2026-01-14T11:12:32-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2024-07-01 320086947 WAICU BENEFITS CONSORTIUM INC WAIC 6082567761 122 W WASHINGTON AVENUE 700 MADISON WI 53703 ERIC FULCOMER PRESIDENT 6082567761 2026-01-14 1 1 KIMBERLY ANDERSON P00188889 6086628600 2026-01-14 2024 2025-03-06 01:10:19Z ERIC FULCOMER 122 W WASHINGTON AVENUE 700 MADISON WI 53703 22974811 0 X N/A X 2003 WI WAICU BENEFITS CONSORTIUM, INC. WAS ORGANIZED TO ESTABLISH AND MAINTAIN A HEALTH AND WELFARE PLAN FOR THE PAYMENT OF LIFE, SICK, ACCIDENT, AND SIMILAR BENEFITS CONSTITUTING AN "EMPLOYEE WELFARE BENEFIT PLAN" WITHIN THE MEANING OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974. THE PLAN IS MAINTAINED FOR THE BENEFIT OF EMPLOYEES OF VARIOUS COLLEGE AND UNIVERSITY MEMBERS OF WAICU. 7 7 0 10 0 0 0 0 22192618 20893450 753749 801441 0 0 22946367 21694891 0 0 20491207 18046178 0 0 0 0 0 1406670 1408353 21897877 19454531 1048490 2240360 14027898 15711922 1904981 724264 12122917 14987658 X WAICU BENEFITS CONSORTIUM, INC. WAS ORGANIZED TO ESTABLISH AND MAINTAIN A HEALTH AND WELFARE PLAN FOR THE PAYMENT OF LIFE, SICK, ACCIDENT, AND SIMILAR BENEFITS CONSTITUTING AN "EMPLOYEE WELFARE BENEFIT PLAN" WITHIN THE MEANING OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974. THE PLAN IS MAINTAINED FOR THE BENEFIT OF EMPLOYEES OF VARIOUS COLLEGE AND UNIVERSITY MEMBERS OF WAICU. 0 0 WAICU BENEFITS CONSORTIUM, INC. WAS ORGANIZED TO ESTABLISH AND MAINTAIN A HEALTH AND WELFARE PLAN FOR THE PAYMENT OF LIFE, SICK, ACCIDENT, AND SIMILAR BENEFITS CONSTITUTING AN "EMPLOYEE WELFARE BENEFIT PLAN" WITHIN THE MEANING OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974. THE PLAN IS MAINTAINED FOR THE BENEFIT OF EMPLOYEES OF VARIOUS COLLEGE AND UNIVERSITY MEMBERS OF WAICU. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X ERIC FULCOMER 6082567761 122 W WASHINGTON AVE 700 MADISON WI 53703 AUDRA HOFFMANN DIRECTOR 1.00 0.00 X 0 0 0 CHRISTINA NAVARRO DIRECTOR 1.00 0.00 X 0 0 0 JAMES JONES DIRECTOR 1.00 0.00 X 0 0 0 DUSTIN B HOOT DIRECTOR 1.00 0.00 X 0 0 0 REBECCA PLOECKELMAN DIRECTOR 1.00 0.00 X 0 0 0 RON JACOBS DIRECTOR 1.00 0.00 X 0 0 0 JOHN SANDERS DIRECTOR 1.00 0.00 X 0 0 0 ERIC FULCOMER PRESIDENT 2.00 0.00 X 20787 0 0 JENNIFER DEHART SECRETARY/TREASURER 12.00 0.00 X 60097 0 0 80884 0 0 0 0 0 1 UMR 115 WAUSAU AVENUE WAUSAU WI 54401 THIRD PARTY ADMINISTRATOR 469374 WAICU 122 W WASHINGTON AVE SUITE 700 MADISON WI 53703 ADMINISTRATOR 334266 MILLIMAN INC 15800 W BLUEMOUND RD BROOKFIELD WI 53005 ACTUARIAL SERVICES 117547 3 PLAN CONTRIBUTIONS 525100 20893450 20893450 20893450 573291 573291 1508070 1279920 228150 228150 228150 21694891 20893450 0 801441 18046178 468231 16660 38625 27367 124662 3RD PARTY ADMINISTRATOR 492066 PPO NETWORK FEES 235517 BANK SERVICE CHARGES 5225 19454531 482594 0 2088354 3710380 400595 393130 21441 11056355 11586971 14027898 15711922 662483 724264 1242498 0 1904981 724264 X 12122917 14987658 12122917 14987658 14027898 15711922 2240360 624381 0 X 0 1 X 1 0 0 X 22319272 624381 624381 21694891 0 21694891 19454531 0 19454531 0 19454531 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON NOVEMBER 12, 2004, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC) AND WAS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC AS A VEBA. THE PLAN IS REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN ITS QUALIFICATION. THE PLAN HAS BEEN AMENDED SUBSEQUENT TO THE DATE OF THE PLAN'S DETERMINATION LETTER; HOWEVER, THE PLAN ADMINISTRATOR IS NOT AWARE OF ANY EVENTS THAT HAVE OCCURRED THAT MIGHT ADVERSELY AFFECT THE PLAN'S QUALIFIED STATUS. US GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 FORM 990 PART VIII, LINE 5 THE DIRECTOR AND OFFICERS OF WAICU BENEFITS CONSORTIUM, INC ARE COMPENSATED BY THE UNRELATED PARTY BUT AFFILIATED ORGANIZATION, WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES, INC, (WAICU). WAICU HAS PROCESSES FOR DETERMINING THE COMPENSATION OF THESE PERSONS THAT INCLUDE AN ANNUAL REVIEW AND APPROVAL BY INDEPENDENT PERSONS, REFERENCE TO COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FOR FISCAL YEAR ENDING 6.30.25. THE ORGANIZATION PAID A MANAGEMENT FEE OF $468,231 PART OF WHICH IS CONSIDERED COMPENSATION FOR: ERIC FULCOMER, PRESIDENT, TOTAL 2024 CALENDAR YEAR COMPENSATION AND BENEFITS OF APPROXIMATELY $20,787. JENNIFER DEHART, SECRETARY/TREASUER, TOTAL 2024 CALENDER YEAR COMPENSATION AND BENEFITS OF APPROXIMATELY $60,097. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS POSTED TO THE BOARD OF DIRECTORS WEB PORTAL AT LEAST ONE WEEK PRIOR TO FILING. THE BOARD IS GIVEN THE OPPORTUNITY TO POSE QUESTIONS TO THE ADMINISTRATORS. ANY REQUESTED CHANGES ARE MADE, AND THE REPORT IS THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND ALL ESSENTIAL WAICU PERSONNEL WHO ARE ALLOCATED TO THE WAICU BENEFITS CONSORTIUM, INC. ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST FORMS. PERSONAL OR FINANCIAL RELATIONSHIPS WITH VENDORS OR POTENTIAL VENDORS WILL BE DISCLOSED TO THE BOARD AND PRESIDENT. THE PRESIDENT AND THE BOARD WILL TAKE PROMPT AFFIRMATIVE STEPS TO ELIMINATE ANY CONFLICT. NO CONFLICTS OR INTEREST HAVE OCCURRED IN THE PAST. FORM 990, PART VI, SECTION C, LINE 19 THE WAICU BENEFITS CONSORTIUM, INC. DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. 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