ServicesSenior Director of Business Services 
Name of key/compensated personJohn ChurchJohn Church 
Average hours per week working for org4040 
Reportable compensation from org$167,386.00$168,881.00 
Other comp, non-reportable, from org and related orgs$51,070.00$52,372.00 
PositionHighly compensated employeeHighly compensated employee 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Average hours per week working for related orgs00 
Glaser, Lisa
Title  Board Member
Name of key/compensated person  Lisa Glaser
Average hours per week working for org  2.5
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0.5
Guertler, Margaret
TitleBoard MemberBoard MemberBoard Member
Name of key/compensated personMargaret GuertlerMargaret GuertlerMargaret Guertler
Average hours per week working for org2.52.52.5
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.50.50.5
Hackel, Jeffrey
Title Vice President and Chief Human Resources OfficerVice President and Chief Human Resources Officer
Name of key/compensated person Jeffrey HackelJeffrey Hackel
Average hours per week working for org 3640
Reportable compensation from org $211,176.00$208,074.00
Other comp, non-reportable, from org and related orgs $102,561.00$66,204.00
Position Key employeeKey employee
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Average hours per week working for related orgs 40
Halloran, Mike
TitleBoard MemberBoard Member 
Name of key/compensated personMike HalloranMike Halloran 
Average hours per week working for org2.52.5 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Average hours per week working for related orgs0.50.5 
Hughes, Mary
TitleSenior Director of Health Care Service & Value  
Name of key/compensated personMary Hughes  
Average hours per week working for org40  
Reportable compensation from org$143,504.00  
Other comp, non-reportable, from org and related orgs$43,022.00  
PositionHighly compensated employee  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Average hours per week working for related orgs0  
Humphrey, Kyle
TitleSenior Director Marketing and Product Development  
Name of key/compensated personKyle Humphrey  
Average hours per week working for org40  
Reportable compensation from org$159,967.00  
Other comp, non-reportable, from org and related orgs$43,374.00  
PositionHighly compensated employee  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Average hours per week working for related orgs0  
Johnson, Amy
TitleBoard MemberBoard MemberBoard Member
Name of key/compensated personAmy JohnsonAmy JohnsonAmy Johnson
Average hours per week working for org2.52.52.5
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.50.50.5
Kahl, Suzanne
Title Board MemberBoard Member
Name of key/compensated person Suzanne KahlSuzanne Kahl
Average hours per week working for org 2.52.5
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Average hours per week working for related orgs 0.50.5
Kettner, Carol
TitleBoard MemberBoard MemberBoard Member
Name of key/compensated personCarol KettnerCarol KettnerCarol Kettner
Average hours per week working for org2.52.52.5
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.50.50.5
Kippers, Betsy
Title Board MemberBoard Member
Name of key/compensated person Betsy KippersBetsy Kippers
Average hours per week working for org 2.52.5
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Average hours per week working for related orgs 0.50.5
Klett, Jon
TitleVP of Sales, Marketing and Product DevelopmentVP of Sales, Marketing and Product Development 
Name of key/compensated personJon KlettJon Klett 
Average hours per week working for org4040 
Reportable compensation from org$215,719.00$260,497.00 
Other comp, non-reportable, from org and related orgs$112,463.00$56,583.00 
PositionKey employeeKey employee 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Average hours per week working for related orgs00 
Krajacic, Shelly
TitleBoard memberBoard member 
Name of key/compensated personShelly KrajacicShelly Krajacic 
Average hours per week working for org2.52.5 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Average hours per week working for related orgs0.50.5 
Lowe, Theresa
