AUMdb

Wisconsin Insurance Plan

EIN 391125929 · 501(c)(6) · Public charity · S Milwaukee, WI · recognized 1970

Assets
$8.2M
Revenue
$3.8M
Expenses
$3.1M
Investment income
$176K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Kate Cartagena Plan manager $127,193 $32,069
Brian Breest Board chair $0 $0
Timothy O'brien Vice chair $0 $0
John Klauer Insurer representative $0 $0
Bryan Stewart Insurer representative $0 $0
Janet Dettmann Wisconsin insurance allian $0 $0
Eric Schoene Oci-liasion $0 $0
John Rothschild Public member $0 $0
Trena Bond Public member $0 $0
Matt Mekemson Agent representative $0 $0
Jeremy Cordova Agent representative $0 $0