Civic Intelligence

Associated Banc-Corp Group Health

EIN 39-1375089 • 501(c)9 • Green Bay, WI

Profile

Provide health and other employee benefits to employees

PO Box 12800Green Bay, WI 54307-2800

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

19th percentile

-5.5%

Higher net margin than 19% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

7th percentile

-49%

Faster asset growth than 7% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

8.3%

Faster revenue growth than 54% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,858,713

Down $2,783,582 (-49%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,858,713

Down $2,783,582 (-49%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin19th percentile

Revenue

Up

$51,170,668

Up $3,941,890 (+8.3%) from 2023

Expenses

Up

$53,967,570

Up $8,337,002 (+18%) from 2023

Net Income

Down

-$2,796,902

Down $4,395,112 (-275%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $12,808,262Liabilities 2011: $0Net Assets 2011: $12,808,2622011Assets 2012: $11,651,301Liabilities 2012: $0Net Assets 2012: $11,651,3012012Assets 2013: $8,817,865Liabilities 2013: $0Net Assets 2013: $8,817,8652013Assets 2014: $3,450,367Liabilities 2014: $0Net Assets 2014: $3,450,3672014Assets 2015: $1,251,031Liabilities 2015: $0Net Assets 2015: $1,251,0312015Assets 2016: $716,968Liabilities 2016: $0Net Assets 2016: $716,9682016Assets 2017: $1,200,159Liabilities 2017: $0Net Assets 2017: $1,200,1592017Assets 2019: $1,134,549Liabilities 2019: $0Net Assets 2019: $1,134,5492019Assets 2020: $3,132,429Liabilities 2020: $0Net Assets 2020: $3,132,4292020Assets 2021: $6,444,202Liabilities 2021: $0Net Assets 2021: $6,444,2022021Assets 2022: $4,056,772Liabilities 2022: $0Net Assets 2022: $4,056,7722022Assets 2023: $5,642,295Liabilities 2023: $0Net Assets 2023: $5,642,2952023Assets 2024: $2,858,713Liabilities 2024: $0Net Assets 2024: $2,858,7132024

Highlighted filing

2024

Assets$2,858,713
Liabilities$0
Net Assets$2,858,713
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $24,177,477Expenses 2011: $21,709,033Net Income 2011: $2,468,4442011Revenue 2012: $24,397,784Expenses 2012: $25,554,745Net Income 2012: -$1,156,9612012Revenue 2013: $24,702,156Expenses 2013: $27,535,592Net Income 2013: -$2,833,4362013Revenue 2014: $22,708,748Expenses 2014: $28,076,245Net Income 2014: -$5,367,4972014Revenue 2015: $29,654,726Expenses 2015: $31,854,063Net Income 2015: -$2,199,3372015Revenue 2016: $32,290,428Expenses 2016: $32,824,197Net Income 2016: -$533,7692016Revenue 2017: $39,364,782Expenses 2017: $38,882,153Net Income 2017: $482,6292017Revenue 2019: $38,127,793Expenses 2019: $38,685,300Net Income 2019: -$557,5072019Revenue 2020: $37,701,449Expenses 2020: $35,706,710Net Income 2020: $1,994,7392020Revenue 2021: $40,523,250Expenses 2021: $37,211,439Net Income 2021: $3,311,8112021Revenue 2022: $37,415,728Expenses 2022: $39,797,303Net Income 2022: -$2,381,5752022Revenue 2023: $47,228,778Expenses 2023: $45,630,568Net Income 2023: $1,598,2102023Revenue 2024: $51,170,668Expenses 2024: $53,967,570Net Income 2024: -$2,796,9022024

Highlighted filing

2024

Revenue$51,170,668
Expenses$53,967,570
Net Income-$2,796,902
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,858,713
Liabilities
$0
Net assets
$2,858,713
Revenue
$51,170,668
Expenses
$53,967,570
Net income
-$2,796,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$51.2$54.0$2.80
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.00$5.64$47.2$45.6$1.60
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$0.00$4.06$37.4$39.8$2.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.44$0.00$6.44$40.5$37.2$3.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.13$0.00$3.13$37.7$35.7$1.99
2019Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$38.1$38.7$0.56
2017Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$39.4$38.9$0.48
2016Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$32.3$32.8$0.53
2015Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$29.7$31.9$2.20
2014Summary only. Only limited summary data is available for this year.$3.45$0.00$3.45$22.7$28.1$5.37
2013Summary only. Only limited summary data is available for this year.$8.82$0.00$8.82$24.7$27.5$2.83
2012Summary only. Only limited summary data is available for this year.$11.7$0.00$11.7$24.4$25.6$1.16
2011Summary only. Only limited summary data is available for this year.$12.8$0.00$12.8$24.2$21.7$2.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 7, 2025
Return Version
2024v5.2
Gross Receipts
$51,170,668
Mission and Program Overview

Mission

Provide health and other employee benefits to employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,642,295$2,858,713▼ $2,783,582
Rtn Earn Endowment Incm Other Fnds$5,642,295$2,858,713▼ $2,783,582
Total Assets$5,642,295$2,858,713▼ $2,783,582
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,642,295$2,858,713▼ $2,783,582
Total Liabilities and Net Assets / Fund Balance$5,642,295$2,858,713▼ $2,783,582
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
-Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Delta Dental-PO BOX 86, Stevens Point, WI 54481$140,482
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$50,995,443
Investment Income
$175,225
Other Revenue
$0
Change in Net Assets
$-2,796,902

