2024-07-30T13:39:09-05:00 2023-09-30 910614823 SCHOEDEL & SCHOEDEL CPAS PLLC 422 W RIVERSIDE AVE STE 1420 SPOKANE WA 992010395 990 2022-10-01 466931251 Vigilant Manufacturers' Trust VIGI 2068592600 PO Box 6 Mukilteo WA 98275 Rodger Glos Chairman 5036201710 2024-07-15 1 1 SCOTT OPPERUD CPA P00542597 5097472158 2024-07-30 2022 2024-08-08 14:25:15Z Rodger Glos 6825 SW Sandburg Street Tigard OR 97223 24213126 0 X www.vigilant.org X 2013 WA To provide qualified health and welfare benefits through group insurance arrangements. 4 0 0 0 0 0 0 0 26525082 24198368 0 1068 14933 13690 26540015 24213126 0 0 23395998 21337840 0 0 0 0 0 2988819 2709149 26384817 24046989 155198 166137 1800937 1832511 713882 579319 1087055 1253192 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 16 0 1 0 0 0 0 0 0 0 0 0 X 4 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 2.00 X X 0 0 0 Shannon Terrell Trustee 1.00 X 0 0 0 Joe Beers Trustee 1.00 X 0 0 0 Ken Frankel 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, broker commissions 725413 Vimly Benefit Solutions Inc 12121 Harbour Reach Drive Suite 10 Mukilteo WA 98275 Third party administrative services 440390 Vigilant Services Inc 6825 SW Sandburg St Tigard OR 97223 Administrative services 301750 HUB International Northwest LLC PO Box 3018 Bothell WA 980413018 Insurance broker 187554 Parker Smith & Feek Ins LLC an IMA Co 2233 112th Avenue NE Bellevue WA 98004 Insurance broker 103716 5 Employer contributions, net 525100 23916306 23916306 Participant contributions, net 525100 282062 282062 24198368 1068 1068 Late fees 525100 13690 13690 13690 24213126 24212058 0 1068 21337840 742140 1088 16800 1926115 9291 13715 24046989 1777194 182382 1633325 16357 13052 7386 3752 1800937 1832511 27987 34518 474804 409267 211091 135534 713882 579319 X 0 0 0 0 1087055 1253192 1087055 1253192 1800937 1832511 166137 0 X X 0 1 X 0 0 0 Premiums due to insurers 135534 135534 24213126 0 24213126 0 24213126 24122546 211091 211091 23911455 135534 135534 24046989 Part XII, Line 2d - Other Adjustments: Premiums due insurers at the end of the prior year 211,091. Part XII, Line 4b - Other Adjustments: Premiums due insurers at the end of the current year 135,534. Vigilant Services Inc Vigilant Services, Inc. is a wholly owned subsidiary of Vigilant 301750 During the year ended September 30, 2023, the trust paid Vigilant Services, Inc. $301,750 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 0 Vigilant is the endorsing sponsor of the Trust and related plan. During the year ended September 30, 2023, a family relationship was present between related entities. 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 management and consulting 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 initial Trustee was named in the original Trust Agreement. Additional or successor Trustee(s) are elected by a majority of participating employers in the following manner: An additional or successor Trustee will be provisionally appointed by a majority of the current Trustee(s). In the event there are no current Trustees or there is no majority agreement on a new Trustee, an additional or successor Trustee may be provisionally appointed by Vigilant. In making the appointment, the remaining Trustee(s) or Vigilant will attempt to select an individual from one of the participating employers, it being the intent that the Trustees, as a group, constitute a fair representation of the participating employers. Notice of the provisional appointment will be mailed by the administrative office to all participating employers and will become final thirty days after such notice unless, in the meantime, participating employers representing 51 percent of the employees participating in the Trust should object, in writing, to the appointment. In the event such an objection is filed, the Trustees will conduct a referendum election among all of the participating employers. Each participating employer may submit the name of one nominee and, in the referendum, each participating employer will be entitled to one vote. Each vote will be weighted, however, by the number of the participating employer's employees participating in the Trust (as measured by the number of employees reported on the participating employer's reporting form received by the Trust in the month prior to the month of the