TitleSenior Director of Insurance OperationsSenior Director of Insurance OperationsSenior Director of Insurance Operations
Name of key/compensated personTheresa LoweTheresa LoweTheresa Lowe
Average hours per week working for org404040
Reportable compensation from org$150,245.00$148,517.00$140,941.00
Other comp, non-reportable, from org and related orgs$46,880.00$48,322.00$53,401.00
PositionHighly compensated employeeHighly compensated employeeHighly compensated employee
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs000
McGowan, Kathryne
Title  VP Marketing & Product Development
Name of key/compensated person  Kathryne McGowan
Average hours per week working for org  0
Reportable compensation from org  $240,892.00
Other comp, non-reportable, from org and related orgs  $32,704.00
Position  Former employee
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0
McIlquham, Cheryl
Title Senior Director of Customer Experience 
Name of key/compensated person Cheryl McIlquham 
Average hours per week working for org 40 
Reportable compensation from org $138,599.00 
Other comp, non-reportable, from org and related orgs $46,491.00 
Position Highly compensated employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0 
Mellstrom, Susan
Title  Chief Actuary
Name of key/compensated person  Susan Mellstrom
Average hours per week working for org  0
Reportable compensation from org  $139,356.00
Other comp, non-reportable, from org and related orgs  $20,564.00
Position  Highly compensated employee
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0
Mielke, Heather
TitleBoard memberBoard memberBoard member
Name of key/compensated personHeather MielkeHeather MielkeHeather Mielke
Average hours per week working for org2.52.52.5
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.50.50.5
Moody, Mark
TitleCEO/PresidentCEO/PresidentCEO/President
Name of key/compensated personMark MoodyMark MoodyMark Moody
Average hours per week working for org363636
Reportable compensation from org$411,140.00$427,803.00$458,451.00
Other comp, non-reportable, from org and related orgs$92,889.00$119,148.00$110,750.00
PositionOfficerOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs444
Moore, Shelly
Title  Board member
Name of key/compensated person  Shelly Moore
Average hours per week working for org  2.5
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0.5
Preizler, Martin
TitleBoard MemberBoard Member 
Name of key/compensated personMartin PreizlerMartin Preizler 
Average hours per week working for org2.52.5 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Average hours per week working for related orgs0.50.5 
Quist, Michael
TitleExecutive Vice President/Chief Operating OfficerExecutive Vice President/Chief Operating OfficerTreasurer/CFO, Executive VP Operations
Name of key/compensated personMichael QuistMichael QuistMichael Quist
Average hours per week working for org363636
Reportable compensation from org$340,029.00$289,742.00$272,131.00
Other comp, non-reportable, from org and related orgs$80,001.00$105,011.00$89,038.00
PositionOfficerOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs444
Raha, Carmen
Title ControllerController
Name of key/compensated person Carmen RahaCarmen Raha
Average hours per week working for org 4040
Reportable compensation from org $165,717.00$164,597.00
Other comp, non-reportable, from org and related orgs $48,365.00$55,648.00
Position Highly compensated employeeHighly compensated employee
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Average hours per week working for related orgs 00
Robbins, Ken
Title  Medical Director
Name of key/compensated person  Ken Robbins
Average hours per week working for org  40
Reportable compensation from org  $139,462.00
Other comp, non-reportable, from org and related orgs  $12,157.00
Position  Highly compensated employee
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0
Schwitzer, Michael
Title Account Executive 
Name of key/compensated person Michael Schwitzer 
Average hours per week working for org 40 
Reportable compensation from org $142,661.00 
Other comp, non-reportable, from org and related orgs $34,169.00 
Position Highly compensated employee 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 