Audited Revenue Reconciliation

Revenue per Audited Statements
$45,408,513
Revenue Not Reported on Financial Statements
$5,762,156
Other Revenue Adjustments
$5,762,156
Total Revenue per Audited Statements
$45,408,513
Total Revenue per Form 990
$51,170,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$260,568
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$53,707,002--$53,707,002
Fees for Services Other$140,482--$140,482
Other Expenses$75,211--$75,211
Total Functional Expenses$53,967,570$0$0$53,967,570

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$53,967,570
Expenses per Audited Statements$46,883,932
Total Expenses per Audited Statements$46,883,932
Expenses Not Reported on Financial Statements$7,083,638
Other Expense Adjustments$7,083,638
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“Entity is a veba with no governing body”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Entity is a veba with no governing body”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Entity is a veba with no governing body”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A copy of the return was provided to the trustee for review before filing”

Form 990, Page 6, Part VI, Line 18

“Documents are made available upon request”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Associated Banc-corp Group Health
EIN
39-1375089
Phone
9204333192
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Associated Trust Company Na
Title
Trustee
Phone
9204333192
Signed
2025-10-07
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Wi
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Shirley Hu
Phone
3128792000
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Line 12A

“Independent audit performed by cliftonlarsonallen llp”

Explanation for Form 990, Part XI, Line 9

“TIMING OF INCOME: ($12,128); FEDERAL REFUND ($1,192). The trust received a federal refund during this calendar year. This refund of $1,192 was a recovery of unrelated business income tax (UBTI) previously overpaid for the 2021 tax year. The refund is reflected on the balance sheet and is not recorded as revenue.”

Financial Statement Notes

EXPLANATION FOR SCHEDULE D, PART XI, LINE 4B

“Contributions and rebates received: $5,762,156.”

EXPLANATION FOR SCHEDULE D, PART XII, LINE 4B

“Claims paid: ($7,083,637.68)”

Raw XML Appendix295 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH AND OTHER EMPLOYEE BENEFITS TO EMPLOYEES
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt053707002
IRS990/BenefitsToMembersGrp/TotalAmt053707002
IRS990/BooksInCareOfDetail/PersonNm0CHAD BORNS
IRS990/BooksInCareOfDetail/PhoneNum09207378407
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ASSOCIATED TR CO PO BOX 408
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEENAH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054957
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0140482
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 86
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0STEVENS POINT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd054481
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0DELTA DENTAL
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt053707002
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0175225
IRS990/CYOtherExpensesAmt0260568
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt050995443
IRS990/CYRevenuesLessExpensesAmt0-2796902
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt053967570
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt051170668
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0HEALTH AND OTHER EMPLOYEE BENEFITS TO EMPLOYEES
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0140482
IRS990/FeesForServicesOtherGrp/TotalAmt0140482
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Associated Trust Company NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt051170668
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0175225
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0175225
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDE HEALTH AND OTHER EMPLOYEE BENEFITS TO EMPLOYEES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05642295
IRS990/NetAssetsOrFundBalancesEOYAmt02858713
IRS990/NetUnrelatedBusTxblIncmAmt0167025
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt013320
IRS990/OtherExpensesGrp/Desc0PRIOR YEAR UBTI TAX LIABILITY
IRS990/OtherExpensesGrp/Desc1ESTIMATED UBTI TAX PAYMENTS
IRS990/OtherExpensesGrp/ProgramServicesAmt044875
IRS990/OtherExpensesGrp/ProgramServicesAmt175211
IRS990/OtherExpensesGrp/TotalAmt044875
IRS990/OtherExpensesGrp/TotalAmt175211
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2PHARMACY REBATES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011495074
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt133748565
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25751804
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011495074
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt133748565
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25751804
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt045457355
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0156549
IRS990/PYOtherExpensesAmt0173213
IRS990/PYProgramServiceRevenueAmt047072229
IRS990/PYRevenuesLessExpensesAmt01598210
IRS990/PYTotalExpensesAmt045630568
IRS990/PYTotalRevenueAmt047228778
IRS990/ReconcilationRevenueExpnssAmt0-2796902
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05642295
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02858713
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05642295
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02858713
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07083638
IRS990ScheduleD/ExpensesSubtotalAmt046883932
IRS990ScheduleD/OtherExpensesNotIncludedAmt07083638
IRS990ScheduleD/OtherRevenuesNotIncludedAmt05762156
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05762156
IRS990ScheduleD/RevenueSubtotalAmt045408513
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CONTRIBUTIONS AND REBATES RECEIVED: $5,762,156.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CLAIMS PAID: ($7,083,637.68)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR SCHEDULE D, PART XI, LINE 4b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR SCHEDULE D, PART XII, LINE 4b
IRS990ScheduleD/TotalExpensesPerForm990Amt053967570
IRS990ScheduleD/TotalRevenuePerForm990Amt051170669
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt045408513
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt046883932
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDEPENDENT AUDIT PERFORMED BY CLIFTONLARSONALLEN LLP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENTITY IS A VEBA WITH NO GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENTITY IS A VEBA WITH NO GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ENTITY IS A VEBA WITH NO GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE RETURN WAS PROVIDED TO THE TRUSTEE FOR REVIEW BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TIMING OF INCOME: ($12,128); FEDERAL REFUND ($1,192). The trust received a federal refund during this calendar year. This refund of $1,192 was a recovery of unrelated business income tax (UBTI) previously overpaid for the 2021 tax year. The refund is reflected on the balance sheet and is not recorded as revenue.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINE 12A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0391098068
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0BANKING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ASSOCIATED BANC-CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0PO BOX 12800
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0GREEN BAY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0543072800
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ASSOCIATED TRUST COMPANY NA
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHIRLEY HU
ReturnHeader/ReturnTs02025-10-08T16:01:28-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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