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Original filing (PDF)20251015123729NAL0002418067001
VIGILANT GROUP BENEFITS TRUST
Form 5500
FILING_RECEIVED
VIGILANT GROUP BENEFITS TRUST PLAN
Health & welfare plan
Signals · 3
~11318 bps in Sched C feesNo recordkeeper disclosed25 service providers
Active participants
2,383
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$744K
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- 11318 bps in Schedule C fees — 21666% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (25 disclosed providers, 5 categories).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIGILANT GROUP BENEFITS TRUST.
Plan sponsor
Name
VIGILANT GROUP BENEFITS TRUST
EIN
36-7467678
Address
P.O. BOX 6 · MUKILTEO, WA · 98275
Phone
(425) 771-7359
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
512
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
4T · Long-Term Care
Audit & trust (Schedule H)
Auditor
ANASTASI, MOORE, & MARTIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
25 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN AND BROWN INSURANCE SERVICES, | 59-0691921 | — | CONSULTANT | $647K | — |
Broker
20| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CSNW BENEFITS, AN ALERA GROUP AGENC | 81-4473358 | — | INSURANCE BROKER | $95K | — |
| BOB HART INSURANCE INC. DBA HART IN | 93-0519035 | — | INSURANCE BROKER | $91K | — |
| MJI INSURANCE / HAGAN HAMILTON INSU | 93-1067008 | — | INSURANCE BROKER | $79K | — |
| KPD INSURANCE, INC. | 86-2507515 | — | INSURANCE BROKER | $74K | — |
| ASSUREDPARTNERS, LLC | 45-2712335 | — | INSURANCE BROKER | $73K | — |
| LAPORTE & ASSOCIATES, INC. | 93-0775110 | — | INSURANCE BROKER | $44K | — |
| HUB INTERNATIONAL NW, LLC | 91-2036015 | — | INSURANCE BROKER | $43K | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | INSURANCE BROKER | $36K | — |
| BROWN AND BROWN INSURANCE | 93-0518576 | — | INSURANCE BROKER | $22K | — |
| STRATEGY INSURANCE, INC. | — | TROUTDALE, OR | INSURANCE BROKER | $19K | — |
| ROGUE BENEFIT PLANNING | 81-4526250 | — | INSURANCE BROKER | $18K | — |
| ALDRICH BENEFITS, LIMITED PARTNERSH | 20-0407135 | — | INSURANCE BROKER | $16K | — |
| PACIFIC CASCADE ADVISORS DBA GOLSAN | 91-1843783 | — | INSURANCE BROKER | $15K | — |
| PROPEL INSURANCE AGENCY, LLC | 91-0830024 | — | INSURANCE BROKER | $14K | — |
| CASCADE SUMMIT INSURANCE | 45-5393247 | — | INSURANCE BROKER | $13K | — |
| RJS & ASSOCIATES INSURANCE SERVICES | 30-0853409 | — | INSURANCE BROKER | $12K | — |
| BUSINESS INSURANCE NW, LLC | 45-3533969 | — | INSURANCE BROKER | $11K | — |
| JD FULWILER & CO. INSURANCE, INC | 93-0983491 | — | INSURANCE BROKER | $10K | — |
| OAK TREE INSURANCE, INC | 83-0884200 | — | INSURANCE BROKER | $8K | — |
| OLSON INSURANCE GROUP, LLC | 46-0894002 | — | INSURANCE BROKER | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS, INC. | 91-1603312 | — | CONTRACT ADMINISTRATOR | $258K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHOEDEL & SCHOEDEL, CPA'S, PLLC | 91-0614823 | — | AUDITOR | $17K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VIGILANT SERVICES, INC | 93-0877675 | — | SUBSIDIARY OF SPONSOR | $334K | — |
| UPRISE HEALTH (RELIANT BEHAVIORAL H | 81-0573161 | — | EAP ADMINISTRATOR | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.