Civic Intelligence

Wea Insurance Corporation

EIN 39-1519322 • 501(c)9 • Madison, WI

View Organization Page

Profile

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.

45 Nob Hill RoadMadison, WI 53713-3959

weatrust.com

Siviq Scores

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

Liabilities / Assets

96th percentile

0.86x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

21.26x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

84th percentile

33%

Higher net margin than 84% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-1.0%

Faster asset growth than 24% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-27%

Faster revenue growth than 7% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$552,068,528

Down $5,363,166 (-1.0%) from 2023

Liabilities

Up

$476,794,414

Up $9,404,673 (+2.0%) from 2023

Net Assets

Down

$75,274,114

Down $14,767,839 (-16%) from 2023

Operations
Liabilities / Revenue100th percentileNet Margin84th percentile

Revenue

Down

$22,425,092

Down $8,414,854 (-27%) from 2023

Expenses

Down

$14,992,772

Down $58,428,234 (-80%) from 2023

Net Income

Up

$7,432,320

Up $50,013,380 (+117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$1.0B$500M$0Assets 2010: $654,384,936Liabilities 2010: $421,164,245Net Assets 2010: $233,220,6912010Assets 2011: $643,667,925Liabilities 2011: $422,205,421Net Assets 2011: $221,462,5042011Assets 2012: $701,792,235Liabilities 2012: $413,560,035Net Assets 2012: $288,232,2002012Assets 2013: $723,052,183Liabilities 2013: $462,646,858Net Assets 2013: $260,405,3252013Assets 2014: $692,017,768Liabilities 2014: $479,243,200Net Assets 2014: $212,774,5682014Assets 2015: $648,939,594Liabilities 2015: $503,509,781Net Assets 2015: $145,429,8132015Assets 2016: $646,033,217Liabilities 2016: $496,407,813Net Assets 2016: $149,625,4042016Assets 2017: $663,864,126Liabilities 2017: $488,352,234Net Assets 2017: $175,511,8922017Assets 2018: $664,672,752Liabilities 2018: $499,091,922Net Assets 2018: $165,580,8302018Assets 2019: $712,836,642Liabilities 2019: $530,112,209Net Assets 2019: $182,724,4332019Assets 2020: $809,951,534Liabilities 2020: $573,439,565Net Assets 2020: $236,511,9692020Assets 2021: $792,635,009Liabilities 2021: $610,581,085Net Assets 2021: $182,053,9242021Assets 2022: $600,975,134Liabilities 2022: $564,318,799Net Assets 2022: $36,656,3352022Assets 2023: $557,431,694Liabilities 2023: $467,389,741Net Assets 2023: $90,041,9532023Assets 2024: $552,068,528Liabilities 2024: $476,794,414Net Assets 2024: $75,274,1142024

Highlighted filing

2024

Assets$552,068,528
Liabilities$476,794,414
Net Assets$75,274,114
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0B$500M$0-$500MExpenses 2010: $884,788,1782010Expenses 2011: $798,121,5922011Expenses 2012: $680,497,0072012Revenue 2013: $617,877,610Expenses 2013: $663,633,864Net Income 2013: -$45,756,2542013Revenue 2014: $631,938,197Expenses 2014: $677,222,858Net Income 2014: -$45,284,6612014Revenue 2015: $572,432,209Expenses 2015: $627,926,704Net Income 2015: -$55,494,4952015Revenue 2016: $533,221,392Expenses 2016: $510,758,041Net Income 2016: $22,463,3512016Revenue 2017: $485,862,380Expenses 2017: $489,301,677Net Income 2017: -$3,439,2972017Revenue 2018: $623,900,829Expenses 2018: $613,650,411Net Income 2018: $10,250,4182018Revenue 2019: $615,393,234Expenses 2019: $638,612,813Net Income 2019: -$23,219,5792019Revenue 2020: $683,531,610Expenses 2020: $661,532,572Net Income 2020: $21,999,0382020Revenue 2021: $692,190,590Expenses 2021: $735,062,535Net Income 2021: -$42,871,9452021Revenue 2022: $579,871,189Expenses 2022: $616,649,093Net Income 2022: -$36,777,9042022Revenue 2023: $30,839,946Expenses 2023: $73,421,006Net Income 2023: -$42,581,0602023Revenue 2024: $22,425,092Expenses 2024: $14,992,772Net Income 2024: $7,432,3202024

