Original filing (PDF)20250807125357NAL0005022112004

EVERGREEN SECURITY TRUST BOARD OF TRUSTEES

Name: EVERGREEN SECURITY TRUST BOARD OF TRUSTEES — EVERGREEN SECURITY TRUST, Form 5500 (2024)
Creator: EVERGREEN SECURITY TRUST BOARD OF TRUSTEES

Form 5500

FILING_RECEIVED

EVERGREEN SECURITY TRUST

Health & welfare plan

Signals · 4

92% in single holding~2869 bps in Sched C feesNo recordkeeper disclosed7 service providers

Active participants

2,829

Accounts w/ balance

—

Plan assets (EOY)

$513K

Net assets (EOY)

$499K

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERGREEN SECURITY TRUST BOARD OF TRUSTEES.

Plan sponsor

Name

EVERGREEN SECURITY TRUST BOARD OF TRUSTEES

EIN

91-0630779

Address

12121 HARBOUR REACH DRIVE, STE 105 · MUKILTEO, WA · 982755314

Phone

(425) 771-7359

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-07

Welfare benefit codes

4B · Life Insurance

4D · Dental

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

ANASTASI, MOORE & MARTIN PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE LAW OFFICES OF ROBERT A. BOHRER	46-3183400	—	TRUSTEE	$24K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
VIMLY BENEFIT SOLUTIONS, INC.	91-1603312	—	NONE	$30K	—
BROWN & BROWN OF WA DBA DIMARTINO	91-0378940	—	NONE	$29K	—
DIGITAL INSURANCE, LLC	—

Investments

2 direct securities· $305K(60% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Invesco CEF Income Composite ETF 14,706 Shares	—	—	$332K	$282K	54.9%
	Short‐term investments 23,578 Units	—	—	$24K	$24K	4.6%

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