2024-05-11T23:11:07-05:00 2023-08-31 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2022-09-01 311151545 ISTA INSURANCE TRUST ISTA 3172633400 150 WEST MARKET ST 900 INDIANAPOLIS IN 46204 JENNIFER CLUTTER TRUSTEE TRUSTEE 3172633400 2024-05-11 JENNIFER CLUTTER TRUSTEE 999009999 0 JOHN W KELLER CPA P01329619 3172412999 2024-05-11 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER CLUTTER 150 WEST MARKET ST 900 INDIANAPOLIS IN 46204 37763 0 X N/A X 1985 IN SEE SCHEDULE OTHE PURPOSE OF THE TRUST AND ITS TRUST FUND IS TO FUND THE ADMINISTRATION AND PAYMENT OF THE RESIDUAL LONG-TERM DISABILITY BENEFITS FOR EXISTING PARTICIPANTS IN THOSE PLANS. 5 3 0 0 0 0 0 0 0 0 -215100 37763 0 0 -215100 37763 0 0 10812 47570 0 0 0 0 0 130935 130099 141747 177669 -356847 -139906 1796917 1434614 58624409 58401619 -56827492 -56967005 THE PURPOSE OF THE TRUST AND ITS TRUST FUND IS TO FUND THE ADMINISTRATION AND PAYMENT OF THE RESIDUAL LONG-TERM DISABILITY BENEFITS FOR EXISTING PARTICIPANTS IN THOSE PLANS. 0 0 THE PURPOSE OF THE TRUST AND ITS TRUST FUND IS TO FUND THE ADMINISTRATION AND PAYMENT OF THE RESIDUAL LONG-TERM DISABILITY BENEFITS FOR EXISTING PARTICIPANTS IN THOSE PLANS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 2 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 IN X JENNIFER CLUTTER 3172633400 150 WEST MARKET STREET SUITE 900 INDIANAPOLIS IN 46204 JENNIFER CLUTTER TRUSTEE 1.00 39.00 X 0 160472 91028 KRISTY SPIRES TRUSTEE 1.00 X 0 0 0 SHERYL MATHIS ALTERNATE TRUSTEE&CEO(7/21/23-8/31/23) 1.00 39.00 X 0 0 0 DAN HOLUB ALTERNATE TRUSTEE&CEO(9/1/22-7/16/23) 1.00 39.00 X 0 183140 78379 NOEL CANDELARIA TRUSTEE 1.00 X 0 0 0 KEITH GAMBILL TRUSTEE 1.00 39.00 X 0 215616 63146 BILL THOMPSON TRUSTEE 1.00 X 0 0 0 JENNIFER LAUGHLIN ALTERNATE TRUSTEE (9/1/22-7/14/23) 1.00 29.00 X 0 0 0 DIANA REED ALTERNATE TRUSTEE (7/15/23-8/31/23) 1.00 29.00 X 0 0 0 0 559228 232553 0 0 1 0 0 37763 37763 37763 0 0 37763 X 47570 47570 2359 2359 3200 3200 650 650 54850 54850 67714 67714 INVESTMENT EXPENSES FRO 1326 1326 177669 47570 130099 0 1376040 1317136 131920 117478 288957 0 1796917 1434614 -16257 -19047 58640666 58420666 58624409 58401619 X 0 0 0 0 -56827492 -56967005 -56827492 -56967005 1796917 1434614 X -139906 -933 1326 X 0 0 0 0 AMOUNTS DUE TO AFFILIATES 55699666 LONG-TERM DISABILITY RESERVE 2721000 58420666 X X X 0 0 0 KEITH GAMBILL TRUSTEE 0 166344 0 0 0 49272 0 29943 0 33203 0 278762 0 0 DAN HOLUB ALTERNATE TRUSTEE&CEO(9/1/22-7/16/23 0 181474 0 0 0 1666 0 32665 0 45714 0 261519 0 0 JENNIFER CLUTTER TRUSTEE 0 158724 0 0 0 1748 0 28571 0 62457 0 251500 0 0 INDIANA STATE TEACHERS ASSOCIATION CONTROLLING ORGANIZATION 500000 ADVANCES TO FUND: A)LONG-TERM DISABILITY CLAIMS B)CAPITAL CALLS C)LEGAL FEES D)OPERATING EXPENSES 0 FORM 990, PART VI, SECTION A, LINE 2 INDIVIDUAL'S NAME: JENNIFER CLUTTER TITLE OR ROLE: TRUSTEE INDIVIDUAL'S NAME: SHERYL MATHIS, DIANA REED, DAN HOLUB, JENNIFER LAUGHLIN AND KEITH GAMBILL TITLE OR ROLE: TRUSTEE EXPLANATION OF RELATIONSHIP: BUSINESS RELATIONSHIP. INDIVIDUAL'S NAME: DAN HOLUB TITLE OR