2025-11-06T16:07:54-06:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 43 CONSTITUTION DRIVE SUITE 100 BEDFORD NH 03110 990 2024-01-01 396046865 WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND WISC 6082322061 695 S GRAND AVE 101 SUN PRAIRIE WI 53590 BANK OF SUN PRAIRIE TRUST DEPT TRUSTEE 6082322061 2025-11-05 1 1 LANCE R TURGEON P00627708 6036273838 2025-11-04 2024 2025-03-06 01:10:19Z CHARLIE SCHMALZ 109 W 2ND STREET KAUKAUNA WI 54130 24487237 0 X N/A X 1956 WI TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. 4 0 0 4 5695 0 0 0 22078455 23979954 4839 5695 325014 501588 22408308 24487237 0 0 22032797 24000266 6000 6000 0 0 0 387295 419636 22426092 24425902 -17784 61335 498868 761408 0 201205 498868 560203 TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS. 0 0 PAYMENTS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ITS MEMBERS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 4 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X BANK OF SUN PRAIRIE TRUST DEPT 6088374511 695 S GRAND AVE SUITE 101 SUN PRAIRIE WI 53590 X CHARLIE SCHMALZ PRESIDENT 1.00 X X 0 0 0 TIMOTHY SCHUELER VICE PRESIDENT 1.00 X X 0 0 0 THOMAS JENSEN SECRETARY 1.00 X X 0 0 0 PAUL ADAMSKI TREASURER 1.00 X X 0 0 0 BANK OF SUN PRAIRIE TRUSTEE 2.00 X 6000 0 0 6000 0 0 0 0 0 0 0 CONTRIBUTIONS FOR WELFARE BENEFIT 900099 23979954 23979954 23979954 5695 5695 COMMISSIONS 900099 213483 213483 MANAGEMENT FEES 900099 163849 163849 ADMIN REVENUE 900099 60124 60124 64132 64132 501588 24487237 24481542 5695 0 24000266 6000 10891 59485 343849 5411 24425902 243314 725514 255554 35894 498868 761408 0 20581 0 80624 0 100000 0 201205 X 0 0 498868 560203 0 0 498868 560203 498868 761408 61335 0 X 0 1 X 0 0 0 DUE TO EBC 100000 100000 X 24487237 0 24487237 0 24487237 24425902 0 24425902 0 24425902 PART X, LINE 2: THE GROUP INSURANCE ARRAGEMENT (GIA)'S MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE GIA AND RECOGNIZES A TAX LIABILITY IF THE GIA HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAX AUTHORITIES. THE GIA'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE GIA AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 THERE ARE NO SIGNIFICANT UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. CLEVELAND STATE BANK BOARD MEMBER BANK 582569 WELFARE BENEFIT PLAN CONTRIBUTIONS FOR BANK EMPLOYEES 0 EAST WISCONSIN SAVINGS BANK BOARD MEMBER BANK 590450 WELFARE BENEFIT PLAN CONTRIBUTIONS FOR BANK EMPLOYEES 0 INDEPENDENCE STATE BANK BOARD MEMBER BANK 120483 WELFARE BENEFIT PLAN CONTRIBUTIONS FOR BANK EMPLOYEES 0 THE PINERIES BANK BOARD MEMBER BANK 229572 WELFARE BENEFIT PLAN CONTRIBUTIONS FOR BANK EMPLOYEES 0 FORM 