Ista Insurance Trust

“Individual's name: jennifer clutter title or role: trustee individual's name: doug taylor, teresa meredith, dan holub title or role: trustee explanation of relationship: business relationship. Individual's name: dan holub title or role: alternate trustee & ceo individual's name: jennifer clutter, teresa meredith, doug taylor title or role: trustee explanation of relationship: business relationship. Individual's name: teresa meredith title or role: trustee individual's name: jennifer clutter, dan holub, doug taylor title or role: trustee explanation of relationship: business relationship. Individual's name: doug taylor title or role: alternate trustee individual's name: jennifer clutter, dan holub, teresa meredith title or role: trustee explanation of relationship: business relationship.”

“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.”

“There were no committees with the authority to act on behalf of the governing body.”

“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.”

“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 a conflict of interest policy or audited financial statements.”

“Jennifer clutter - 150 west market street, suite 900, indianapolis, in 46204. John f. Springer - 1201 16th street nw, washington, dc 20036. Kritsy spires - 225 east broad street, po box 2550, columbus, oh 43216. Maury koffman - 2182 regency drive, east lansing, mi 48823. Teresa meredith - 150 west market street, suite 900, indianapolis, in 46204. Doug taylor - 150 west market street, suite 900, indianapolis, in 46204. Dan holub - 150 west market street, suite 900, indianapolis, in 46204.”

“Administrative fees: program service expenses 0. Management and general expenses 96,715. Fundraising expenses 0. Total expenses 96,715. Consulting fees: program service expenses 0. Management and general expenses 7,500. Fundraising expenses 0. Total expenses 7,500. Investment fees: program service expenses 0. Management and general expenses 19,843. Fundraising expenses 0. Total expenses 19,843.”

“Pass-through activity from partnerships from schedule k-1 -336,192. State taxes paid by pass-through entities 2,590.”