Container
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Title
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Series 270
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Part 1 (Series 270): Employee Welfare Fund Files for Over 26 Funds, 1957-1974 265.0 c.f. (265 record center cartons) : Correspondence, complaints, registration and annual statements, fund documents (profit sharing plans), and examination papers filed by trustees of active employee welfare funds (covering 26 or more employees working in Wisconsin). This is by far the largest of all the series of records from the Employee Welfare Funds Division. Although the series dates from 1957 to 1974, the bulk of the records dates from 1969 to 1973. Additional fund records consisting of correspondence and annual statements are filed alphabetically in boxes 263-265. Annual statements prior to 1969 are filed in Series 1062, and fund documents prior to 1963 are filed in Series 1064. : Alphabetical by name of fund. : See the appendix listing temporary six-digit identifier numbers for boxes in Series 270 sent to the State Records Center. Users should include these numbers when requesting boxes.
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Box
1
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ACEP- ATWP
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Box
2
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ALWN and C-Ab
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Box
3
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Ab-Af
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Box
4
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Af-Aj
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Box
5
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Alb-All
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Box
6
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Allc-Alli
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Box
7
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Alli
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Box
8
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Alli-Alu
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Box
9
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Alw-Am
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Box
10
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AMA
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Box
11
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AMA-Ame
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Box
12
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Amer. Auto- American
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Box
13
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American- Amer. In.
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Box
14
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Amer. Med.-Amer. Mot.
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Box
15
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Amer. Mu.-Amo
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Box
16
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Amp-Art
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Box
17
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And-App. Me.
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Box
18
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App. Mi.-Aqua
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Box
19
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Arc-Arm
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Box
20
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Arm-Asa
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Box
21
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Ass.-Auto. M.
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Box
22
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Auto. T.-Badger Me.
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Box
23
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Badger Mu.-Baird
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Box
24
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Bake-Bakery
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Box
25
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Backery-Bank S.
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Box
26
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Bank T.-Bark
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Box
27
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Bart- Beloit C.
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Box
28
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Beloit I.-Bene
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Box
29
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Bens-Boe
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Box
30
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Boi-Bot
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Box
31
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Bow-Brick
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Box
32
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Brick.-Broa
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Box
33
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Brod-Buc
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Box
34
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Bucy-Bldg. H. and W.
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Box
35
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Bldg. Trader, Parts I and II
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Box
36
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Bldg. Trader-Burd
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Box
37
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Burg-But
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Box
38
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C-Carp
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Box
39
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Carp-Cat
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Box
40
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Cat-Cen. Sta.
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Box
41
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Cen. Sta.-Chamb
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Box
42
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Champ-Cher
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Box
43
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Chi-Chr
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Box
44
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Ci-Cl
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Box
45
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Cle-Co
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Box
46
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Col-Con
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Box
47
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Conn-Cons
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Box
48
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Consa-Const
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Box
49
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Const-Cont
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Box
50
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Conti-Contr
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Box
51
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Coo-Cor
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Box
52
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Cree-Cru
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Box
53
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Cu-Cur
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Box
54
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Cur-Da
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Box
55
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Dan-De
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Box
56
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Del-Di
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Box
57
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Div-Do
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Box
58
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Dom-Dr
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Box
59
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Du-Dur
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Box
60
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Dur-EA
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Box
61
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Eat-Ei
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Box
62
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El-Ell
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Box
63
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Elm-Er
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Box
64
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Erd-Ev
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Box
65
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Ex-F.P.B.C.
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Box
66
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F.W.D.-Fal
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Box
67
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Far-Fey
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Box
68
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Fil-First B.
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Box
69
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First F.- First N.
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Box
70
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First R.-First W.
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Box
71
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Fis-For
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Box
72
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For-Fox
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Box
73
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Fox-Fr
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Box
74
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Fri-Fu
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Box
75
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G.A.F.-Gal
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Box
76
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Gar-Ge
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Box
77
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Geh-Gen
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Box
78
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Gen. Ind.-Gen. Tel.
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Box
79
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Get-Gid
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Box
80
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Gid-Gin
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Box
81
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Gis-Glo
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Box
82
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Glo-God
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Box
83
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Gol-Gou
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Box
84
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Gou-Gran
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Box
85
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Grap-Gre
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Box
86
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Grea-Gred
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Box
87
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Gree-Green
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Box
88
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Greg-Gu
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Box
89
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Gug-Ham
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Box
90
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Hami-Han
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Box
91
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Hans-Hr
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Box
92
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Hart-Hei
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Box
93
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Heil-Hein
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Box
94
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Heis-Hew
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Box
95
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Hi-Ho
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Box
96
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Hol-Hot
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Box
97
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Hou-Hu
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Box
98
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Hur-Iga
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Box
99
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I.L.G.W.U.-I.T.T.
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Box
100
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I.T.U-I.D.
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Box
101
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Im-In
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Box
102
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Inl-Int
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Box
103
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Int. Ass.
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Box
104
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Int. Bor.-Int. Harv.
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Box
105
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Int. Long-Ir
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Box
106
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Ir-Ja
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Box
107
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Jac-Jer
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Box
108
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Jer-Jo
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Box
109
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Joc-Joh
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Box
110
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Joh-Joi
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Box
111
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Jon-Jou
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Box
112
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Ju-Ka
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Box
113
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Kay-Kel
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Box
114
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Kend-Keno
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Box
115
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Keno-Ki
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Box
116
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Kim. Cl. Re. I and II
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Box
117
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Kim. Cl. Re. III-Ko
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Box
118
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Koh-Kr
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Box
119
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Kre-Kup
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Box
120
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Kur-La. Cr.
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Box
121
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La. Cr.-Lad
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Box
122
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Lad. Tr.-Lad. L.
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Box
123
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Lad. M.-Lak
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Box
124
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Lake-Lake S.
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Box
125
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Lake So.-Lat.
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Box
126
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Lav-Lea
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Box
127
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Leac-Len
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Box
128
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Lev-Lin
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Box
129
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Line-Log
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Box
130
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Lon-MPM
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Box
131
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Macw-Mad. Ar. Con(I)
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Box
132
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Mad. Ar. Con(II)-Mad. Kip.
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Box
133
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Mad. News-Man
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Box
134
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Mani-Manu
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Box
135
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Manu-Mar
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Box
136
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Mari-Marq
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Box
137
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Mars-Mas
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Box
138
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Mass-Mau
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Box
139
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Max-McF
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Box
140
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McG-Me
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Box
141
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Mea-Med
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Box
142
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Medi-Men
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Box
143
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Mer-Met
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Box
144
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Metr-Mid. S.
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Box
145
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Mid. W.-Mil
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Box
146
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Mill-Milw
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Box
147
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Milw. Ar. Pr.-Milw. Ar. Re.
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Box
148
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Milw. Ar. Tr.(1)-Milw. Ar Tr.(2)
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Box
149
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Milw. Ath.-Milw. Br.
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Box
150
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Milw. Car.-Milw. Tom.
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Box
151
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Milw. Cou.-Milw. Dre.
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Box
152
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Milw. El.
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Box
153
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Milw. Eng.-Milw. Gra.
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Box
154
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Milw. Hot.-Milw. Mot.
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Box
155
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Milw. Pa.-Milw. Sau.
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Box
156
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Milw. She.-Milw. Sho.
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Box
157
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Milw. Si.-Milw. Va
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Box
158
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Milw. Vi.-Mir
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Box
159
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Mis-Mol
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Box
160
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Mold-Mor
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Box
161
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Mort-Mot
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Box
162
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Mou-Mur
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Box
163
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Mus-Nnp. S.
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Box
164
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Nn. Ret.- Nat. As. Sec.
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Box
165
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Nat. As. Sec.- Nat. Box.
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Box
166
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Nat. Cash.-Nat. L.P.
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Box
167
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Nat. O.-Neco
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Box
168
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Nee-Nel
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Box
169
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Nep-Nor
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Box
170
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Nor. L.-Nort. D.
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Box
171
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Nor. Eng.-Nor. St.