Highlighted filing

2024

Revenue$22,425,092
Expenses$14,992,772
Net Income$7,432,320
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$552,068,528
Liabilities
$476,794,414
Net assets
$75,274,114
Revenue
$22,425,092
Expenses
$14,992,772
Net income
$7,432,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$552$477$75.3$22.4$15.0$7.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$557$467$90.0$30.8$73.4$42.6
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$601$564$36.7$580$617$36.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$793$611$182$692$735$42.9
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$810$573$237$684$662$22.0
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$713$530$183$615$639$23.2
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$665$499$166$624$614$10.3
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$664$488$176$486$489$3.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$646$496$150$533$511$22.5
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$649$504$145$572$628$55.5
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$692$479$213$632$677$45.3
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$723$463$260$618$664$45.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$702$414$288$680
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$644$422$221$798
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$654$421$233$885
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Gross Receipts
$1,732,221,000
Mission and Program Overview

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$698,377,033$487,684,951▼ $210,692,082
Savings and Temporary Cash Investments$41,148,210$66,412,305▲ $25,264,095
Rtn Earn Endowment Incm Other Fnds$180,053,924$34,656,335▼ $145,397,589
Investments Program Related$19,482,962$14,587,668▼ $4,895,294
Cash and Non-Interest-Bearing Accounts$12,737,340$11,070,591▼ $1,666,749
Accounts Receivable$978,205$9,936,280▲ $8,958,075
Cap Stk Tr Prin Current Funds$2,000,000$2,000,000→ $0
Prepaid Expenses and Deferred Charges$61,360$321,182▲ $259,822
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$792,635,009$600,975,134▼ $191,659,875
Other Assets Total$19,849,899$10,962,157▼ $8,887,742
Liabilities
Other Liabilities$576,897,883$546,350,711▼ $30,547,172
Accounts Payable and Accrued Expenses$17,971,444$17,818,176▼ $153,268
Deferred Revenue$15,711,758$149,912▼ $15,561,846
Total Liabilities$610,581,085$564,318,799▼ $46,262,286
Net Assets / Fund Balance
Total Net Assets Fund Balance$182,053,924$36,656,335▼ $145,397,589
Total Liabilities and Net Assets / Fund Balance$792,635,009$600,975,134▼ $191,659,875
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
-Board Member, Chair$11,718$11,718
-Board Member, Vice Chair$9,007$9,007
-Board Member, Secretary/Treasurer$7,534$7,534
-Board Member$5,250$5,250

Board Members and Trustees

NameTitle
-President & CEO
-Vice President General Counsel
-Vice President of Finance & Accounting
-Chief Operating Officer
-Corporate Secretary
-Former CEO

Highest Paid Contractors

ContractorServicesLocationCompensation
Interlink Care ManagementMedical Case Management4660 NE Belknap Ct, Suite 209, Hillsboro, OR 97124$1,273,670
MedImpact Healthcare SystemPharmacy Administration10181 Scripps Gateway Ct, 135, San Diego, CA 92131$1,219,180
Wisconsin Insurance Security FundInsurance Services2820 Walton Commons Ln, Ste 300, Madison, WI 53718$1,120,397
Occunet LLCMedical Claims Services1800 SWashington Street, MN101-W-400, Amarillo, TX 79102$1,034,649
OptumHealth Care SolutionsBill Audit Services11000 Optum Circle, Eden Prairie, MN 55344$900,417
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$557,954,613
Investment Income
$21,890,726
Other Revenue
$25,850
Change in Net Assets
$-36,777,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,666,130
Salaries, Compensation, and Employee Benefits$60
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$564,982,903
Fees for Services Other---$9,617,931
Fees for Service Investment Mgmnt Fees---$2,283,267
Information Technology---$1,875,196
Office Expenses---$1,108,354
Other Expenses---$849,267
Fees for Services Accounting---$187,848
Fees for Services Lobbying---$47,250
All Other Expenses---$33,062
Fees for Services Legal---$26,749
Travel---$9,152
Advertising---$8,628
Other Employee Benefits---$60
Total Functional Expenses$0$0$0$616,649,093
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefits Payable$514,532,092
Payable for Securities$31,818,619
Payable to affiliates-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL

“The President/CEO was compensated by a related organization, NeuGen LLC, which UTILIZED AN INDEPENDENT COMPENSATION TOOL, PAYFACTORS, TO PROVIDE BENCHMARK SALARY INFORMATION. THE BENCHMARK DATA CONSIDERED COMPARABLE ORGANIZATIONS AND OUR GEOGRAPHIC AREA. The compensation was APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS of NeuGen LLC, AND DOCUMENTED IN THE MINUTES. THE MOST RECENT REVIEW OF COMPENSATION TOOK PLACE IN 2022.”

Form 990, Part VI, Line 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES

“The officers of the organization were compensated by a related organization, NeuGen LLC. The compensation of all Vice Presidents was reviewed and approved by the Executive Committee of NeuGen, LLC in March. In addition, market adjustments were reviewed and approved by the Executive Committee in November. THE PROCESS was DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMMITTEE of NeuGen LLC. Salary information from comparable organizations within the geographic area was considered. THE MOST RECENT REVIEW OF COMPENSATION TOOK PLACE IN 2022.”

