Liabilities / Assets
34th percentile
Higher debt load relative to assets than 34% of similar nonprofits.
990 • Fiscal year 2014 • EIN 39-1651543
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
34th percentile
Higher debt load relative to assets than 34% of similar nonprofits.
Liabilities / Revenue
34th percentile
Higher debt load relative to revenue than 34% of similar nonprofits.
Net Margin
78th percentile
Higher net margin than 78% of similar nonprofits.
Top Officer Pay
60th percentile
Higher top officer pay than 60% of similar nonprofits.
Top officer pay equals 0.3% of source-year revenue.
Asset Growth
67th percentile
Faster asset growth than 67% of similar nonprofits.
Revenue Growth
50th percentile
Faster revenue growth than 50% of similar nonprofits.
Assets
Up$111,703,755
Up $9,411,674 (+9.2%) from 2013
Net Assets
Up$110,972,667
Up $9,356,518 (+9.2%) from 2013
Liabilities
Up$731,088
Up $55,156 (+8.2%) from 2013
Revenue
Up$51,679,708
Up $1,780,304 (+3.6%) from 2013
Expenses
Up$42,323,190
Up $204,142 (+0.5%) from 2013
Net Income
Up$9,356,518
Up $1,576,162 (+20%) from 2013
Provide benefits to members
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $101,616,149 | $110,972,667 | ▲ $9,356,518 |
| Investments in Publicly Traded Securities | $75,336,705 | $81,077,279 | ▲ $5,740,574 |
| Savings and Temporary Cash Investments | $10,135,149 | $12,258,446 | ▲ $2,123,297 |
| Investments Other Securities | $11,637,262 | $12,243,717 | ▲ $606,455 |
| Accounts Receivable | $3,616,693 | $4,576,990 | ▲ $960,297 |
| Land, Buildings, and Equipment, Net | $1,558,694 | $1,547,323 | ▼ $11,371 |
| Total Assets | $102,292,081 | $111,703,755 | ▲ $9,411,674 |
| Other Assets Total | $7,578 | - | - |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $675,932 | $731,088 | ▲ $55,156 |
| Total Liabilities | $675,932 | $731,088 | ▲ $55,156 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $101,616,149 | $110,972,667 | ▲ $9,356,518 |
| Total Liabilities and Net Assets / Fund Balance | $102,292,081 | $111,703,755 | ▲ $9,411,674 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $1,224,889 | $381,372 | $1,606,261 |
| Land | $293,648 | - | $293,648 |
| Equipment | $28,786 | $214,484 | $243,270 |
| Other Land Buildings | - | $69,241 | $69,241 |
| Other Securities | $12,243,717 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Art Bishop | Trust Fund a | FT | $105,594 | $24,335 | $129,929 |
| Name | Title |
|---|---|
| LOYAL O'LEARY | Chairman |
| Bob Van Ert | Trustee |
| Dan Murphy | Trustee |
| Dean Miller | Trustee |
| Don Allen | Trustee |
| Gerald Schulz | Trustee |
| Greg Young | Trustee |
| Jim Eland Ii | Trustee |
| John Desens | Trustee |
| Leo Sokolik | Trustee |
| Mark Hady | Trustee |
| Mark Lauer | Trustee |
| Robert Doyle | Trustee |
| Sean Frank | Trustee |
| Tim Padesky | Trustee |
| Chris Gulbrandson | Secretary |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Anthem Blue Cross And Blue Shield | Preferred Provi | PO BOX 30302-445, Atlanta, GA 30326-1039 | $1,115,429 |
| Reinhart Boerner Van Dueren | Attorney | PO BOX 2965, Milwaukee, WI 53201-2965 | $195,467 |
| Line Item | Amount |
|---|---|
| Other Expenses | $5,287,614 |
| Salaries, Compensation, and Employee Benefits | $716,360 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $36,319,216 |
| Other Salaries and Wages | - | - | - | $427,512 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $128,929 |
| Other Expenses | - | - | - | $93,598 |
| Payroll Taxes | - | - | - | $85,882 |
| Pension Plan Contributions | - | - | - | $74,037 |
| Depreciation Depletion | - | - | - | $40,157 |
| Total Functional Expenses | $0 | $0 | $0 | $42,323,190 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $42,323,190 |
| Expenses per Audited Statements | $42,229,592 |
| Total Expenses per Audited Statements | $42,229,592 |
| Expenses Not Reported on Financial Statements | $93,598 |
| Other Expense Adjustments | $93,598 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Explanation: each participant of the organization is considered a member.”
“Explanation: the trustees of the organization are elected by the members to represent the members of the organization.”
“Explanation: the trust administrator and attorney review a draft of form 990 before it is filed. The return is not reviewed by the board of trustees.”