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Box
172
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Nor. St.-Nor. W. Eng
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Box
173
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Nor. W. Tel.-O. Elec.
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Box
174
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O. Ind.-Om
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Box
175
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Op-Os
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Box
176
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Osh-Ost. Pen.
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Box
177
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Ost. P/S-Ow
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Box
178
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P.P.G.-Pai. 337
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Box
179
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Pai. 802-Pap. Con.
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Box
180
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Pap. Ind.-Pav
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Box
181
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Pat-Pe
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Box
182
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Pel-Pep. Co.
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Box
183
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Pep-Petri
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Box
184
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Petro-Phil. Ed.
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Box
185
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Phil. Pet.-Pio
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Box
186
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Pir-Ple
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Box
187
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Plumb 31-Plumb 206
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Box
188
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Plumb 206-Plumb 395
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Box
189
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Plumb 445-Plus
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Box
190
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Poh-Pran
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Box
191
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Pra. Mut.-Prim
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Box
192
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Prin-Pur
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Box
193
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Qua-Rac. Bak.
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Box
194
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Rac. Con-Rac. St.
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Box
195
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Raw-Rec
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Box
196
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Reh-Rem
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Box
197
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Ren-Ret. Cl.
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Box
198
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Ret. Fur.-Rex. Emp.
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Box
199
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Rex. Ret.-Riv
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Box
200
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Rob-Ros
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Box
201
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Rot-Rway
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Box
202
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S.B. Man.-St. Ant.
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Box
203
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St. Col.-Sale
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Box
204
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Sals-Sch. Pen.
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Box
205
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Sch. Ret.-Schue
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Box
206
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Schub-Scol
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Box
207
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Scot-Sel
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Box
208
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Sem-Sheb. Fo.
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Box
209
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Sheb. Gl.-Shee. Met. 279
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Box
210
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Sheet Metal 216-Siu
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Box
211
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Simp-Smit. A.D.
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Box
212
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Smit. A.D.-Sn. On. 3
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Box
213
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Sn. On. 4-Sor
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Box
214
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Sou-Stai
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Box
215
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Stan-Star
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Box
216
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Stat-Stea
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Box
217
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Steh-Stol
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Box
218
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Stop-Sul
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Box
219
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Sun-Swee
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Box
220
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Swen-Tel
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Box
221
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Tel. Sub.-Tex
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Box
222
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The. Cl.-Thon
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Box
223
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Thor-Tit
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Box
224
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Tob-Tre
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Box
225
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Tri-Tut
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Box
226
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Twi-U.I.U. H and W
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Box
227
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U.I.U. Pem-U.S.M.C.
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Box
228
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Ull-Unir
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Box
229
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Unit-United Eup
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Box
230
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Unit. Fur.-U.S.S.
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Box
231
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United Tel.-Univ. Foun.
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Box
232
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Univ. P.-Up. Mid.
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Box
233
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Ur-Van. B.
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Box
234
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Van. D.-Vkl
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Box
235
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W.B.A.Y.-Wal. Mfg. P.
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Box
236
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Wal. Mfgs.-Wauk. F.
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Box
237
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Wauk. Ind.-Wauk. Med.
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Box
238
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Wauk. Met.-Web
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Box
239
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Wevs-Weh
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Box
240
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Wein-West. B. Co. Pen.
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Box
241
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West. Co. Sal.-West. P/S
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Box
242
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West Pub. Ret.- Westo
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Box
243
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West V.-Way
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Box
244
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Wey-Wid
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Box
245
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Win-Wis. A.(1)
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Box
246
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Wis. A.(2)-Wis. Bo.
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Box
247
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Wis. Br.-Wis. Chee.
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Box
248
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Wis. Chem.-Wis. El. Pw. Op.
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Box
249
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Wis. El. Pw.-Wis. Empl.
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Box
250
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Wis. Engr.-Wis. Fuel
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Box
251
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Wis. Gas-Wis. Glass
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Box
252
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Wis. Glassworks-Wis. Lag.
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Box