990, PART VI, SECTION A, LINE 3 EBC PERFORMS ADMINISTRATIVE SERVICES AND SERVES AN ADVISORY ROLE TO THE TRUST AND BIC. THE SERVICES PERFORMED ARE IN ACCORDANCE WITH THE ADMINISTRATIVE SERVICES AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE GOVERNING BODY OF THE ORGANIZATION BEFORE IT WAS FILED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZTION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. PART VI SECTION A, LINE 1B NONE OF THE DIRECTORS/TRUSTEES ARE INDEPENDENT SINCE THEY ARE OFFICERS OF CONTRIBUTING EMPLOYERS. FORM 990, PART VII THE TRUSTEES RECEIVE NO COMPENSATION FOR THEIR SERVICES FROM THE TRUST WITH THE EXCEPTION OF THE CORPORATE TRUSTEE. THE INDIVIDUAL TRUSTEES MAY BE COMPENSATED BY THEIR RESPECTIVE BANKS, HOWEVER DISCLOSURE IS NOT REQUIRED PER THE FORM 990 INSTRUCTIONS AS THE CONTRIBUTING EMPLOYER IS A FOR PROFIT CONTRIBUTING EMPLOYER THAT THE ONLY TRANSACTION WITH THE TRUST IS THE CONTRIBUTIONS FOR HEALTH CARE COVERAGE. WISCONSIN BANKERS ASSOCIATION BENEFITS AND INSURANCE COMMITTEE, INC (COMMITTEE) IS NOT CONSIDERED A RELATED PARTY TO WBA AS ITS BOARD IS NOT APPOINTNED BY WBA AND WBA HAS NO CONTROL (AS DEFINED IN THE FORM 990 INSTRUCTIONS) OVER THE ENTITY. COMMITTE MEMBERS OVERSEE MANAGEMENT OF THE TRUST BY SERVIING AS THE TRUST'S BOARD OF DIRECTORS. WISCONSIN BANKERS ASSOCIATION 4721 SOUTH BILTMORE LANE MADISON WI 53718 390711690 CONTRIBUTING EMPLOYER WI 501(C)(6) 0 2-EBC CONTRIBUTING EMPLOYER 0 OOSTBURG BANCORP CONTRIBUTING EMPLOYER 0 OAKWOOD BANK CONTRIBUTING EMPLOYER 0 OAK BANK CONTRIBUTING EMPLOYER 0 NORTHWESTERN BANK CONTRIBUTING EMPLOYER 0 NORTHERN STATE BANK CONTRIBUTING EMPLOYER 0 NEKOOSA PORT EDWARDS STATE BANK CONTRIBUTING EMPLOYER 0 MOUND CITY BANK CONTRIBUTING EMPLOYER 0 MAYVILLE SAVINGS BANK CONTRIBUTING EMPLOYER 0 LAONA STATE BANK CONTRIBUTING EMPLOYER 0 KEYSAVINGS BANK CONTRIBUTING EMPLOYER 0 INTERNATIONAL BANK OF AMHERST CONTRIBUTING EMPLOYER 0 INTERCITY STATE BANK CONTRIBUTING EMPLOYER 0 INDEPENDENCE STATE BANK CONTRIBUTING EMPLOYER 0 HUSTISFORD STATE BANK CONTRIBUTING EMPLOYER 0 HORICON BANK CONTRIBUTING EMPLOYER 0 HIGHLAND STATE BANK CONTRIBUTING EMPLOYER 0 GREENLEAF BANK CONTRIBUTING EMPLOYER 0 PARK BANK CONTRIBUTING EMPLOYER 0 GREAT NORTH BANK CONTRIBUTING EMPLOYER 0 PARTNERS BANK OF WISCONSIN CONTRIBUTING EMPLOYER 0 PESHTIGO NATIONAL BANK CONTRIBUTING EMPLOYER 0 WAUMANDEE STATE BANK CONTRIBUTING EMPLOYER 0 WALDO STATE BANK CONTRIBUTING EMPLOYER 0 THE PINERIES BANK CONTRIBUTING EMPLOYER 0 THE PEOPLES COMMUNITY BANK CONTRIBUTING EMPLOYER 0 THE BANK OF KAUKAUNA CONTRIBUTING EMPLOYER 0 STEPHENSON NATIONAL BANK & TRUST CONTRIBUTING EMPLOYER 0 STATE BANK OF REESEVILLE