2023 Form 5500 filing — Vigilant Group Benefits Trust Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009194957NAL0010965843001) for Vigilant Group Benefits Trust Plan, reported by Vigilant Group Benefits Trust under EIN 36-7467678 and plan number 512. It reports 2,537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009194957NAL0010965843001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Vigilant Group Benefits Trust
- EIN
- 36-7467678
- Plan number
- 512
- Location
- Mukilteo, WA
- Participants
- 2,537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,298,533
- Total liabilities (EOY)
- $639,782
- Net assets (EOY)
- $658,751
- Employer contributions
- $24,447,618
- Participant contributions
- $166,504
- Total income / additions
- $24,619,909
- Benefits paid
- $22,627,238
- Administrative expenses
- $1,909,981
- Total expenses
- $24,537,219
- Net increase / (decrease)
- $82,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown Of Wa, Inc Dba Dimart | NONE | $615,164 | not reported in the loaded dataset |
| Vigilant Services, Inc. | SUBSIDIARY OF SPONSOR | $326,420 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $207,667 | not reported in the loaded dataset |
| Kpd Insurance, Inc. | NONE | $88,810 | not reported in the loaded dataset |
| Mji Insurance/ Hagan Hamilton | NONE | $82,373 | not reported in the loaded dataset |
| Aldrich Benefits Lp | NONE | $71,563 | not reported in the loaded dataset |
| Csnw Benefits, An Alera Group Agenc | NONE | $65,847 | not reported in the loaded dataset |
| Laporte & Associates, Inc. | NONE | $53,603 | not reported in the loaded dataset |
| Consilium Benefit Advisors | NONE | $37,829 | not reported in the loaded dataset |
| Jd Fulwiler & Co. Insurance, Inc. | NONE | $33,675 | not reported in the loaded dataset |
| Assuredpartners Of Oregon, LLC | NONE | $30,337 | not reported in the loaded dataset |
| Hub International Nw, LLC | NONE | $27,574 | not reported in the loaded dataset |
| Brown & Brown Northwest Insurance | NONE | $22,692 | not reported in the loaded dataset |
| Strategy Insurance, Inc. | NONE | $18,098 | not reported in the loaded dataset |
| Schoedel & Schoedel, Cpas, Pllc | NONE | $16,800 | not reported in the loaded dataset |
| Rogue Benefit Planning | NONE | $15,338 | not reported in the loaded dataset |
| Pacific Cascade Advisors Dba Golsan | NONE | $14,523 | not reported in the loaded dataset |
| Propel Insurance Agency, LLC | NONE | $13,000 | not reported in the loaded dataset |
| Business Insurance Nw, LLC | NONE | $10,477 | not reported in the loaded dataset |
| Huggins Insurance Services, Inc. | NONE | $8,106 | not reported in the loaded dataset |
| Capital Financial, Plc | NONE | $8,050 | not reported in the loaded dataset |
| Cascade Summit Insurance | NONE | $6,871 | not reported in the loaded dataset |
| Oak Tree Insurance, Inc. | NONE | $6,494 | not reported in the loaded dataset |