“Each trustee has signed an agreement stating that he or she will act in accordance with the trust agreement.”
“Explanation: compensation of the trust administrator is determined by the board of trustees.”
“Documentation is available upon request.”
“Investment expenses -93,598 investment expenses 93,598”
“Explanation: the plan will recognize any accrued interest and penalties related to unrecognized benefits in income tax, if incurred. The plan's previous three tax years are open for examination by the internal revenue service.”
“Investment expenses 93,598”
“Investment expenses 93,598”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 675932 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 731088 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 3616693 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 4576990 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE BENEFITS TO MEMBERS |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 36319216 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6082769111 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2730 DAIRY DRIVE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MADISON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53718 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 128929 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 1115429 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 195467 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | PO BOX 30302-445 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | PO BOX 2965 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | ATLANTA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | MILWAUKEE |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | GA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | WI |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 303261039 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 532012965 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | ANTHEM BLUE CROSS AND BLUE SHIELD |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | REINHART BOERNER VAN DUEREN |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | PREFERRED PROVI |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | ATTORNEY |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 36319216 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 4591574 |
| IRS990/CYOtherExpensesAmt | 0 | 5287614 |
| IRS990/CYOtherRevenueAmt | 0 | 76278 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 47011856 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 9356518 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 716360 |
| IRS990/CYTotalExpensesAmt | 0 | 42323190 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 51679708 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 40157 |
| IRS990/Desc | 0 | WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, AND OTHER BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS AND BENEFICIARIES. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | true |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 10 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 24335 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JOHN DESENS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DON ALLEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SEAN FRANK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BOB VAN ERT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | GREG YOUNG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MARK LAUER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | DEAN MILLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | CHRIS GULBRANDSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | LEO SOKOLIK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | MARK HADY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | JIM ELAND II |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | GERALD SCHULZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | TIM PADESKY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | LOYAL O'LEARY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | DAN MURPHY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | ROBERT DOYLE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | ART BISHOP |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 105594 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | TRUST FUND A |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1989 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 2702720 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 15 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 18399745 |
| IRS990/GrossReceiptsAmt | 0 | 67376733 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 15 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1888854 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1888854 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 11637262 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 12243717 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 75336705 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 81077279 |
| IRS990/IRPDocumentCnt | 0 | 1029 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 665097 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1558694 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1547323 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 2212420 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 15697025 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | PROVIDE BENEFITS TO MEMBERS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 101616149 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 110972667 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2702720 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 2702720 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 7578 |
| IRS990/OtherExpensesGrp/Desc | 0 | ADMINISTRATIVE EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | INVESTMENT EXPENSES |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 5153859 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 93598 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
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| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 11211 |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | EXPLANATION: THE PLAN WILL RECOGNIZE ANY ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED BENEFITS IN INCOME TAX, IF INCURRED. THE PLAN'S PREVIOUS THREE TAX YEARS ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | INVESTMENT EXPENSES 93,598 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | INVESTMENT EXPENSES 93,598 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 3, PART X |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE D, PAGE 4, PART XI, LINE 4B |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | SCHEDULE D, PAGE 4, PART XII, LINE 4B |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPLANATION: EACH PARTICIPANT OF THE ORGANIZATION IS CONSIDERED A MEMBER. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPLANATION: THE TRUSTEES OF THE ORGANIZATION ARE ELECTED BY THE MEMBERS TO REPRESENT THE MEMBERS OF THE ORGANIZATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPLANATION: THE TRUST ADMINISTRATOR AND ATTORNEY REVIEW A DRAFT OF FORM 990 BEFORE IT IS FILED. THE RETURN IS NOT REVIEWED BY THE BOARD OF TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | EACH TRUSTEE HAS SIGNED AN AGREEMENT STATING THAT HE OR SHE WILL ACT IN ACCORDANCE WITH THE TRUST AGREEMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | EXPLANATION: COMPENSATION OF THE TRUST ADMINISTRATOR IS DETERMINED BY THE BOARD OF TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DOCUMENTATION IS AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | INVESTMENT EXPENSES -93,598 INVESTMENT EXPENSES 93,598 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 6 |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART XI, LINE 9 |
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| IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | WISCONSIN ELECTRICAL (SEE PART VII) |
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| IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd | 0 | 53718 |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | PART I (A) CONTINUATION: WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE FUND OFFICE, LLC PART I (B) CONTINUATION: HOLD AND LEASE PROPERTY AND PROVIDE ADMINISTRATIVE SERVICES |
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| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 675932 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 731088 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 675932 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 731088 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 101616149 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 110972667 |
| IRS990/TotalOtherCompensationAmt | 0 | 24335 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 47011856 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 105594 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.