ROLE: ALTERNATE TRUSTEE & CEO INDIVIDUAL'S NAME: JENNIFER CLUTTER, JENNIFER LAUGHLIN AND KEITH GAMBILL TITLE OR ROLE: TRUSTEE EXPLANATION OF RELATIONSHIP: BUSINESS RELATIONSHIP. INDIVIDUAL'S NAME: SHERYL MATHIS TITLE OR ROLE: ALTERNATE TRUSTEE INDIVIDUAL'S NAME: JENNIFER CLUTTER, DIANA REED AND KEITH GAMBILL TITLE OR ROLE: TRUSTEE EXPLANATION OF RELATIONSHIP: BUSINESS RELATIONSHIP. INDIVIDUAL'S NAME: KEITH GAMBILL TITLE OR ROLE: TRUSTEE INDIVIDUAL'S NAME: JENNIFER CLUTTER, DAN HOLUB, JENNIFER LAUGHLIN, SHERYL MATHIS AND DIANA REED TITLE OR ROLE: TRUSTEE EXPLANATION OF RELATIONSHIP: BUSINESS RELATIONSHIP. INDIVIDUAL'S NAME: JENNIFER LAUGHLIN TITLE OR ROLE: TRUSTEE INDIVIDUAL'S NAME: DOUG TAYLOR, DAN HOLUB, JENNIFER CLUTTER AND KEITH GAMBILL TITLE OR ROLE: TRUSTEE EXPLANATION OF RELATIONSHIP: BUSINESS RELATIONSHIP. INDIVIDUAL'S NAME: DIANA REED TITLE OR ROLE: TRUSTEE INDIVIDUAL'S NAME: JENNIFER CLUTTER, KEITH GAMBILL, AND SHERYL MATHIS TITLE OR ROLE: TRUSTEE EXPLANATION OF RELATIONSHIP: BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE INSURANCE TRUST WILL BE ADMINISTERED BY FIVE TRUSTEES AND TWO ALTERNATE TRUSTEES. TWO OF THE TRUSTEES WILL BE THE PRESIDENT AND THE CHIEF FINANCIAL OFFICER OF THE INDIANA STATE TEACHERS ASSOCIATION. THE OTHER THREE FULL TRUSTEES WILL BE APPOINTED BY THE NATIONAL EDUCATION ASSOCIATION. THE TWO ALTERNATIVE TRUSTEES WILL BE THE TREASURER AND THE EXECUTIVE DIRECTOR OF THE INDIANA STATE TEACHERS ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO EACH TRUSTEE WHO WAS AFFORDED AN OPPORTUNITY TO ASK QUESTIONS ABOUT THE RETURNS, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ISTA ADMINISTERS THE POLICY THROUGH ITS AUDIT COMMITTEE AND IN COORDINATION WITH THE TRUST CEO. FORM 990, PART VI, SECTION C, LINE 19 THE I.S.T.A. INSURANCE TRUST MAKES ITS GOVERNING DOCUMENTS (THAT IS, THE AMENDMENT AND RESTATEMENT OF THE AGREEMENT AND DECLARATION OF TRUST ESTABLISHING THE I.S.T.A. INSURANCE TRUST AND THE BYLAWS) AVAILABLE TO THE PUBLIC UPON REQUEST. THE I.S.T.A. INSURANCE TRUST DOES NOT HAVE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JENNIFER CLUTTER - 150 WEST MARKET STREET, SUITE 900, INDIANAPOLIS, IN 46204. KRISTY SPIRES - 225 EAST BROAD STREET, PO BOX 2550, COLUMBUS, OH 43216. FORM 990, PART IX, LINE 11G ADMINISTRATIVE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 47,350. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,350. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,500. FORM 990, PART XI, LINE 9: PASS-THROUGH ACTIVITY FROM PARTNERSHIPS FROM SCHEDULE K-1 1,326. INDIANA STATE TEACHERS ASSOCIATION 150 WEST MARKET STREET INDIANAPOLIS IN 46204 351148612 LABOR ORGANIZATION THAT IMPROVES THE PROFESSIONAL STATUS OF SCHOOL EMPLOYEES IN 501(C)(5) 0 INDIANA POLITICAL ACTION COMMITTEE FOR EDUCATION 150 WEST MARKET STREET INDIANAPOLIS IN 46204 351712876 CONTRIBUTES TO CANDIDATES SUPPORTING PUBLIC EDUCATION IN INDIANA IN 527 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 INDIANA STATE TEACHERS ASSOCIATION P 500000 LT DISABILITY CLAIMS AND OPER EXP