253
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Wis. Lau-Wis. Mas.
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Box
254
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Wis. Mi.-Wis. Pe.
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Box
255
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Wis. Por.-Wis. Pub. Ser.
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Box
256
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Wis. Ra.-Wis. Ri.
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Box
257
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Wis. Ro.-Wis. St. Bld.
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Box
258
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Wis. St. Car. P.-Wis. St. Car. W.
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Box
259
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Wis. Ste.-Wis. Wh.
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Box
260
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Wol-Wrig
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Box
261
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Writ-Youn
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Box
262
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Zer-Zwi
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Box
263
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Miscellaneous correspondence, 1973-1975
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Box
264
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Miscellaneous annual statements, 1972-1974
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Box
265
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Miscellaneous annual statements, 1967-1974
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Series 1061
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Part 2 (Series 1061): Annual Reports of Employee Welfare Funds, 1957 0.2 c.f. (1 archives box) : Reports showing assets, including contributions due from employer and employee; liabilities; and unassigned fund account, filed under section 211.10 of the statutes. The requirement to file these reports was eliminated in 1959, but the archives holds reports for 1957 only.
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Series 1062
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Part 3 (Series 1062): Annual Statements for Over 26 Funds, 1957-1968 115.6 c.f. (289 archives boxes) : By year and thereunder alphabetical by name of fund. : Statements listing names and addresses of fund officers and trustees, total number of employees covered, number of employees working in Wisconsin, and a financial report of the fund, filed under section 211.08 of the statutes. Annual statements after 1968 were filed in Series 270.
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1957
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Box
1
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Abb - Art
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Box
2
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Asb - Cle
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Box
3
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Cle - ECS
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Box
4
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Ed.P. - God
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Box
5
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Gol - Ken
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Box
6
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Ken - Mid
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Box
7
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Mid - Nit
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Box
8
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Nor - Riv
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Box
9
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SSK - Sto
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Box
10
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Sto - Wes
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Box
11
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Wes - Zwi
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1958
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Box
12
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Acg - And
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Box
13
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Ans - Bel
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Box
14
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Ben - Cha
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Box
15
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Cha - Con
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Box
16
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Con - Dro
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Box
17
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Dum - FOE
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Box
18
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For - Glo
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Box
19
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Geo - Hea
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Box
20
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Hei - Jos
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Box
21
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Jou - Lin
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Box
22
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Llo - Men
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Box
23
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Mer - Mil
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Box
24
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Mir - Nec
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Box
25
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Nel - Par
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Box
26
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Par - Rel
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Box
27
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Rem - She
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Box
28
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Sie - Tra
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Box
29
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Tre - Wes
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Box
30
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Wes - Zwi
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1959
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Box
31
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ACG - App
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Box
32
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App - Buc
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Box
33
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Bui - Con
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Box
34
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Con - Dur
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Box
35
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Eag - FWW
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Box
36
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Gal - Har
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Box
37
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Har - JJN
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Box
38
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John - Las
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Box
39
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Lau - Mau
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Box
40
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May - Mod
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Box
41
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Mon - NRMC
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Box
42
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NTDMA - Qua
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Box
43
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Qua - Sec
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Box
44
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Sel - Thi
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Box
45
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Thi - Wei
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Box
46
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WDH - Zwi
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1960
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Box
47
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ACEA - Amp
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Box
48
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Ana - Bea
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Box
49
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Bel - Civ
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Box
50
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Cla - Dow
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Box
51
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Dro - FPBC
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Box
52
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Fra - Glo
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Box
53
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Glo - Hon
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Box
54
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Hou - Jou
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Box
55
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Kan - Llo
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Box
56
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Loc - Men
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Box
57
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Mer - Mon
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Box
58
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Mon - Nor
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Box
59
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Nor - Plu
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Box
60
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Poi - San
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Box
61
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Sav - Ste
