Public Charity

WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND

WISCONSIN BANKERS ASSOCIATION INSURANCE TRUST FUND is a Public Charity headquartered in SUN PRAIRIE, WI. Financial data from the 2024 filing: $24.5M revenue, $24.4M expenses, $761K total assets.

EIN: 396046865 SUN PRAIRIE, WI Latest filing: 2024
Total Revenue$24.5M
Total Expenses$24.4M
Total Assets$761K
Grant Records0
Filing Years2019–2024

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS.

Officers & Directors

PRESIDENT Charlie Schmalz
TREASURER Paul Adamski
SECRETARY Thomas Jensen
VICE PRESIDENT Timothy Schueler

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $24.5M $24.4M $761K
2023 $22.4M $22.4M $499K
2022 $19.7M $19.7M $517K
2020 $8.5M $8.5M $739K
2019 $9.4M $9.4M $640K

Between 2019 and 2024, reported annual revenue grew from $9.4M to $24.5M (+160%), with total assets most recently reported at $761K.

Interactive year-over-year charts and full filing details available with membership.

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