2024-10-09T19:42:14-05:00 2023-12-31 910614823 SCHOEDEL & SCHOEDEL CPAS PLLC 422 W RIVERSIDE AVE STE 1420 SPOKANE WA 992010395 990 2023-01-01 367467678 Vigilant Group Benefits Trust VIGI 4257717359 PO Box 6 Mukilteo WA 98275 Rodger Glos Chairman 5036201710 2024-10-09 1 1 SCOTT OPPERUD CPA P00542597 5097472158 2024-10-09 2023 2024-10-15 13:58:12Z Rodger Glos 6825 SW Sandburg Street Tigard OR 97223 24619909 0 X www.vigilant.org X 2007 OR To provide qualified health and welfare benefits through group insurance arrangements. 3 0 0 0 0 0 0 0 25674826 24614122 2375 5787 0 0 25677201 24619909 0 0 23578364 22627238 0 0 0 0 0 2004195 1909981 25582559 24537219 94642 82690 1796212 1298533 1220151 639782 576061 658751 To provide a trust under which Vigilant, a trade association, and participating employers make certain health and welfare benefits available to and for the exclusive benefit of eligible employees of participating employers. 0 0 The Trust was established to hold insurance policies through which participating employers can provide programs of health and other insurance benefits under the employee benefit plans they maintain for their employees and dependents. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 X 3 0 1 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Vimly Benefit Solutions Inc 4257717359 12121 Harbour Reach Drive Suite 105 Mukilteo WA 98275 X X Rodger Glos Chairman 4.00 X X 0 0 0 Tom Jackman Trustee 1.00 X 0 0 0 Mary Beth Butkovic Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 Brown & Brown of WA dba DiMartino Associ 1325 Fourth Ave Suite 1705 Seattle WA 98101 Consulting services 615164 Vigilant Services Inc 6825 SW Sandburg St Tigard OR 97223 Management and consulting services 307613 Vimly Benefit Solutions Inc 12121 Harbour Reach Drive Suite 10 Mukilteo WA 98275 Third party administrative services 203387 3 Employer contributions, net 525100 24447618 24447618 Participant contributions, net 525100 166504 166504 24614122 5787 5787 24619909 24614122 0 5787 22627238 511172 1059 16800 1355078 5659 20213 24537219 382821 122706 1376679 1159411 35043 15323 1669 1093 1796212 1298533 29226 10311 858959 552400 331966 77071 1220151 639782 X 0 0 0 0 576061 658751 576061 658751 1796212 1298533 82690 0 X 0 1 X 0 0 0 Premiums due to insurers 77071 77071 24619909 0 24619909 0 24619909 24792114 331966 331966 24460148 77071 77071 24537219 Part XII, Line 2d - Other Adjustments: Premiums due insurers at the end of the prior year 331,966. Part XII, Line 4b - Other Adjustments: Premiums due insurers at the end of the current year 77,071. Vigilant Services Inc Vigilant Services, Inc. is a wholly owned subsidiary of Vigilant 307613 During the year ended December 31, 2023, the trust paid Vigilant Services, Inc. $307,613 in consulting and administration service fees, which are based on the contributions received. 0 Vigilant Derek Glos is the President of Vigilant and related to a Trustee Vigilant is the endorsing sponsor of the Trust and related plan. During the year ended December 31, 2023, a family relationship was present between related parties. 0 Form 990, Part VI, Section A, line 2 Rodger Glos is a trustee of the trust and employed by Vigilant Services, Inc. Vigilant Services, Inc. provides services to the Trust. Rodger Glos is also related to Derek Glos, President of Vigilant. Vigilant is the endorsing sponsor of the Trust and related plan. Form 990, Part VI, Section A, line 3 The Trust has contracted with a third-party administrator (Vimly Benefit Solutions, Inc.) to provide bookkeeping and administrative services, and with Vigilant Services, Inc. to provide certain marketing, sales, advisory, administration compliance and monitoring services. Form 990, Part VI, Section A, line 7a The Trust is administered by a Board of Trustees consisting of one to seven Trustees, and Benefits Managers consisting of one to seven individuals or businesses. The Trustees and the Benefits Managers are appointed by and serve with the approval of Vigilant or its successor organization. An individual serving as Benefits Manager will not be an employee or officer of any insurance carrier from which the Trust purchases coverage on behalf of participants and their dependents. Vigilant will provide participating employers with notice of the appointment of any Trustee and the appointment will be subject to the approval of participating employers. Employer approval will be presumed unless a written instrument signed on behalf of participating employers whose contributions during the preceding 12 months totaled more than 75 percent of all contributions by the Trust rejects the appointment. The rejection must be received by Vigilant and the remaining Trustees within 30 days of the notice. If Vigilant is dissolved and there is no successor organization, then any successor