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Box
62
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Ste - Uni
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Box
63
|
Uni - Wes
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Box
64
|
Wey - Zwi
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1961
|
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Box
65
|
ACEA - Ame
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Box
66
|
Ame - Bad
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Box
67
|
Bad - Cen
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Box
68
|
Cen - Con
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Box
69
|
Con - Ear
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Box
70
|
Eat - Fri
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Box
71
|
Fri - Glo
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Box
72
|
Glo - Hei
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Box
73
|
Hei - Jac
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Box
74
|
Jam - Lad
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Box
75
|
Lad - Man
|
|
Box
76
|
Mar - Mil
|
|
Box
77
|
Mil - Mur
|
|
Box
78
|
Mur - Nor
|
|
Box
79
|
Nor - Pit
|
|
Box
80
|
Pit - Rod
|
|
Box
81
|
Rom - Sno
|
|
Box
82
|
Soc - Twi
|
|
Box
83
|
UIU - Web
|
|
Box
84
|
Weh - Wis
|
|
Box
85
|
Wis - Zwi
|
|
|
1962
|
|
Box
86
|
ACEA - Ame
|
|
Box
87
|
Ame - Bad
|
|
Box
88
|
Bak - Cat
|
|
Box
89
|
Cen - Con
|
|
Box
90
|
Coo - Ele
|
|
Box
91
|
Ell - Gar
|
|
Box
92
|
Gar - Gro
|
|
Box
93
|
GS - Int
|
|
Box
94
|
Int - Klu
|
|
Box
95
|
Koe - Luc
|
|
Box
96
|
Mac - Mer
|
|
Box
97
|
Met - Mil
|
|
Box
98
|
Min - Nei
|
|
Box
99
|
Nek - Pat
|
|
Box
100
|
Pel - Ray
|
|
Box
101
|
Rea - She
|
|
Box
102
|
She - Swi
|
|
Box
103
|
TC - Urb
|
|
Box
104
|
Val - Wis
|
|
Box
105
|
Wis - Zwi
|
|
|
1963
|
|
Box
106
|
ACEA - Ame
|
|
Box
107
|
Ame - Arm
|
|
Box
108
|
Arn - Ber
|
|
Box
109
|
Bey - Cha
|
|
Box
110
|
Che - Con
|
|
Box
111
|
Con - Dro
|
|
Box
112
|
Dul - Fir
|
|
Box
113
|
Fla - Gli
|
|
Box
114
|
Glo - Hei
|
|
Box
115
|
Hel - Iro
|
|
Box
116
|
Jac - Lad
|
|
Box
117
|
Lak - Mar
|
|
Box
118
|
Mar - Mil
|
|
Box
119
|
Mil - Mur
|
|
Box
120
|
Mus - Nit
|
|
Box
121
|
Nor - Par
|
|
Box
122
|
Pat - Rai
|
|
Box
123
|
Ral - Sch
|
|
Box
124
|
Sco - Sou
|
|
Box
125
|
Spe - Til
|
|
Box
126
|
Tim - War
|
|
Box
127
|
Wat - Wis
|
|
Box
128
|
Wis - Zwi
|
|
|
1964
|
|
Box
129
|
Abb - Ame
|
|
Box
130
|
Ame - Arc
|
|
Box
131
|
Ari - Ben
|
|
Box
132
|
Ber - Cat
|
|
Box
133
|
Cen - Con
|
|
Box
134
|
Con - Dos
|
|
Box
135
|
Dou - Fed
|
|
Box
136
|
Fee - Gem
|
|
Box
137
|
Gen - Gre
|
|
Box
138
|
Gre - Hum
|
|
Box
139
|
Hur - Joh
|
|
Box
140
|
Joi - Lac
|
|
Box
141
|
Lad - Mad
|
|
Box
142
|
Mag - Men
|
|
Box
143
|
Mer - Mil
|
|
Box
144
|
Mir - Nat
|
|
Box
145
|
Nat - Ort
|
|
Box
146
|
Osc - Pit
|
|
Box
147
|
Pla - Res
|
|
Box
148
|
Ret - Sel
|
|
Box
149
|
Sha - Sta
|
|
Box
150
|
Ste - Ull
|
|
Box
151
|
Uni - Web
|
|
Box
152
|
Weh - Wis
|
|
Box
153
|
Wis - Zwi
|
|
|
1965
|
|
Box
154
|
Abb - Ame
|
|
Box
155
|
Ame - Arc
|
|
Box
156
|
Ari - Bem
|
|
Box
157
|
Ben - Car
|
|
Box
158
|
Car - Cle
|
|
Box
159
|
Coc - Cra
|
|
Box
160
|
Cre - Dur
|
|
Box
161
|
Eag - Fir
|
|
Box
162
|
Fir - Gem
|
|
Box
163
|
Gen - Gra
|
|
Box
164
|
Gre - Hew
|
|
Box
165
|
Hig - Int
|
|
Box
166
|
Iro - Kim
|
|
Box
167
|
Kin - Luc
|
|
Box
168
|
Mac - Mee
|
|
Box
169
|
Men - Mil
|
|
Box
170
|
Mir - Nat
|
|
Box
171
|
Nat - Nun
|
|
Box
172
|
Oak - Pho
|
|
Box
173
|
Pie - Reg
|
|
Box
174
|
Rei - Sav
|
|
Box
175
|
SCA - Sna
|
|
Box
176
|
Soc - Too
|
|
Box
177
|
Tra - Vul
|
|
Box
178
|
Wag - Wey
|
|
Box
179
|
Whi - Wis
|
|
Box
180
|
Wis - Zwi
|
|
|
1966
|
|
Box
181
|
Abb - Ama
|
|
Box
182
|
Ama - Ame
|
|
Box
183
|
Ame - Bab
|
|
Box
184
|
Bae - Boe
|
|
Box
185
|
Boi - Cat
|
|
Box
186
|
Cen - Con
|
|
Box
187
|
Con - Cun
|
|
Box
188
|
Cur - Eat
|
|
Box
189
|
Eau - Fir
|
|
Box
190
|
Fir - Gen
|
|
Box
191
|
Gen - Gor
|
|
Box
192
|
Gra - Hei
|
|
Box
193
|
Hei - Imp
|
|
Box
194
|
Ind - Inv
|
|
Box
195
|
Iro - Ken
|
|
Box
196
|
Kim - Lad
|
|
Box
197
|
Lak - Mad
|
|
Box
198
|
Mag - Mea
|
|
Box
199
|
Med - Mil
|
|
Box
200
|
Mil - Mot
|
|
Box
201
|
Mou - Nat
|
|
Box
202
|
Nat - Nun
|
|
Box
203
|
Oak - Pea
|
|
Box
204
|
Pel - Pre
|
|
Box
205
|
Pro - Ret
|
|
Box
206
|
Rey - Seh
|
|
Box
207
|
Sco - Sor
|
|
Box
208
|
Sou - Thi
|
|
Box
209
|
Tho - Uni
|
|
Box
210
|
Uni - Wat
|
|
Box
211
|
Wau - Wey
|
|
Box
212
|
Whi - Wis
|
|
Box
213
|
Wis - Zwi
|
|
|
1967
|
|
Box
214
|
Abb - Ama
|
|
Box
215
|
Amb - Ame
|
|
Box
216
|
Ame - Ast
|
|
Box
217
|
Ata - Bay
|
|
Box
218
|
Bea - Buc
|
|
Box
219
|
Bui - Cha
|
|
Box
220
|
Chi - Con
|
|
Box
221
|
Con - Cun
|
|
Box
222
|
Cur - Dul
|
|
Box
223
|
Dum - Far
|
|
Box
224
|
Fau - For
|
|
Box
225
|
Fox - Gid
|
|
Box
226
|
Gil - Gri
|
|
Box
227
|
Gro - Her
|
|
Box
228
|
Hew - Ind
|
|
Box
229
|
Inl - Jer
|
|
Box
230
|
Jew - Kim
|
|
Box
231
|
Kir - Lak
|
|
Box
232
|
Lan - Mac
|
|
Box
233
|
Mad - Mas
|
|
Box
234
|
Mau - Mil
|
|
Box
235
|
Mil - Mob
|
|
Box
236
|
Mod - Nat
|
|
Box
237
|
Nat - Nee
|
|
Box
238
|
Nei - Nun
|
|
Box
239
|
Oak - Par
|
|
Box
240
|
Pat - Plu
|
|
Box
241
|
Plu - Rai
|
|
Box
242
|
Ral - Rus
|
|
Box
243
|
Rwa - Sel
|
|
Box
244
|
Sha - Spu
|
|
Box
245
|
Squ - Tex
|
|
Box
246
|
Thi - Uni
|
|
Box
247
|
Uni - Wau
|
|
Box
248
|
Web - Wis
|
|
Box
249
|
Wis - Wis
|
|
Box
250
|
Wis - Zwi
|
|
|
1968
|
|
Box
251
|
A - Alw
|
|
Box
252
|
Ama - Ame
|
|
Box
253
|
Ame - Ast
|
|
Box
254
|
Ata - Bel
|
|
Box
255
|
Bem - Bui
|
|
Box
256
|
Bun - Cha
|
|
Box
257
|
Che - Con
|
|
Box
258
|
Con - Cut
|
|
Box
259
|
D - Eat
|
|
Box
260
|
Eau - Fil
|
|
Box
261
|
Fin - Fun
|
|
Box
262
|
G - Glo
|
|
Box
263
|
Glo - Gre
|
|
Box
264
|
Gri - Hen
|
|
Box
265
|
Her - Itt
|
|
Box
266
|
Itu - Int
|
|
Box
267
|
Int - Joi
|
|
Box
268
|
Jou - Koe
|
|
Box
269
|
Koh - Lak
|
|
Box
270
|
Lan - Lut
|
|
Box
271
|
M - Mas
|
|
Box
272
|
Mas - Mid
|
|
Box
273
|
Mie - Mik
|
|
Box
274
|
Mil - Mut
|
|
Box
275
|
N - Nat
|
|
Box
276
|
Nat - Nor
|
|
Box
277
|
Nor - Pai
|
|
Box
278
|
Pan - Pla
|
|
Box
279
|
Pla - Qua
|
|
Box
280
|
R - Ros
|
|
Box
281
|
Rou - Sch
|
|
Box
282
|
Sco - Smi
|
|
Box
283
|
Sna - Stu
|
|
Box
284
|
Sty - Tre
|
|
Box
285
|
Tru - Uni
|
|
Box
286
|
Uni - Weh
|
|
Box
287
|
Wel - Wis
|
|
Box
288
|
Wis - Wis
|
|
Box
289
|
Wis - Zwi
|
|
Series 1063
|
Part 4 (Series 1063): List of Employee Welfare Funds, 1962-1963 0.4 c.f. (1 archives box) : Addressograph list of all active employee welfare funds (over 26) regulated by the Division, compiled on November 23, 1962, and updated by annotations, pasteovers, and deletions through December 31, 1963. The list shows the name of employer, mailing address of the fund, and usually the name of the responsible officer of the fund.
|
|
Series 1064
|
Part 5 (Series 1064): Fund Documents for Over 26 Funds, 1957-1962 10.8 c.f. (27 archives boxes) : In chronological segments and thereunder alphabetical by name of fund. : Documents include welfare fund plans, trust agreements, trust indentures, contracts, and other instruments under which funds were administered, as well as collective bargaining agreements and employee booklets describing the plan, filed under section 211.03 of the statutes and section Ins. 8.04(2) of the Wisconsin Administrative Code by trustees of funds covering 26 or more employees working in Wisconsin. This is the same material that is filed under “plans” in Series 270.
|
|
Box
1
|
Acc-All
|
|
Box
2
|
All-Ame
|
|
Box
3
|
Ame-Aos
|
|
Box
4
|
Arm-Bad
|
|
Box
5
|
Bad-Bui
|
|
Box
6
|
Bur-Chr
|
|
Box
7
|
CIT-Con
|
|
Box
8
|
Con
|
|
Box
9
|
Con-Dic
|
|
Box
10
|
Dow-Emm
|
|
Box
11
|
Fal-FRD
|
|
Box
12
|
Fri-Gen
|
|
Box
13
|
Gen-Hum
|
|
Box
14
|
Hum-Int
|
|
Box
15
|
Int-Jen
|
|
Box
16
|
Jew-Klu
|
|
Box
17
|
Koe-Lin
|
|
Box
18
|
Mad-Mil
|
|
Box
19
|
Mil
|
|
Box
20
|
Mil-Nat
|
|
Box
21
|
Nat-Ost
|
|
Box
22
|
Out-Plu
|
|
Box
23
|
Pre-Rur
|
|
Box
24
|
Sav-Sou
|
|
Box
25
|
Sta-Twi
|
|
Box
26
|
Uni-Wal
|
|
Box
27
|
Wau-Yel
|
|
Series 1065
|
Part 6 (Series 1065): Annual Statements for Under 26 Funds, 1957-196514.4 c.f. (36 archives boxes) : By year and thereunder alphabetical by name of fund. Statements list names and addresses of fund officers and trustees, total number of employees covered, number of employees working in Wisconsin, and a financial report of the funds, filed under section 211.08 of the statutes by trustees of funds covering less than 26 employees working in Wisconsin. Under chapter 225, Laws of 1961, only funds covering 26 or more employees had to submit an annual statement. Even though the trustees were no longer required by law to report, they sometimes did, either because they simply wished to continue, or because the number of employees covered fluctuated above or below 26. When the number of employees covered dropped below 26, the accumulation of annual statements was shifted to the under 26 file although some of the statements will show that the fund covered 26 or more employees. Statements for prior years might be filed in Series 1062.
|
|
|
1957
|
|
Box
1
|
Acc-Cud
|
|
Box
2
|
Dah-Geh
|
|
Box
3
|
Gen-Kr
|
|
Box
4
|
LaC-Per
|
|
Box
5
|
Pet-Swa
|
|
Box
6
|
Tay-Zie
|
|
|
1958
|
|
Box
7
|
Acc-Ben
|
|
Box
8
|
Ber-Cud
|
|
Box
9
|
Dah-Fir
|
|
Box
10
|
Fir-HBa
|
|
Box
11
|
Hea-Kru
|
|
Box
12
|
LaC-Nat
|
|
Box
13
|
Nat-Ric
|
|
Box
14
|
Ric-Tho
|
|
Box
15
|
Tho-Zie
|
|
|
1959
|
|
Box
16
|
Acc-Bli
|
|
Box
17
|
Bou-Dun
|
|
Box
18
|
Eau-Gle
|
|
Box
19
|
Gle-Kir
|
|
Box
20
|
KJP-Min
|
|
Box
21
|
MMo-Qua
|
|
Box
22
|
Rah-Swa
|
|
Box
23
|
Tac-Wis
|
|
Box
24
|
Wit-Zin
|
|
Box
24
|
1960-1962 : This small portion overlaps by date with the contents of Boxes 25-36.
|
|
|
1960-1965
|
|
Box
25
|
Ac-Bl
|
|
Box
26
|
Bo-Cr
|
|
Box
27
|
Cr-F.C.
|
|
Box
28
|
F.C.-Go
|
|
Box
29
|
Go-Ja
|
|
Box
30
|
Ke-Lu
|
|
Box
31
|
Lu-Na
|
|
Box
32
|
Na-Pe
|
|
Box
33
|
Pe-SA
|
|
Box
34
|
Sa-Th
|
|
Box
35
|
Th-Wi
|
|
Box
36
|
Wi-Zi
|
|
Series 1066
|
Part 7 (Series 1066): Fund Documents for Under 26 Funds, 1957-1961 15.4 c.f. (38 archives boxes) : Alphabetical by name of fund. : Documents include welfare fund plans, trust agreements, trust indentures, contracts, and other instruments under which funds were administered, as well as collective bargaining agreements and employee booklets describing the plan, filed by trustees of funds covering less than 26 employees working in Wisconsin but receiving payments of more than 2,000 dollars per year, under section 211.03 of the statutes and section Ins. 8.04(2) of the Wisconsin Administrative Code.