Form 990, Part VI, Line 1A Delegate broad authority to A committee

“The Executive Committee consists of three (3) or more directors. The Executive Committee has all of the authority of the Board of Directors in the management of the Corporation.”

Form 990, Part VI, Line 6 Classes of members or stockholders

“WEA Insurance Corporation is a wholly owned subsidiary of Wisconsin Education Association Insurance Trust. Wisconsin Education Association Trust is the sole shareholder.”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“Wisconsin Education Association Insurance Trust elects all board members.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The Form 990 is prepared by an external accounting firm. Any areas of concern are discussed and reviewed prior to filing. A complete copy of the Form 990 is provided to the entire board of directors prior to filing.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Upon appointment, each member of the governing body and the officers of the organization are required to complete a written conflict of interest policy form verifying that they have no conflict of interest. Each year thereafter, this form is again completed to confirm there have been no changes in status.”

Form 990, Part VI, Line 19 Required documents available to the public

“WEA Insurance Corporation is regulated by the Office of the Commissioner of Insurance (OCI) of the state of Wisconsin. WEA is required to submit its governing documents, conflict of interest statements, and financial statements to the OCI. These documents then become a matter of public record. These documents are also available upon request.”

Filing and Contact Details

Filer

Filer Name
WEA Insurance Corporation
EIN
39-1519322
Phone
8002794000
Address
45 Nob Hill Road, Madison, WI 53713-3959

Signing Officer

Name
Dawn Witek
Title
VP of Finance and Accounting
Phone
6082764000
Signed
2023-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Crowe Llp
Address
9600 Brownsboro Road Suite 400, Louisville, KY 40241-3902
Preparer
Rachel Spurlock
Phone
5023263996
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“Unrealized Loss in Health Traditions Health Plan HMO - -5125516; Unrealized Gain in NeuGen Health - 230223;”

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The trust, corporation, hthp and neugen account for uncertain tax positions in accordance with fasb asc 740, which provides a framework for how companies should recognize, measure, present and disclose uncertain tax positions in their consolidated financial statements. The companies may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The trust, corporation, hthp and neugen did not record any unrecognized tax benefits as of december 31, 2022 and 2021. The companies do not believe it is reasonably possible that its unrecognized tax benefits would materially change in the next twelve months. The companies policy is to include interest and penalties related to unrecognized tax benefits as a component of other expenses. As of december 31, 2022 and 2021, the companies did not record any penalties or interest associated with unrecognized tax benefits.”

Raw XML AppendixShowing 400 of 679 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/AccountsPayableAccrExpnssGrp/BOYAmt017971444
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IRS990/AccountsReceivableGrp/BOYAmt0978205
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IRS990/ActivityOrMissionDesc0To 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.
IRS990/AdvertisingGrp/TotalAmt08628
IRS990/AllOtherExpensesGrp/TotalAmt033062
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IRS990/BooksInCareOfDetail/PhoneNum08002794000
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IRS990/BooksInCareOfDetail/USAddress/CityNm0Madison
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd053713
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IRS990/ChangeToOrgDocumentsInd0false
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IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt01273670
IRS990/ContractorCompensationGrp/CompensationAmt11219180
IRS990/ContractorCompensationGrp/CompensationAmt21120397
IRS990/ContractorCompensationGrp/CompensationAmt31034649
IRS990/ContractorCompensationGrp/CompensationAmt4900417
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt110181 Scripps Gateway Ct
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt22820 Walton Commons Ln
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31800 SWashington Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt411000 Optum Circle
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt1135
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Interlink Care Management
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1MedImpact Healthcare System
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2WISCONSIN INSURANCE SECURITY FUND
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3OCCUNET LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4OptumHealth Care Solutions
IRS990/ContractorCompensationGrp/ServicesDesc0Medical Case Management
IRS990/ContractorCompensationGrp/ServicesDesc1Pharmacy Administration
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IRS990/CreditCounselingInd0false
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IRS990/DescribedInSection501c3Ind0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
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IRS990/FeesForServicesLegalGrp/TotalAmt026749
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IRS990/FeesForServicesOtherGrp/TotalAmt09617931
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IRS990/ForeignOfficeInd0false
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST, CORPORATION, HTHP AND NEUGEN ACCOUNT FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR CONSOLIDATED FINANCIAL STATEMENTS. THE COMPANIES MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE TRUST, CORPORATION, HTHP AND NEUGEN DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2022 AND 2021. THE COMPANIES DO NOT BELIEVE IT IS REASONABLY POSSIBLE THAT ITS UNRECOGNIZED TAX BENEFITS WOULD MATERIALLY CHANGE IN THE NEXT TWELVE MONTHS. THE COMPANIES POLICY IS TO INCLUDE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF OTHER EXPENSES. AS OF DECEMBER 31, 2022 AND 2021, THE COMPANIES DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS.
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