2023 Form 5500 filing — Vigilant Construction Trust Of Arizona 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 20241009194957NAL0010965843005) for Vigilant Construction Trust Of Arizona Plan, reported by Vigilant Construction Trust Of Arizona under EIN 83-3466731 and plan number 501. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009194957NAL0010965843005
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Vigilant Construction Trust Of Arizona
- EIN
- 83-3466731
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,596
- Total liabilities (EOY)
- $93,705
- Net assets (EOY)
- $3,891
- Employer contributions
- $4,114,390
- Participant contributions
- $35,898
- Total income / additions
- $4,150,544
- Benefits paid
- $3,656,568
- Administrative expenses
- $477,199
- Total expenses
- $4,133,767
- Net increase / (decrease)
- $16,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown Of Wa Inc Dba Dimart | NONE | $108,364 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $63,123 | not reported in the loaded dataset |
| Vigilant Services, Inc. | SUBSIDIARY OF SPONSOR | $51,989 | not reported in the loaded dataset |
| Magnuson & Associates, Ltd | NONE | $43,967 | not reported in the loaded dataset |
| Black, Gould & Associates, Inc. | NONE | $28,340 | not reported in the loaded dataset |
| Victoria Stephens, Old Pueblo Benef | NONE | $23,054 | not reported in the loaded dataset |
| Employee Benefit Exchange, Corp. | NONE | $22,890 | not reported in the loaded dataset |
| Rogers Benefit Group, Inc. | NONE | $20,171 | not reported in the loaded dataset |
| Assuredpartners Of Arizona Dba Hest | NONE | $18,087 | not reported in the loaded dataset |
| Ken Ott Ins, LLC Dba Kendy Benefit | NONE | $13,947 | not reported in the loaded dataset |
| Anna L. Heckathorne | NONE | $12,427 | not reported in the loaded dataset |
| Capital Financial Plc | NONE | $10,330 | not reported in the loaded dataset |
| Crest Insurance Group, LLC | NONE | $9,911 | not reported in the loaded dataset |
| Gbs Arizona, Inc. | NONE | $9,686 | not reported in the loaded dataset |
| Schoedel & Schoedel, Cpas Pllc | NONE | $8,800 | not reported in the loaded dataset |
| Phoenix Health Insurance, LLC | NONE | $8,435 | not reported in the loaded dataset |
| The Clear Group, LLC | NONE | $5,436 | not reported in the loaded dataset |