|
|
Box
1
|
A-Am
|
|
Box
2
|
Am-Ar
|
|
Box
3
|
Ar-Ba
|
|
Box
4
|
Ba-Bn
|
|
Box
5
|
Bo-Ce
|
|
Box
6
|
Ch-Cl
|
|
Box
7
|
Cl-Cr
|
|
Box
8
|
Cr-Ed
|
|
Box
9
|
Ed-Fa
|
|
Box
10
|
Fa-Fo
|
|
Box
11
|
Fo-Ga
|
|
Box
12
|
Ga-Gl
|
|
Box
13
|
Gl-Gy
|
|
Box
14
|
H and O-Hi
|
|
Box
15
|
Hi-In
|
|
Box
16
|
In-J.J.
|
|
Box
17
|
Jo-Ke
|
|
Box
18
|
Ki-La
|
|
Box
19
|
La-L.T.
|
|
Box
20
|
Lu-Ma
|
|
Box
21
|
Ma-Mi
|
|
Box
22
|
Mi-Na
|
|
Box
23
|
Na-No
|
|
Box
24
|
No-O.H.
|
|
Box
25
|
Ol-Pa
|
|
Box
26
|
Pa-Pi
|
|
Box
27
|
Pl-Ra
|
|
Box
28
|
Ra-Ro
|
|
Box
29
|
Ro-Sc
|
|
Box
30
|
Sc-Si
|
|
Box
31
|
Si-Sp
|
|
Box
32
|
Sp-St
|
|
Box
33
|
St-Th
|
|
Box
34
|
To-Un
|
|
Box
35
|
Ut-Wa
|
|
Box
36
|
W.C.-Wh
|
|
Box
37
|
W.H.-Wi
|
|
Box
38
|
Wi-Zi
|
|
Series 1732
|
Part 8 (Series 1732): Under 26 Employee Welfare Fund Files, 1957-197411.0 c.f. (11 record center cartons) : Alphabetical by name of fund. Correspondence, annual statements, fund documents (profit sharing plans), and examination papers filed by trustees of employee welfare funds covering less than 26 employees working in Wisconsin. When a fund's status fell below 26 employees, the entire file was moved from the active file (Series 270) to this series; consequently occasional annual statements will show that at one time the fund covered 26 or more employees. Registration statements for under 26 funds are filed separately in Series 1733.
|
|
Box
1
|
A-Be
|
|
Box
2
|
Bo-Com
|
|
Box
3
|
Con-Food
|
|
Box
4
|
Fox-Gr
|
|
Box
5
|
Gu-Jan
|
|
Box
6
|
Jay-L
|
|
Box
7
|
M
|
|
Box
8
|
N-P
|
|
Box
9
|
R-S
|
|
Box
10
|
T-War
|
|
Box
11
|
Wau-Z
|
|
Series 1733
|
Part 9 (Series 1733): Registration Statements for Under 26 Funds, 1957-197410.2 c.f. (1 archives box and 10 record center cartons) : Alphabetical by name of fund. Shows name of fund and address of principal office; name and address of person to whom reporting forms should be mailed; effective date of plan; date fund accounting year ends; name and address of trustees; identity of contributors to fund; number of participants; names of insurance companies and types of benefits offered; names of insurance, investment, or actuarial consultants; and information regarding internal administrative functions of fund. After 1961, every employee welfare fund covering one or more employees working in Wisconsin was required to register; prior to this, only funds which received payments of more than 2,000 dollars per year or which provided payments for benefits under plans covering 26 or more employees working in Wisconsin were required to register. Any under 26 registrations dating from 1957 to 1961 were filed by funds receiving payments in excess of 2,000 dollars per year. Registrations for over 26 funds are filed in Series 270.
|
|
Box
1
|
A-Beyer
|
|
Box
2
|
Bi-Coyne
|
|
Box
3
|
Cra-Fox
|
|
Box
4
|
Fra-Hon
|
|
Box
5
|
Hop-Lan
|
|
Box
6
|
Lar-Mey
|
|
Box
7
|
Mic-Pad
|
|
Box
8
|
Peer-Scho
|
|
Box
9
|
Schr-Tri-state
|
|
Box
10
|
Tru-Wis. S
|
|
Box
11
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Wis. S-Z
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Series 1734
|
Part 10 (Series 1734): Examination Reports, 1958-19747.0 c.f. (3 archives boxes and 6 record center cartons) : By year, thereunder first by exams constructed by appointed examiners, then by exams conducted by CPA's. Within these two groups exams are alphabetical by name of fund. Examination reports authorized by section 211.04 of the statutes including certificate of publication, notification from the commissioner to the participants that the fund is being operated in a manner consistent with the welfare of the participants financial statements, and other related material. Examinations were conducted by persons appointed by the commissioner, or, alternately, by certified public accountants employed by the trustees or sponsoring employer of a fund. Although the power to conduct CPA exams was not specifically granted until 1961, the series includes CPA exams back to 1958.
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Box
1
|
1958-1961
|
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1962
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Box
1
|
Office Exams
|
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Box
2
|
CPA Exams
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Box
2
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1963-1964
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Box
3
|
1965-1967
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Box
4
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1968-1970
|
|
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1971
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Box
4
|
Office Exams
|
|
|
CPA Exams
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Box
4
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A-B
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Box
5
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C-Z
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Box
5
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1972
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|
|
1973
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|
|
Office Exams
|
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Box
5
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A-Milw
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Box
6
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Milw-Z
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Box
6
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CPA Exams
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|
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1974
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Box
6
|
Office Exams
|
|
|
CPA Exams
|
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Box
6
|
A-E
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|
Box
7
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E-L
|
|
Box
8
|
L-Wi
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|
Box
9
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Wi-Z
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Series 1735
|
Part 11 (Series 1735): Terminated Fund Files, 1958-197425.4 c.f. (1 archives box and 25 record center cartons) : Alphabetical by name of fund. Registration and annual statements; fund documents (profit sharing plans); correspondence; and examination papers, including a copy of the final examination report, correspondence, certificate of publication, and related documents; filed under provisions of chapter 211 of the statutes by trustees of funds which later terminated. When a fund terminated, the entire file was shifted from the active (over 26) file (Series 270) or the under 26 file (Series 1732) to this series. The fund terminated after the last year for which reports were filed.
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Box
1
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A-Am
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Box
2
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Am-Ap
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Box
3
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As-Bai
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Box
4
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Bak-Bes
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|
Box
5
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Bio-Chi
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Box
6
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Cl-Cud
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Box
7
|
Cud-Bou
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|
Box
8
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Dun-Er
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|
Box
9
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Ev-Fox
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Box
10
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Fox-Gil
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|
Box
11
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Gil-Hi
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|
Box
12
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Hod-Joh
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|
Box
13
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Jon-Kro
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|
Box
14
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L-Maa
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|
Box
15
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Mad-Mil
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|
Box
16
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Mil-Nat
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|
Box
17
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Nat-Oc
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|
Box
18
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Oli-Phi
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Box
19
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Pie-Plu
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Box
20
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Pra-Rep
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|
Box
21
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Rep-She
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Box
22
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She-Ste
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|
Box
23
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Ste-Uni
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Box
24
|
Uni-Wis. Al
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|
Box
25
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Wis. An-Wis. Wi
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|
Box
26
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Wom-Z
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Series 1736
|
Part 12 (Series 1736): Records of the Employee Welfare Plans Advisory Council, 1957-19730.4 c.f. (1 archives box) Minutes and proceedings, correspondence, reports, and forms. Authorized in 1957, the council consisted of seven members: two representatives of management, two representatives of employees, and three representatives of the general public from the fields of banking, economics, and insurance. Although the council was charged to meet at least once each year and at such times as it deemed necessary or the commissioner requested, it did not meet in 1961-1963, 1965, or 1968. Chapter 337, Laws of 1969, repealed the statute which created the council and recommended that it be continued under the commissioner's rule-making authority. Section Ins. 8.10 of the Wisconsin Administrative Code, discussed at the council meeting of April 14, 1970, continued the council. The council as recreated consisted of the commissioner or his designee plus eight other members having competence in the field of employee welfare funds: two representatives of management, two representatives of employees, and four representatives of the general public. Terms of office were set at two years, and the council was charged to meet at least twice each year when called by the commissioner and at such other times when requested by the commissioner or two or more members.