election). The nominee who receives the largest number of votes will be declared the new Trustee. The current Trustees, or if none then Vigilant, will have full authority to make the arrangements for the election, including the adoption of any election rules deemed appropriate. The costs of the election will be chargeable to the Trust. Each Trustee shall acknowledge, in writing, his or her acceptance of appointment as Trustee. Any Trustee may be removed by a majority of the other current Trustee(s) upon written notice to the Trustee(s). Alternatively, any Trustee may be removed upon written notice to the Trustee(s) following a recommendation of the lesser of 10% of the participating employers or 10 participating employers representing 51% of the employees participating in the Trust. The removal of a Trustee shall be effective on the date designated in the written notice. A Trustee may be removed for any reason, including but not limited to, missing 3 consecutive Trust meetings without an approved absence. A successor will be elected as provided above. 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. The final version of the Form 990 was made available to the Board of Trustees prior to filing. 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. Form 990, Part XII, Line 2c: The process has not changed since filing the prior Form 990. Vigilant 6825 SW Sandburg Street Tigard OR 97223 930496390 Assist employers with employer/employee relations, safety, communications. OR 501(c)(6) N/A 0 Ace Galvanizing Inc Allied Steel Fabricators Inc American Railworks LLC American Structures & Design Inc American West Industries LLC Ameri-Sell Inc AMMEX Corporation Anderson's Fabrication Inc Applied Aero Systems LLC Art Morrison Enterprises Inc B&C Custom Manufacturing Inc Baywood Cabinet Inc Bear Creek Lumber Inc Blackmouth Design LLC Blokable Operations LLC Breadfarm Inc Brooks Manufacturing Co Canvas Supply Co Inc Canyon Lumber Co Inc Cavida Holdings Inc Central Washington Refrigeration LLC Classic Impressions Inc Custom Technology Company Inc Dallesport Foundry Dylan Manufacturing Inc Elenbaas Company Inc Flame On Inc Frank J Martin Company Freefly Systems Inc Gem Shavings LLC Gesseron LLC Girlie Press Inc Glacier Packaging Inc Grassi Refrigeration Inc Grundens USA LTD Haley Manufacturing Inc Harborland 2C LLC Hazelwood Farm LLC Highwood Global LP Holmes Mechanical Inc Honeycutt Manufacturing Inc Hurley Engineering Co of Tacoma Icicle Brewing Company LLC Inland Fire Protection Inc Interior Environments Inc Iron Horse Brewery Ironsides Custom Grinding Inc Island Hardware & Supply Inc Island Tarp & Containment LLC Isoray Medical Inc Lakewood Countertops Inc Lamiglas Incorporated Lortone Inc Lumber Traders Inc Mackenzie Castings LLC Manhasset Specialty Co Maximum Performance Hydraulics Medallion Foods Inc Messenger Sports Inc Mimic Technologies Inc Morfab Company Inc Nether Industries New J LLC Northstar Woodworks Inc Northwest Steel & Pipe Inc Olympic Color Rods Olympic Iron Works LLC Ozone International LLC Pacific Breeze Products Inc Pacific Rim Tonewoods Inc Pacific Topsoils Inc Paragon Manufacturing Corp Paroscientific Parrott's B & B Welding Inc PBS Supply Co Inc Peak Industries Inc Perfect Blend LLC PreFlex Purfect Logos LLC Puri-T Mobile Welding and Fabrication Quiring Monuments Inc Rainier Plastics Inc REALCRAFT Relm West Inc Revalesio Corporation RJ Jarvis Enterprises Inc RS Manufacturing Inc Ryan Machine Inc Savage Wholesale Building Materials Inc Seattle Sports Co Inc Sesh Technologies Manufacturing Inc Sevier Logging LLC Signature Plastics LLC Smith-Berger Marine Inc Sonico Inc Sound Building Supply Inc Specialty Bottle Supplly Square Peg Fabrication Star Label Inc Sterling Telecommunications & Construction Storyville Coffee Company LLC Systematic Wood Designs LLC Tactile Inc Tam Industries Inc Three Sigma Mfg Inc Tidal Vision Inc Titus Tool Company Inc Tony's Coffees & Teas Inc Toolless Plastic Solutions Inc Transco Northwest Inc Verasonics Inc Walla Walla Environmental Inc Walla Walla Foundry Inc Washington Crane & Hoist LLC Washington Manufacturing Services Woodland Trade Company Zoomget LLC Vigilant Services Inc 6825 SW Sandburg St Tigard OR 97223 930877675 To provide administrative and consulting services OR C 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1