Title: Wisconsin. Employee Welfare Funds Division: Employee Welfare Funds
Inclusive Dates: 1959-1974

Creator:

• Wisconsin. Employee Welfare Funds Division

Call Number: Series 2280

Quantity: 2.8 c.f. (7 archives boxes)

Repository:

Wisconsin Historical Society, Division of Library, Archives, and Museum Collections

Archival Locations:

Wisconsin Historical Society (Map)

COLLECTION MAY BE STORED OFF-SITE: see catalog entry to request materials and for additional information.

Abstract:

Records documenting the efforts of the Employee Welfare Funds Division 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). The NAIC is a national organization to promote discussion among state insurance commissioners and assist them in developing legislation for the regulation of the insurance industry. The records are arranged alphabetically with a substantial set of correspondence relating to insurance rules and sub-committees of the NAIC.

Language: English

URL to cite for this finding aid: http://digital.library.wisc.edu/1711.dl/wiarchives.uw-whs-ser02280

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The Employee Welfare Funds Division was created by Chapter 552, Laws 1957 or the Employee Welfare Fund Disclosure Act, and was disbanded in 1975. The division was created in order to assure that funds created to provide benefits to employees in case of sickness, disability or unemployment were available. The division was directed by the Office of the Commissioner of Insurance.

Processing Information

Processed by Tim Spindler, 1996.

Box   1 Folder   1	Administration Fiduciary Standard Proposal H.R. 12337, 1972
Box   1 Folder   2	Association of Private Pension & Welfare Plans, Inc. conference, May 23, 1973
Box   1 Folder   3	Billings after June 30, 1974
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 & Means Committee
Box   2 Folder   2	Deliberations, October 22, 1973
Box   2 Folder   3	Statements, September 28, 1973
Box   2 Folder   4	Finance Committee Statements, May 23, 1973
	Senate
Box   2 Folder   5-6	Legislation and correspondence, 1972-1973
Box   2 Folder   7	Parred Pension Bill action, September 1973
Box   2 Folder   8	Subcommittee appearance and presentation, June 23, 1972
	Dent Committee
Box   2 Folder   9	Draft statements, March 29, 1973
Box   2 Folder   10	Statement, June 14, 1970
Box   2 Folder   11	Employee Welfare & Pensions Regulation Plan inquiries for other states, 1973
	Federal Pension
Box   2 Folder   12	Legislation articles, 1974
Box   2 Folder   13	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 & 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
Box   3 Folder   9	December 5, 1973
Box   3 Folder   10	June 4, 1974
Box   3 Folder   11	December 2, 1974
	B-6 Subcommittee (Regulation of Employee Pension and Welfare Plans)
Box   3 Folder   12	Development of model bill, 1973
Box   3 Folder   13	Model bill proposed draft, April 27, 1975
	B-8 Advisory Committee (Insurance Advertising and Regulation Guidelines)
Box   4 Folder   1-4	Regulation on Employee Pension & Welfare Plans Subcommittee, minutes, 1969-1972
Box   4 Folder   5	Membership correspondence, 1971-1972
	Meeting minutes
Box   4 Folder   6	December 1, 1971
Box   4 Folder   7	June 12, 1972
Box   4 Folder   8	July 26, 1972
Box   4 Folder   9	October 11, 1972
Box   5 Folder   1	December 4, 1972
Box   5 Folder   2	Model bill, February 23, 1973
Box   5 Folder   3-4	Regulation of employee pension welfare plans, 1971-1972
	B-10 (Regulation of Employee Pension and Welfare Plans)
Box   5 Folder   5	Meeting minutes, New York City, June 16, 1971
Box   5 Folder   6	Committee material, 1975
	Employee welfare
Box   5 Folder   7	Funds correspondence, 1967
Box   5 Folder   8	Legislation correspondence, 1967
Box   5 Folder   9	Meeting materials, December 1976
	Model bill
Box   5 Folder   10	Development, 1956-1958
Box   6 Folder   1	Inquiries, 1973
Box   6 Folder   2	Report of Committee on Blanks, March 13-15, 1967
Box   6 Folder   3	Resolutions and letters to Wisconsin Congressmen, January 23, 1974
Box   6 Folder   4-5	Uniform annual statement development, 1959-1960
Box   6 Folder   6	Uniform forms, Department of Labor-proposed revisions, 1964
Box   6 Folder   7	Uniform exam program, 1959-1960
Box   7 Folder   1	Pension plans, 1965-1971
Box   7 Folder   2-3	Problem & discrepancy report background data, January 12, 1972
Box   7 Folder   4	Thomson, Vernon, secretary contacts, 1973-1974
	U.S. Labor Dept.
Box   7 Folder   5	Commissioner contacts, 1971
Box   7 Folder   6	Staff correspondence, 1974
Box   7 Folder   7	Washington meeting, January 11, 1973
Box   7 Folder   8	U.S. Officials & Congressmen correspondence, June-December 1, 1973
Box   7 Folder   9	Williams, Senator, correspondence, February 23, 1973
Box   7 Folder   10	Wisconsin Congressmen correspondence, 1973