2025-10-31T15:17:36-05:00 2024-12-31 420714325 RSM US LLP 30 SOUTH WACKER DR SUITE 3300 CHICAGO IL 606063392 990 2024-01-01 391870694 UWMF FACULTY PHYSICIANS VEBA AND TRUST UWMF 6088286813 7974 UW HEALTH COURT MIDDLETON WI 53562 ROBERT W FLANNERY SVP/CHIEF FINANCIAL OFFICER 6088286813 2025-10-27 1 1 REBEKUH ELEY P01247672 3126343400 2025-10-27 2024 2025-03-06 01:10:19Z ROBERT W FLANNERY 7974 UW HEALTH COURT MIDDLETON WI 53562 667915 0 X N/A X 1997 WI TO PROVIDE EACH ELIGIBLE EMPLOYEE OF THE UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION WHO ELECTS TO PARTICIPATE IN THE VEBA UP TO $450,000 OF ADDITIONAL LIFE INSURANCE. 1 0 0 0 0 0 0 0 644099 664118 3086 3797 0 0 647185 667915 0 0 637343 654358 0 0 0 0 0 0 0 637343 654358 9842 13557 67269 80826 0 0 67269 80826 TO PROVIDE EACH ELIGIBLE EMPLOYEE OF THE UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION WHO ELECTS TO PARTICIPATE IN THE VEBA UP TO $450,000 OF ADDITIONAL LIFE INSURANCE. 0 0 TO PROVIDE EACH ELIGIBLE EMPLOYEE OF THE UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION WHO ELECTS TO PARTICIPATE IN THE VEBA, UP TO $450,000 OF ADDITIONAL LIFE INSURANCE IN ADDITION TO ANY LIFE INSURANCE PROVIDED UNDER THE BASIC GROUP LIFE PLAN. 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 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 X ROBERT W FLANNERY 6088286813 7974 UW HEALTH COURT MIDDLETON WI 53562 ROBERT FLANNERY SVP/CHIEF FINANCIAL OFFICER 1.00 40.00 X X 0 1875256 120821 0 1875256 120821 0 0 1 0 0 PARTICIPANT CONTRIBUTI 525100 664118 664118 664118 3797 3797 667915 664118 0 3797 654358 654358 0 80826 67269 0 67269 80826 0 0 X 67269 80826 67269 80826 67269 80826 13557 0 X 0 1 X 0 0 0 X 667915 0 667915 0 667915 654358 0 654358 0 654358 PART X, LINE 2: THE VEBA ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS APPLIED FOR TAX-EXEMPT STATUS PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE ORGANIZATION BY A LETTER DATED MAY 16, 1997, THAT THE PLAN, AS THEN DESIGNED, WAS IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME, THE TRUST MAY BE SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2024 AND 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. 0 1 0 ROBERT FLANNERY SVP/CHIEF FINANCIAL OFFICER 0 963017 0 412298 0 499941 0 79611 0 41210 0 1996077 0 488770 PART I, LINE 3 WAGE IS PAID BY RELATED ORGANIZATION, UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION. COMPENSATION IS DISCUSSED AND REVIEWED WITH THE BOARD IN AN EXECUTIVE SESSION BY THE DIRECTOR OF COMPENSATION AND BENEFITS. PART I, LINE 4B ROBERT FLANNERY PARTICIPATES IN A SUPPLEMENTAL, NON-QUALIFIED RETIREMENT PLAN THROUGH HIS EMPLOYER, WHO IS A "RELATED ORGANIZATION TO THE FILING ENTITY. HE PARTICPATES IN A 457(F) PLAN. IN 2024, AN EMPLOYER CONTRIBUTION OF $35,056 WAS MADE FOR ROBERT FLANNERY. IN 2024, AN EMPLOYER DISTRIBUTION OF $488,770 WAS MADE FOR ROBERT FLANNERY. FORM 990, PART VI, SECTION A, LINE 8A THE MEETINGS ARE NOT DOCUMENTED. FORM 990, PART VI, SECTION A, LINE 8B THE MEETINGS ARE NOT DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE HUMAN RESOURCE DEPARTMENT AND THE FINANCE DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH THE CODE OF ETHICS ON CONFLICTS OF INTEREST, THE CEO AND ALL CONTRACTING PERSONNEL SHALL ANUALLY, ON OR BEFORE APRIL 30, FILE A REPORT OF ECONOMIC INTEREST WITH THE SECRETARY. THE REPORTS ARE FILED ON A FORM APPROVED BY THE CEO AND PROVIDED BY THE SECRETARY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE CORPORATE OFFICE. UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC 7974 UW HEALTH COURT MIDDLETON WI 53562 391824445 SUPPORTS TEACHING, RESEARCH & SERVICE MISSIONS OF UW SCHOOL OF MEDICINE WI 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0