Average hours per week working for related orgs 0 
Stella, David
TitleBoard MemberBoard MemberBoard Member
Name of key/compensated personDavid StellaDavid StellaDavid Stella
Average hours per week working for org2.52.52.5
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.50.50.5
Strasser, Mary
Title  Director of Provider Strategy and Network Development
Name of key/compensated person  Mary Strasser
Average hours per week working for org  40
Reportable compensation from org  $140,472.00
Other comp, non-reportable, from org and related orgs  $53,401.00
Position  Highly compensated employee
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Average hours per week working for related orgs  0
Theisen, Mary
TitleBoard MemberBoard MemberBoard Member
Name of key/compensated personMary TheisenMary TheisenMary Theisen
Average hours per week working for org2.52.52.5
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.50.50.5
Vance, Vaughn
TitleGeneral Counsel/Vice President/Corporate SecretaryGeneral Counsel/Vice President/Corporate SecretaryGeneral Counsel/Vice President
Name of key/compensated personVaughn VanceVaughn VanceVaughn Vance
Average hours per week working for org363636
Reportable compensation from org$192,757.00$192,841.00$178,017.00
Other comp, non-reportable, from org and related orgs$49,925.00$77,137.00$68,500.00
PositionOfficerOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs444
Weidner, Dan
TitleBoard MemberBoard MemberBoard Member
Name of key/compensated personDan WeidnerDan WeidnerDan Weidner
Average hours per week working for org2.52.52.5
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Average hours per week working for related orgs0.50.50.5
Weyer, Joseph
TitleDirector of Provider Contracting and Network Management  
Name of key/compensated personJoseph Weyer  
Average hours per week working for org40  
Reportable compensation from org$156,224.00  
Other comp, non-reportable, from org and related orgs$55,594.00  
PositionHighly compensated employee  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Average hours per week working for related orgs0  
Witek, Dawn
TitleController and Treasurer  
Name of key/compensated personDawn Witek  
Average hours per week working for org40  
Reportable compensation from org$30,787.00  
Other comp, non-reportable, from org and related orgs$4,250.00  
PositionOfficer  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00  
Average hours per week working for related orgs0  
Purpose: mission, activities & accomplishments
Mission or significant activitiesTo promote the health and financial security of participants by providing excellent benefit programs and outstanding personal service that respects the dignity and worth of every member.To promote the health and financial security of participants by providing excellent benefit programs and outstanding personal service that respects the dignity and worth of every member.To promote the health and financial security of participants by providing excellent benefit programs and outstanding personal service that respects the dignity and worth of every member.
Program expenses (total)$0.00$0.00$0.00
Programs, including revenue & expenses
Health Insurance programs: Provide benefits for approximately 34100 health participants,300 long term disability participants, 5200 vision participants, and 5000 long term care participants.
Program expenses  $0.00
Grants and allocations made  $0.00
Program revenue$496,300,735.00$552,351,979.00$593,304,488.00
Program descriptionHealth Insurance programs: Provide benefits for approximately 34100 health participants,300 long term disability participants, 5200 vision participants, and 5000 long term care participants.Health Insurance programs: Provide benefits for approximately 36,800 health participants, 20,300 long term disability participants, 4,400 short term disability participants, 1,300 vision participants, and 12,600 long term care participants.Health Insurance programs: Provide benefits for approximately 39,400 health participants, 26,600 dental participants, 22,500 long term disability participants, 5,100 short term disability participants, and 12,800 long term care participants.
