Vigilant Group Benefits Trust Plan — Form 5500 plan (Vigilant Group Benefits Trust)
Plain-English plan 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, Vigilant Group Benefits Trust Plan is a benefit plan reported by Vigilant Group Benefits Trust under EIN 36-7467678 and plan number 512. The latest loaded filing year is 2023. The filing reports 2,537 participants and $1,298,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vigilant Group Benefits Trust
- EIN
- 36-7467678
- Plan number
- 512
- Plan type
- 3
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 2,537
- End-of-year plan assets
- $1,298,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,537 | H, C | 20241009194957NAL0010965843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,298,533
- Total liabilities (EOY)
- $639,782
- Net assets (EOY)
- $658,751
- Net assets (BOY)
- $576,061
Income & contributions
- Employer contributions
- $24,447,618
- Participant contributions
- $166,504
- Total contributions
- $24,614,122
- Total income / additions
- $24,619,909
Expenses & distributions
- Benefits paid
- $22,627,238
- Administrative expenses
- $1,909,981
- Total expenses
- $24,537,219
- Net increase / (decrease)
- $82,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown & Brown Of Wa, Inc Dba Dimart | NONE | $615,164 | not reported in the loaded dataset | 2023 |
| Vigilant Services, Inc. | SUBSIDIARY OF SPONSOR | $326,420 | not reported in the loaded dataset | 2023 |
| Vimly Benefit Solutions, Inc. | NONE | $207,667 | not reported in the loaded dataset | 2023 |
| Kpd Insurance, Inc. | NONE | $88,810 | not reported in the loaded dataset | 2023 |
| Mji Insurance/ Hagan Hamilton | NONE | $82,373 | not reported in the loaded dataset | 2023 |
| Aldrich Benefits Lp | NONE | $71,563 | not reported in the loaded dataset | 2023 |
| Csnw Benefits, An Alera Group Agenc | NONE | $65,847 | not reported in the loaded dataset | 2023 |
| Laporte & Associates, Inc. | NONE | $53,603 | not reported in the loaded dataset | 2023 |
| Consilium Benefit Advisors | NONE | $37,829 | not reported in the loaded dataset | 2023 |
| Jd Fulwiler & Co. Insurance, Inc. | NONE | $33,675 | not reported in the loaded dataset | 2023 |
| Assuredpartners Of Oregon, LLC | NONE | $30,337 | not reported in the loaded dataset | 2023 |
| Hub International Nw, LLC | NONE | $27,574 | not reported in the loaded dataset | 2023 |
| Brown & Brown Northwest Insurance | NONE | $22,692 | not reported in the loaded dataset | 2023 |
| Strategy Insurance, Inc. | NONE | $18,098 | not reported in the loaded dataset | 2023 |
| Schoedel & Schoedel, Cpas, Pllc | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Rogue Benefit Planning | NONE | $15,338 | not reported in the loaded dataset | 2023 |
| Pacific Cascade Advisors Dba Golsan | NONE | $14,523 | not reported in the loaded dataset | 2023 |
| Propel Insurance Agency, LLC | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Business Insurance Nw, LLC | NONE | $10,477 | not reported in the loaded dataset | 2023 |
| Huggins Insurance Services, Inc. | NONE | $8,106 | not reported in the loaded dataset | 2023 |
| Capital Financial, Plc | NONE | $8,050 | not reported in the loaded dataset | 2023 |
| Cascade Summit Insurance | NONE | $6,871 | not reported in the loaded dataset | 2023 |
| Oak Tree Insurance, Inc. | NONE | $6,494 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vigilant Group Benefits Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mukilteo, WA
- Brown & Brown Of Wa, Inc Dba Dimart — Schedule C compensation
- Vigilant Services, Inc. — Schedule C compensation
- Vimly Benefit Solutions, Inc. — Schedule C compensation
- Kpd Insurance, Inc. — Schedule C compensation
- Mji Insurance/ Hagan Hamilton — Schedule C compensation
- Aldrich Benefits Lp — Schedule C compensation
- Csnw Benefits, An Alera Group Agenc — Schedule C compensation
- Laporte & Associates, Inc. — Schedule C compensation
- Consilium Benefit Advisors — Schedule C compensation
- Jd Fulwiler & Co. Insurance, Inc. — Schedule C compensation
- Assuredpartners Of Oregon, LLC — Schedule C compensation
- Hub International Nw, LLC — Schedule C compensation
- Brown & Brown Northwest Insurance — Schedule C compensation
- Strategy Insurance, Inc. — Schedule C compensation
- Schoedel & Schoedel, Cpas, Pllc — Schedule C compensation
- Rogue Benefit Planning — Schedule C compensation
- Pacific Cascade Advisors Dba Golsan — Schedule C compensation
- Propel Insurance Agency, LLC — Schedule C compensation
- Business Insurance Nw, LLC — Schedule C compensation
- Huggins Insurance Services, Inc. — Schedule C compensation
- Capital Financial, Plc — Schedule C compensation
- Cascade Summit Insurance — Schedule C compensation
- Oak Tree Insurance, Inc. — Schedule C compensation