Cause IQ organization profile

Wisconsin Bankers Association Insurance Trust Fund

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

Wisconsin Bankers Association Insurance Trust Fund is a fraternal society based in Sun Prairie, WI that was founded in 1956. As of 2019 they had $11 million in revenue and $635,264 in assets.

Fiscal year end:
Revenue trends:
Asset trends:

Program areas at Wisconsin Bankers Association Insurance Trust Fund

Payments to provide health and welfare benefits to its members.

Form 990s for Wisconsin Bankers Association Insurance Trust Fund

Fiscal year endingDate received by IRSFormPDF link
2018-12Jan 4, 2020990View PDF
2017-12Dec 22, 2018990View PDF
2016-12Nov 20, 2017990OView PDF
2015-12Dec 9, 2016990OView PDF
2014-12Aug 10, 2015990OView PDF
...and five more Form 990 PDFs

Financials for Wisconsin Bankers Association Insurance Trust Fund

Total grants, contributions, etc.$0
Program services$11,162,268
Investment income and dividends$7,400
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$11,169,668

Vendors for Wisconsin Bankers Association Insurance Trust Fund

VendorServicesAmount paidDate
RSM Us LLPTax accounting; Consulting (general); Audit accounting$17,5752018-12-07
███ ███████ ████████ ████ █████████ ███████Insurance2017-12-31
█████████ ██████████ ███████ █████████ ███████████Insurance2017-12-31
█████ ██████ ████ ██ █████████Insurance2017-12-31
████████ ███████ █████████Legal$16,9482016-12-31
███ ████████ ████████ ███████████Insurance agent or broker$43,9782016-12-31
██ ███████ █████ ████████ ████Insurance agent or broker$5,4762016-12-31
...and three more vendors

Personnel at Wisconsin Bankers Association Insurance Trust Fund

NameTitleCompensationMost recent data
Charlie SchmalzPresident$0Dec. 31, 2018
Bank of Sun Prairie Trust DeptTrustee-Jan. 4, 2020
████ ███████Treasurer$0Dec. 31, 2018
███████ ████████Vice President and Secretary$0Dec. 31, 2018
██████ █ ████Executive Vice President$0Dec. 31, 2018
███ ██████ ███████President$0Dec. 31, 2016
████ ██████Financial Management Advisor$0Dec. 31, 2016
████ █████Vice President$0Dec. 31, 2016
████ ████ ████Financial Management Advisor$0Dec. 31, 2015
████ ██ ███ ███████Trust Department Trustee$4,000July 16, 2015
...and two more key personnel

Peer fraternal organizations

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6Cinti Bell Active Medical Care501(c)(9)$34 millionMilwaukee, WI
7Ecw Health Benefit Trust and Plan501(c)(9)$6.4 millionGreenwood, WI
8Local Unions No 19 and 127 Health and Welfare Fund501(c)(9)$8.9 millionMilwaukee, WI
9SC Johnson and Son Retiree Medical Benefits Trust501(c)(9)$24 millionRacine, WI
10Milwaukee Carpenters' District Council Health Fund501(c)(9)$26 millionPewaukee, WI
11Pellc Life and Health Benefit Trust for Bargaining Unit501(c)(9)$36 millionMilwaukee, WI
12Associated Banc Corp Group Health Employee Benefit Plan and Trust501(c)(9)$39 millionGreen Bay, WI
13Milwaukee Painters Local Union No 781 Health Fund501(c)(9)$12 millionMilwaukee, WI
14Wisconsin Pipe Trades Health Fund501(c)(9)$34 millionMilwaukee, WI
15Blain Supply and Farm & Fleet Employee Welfare Benefit Plan501(c)(9)$11 millionJanesville, WI
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17Interstate Power and Light Employees Bargaining and Welfare Benefit Trust501(c)(9)$5.8 millionMadison, WI
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22Fox Valley Sheet Metal Health Fund501(c)(9)$11 millionWaukesha, WI
23Madison Area Construction Employees Trust - Health and Welfare501(c)(9)$11 millionMadison, WI
24South Washington County Isd 833501(c)(9)$4.8 millionLa Crosse, WI
25Building and Public Works Laborers Vacation Trust Fund501(c)(9)$3.2 millionDeforest, WI