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Series 1737
|
Part 13 (Series 1737): Special Investigation Files, 1958-19752.0 c.f. (2 record center cartons) : Alphabetical by name of fund or person investigated. Correspondence; copies of transcripts of court proceedings, hearings before the Commissioner of Insurance, and other legal documents; and occasional registration statements, examination and actuarial reports, and annual statements; relating to investigations of funds or persons, usually involving alleged violations of section 211.14 of the statutes. Special investigations were made into the following funds or persons: --Association Life Insurance Company, an investigation, 1965-1966, of multi-employer trust programs operated by the Association Life Insurance Company, concluding in a judgment that conflicts of interest existed between the management company, the trustee, and the insurance company and that corrections would have to be made. (In Box 1) --Barbers, Beauticians, and Allied Industries Pension Fund, an investigation, 1970-1973, of a fund suspected of being actuarially unsound, in which the Commissioner of Insurance and the Attorney General's office appeared as amicus curiae in an action in federal court in Indianapolis resulting in termination of the fund and distribution of the fund assets. (In Box 1-2) --Dietz Electric Company, a fund depletion investigation, 1973-1975, involving party-in-interest investments, resulting in court action in the Dane County Circuit Court. The fund was terminated, and fund assets were distributed to the participants. (In Box 2) --H.H. Evon-Red Dot, an investigation, 1973-1975, concerning the closing of the Red Dot potato chip plants in Madison and Rhinelander which had been acquired by the H.H. Evon Company of Little Rock, Arkansas, and the problems arising in the termination of the retirement fund and distribution of its assets. (In Box 2) --E.R. Flint and Company Employees' Stock Bonus Trust, a fund depletion investigation, 1967-1969, of a retirement fund operated by a floor covering company in Milwaukee which closed its operations because of financial difficulties, resulting in hearings before the Commissioner of Insurance to determine the facts and the responsibilities of the trustees. The file contains original copies of annual statements, correspondence, and examination reports, 1961-1965, which were used in the investigation. (In Box 2) --Pension Management, Inc. and H.R. Buckman, a conflict of interest investigation, 1970-1974, concerning H.R. Buckman, an employee of the trustees of Pension Management, Inc. as well as an agent for the insurance purchased by the trustees, settled by a circuit court decision in Dane County holding that Mr. Buckman was not in violation of section 211.14(2)(a) of the statutes. (In Box 2) --Teamsters Local 158 Health and Welfare Fund, an investigation of fund mismanagement, 1958-1959, 1964, resulting in exploratory hearings held in Milwaukee in 1958-1959 and culminating in a fugitive warrant issued in 1964 for one of the union and fund officials. The final disposition of the case is not clear from the file. (In Box 2) --Russell M. Tolley, a conflict of interest investigation begun in 1959 concerning Russell Tolley, an employee of the trustees of a health and welfare fund in Milwaukee as well as an agent for the insurance purchased by the trustees. In 1961, Tolley, then a resident of Indiana, applied for a non-resident life insurance agent's license, which the commissioner refused to grant. Tolley filed a petition for a public hearing on the matter, which he withdrew in 1962. (In Box 2) --Union Vacation Stamp and Nostamp Plans, an investigation, 1959-1962, to determine whether union vacation plans were subject to the Employee Welfare Funds Division's jurisdiction as welfare funds. Vacation stamp plans required the employer to buy stamps from a bank or a union and put them in his employees' stamp book, which then would be redeemed for vacation days. The stamp plans decreased in popularity as time went on, so this question became academic. (In Box 2)
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|
Series 1738
|
Part 14 (Series 1738): Administrative File, 1957-1974 0.6 c.f. (2 archives boxes) : Correspondence, reports, and drafts concerning the development of procedures, forms, and policy; and files on state and federal legislation affecting the administration of the Employee Welfare Funds Law.
|
|
|
Series: Development of Procedures, Forms, and Policy
|
|
Box
1
Folder
1
|
Examination Program for Fully-Insured Pension Funds, 1960-1963, 1972-1973
|
|
Box
1
Folder
2
|
Examination Program Performed by CPAs , [1960-1972]
|
|
Box
1
Folder
3
|
Examination Program for Insurance Plus Auxiliary Funds Plans, [1964-1973]
|
|
Box
1
Folder
4
|
Examination Program for Deposit Administration Pension Funds, [1961-1973]
|
|
Box
1
Folder
5
|
Correspondence Regarding Deposit Administration Contracts Subject to Wisconsin Law, 1957-1958, 1968
|
|
Box
1
Folder
6
|
Examination Program for Profit Sharing Funds, [1958-1974]
|
|
Box
2
Folder
6
|
Policy Regarding Dual Compensation of Insurance Agents, 1960, 1967-1968
|
|
Box
2
Folder
7
|
Registration Statement Form, 1958
|
|
Box
1
Folder
7
|
Policy Regarding Applicability of Chapter 211, Wisconsin Statutes, to National Banks, 1958-1959, 1972
|
|
|
Series: Legislation
|
|
|
Wisconsin
|
|
Box
1
Folder
8
|
Chapter 552, Laws of 1957, Enacting the Wisconsin Employee Welfare Fund Law, 1957
|
|
Box
1
Folder
9
|
Chapter 2, Laws of 1959, Eliminating the Filing of the Annual Report, 1959
|
|
Box
1
Folder
10
|
Chapter 225, Laws of 1961, General Revision of the Law, 1961
|
|
Box
1
Folder
11
|
Chapter 263, Laws of 1961, Establishing Fines for Non-Contributing Employers, 1961
|
|
Box
1
Folder
12
|
Bill 77, S. 1961 (indefinetly postponed in committee) regarding Exemption from Supervision of Funds held by Corporate Trustees, 1961
|
|
Box
1
Folder
13
|
Chapter 43 (Section 178m), Laws of 1967, Establishing a 25 Dollar Filing Fee for Annual Statements - Fee Raised to 40 dollars after June 30, 1972, 1967
|
|
Box
1
Folder
14
|
Chapter 309, Laws of 1967, Prohibiting Investment of Fund Moneys in “Party-in-Interest” Securities or Properties Unless the Price is Reasonable and Security Adequate, and Providing Penalties, 1967
|
|
Box
1
Folder
15
|
Chapter 276, Laws of 1969, (Bill 355, S.) Repealing Section 211.02 (4) of the Statutes and Repealing and Recreating Section 211.16; Chapter 337, Laws of 1969, Repealing Section 211.16 as affected by Chapter 276, Laws of 1969, 1969
|
|
Box
1
Folder
16
|
Proposed Revision of Employee Welfare Funds Legislation, Repealing Chapter 211 of the statutes and Creating Chapters 641 and 642, 1970 (Never introduced?), 1970
|
|
|
Federal
|
|
Box
1
Folder
17
|
H.R. 17046, S. 3421, 1968, Pension Benefit Security Act, Establishing Minimum Standards for Vesting and Funding of Private Pension Plans, 1968
|
|
Box
2
Folder
1
|
H.R. 5741, 1968, consindered with H.R. 17046 and S. 3421, 1968
|
|
Box
2
Folder
2
|
H.R. 2080, H.R. 6204, 1969, Pension Benefit Security Act, 1969
|
|
Box
2
Folder
3
|
H.R. 10, 1969, Federal Self-Employed Individuals Tax Retirement Act, 1969
|
|
|
Series: Miscellaneous
|
|
Box
2
Folder
4
|
Correspondence Regarding Funds which were Subject to Chapter 211, Wisconsin Statutes, 1963, 1967, 1972
|
|
Box
2
Folder
5
|
Correspondence with the Wisconsin Society of Certified Public Accountants, 1968, 1973
|
|
Box
2
Folder
6
|
Oversize - Policy Regarding Dual Compensation of Insurance Agents, 1960, 1967-1968
|
|
Box
2
Folder
7
|
Oversize - Registration Statement Form, 1958
|
|
1990/189
|
Part 14A (1990/189): Additions to Administrative File, 1957-1987 1.4 c.f. (1 record center carton and 1 archives box) : By subject. : Administrative files, 1957-1987, including correspondence, reports, and articles relating to the administration of the Employee Welfare Funds Law. This includes explanations of the new Federal Pension Law (1974 - 1975), statutes affecting Employee Trust Funds, retirement plans, and findings of the Retirement Research Committee.