Trustee or Benefits Manager will be appointed by majority vote of the participating employers. The appointment of Trustees and Benefits Managers is effective upon written acceptance by the appointee. Form 990, Part VI, Section B, line 11b The Form 990 was prepared under the guidance of the Board of Trustees by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. Draft copies of the Trust's financial statements and Form 990 were first provided to the Trust's consultants and advisors, who reviewed the Form 990 for accuracy and completeness. Any questions, concerns or issues raised by the consultants and advisors were addressed and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the Chairman of the Board of Trustees for his review and approval. Any additional questions, concerns or issues raised by the Chairman were addressed and any necessary revisions were made to the Form 990. The final version of the Form 990 was reviewed and approved for filing by the Chairman. Form 990, Part VI, Section B, line 12c All proposed relationships and contracts with service providers, as well as all proposed investments that would be made by the Trust, are provided to and reviewed by Trust legal counsel for compliance with the prohibited transaction provisions of ERISA. Additionally, each party-in-interest (fiduciary or service provider) has an ongoing duty to disclose all material facts to the Board of Trustees about any actual or potential conflicts of interest as soon as such facts become known or should have become known. Form 990, Part VI, Section C, line 19 The Trust's governing documents, conflict of interest policy, financial statements and Form 990 are available to the general public upon written request sent to Vimly Benefit Solutions, Inc. at: P.O. Box 6, Mukilteo, WA 98275. FORM 990, PART VII, SECTION A, LINE 1A: The Trust does not compensate the Trustees, as the Trustees serve on a voluntary basis. The Chairman of the Board of Trustees is compensated for his services to Vigilant Services, Inc., which provides management and consulting services to the Trust. The Trust does not readily have access to information related to compensation paid by other entities. Vigilant 6825 SW Sandburg Street Tigard OR 97223 930496390 Assist employers with employer/employee relations, safety, communications. OR 501(c)(6) N/A 0 Advanced Air and Metal Inc Audix LLC Bayview Asphalt Inc Bethel Heights Vineyards Blasen and Blasen Lumber Corporation BLG Inc Brown's Machine & Hydraulic Bubby's LLC Buckstop Truckware Inc Building Material Specialties Inc Burley Design LLC Casteel Custom Bottling LLC CB Ram Electronics Center Spot Inc Clarke's Sheet Metal Inc Community Compounding Pharmacy Conforma Lc Corvallis Tool Company Cropper Medical Inc Cudahy Lumber Companyy CV Medical Dancer Logging Inc Darex Ind Del Rio Vineyards Dewils Industries Inc DH Sutherland Diode Laser Concepts Inc Domaine Serene Vineyards & Winery Inc Double Mountain LLC Elk Cove Vinyards Inc Elkins Ironworks Encore Ceramics Erectors Inc Falcon Northwest Computer Systems Inc G Fab Inc Global Cache Global Creative Inc Graphic Information Systems Inc Grown Rogue Unlimited LLC Gustafson Logging Co Gwin & Sons Logging Company Inc HALLCO Industries Inc Harney Rock & Paving Co Highland Laboratories Inc Holte Manufacturing Co Hopkes Logging Company Hy Speed Machining Inc IFA Nurseries Infinity Images Inc Iron Triangle LLC Johnston Automation LLC Keith Consolidated Industries Inc Kleenair Products Co KN & SK LLC Latimer HVAC LLC Lime Rock LLC Machinery Sales Company Inc McCall Oil & Chemical Corporation McFarlane's Bark Moore Mill & Lumber Co Mountain Alloys Nature Planet Inc Nellie Marie Holdings LLC Northwest Technologies Inc Ochoco - Malheur Lumber Ochoco Lumber Company Olympus Technologies Inc OR CAL Inc Pacific Stone and Supply Co Inc Pacific Wall Systems Inc Pelican Bay Forest Products Inc Permapost Products Inc Plastech Inc Polyform Inc Portland Engineering Inc Precision Colored Glassworks LLP Premier Pump & Power LLC Resarch Mannikins Inc SA Piazza & Associates LLC Sawyer Paddles & Oars LLC School Specialty Co of Oregon Shadybrook Lumber Products Inc Shea Vineyards Inc Sound Hardware Inc Spirit Leatherworks LLC Spot Hogg Archery Products Inc Stone Heating & Air Inc Sweed Machinery Inc Taylor's Sausage Inc TGE LLC The Morne Wine Company The Seaburg Company Inc The Sticker Dude Throop Family Holdings Inc Tokai Carbon USA Inc Tolmie Enterprises Inc Town INC Valliscor LLC Vanport International Inc Varney Manufacturing Warner Electronic Products Inc West Coast Shoe Company Western Wood Products Association White Estate Winery LLC Willie Boats Inc Vigilant Services Inc 6825 SW Sandburg St Tigard OR 97223 930877675 To provide management and consulting services OR Vigilant C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1