2025-08-06T16:39:46-05:00 2024-12-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2024-01-01 910630779 EVERGREEN SECURITY TRUST EVER 4257717359 12121 HARBOUR REACH DR 105 MUKILTEO WA 98275 ROBERT A BOHRER CHAIRMAN 4257717359 2025-06-25 1 1 STEVEN R COLEMAN CPA P01854803 5093230272 2025-06-25 2024 2025-03-06 01:10:19Z ROBERT A BOHRER 12121 HARBOUR REACH DR 105 MUKILTEO WA 98275 1633725 0 X WWW.EVERGREENSECURITYTRUST.COM X 1953 WA TO PROVIDE HIGH QUALITY, AFFORDABLE EMPLOYEE BENEFITS PROGRAMS TO PARTICIPATING TRUST EMPLOYERS. 1 0 0 0 0 0 0 0 1455950 1609747 22891 23978 0 0 1478841 1633725 0 0 1284249 1420671 24000 24000 0 0 0 154693 166901 1462942 1611572 15899 22153 478627 513185 18744 14645 459883 498540 TO PROVIDE HIGH QUALITY, AFFORDABLE EMPLOYEE BENEFITS PROGRAMS TO PARTICIPATING TRUST EMPLOYERS. 0 0 PROVIDED DENTAL, VISION, LIFE INSURANCE, AND AD&D BENEFITS FOR ELIGIBLE PARTICIPANTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X VIMLY BENEFIT SOLUTIONS INC 4257717359 12121 HARBOUR REACH DR SUITE 105 MUKILTEO WA 98275 ROBERT A BOHRER CHAIRMAN 5.00 X X 24000 0 0 24000 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 1600644 1600644 EMPLOYEE CONTRIBUTIONS 900099 9103 9103 1609747 23978 23978 1633725 1609747 0 23978 1420671 24000 24000 2080 17550 109344 5412 8515 1611572 197912 192711 26305 26657 12771 12048 241639 281769 478627 513185 2822 3511 15922 11134 18744 14645 X 0 0 0 0 459883 498540 459883 498540 478627 513185 22153 16504 0 X 0 1 X 1 0 0 PREMIUMS PAYABLE 11134 11134 X 1650229 16504 16504 1633725 0 1633725 1616360 0 1616360 -4788 -4788 1611572 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST EXEMPTION LETTER DATED JANUARY 4, 1978, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATED THE PLAN QUALIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, THEREFORE, IS NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER. THE PLAN'S ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEY BELIEVE THAT THE PLAN WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PREMIUMS PAYABLE -4,788. FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS CONTRACTED WITH VIMLY BENEFIT SOLUTIONS, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE PLAN. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE TRUST'S FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE TRUST PRIOR TO ITS FILING WITH THE IRS. PRIOR TO FILING THE FORM 990 WITH THE IRS, THE ORGANIZATION'S TRUSTEE REVIEWED THE FORM 990 FOR ACCURACY AND COMPLETENESS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFILCT OF INTEREST POLICY COVERS ALL PERSONS DEFINED UNDER ERISA AS PARTIES-IN-INTEREST. ALL PARTIES-IN-INTEREST HAVE A DUTY TO DISCLOSE THE EXISTENCE OR OCCURRENCE OF A PROHIBITED TRANSACTION AS DEFINED BY ERISA TO THE TRUSTEE BY WAY OF CORRESPONDENCE TO THE ADMINISTRATIVE AGENT. ALSO, IN CONJUNCTION WITH THE ANNUAL AUDIT, THE INDEPENDENT AUDITOR HAS A DUTY TO CONTACT IN WRITING ALL PARTIES-IN-INTEREST INQUIRING OF THEIR KNOWLEDGE OR SUSPICION OF ANY ALLEGED PROHIBITED TRANSACTION. ALL RESPONSES ARE REQUIRED TO BE CONFIRMED IN WRITING TO THE AUDITOR. THE AUDITOR IS REQUIRED TO REPORT BY WAY OF SEPARATE CORRESPONDENCE TO THE TRUSTEE ANY ALLEGATIONS OF PROHIBITED TRANSACTION(S). UPON RECEIPT OF INFORMATION ALLEGING A PROHIBITED TRANSACTION, THE TRUSTEE OR SUCH DESIGNATED DIS-INTERESTED ADVISOR IS REQUIRED TO IMMEDIATELY UNDERTAKE AN INVESTIGATION AND REPORT. THE INVESTIGATION IS TO INCLUDE A REVIEW OF ALL APPLICABLE FACTS AND DOCUMENTS, THE SPECIFIC PROVISIONS OF ERISA ALLEGED TO HAVE BEEN VIOLATED, AND ANY APPLICABLE EXEMPTIONS FROM PROHIBITED TRANSACTIONS. 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