|
|
Box
1
Folder
1
|
Auditing
|
|
Box
1
Folder
2
|
Actuary - Definition of, 1971
|
|
Box
1
Folder
3
|
Bulletins and News Releases - Federal Labor Dept. - New Law, 1974
|
|
Box
1
Folder
4
|
Chapter 641
|
|
Box
1
Folder
5
|
Fiduciaries
|
|
Box
1
Folder
6
|
Government Plans - Under 26
|
|
Box
1
Folder
7
|
U26 - Exempt from Federal Law
|
|
Box
1
Folder
8
|
Examination Reports
|
|
Box
1
Folder
9
|
Explanations of New Federal Pension Law (non-official), 1974-1975
|
|
Box
1
Folder
10
|
Insurance
|
|
Box
1
Folder
11
|
Letters sent, 1978
|
|
Box
1
Folder
12
|
Statutes Affecting Employee Trust Funds
|
|
Box
1
Folder
13-14
|
Employee Welfare Funds
|
|
Box
1
Folder
15
|
Forms
|
|
Box
1
Folder
16
|
Registration Statements
|
|
Box
1
Folder
17
|
Studies
|
|
Box
1
Folder
18
|
ERISA
|
|
Box
1
Folder
19
|
National Association of Insurance Commissioners (NAIC) Interpretation, 1976
|
|
Box
1
Folder
20
|
Multiple Employer Trusts, 1977
|
|
Box
1
Folder
21
|
Articles
|
|
Box
1
Folder
22
|
Retirement System
|
|
Box
1
Folder
23
|
Madison Bus Company Pension Trust
|
|
Box
1
Folder
24
|
Archdiocese Cemeteries of Milwaukee Pension Plan
|
|
Box
1
Folder
25
|
State Historical Society
|
|
Box
1
Folder
26
|
Archdiocese of La Crosse Retirement Plan
|
|
Box
2
Folder
1-3
|
City of Milwaukee Retirement Plan
|
|
Box
2
Folder
4
|
Retirement Research Committee
|
|
Box
2
Folder
5
|
Joint Survey Committee on Retirement Systems and the Retirement Research Committee
|
|
Box
2
Folder
6
|
Reporting Requirements
|
|
Box
2
Folder
7
|
“Truit Program” - welfare (Heritage Trust)
|
|
Series 1739
|
Part 15 (Series 1739): General Correspondence, 1957-1976 2.4 c.f. (2 archives boxes and 2 record center cartons) : In chronological segments and thereunder alphabetical by fund name. : General correspondence, correspondence relating to funds covering less than 26 employees working in Wisconsin, complaints, and suspense (pending) files. Some of the suspense files had been closed and filed as completed, while others were still pending at the time the Employee Welfare Funds Division was preempted by the federal act. The Commissioner of Insurance continued to receive correspondence, dating from 1975 to 1976, after the Division was preempted; however, the bulk of the series, dating from 1957 to 1974, consists of correspondence received while the Division was functioning under chapter 211.
|
|
|
1957-1974
|
|
Box
1
|
A - Min
|
|
Box
2
|
Mit - Wis. S
|
|
Box
3
|
Wis. S - Z
|
|
Box
4
|
1975-1976
|
|
Series 1740
|
Part 16 (Series 1740): Records of the Advisory Committee of Consulting Actuaries, 1960- 1964, 1968-19730.2 c.f. (1 archives box) Correspondence, reports, memos, drafts, and forms. The Advisory Committee of Consulting Actuaries was established in 1960 to
assist the Employee Welfare Funds Division in developing a program for actuarial review of pension funds. The committee consisted of three members who represented consulting actuary firms which served pension funds covered under
chapter 211. Their work culminated that year in the development of an actuarial report form used in obtaining actuarial data for fund examinations. There was no further committee activity until 1968. With the enactment of chapter 309, Laws of 1967, the commissioner received the clear authority to examine the actuarial status of employee welfare funds. Prompted by this legislation, the committee was re-established in 1968 to develop actuarial funding standards so the commissioner could report to participants in a fund if their plan was being funded in accordance with the standard and to develop a reporting form which was consistent with actuarial terminology and which clearly established the responsibility of the consulting actuary signing the form. The re-established committee consisted of five members. By the end of 1968, the Employee Welfare Funds Division concluded that the idea of developing a standard should be abandoned and that it should attempt, instead, merely to report the actuarial status of a plan to the fund participants.
|
|
Series 1741
|
Part 17 (Series 1741): No Fund Files, 1957-19673.8 c.f. (2 archives boxes and 3 record center cartons) : Alphabetical by fund name. Registration statements, correspondence, annual statements, fund documents (profit sharing plans), annual reports, and related documented. of programs not subject to regulation by the Employee Welfare Funds Division. The bulk of the files date from the division's early years of operation, 1957-1959, and consist primarily of correspondence detailing why the fund is not subject to the Division's jurisdiction.
|
|
Box
1
|
A-Ea
|
|
Box
2
|
Ec-Lak
|
|
Box
3
|
Lar-Sh
|
|
Box
4
|
Si-Wh
|
|
Box
5
|
Wh-Z
|
|
Series 1742
|
Part 18 (Series 1742): Indexes, 1957-19740.4 c.f. (1 archives box) New registrations of funds covering 26 or more employees working in Wisconsin, 1957-1974, arranged by year, showing fund name, location (Wisconsin or foreign), and type of benefits offered by fund. New registrations of funds covering less than 26 employees working in Wisconsin, 1962-1973, arranged by year and thereunder alphabetically by fund name, showing fund name, location (Wisconsin or foreign), and, occasionally, type of benefits offered by fund. Terminated funds, 1961-1970, arranged alphabetically by fund name and there- under chronologically by year of termination, giving name of fund and date of termination. Record of changes of fund status, 1968-1974, arranged chronologically, listing employee welfare fund terminations, fluctuations above or below 26 employees working in Wisconsin, mergers, reactivations, or other changes of status. Entries show date, name of fund, and change of status.
|
|
Series 1743
|
Part 19 (Series 1743): Subject File, 1955-1975 0.8 c.f. (3 archives boxes) : Miscellaneous correspondence, forms, samples of employee welfare fund laws from other states and Canada, legislation, reports, speeches, and files from the Joint Legislative Council's Special Committee on Employee Protection in Business Closings, which considered Assembly Bill 594, 1975, Requiring Notice of Termination of Group Hospital, Surgical or Medical Expense Insurance. This series contains some correspondence from the commissioner to the commissioners of insurance from other states which pre-dates the enactment of Wisconsin's employee welfare fund law. See container list.