CONTRIBUTING EMPLOYER 0 STATE BANK OF CHILTON CONTRIBUTING EMPLOYER 0 SHELL LAKE STATE BANK CONTRIBUTING EMPLOYER 0 SECURITY STATE BANK CONTRIBUTING EMPLOYER 0 SECURITY BANK CONTRIBUTING EMPLOYER 0 ROYAL BANCSHARES INC CONTRIBUTING EMPLOYER 0 RIVER FALLS STATE BANK CONTRIBUTING EMPLOYER 0 RICHLAND COUNTY BANK CONTRIBUTING EMPLOYER 0 PORTAGE COUNTY BANK CONTRIBUTING EMPLOYER 0 PORT WASHINGTON STATE BANK CONTRIBUTING EMPLOYER 0 PILLAR BANK CONTRIBUTING EMPLOYER 0 PEOPLES STATE BANK CONTRIBUTING EMPLOYER 0 WOODFORD STATE BANK CONTRIBUTING EMPLOYER 0 GRADUATE SCHOOL OF BANKING CONTRIBUTING EMPLOYER 0 FORTE BANK CONTRIBUTING EMPLOYER 0 BLC COMMUNITY BANK CONTRIBUTING EMPLOYER 0 BLACK RIVER COUNTRY BANK CONTRIBUTING EMPLOYER 0 BENTON STATE BANK CONTRIBUTING EMPLOYER 0 BAY BANK CONTRIBUTING EMPLOYER 0 BANNER BANKS CONTRIBUTING EMPLOYER 0 BANK OF WISCONSIN DELLS CONTRIBUTING EMPLOYER 0 BANK OF PRAIRIE DU SAC CONTRIBUTING EMPLOYER 0 BANK OF ONTARIO CONTRIBUTING EMPLOYER 0 BANK OF MILTON CONTRIBUTING EMPLOYER 0 BANK OF LUXEMBURG CONTRIBUTING EMPLOYER 0 BANK OF CASHTON CONTRIBUTING EMPLOYER 0 BANK OF BRODHEAD CONTRIBUTING EMPLOYER 0 BANK OF ALMA CONTRIBUTING EMPLOYER 0 BADGER BANK CONTRIBUTING EMPLOYER 0 AMERICAN BANK CONTRIBUTING EMPLOYER 0 ALLIANCE BANK CONTRIBUTING EMPLOYER 0 3-FIPCO CONTRIBUTING EMPLOYER 0 BLUFF VIEW BANK CONTRIBUTING EMPLOYER 0 FORTIFI BANK CONTRIBUTING EMPLOYER 0 BONDUEL STATE BANK CONTRIBUTING EMPLOYER 0 CITIZENS FIRST BANK CONTRIBUTING EMPLOYER 0 FIRST NATIONAL COMMUNITY BANK CONTRIBUTING EMPLOYER 0 FIRST NATIONAL BANK OF DARLINGTON CONTRIBUTING EMPLOYER 0 FIRST NATIONAL BANK CONTRIBUTING EMPLOYER 0 FIRST FEDERAL BANK OF WISCONSIN CONTRIBUTING EMPLOYER 0 FARMERS STATE BANK OF WAUPACA CONTRIBUTING EMPLOYER 0 FARMERS SAVINGS BANK CONTRIBUTING EMPLOYER 0 FARMERS & MERCHANTS UNION BANK CONTRIBUTING EMPLOYER 0 CAPITOL BANK CONTRIBUTING EMPLOYER 0 FARMERS & MERCHANTS BANK CONTRIBUTING EMPLOYER 0 EAST WISCONSIN SAVINGS BANK CONTRIBUTING EMPLOYER 0 CUMBERLAND FEDERAL BANK CONTRIBUTING EMPLOYER 0 CROSSBRIDGE COMMUNITY BANK CONTRIBUTING EMPLOYER 0 COMMMUNITY BANK OF CAMERON CONTRIBUTING EMPLOYER 0 COLLINS STATE BANK CONTRIBUTING EMPLOYER 0 CLEVELAND STATE BANK CONTRIBUTING EMPLOYER 0 CLARE BANK CONTRIBUTING EMPLOYER 0 CITIZENS STATE BANK OF LOYAL CONTRIBUTING EMPLOYER 0 ESB BANK CONTRIBUTING EMPLOYER 0 WOODTRUST BANK CONTRIBUTING EMPLOYER 0 WISCONSIN BANKERS ASSOCIATION BENEFITS AND INSURANCE COMMITTEE CO WI BANKERS ASSOC INS TRUST PO BOX 7697 MADISON WI 53707 SERVES A BOARD OF DIRECTORS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 WISCONSIN BANKERS ASSOCIATION - EMPLOYEE BENEFITS CORPORATION P 180000 CASH PAID