Financial data
Expense categories (totals)
Sum (total functional expenses)$510,758,041.00$627,926,704.00$677,222,858.00
Program services (total functional expenses)$0.00$0.00$0.00
Management & general (total functional expenses)$0.00$0.00$0.00
Fundraising (total functional expenses)$0.00$0.00$0.00
Revenue
Total revenue$533,221,392.00$572,432,209.00$631,938,197.00
Program service revenue (total)$496,570,257.00$550,556,250.00$593,275,605.00
Revenue from contributions (total)$0.00$0.00$0.00
Revenue from noncash contributions $0.00 
Investment income$35,920,657.00$20,073,835.00$38,333,064.00
Total unrelated business revenue$0.00$6,395.00$300,645.00
Other revenue, current yr$730,478.00$1,802,124.00$329,528.00
Net unrelated business taxable revenue$0.00$0.00$0.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00
Gross receipts$1,272,570,590.00$1,456,127,987.00$1,485,646,440.00
Sources of contributions
Revenue from federated campaigns $0.00 
Contributions revenue from membership dues $0.00 
Revenue from fundraising events $0.00 
Contributions from related organizations $0.00 
Revenue from gov't grants $0.00 
Revenue from all other contributions $0.00 
Other types of revenue
Royalties (total)$0.00$0.00$0.00
Miscellaneous revenue (total)$730,478.00$1,802,124.00$329,528.00
Net revenue from gaming (total)$0.00  
Income from dividends, interest, and similar investments$13,699,746.00$13,887,881.00$13,811,992.00
Net rental income$0.00$0.00$0.00
Net income from fundraising events$0.00  
Net inventory sales (total)$0.00  
Fees for services
Lobbying fees (total)$106,157.00$84,750.00$63,777.00
Legal fees (total)$239,726.00$152,689.00$264,685.00
Fundraising service fees (total)$0.00$0.00$0.00
General management fees (total) $0.00$0.00
Investment management fees (total)$2,138,214.00$2,158,853.00$2,173,697.00
Accounting service fees (total)$1,048,270.00$1,288,566.00$1,001,810.00
Assets and liabilities
Total assets$646,033,217.00$648,939,594.00$692,017,768.00
Total assets, beginning of year$648,939,594.00$692,017,768.00$723,052,183.00
Total liabilities$496,407,813.00$503,509,781.00$479,243,200.00
Total liabilities, beginning of year$503,509,781.00$479,243,200.00$462,646,858.00
Pledges & accounts receivable, net$0.00$0.00$0.00
Loans & receivables from key persons$0.00$0.00$0.00
Net assets$149,625,404.00$145,429,813.00$212,774,568.00
Net assets, beginning of year$145,429,813.00$212,774,568.00$260,405,325.00
Other liabilities$456,782,407.00$459,959,803.00$433,159,670.00
Bond liabilities$0.00$0.00$0.00
Intangible assets $0.00$0.00
Other assets$10,960,432.00$8,708,707.00$27,864,985.00
Investments: other securities $0.00$0.00
Investments: publicly traded securities$601,113,303.00$608,286,781.00$632,546,414.00
Cash: non-interest bearing$7,434,657.00$4,823,900.00-$11,008,355.00
Cash: non-interest bearing, beginning of year$4,823,900.00-$11,008,355.00$32,568,711.00
Investments: program-related $0.00$0.00
Escrow or custodial account liability$0.00$0.00$0.00
Loans and other payables to key persons$0.00$0.00$0.00
Grants payable$0.00$0.00$0.00
Inventories for sale or use$0.00$0.00$0.00
Other financial variables
Revenue less expenses$22,463,351.00-$55,494,495.00-$45,284,661.00
Advertising (total)$268,717.00$302,287.00$263,097.00
Savings & temp cash investment$20,773,257.00$21,926,543.00$31,621,784.00
Accounts receivable, net$4,048,519.00$3,477,007.00$10,064,964.00
Prepaid expenses & deferred charges$1,294,871.00$1,219,235.00$692,170.00
Accounts payable & accrued expenses$24,095,027.00$25,498,024.00$27,439,717.00
Deferred revenue$15,530,379.00$18,051,954.00$18,643,813.00
Unsecured notes & loans to unrelated parties$0.00$0.00$0.00
Secured mortgages and notes payable$0.00$0.00$0.00
Total net assets or fund balances$149,625,404.00$145,429,813.00$212,774,568.00
Depreciation, depletion, amortization$130,188.00$323,295.00$228,093.00
Payment to affiliates$0.00$0.00$0.00
Governance and accountability
Number of voting members111110
Number of independent voting members111110
Financial sheets auditedTrueTrueTrue
Audit on consolidated basisTrueTrue 
Tax year start date2016-01-012015-01-012014-01-01
Tax year end date2016-12-312015-12-312014-12-31
Accounting methodAccrualAccrualAccrual
Metadata about the filing
E-return type990990990
Date e-filing submitted2018-01-032016-12-152015-09-23
IRS schema version2016v3.02015v2.12014v5.0
Filing identifier201713179349301266201612239349301851201542259349301594
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