|
|
Box
1
Folder
1
|
Church Pension Laws , [1957-1964]
|
|
Box
3
Folder
1
|
Early Files, prior to the enactment of Chapter 211 of the statutes, 1955, 1957
|
|
|
Employee Welfare Fund Laws
|
|
Box
3
Folder
2
|
California - Disclosure Law of 1971
|
|
Box
1
Folder
2
|
Connecticut, 1957, 1973-1974
|
|
Box
1
Folder
3
|
Idaho, 1971, 1974
|
|
Box
1
Folder
4
|
Massachusetts, 1964-1965, 1973-1974
|
|
Box
1
Folder
5
|
New York, 1955, 1957, 1963, 1965
|
|
Box
3
Folder
3
|
Washington, 1963, 1964
|
|
Box
1
Folder
6
|
Canada, 1967, 1971
|
|
Box
1
Folder
7
|
Forfeiture Order Samples under Section 211.14(6) of the Statutes
|
|
|
Joint Legislative Council - Special Committee on Employee Protection in Business Closings
|
|
Box
1
Folder
8
|
Minutes, 1974-1975
|
|
Box
1
Folder
9
|
1974 June-August
|
|
Box
1
Folder
10
|
1974 September-1975 April
|
|
|
Legislation
|
|
|
Wisconsin
|
|
Box
1
Folder
11
|
A.B. 358, 1973
|
|
Box
1
Folder
12
|
A.B. 1179, 1973
|
|
Box
1
Folder
13
|
S.B. 225, 1973
|
|
Box
1
Folder
14
|
S.B. 229, 1973
|
|
|
Federal
|
|
Box
1
Folder
15
|
H.R. 10, 1968-1969
|
|
Box
1
Folder
16
|
Miscellaneous Information, 1959, 1964
|
|
Box
2
Folder
1
|
National Banks, Subject to Chapter 211 of the Statutes, 1957-1958
|
|
|
Reports
|
|
Box
2
Folder
2
|
Annual Reports of the Employee Welfare Funds Division, 1973-1974
|
|
Box
2
Folder
3
|
Vesting Provisions in Registered Wisconsin Pension Plans, by Robert Schoeplein, 1964
|
|
|
Speeches
|
|
Box
2
Folder
4
|
Independent Insurance Agents of Wisconsin, 1972
|
|
Box
2
Folder
5
|
Wisconsin AFL-CIO Building Trades Conference, 1967
|
|
Box
2
Folder
6
|
Wisconsin AFL-CIO Building Trades Conference, 1969
|
|
Box
3
Folder
4
|
Wisconsin Retirement Plan Professionals, Ltd., 1969
|
|
Box
2
Folder
7
|
Miscellaneous, 1955, 1957, 1958, 1961
|
|
Series 2280
|
Part 20 (Series 2280): Employee Welfare Funds, 1959-1974 2.8 c.f. (7 archives boxes) : Alphabetical. : Files containing records documenting the efforts of the agency to change employee welfare fund laws, regulations, and procedures. Included is substantial correspondence with the insurance industry, members of Congress, and state legislators; written plans and drafts of proposed legislation for the state and federal government; and the minutes and correspondence of subcommittees of the National Association of Insurance Commissioners (NAIC), a national organization to promote discussion among state insurance commissioners and to assist them in developing regulatory legislation.
|
|
Box
1
Folder
1
|
Administration Fiduciary Standard Proposal HR. 12337, 1972
|
|
Box
1
Folder
2
|
Association of Private Pension and Welfare Plans, Inc. conference, 1973 May 23
|
|
Box
1
Folder
3
|
Billings after 1974 June 30
|
|
Box
1
Folder
4
|
Conference committee correspondence with Wisconsin congressmen, 1974
|
|
|
Congress
|
|
Box
1
Folder
5
|
Action reports, 1974
|
|
Box
1
Folder
6-7
|
Correspondence, 1970-1972
|
|
Box
1
Folder
8
|
Federal legislation, 1971
|
|
|
House of Representatives
|
|
|
Legislation and correspondence
|
|
Box
1
Folder
9
|
1972
|
|
Box
2
Folder
1
|
1973
|
|
|
Ways and Means Committee
|
|
Box
2
Folder
2
|
Deliberations, 1973 October 22
|
|
|
Statements
|
|
Box
2
Folder
3
|
1973 September 28
|
|
Box
2
Folder
4
|
1973 May 23
|
|
|
Senate
|
|
Box
2
Folder
5-6
|
Legislation and correspondence, 1972-1973
|
|
Box
2
Folder
7
|
Parred Pension Bill action, 1973 September
|
|
Box
2
Folder
8
|
Subcommittee appearance and presentation, 1972 June 23
|
|
|
Dent Committee
|
|
Box
2
Folder
9
|
Draft statements, 1973 March 29
|
|
Box
2
Folder
10
|
Statement, 1970 June 14
|
|
Box
2
Folder
11
|
Employee Welfare and Pensions Regulation Plan inquiries for other states, 1973
|
|
Box
2
Folder
12
|
Federal Pension legislation articles, 1974
|
|
Box
2
Folder
13
|
Federal Pension Task Force correspondence, 1975
|
|
|
Insurance rules
|
|
Box
3
Folder
1
|
8.01, Defining party in interest transactions, 1960
|
|
Box
3
Folder
2
|
8.02 to 8.09- General definitions of law correspondence, 1962
|
|
Box
3
Folder
3
|
8.02 (4),(5), and (6) correspondence, 1968
|
|
Box
3
Folder
4
|
8.02 amendment- Def. of Fund and D.A. Contracts, 1970
|
|
Box
3
Folder
5
|
8.05- Development of Advisory Council on Employee Welfare Plans, 1970
|
|
Box
3
Folder
6
|
Rulings never completed, 1960-1972
|
|
|
National Association of Insurance Commissioners
|
|
|
B-5 Subcommittee (Unfair Trade Practices Act)
|
|
Box
3
Folder
7-8
|
Correspondence, 1973-1974
|
|
|
Meeting minutes
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Box
3
Folder
9
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1973 December 5
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Box
3
Folder
10
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1974 June 4
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Box
3
Folder
11
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1974 December 2
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B-6 Subcommittee (Regulation of Employee Pension and Welfare Plans)
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Box
3
Folder
12
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Development of model bill, 1973
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Box
3
Folder
13
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Model bill proposed draft, 1975 April 27
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|
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B-8 Advisory Committee (Insurance Advertising and Regulation Guidelines)
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Box
4
Folder
1-4
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Regulation on Employee Pension and Welfare Plans Subcommittee, minutes, 1969-1972
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Box
4
Folder
5
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Membership correspondence, 1971-1972
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|
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Meeting minutes
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Box
4
Folder
6
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1971 December 1
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Box
4
Folder
7
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1972 June 12
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Box
4
Folder
8
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1972 July 26
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Box
4
Folder
9
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1972 October 11
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Box
4
Folder
10
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1972 December 4
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Box
4
Folder
11
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Model bill, 1973 February 23
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Box
5
Folder
1
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Regulation of employee pension welfare plans, 1971-1972
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|
Box
5
Folder
2
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B-10 (Regulation of Employee Pension and Welfare Plans) meeting minutes, New York City, 1971 June 16
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Box
5
Folder
3
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Committee material, 1975
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Box
5
Folder
4
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Employee welfare funds correspondence, 1967
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|
Box
5
Folder
5
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Employee welfare legislation correspondence, 1967
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|
Box
5
Folder
6
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Meeting materials, 1976 December
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|
Box
5
Folder
7
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Model bill development, 1956-1958
|
|
Box
6
Folder
1
|
Model bill inquiries, 1973
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|
Box
6
Folder
2
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Report of Committee on Blanks, 1967 March 13-15
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|
Box
6
Folder
3
|
Resolutions and letters to WI Congressmen, 1974 January 23
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Box
6
Folder
4-5
|
Uniform annual statement development, 1959-1960
|
|
Box
6
Folder
6
|
Uniform Exam Program, 1959-1960
|
|
Box
6
Folder
7
|
Uniform forms, Department of Labor-proposed revisions, 1964
|
|
Box
7
Folder
1
|
Pension plans, 1965-1971
|
|
Box
7
Folder
2-3
|
Problem and discrepancy report background data, 1972 January 12
|
|
Box
7
Folder
4
|
Thomson, Vernon, secretary contacts, 1973-1974
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|
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U.S. Labor Dept.
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Box
7
Folder
5
|
Commissioner contacts, 1971
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Box
7
Folder
6
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Staff correspondence, 1974
|
|
Box
7
Folder
7
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Washington meeting, 1973 January 11
|
|
Box
7
Folder
8
|
U.S. Officials and Congressmen correspondence, 1973 June-1973 December
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|
Box
7
Folder
9
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Williams, Senator correspondence, 1973 February 23
|
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Box
7
Folder
10
|
Wisconsin Congressmen correspondence, 1973
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