2024-10-09T19:44:59-05:00 2023-12-31 910614823 SCHOEDEL & SCHOEDEL CPAS PLLC 422 W RIVERSIDE AVE STE 1420 SPOKANE WA 992010395 990 2023-01-01 833466731 Vigilant Construction Trust of Arizona VIGI 2068592600 PO Box 6 Mukilteo WA 98275 Rodger Glos Chairman 5036201710 2024-10-09 1 1 SCOTT OPPERUD CPA P00542597 5097472158 2024-10-09 2023 2024-10-15 13:58:12Z Rodger Glos 6825 SW Sandburg Street Tigard OR 97223 4150544 0 X www.vigilant.org X 2019 AZ To provide qualified health and welfare benefits through group insurance arrangements. 1 0 0 0 0 0 0 0 3453267 4150288 0 256 0 0 3453267 4150544 0 0 3052212 3656568 0 0 0 0 0 416590 477199 3468802 4133767 -15535 16777 67074 97596 79960 93705 -12886 3891 The Trust was established to provide programs of health and other welfare benefits for employees of participating employers. 0 0 The Trust was established to hold insurance policies through which participating employers can provide programs of health and other insurance benefits under the employee benefit plans they maintain for their employees and dependents. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 X 1 0 1 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Vimly Benefit Solutions Inc 4257717359 12121 Harbour Reach Drive Suite 105 Mukilteo WA 98275 X X Rodger Glos Chairman 2.00 X X 0 0 0 0 0 0 0 0 0 0 Brown & Brown of WA Inc dba DiMartino 1325 Fourth Ave Ste 1705 Seattle WA 98101 Consulting services 108364 1 Employer contributions 525100 4114390 4114390 Participant contributi 525100 35898 35898 4150288 256 256 4150544 4150288 0 256 3656568 115112 8800 347361 1524 4402 4133767 64992 5583 83649 1595 2368 487 5996 67074 97596 10066 0 62037 93705 7857 0 79960 93705 X 0 0 0 0 -12886 3891 -12886 3891 67074 97596 16777 0 X 0 1 X 0 0 0 4150544 0 4150544 0 4150544 4141624 7857 7857 4133767 0 4133767 Part XII, Line 2d - Other Adjustments: Premiums due to insurers at the beginning of the year 7,857. Part XII, Line 4b - Other Adjustments: Premiums due to insurers at the end of the year Vigilant Services Inc Vigilant Services, Inc. is a wholly owned subsidiary of Vigilant 51988 During the year ended December 31, 2023, the Trust paid Vigilant Services, Inc. $51,988 in management and consulting service fees, which are based on the contributions received. 0 Vigilant Derek Glos is the President of Vigilant and related to the Trustee Vigilant is the endorsing sponsor of the Trust and related plan. During the year ended December 31, 2023, a family relationship was present between related entities. 0 Form 990, Part VI, Section A, line 2 Rodger Glos is a trustee of the trust and employed by Vigilant Services, Inc. Vigilant Services, Inc. provides management and consulting services to the Trust. Rodger Glos is also related to Derek Glos, President of Vigilant. Vigilant is the endorsing sponsor of the Trust and related plan. Form 990, Part VI, Section A, line 3 The Trust has contracted with a third-party administrator (Vimly Benefit Solutions, Inc.) to provide bookkeeping and administrative services, and with Vigilant Services, Inc. to provide certain management, marketing, sales, advisory, and administration monitoring services. Form 990, Part VI, Section A, line 7a The Trust is to be administered by a Board of Trustees composed of at least three Trustee positions, provided that at all times a majority of the current Trustees are employees or owners of participating employers. Initially there was not a sufficient pool of individuals willing to serve as Trustee. Therefore, the Trust Agreement requirement of at least three Trustees was suspended, and the endorsing sponsor of the trust, Vigilant, appointed the initial sole Trustee. In the event of a Trustee vacancy, the remaining Trustees will, by majority vote, nominate an individual to serve as a successor Trustee. Additionally, Vigilant, at its discretion, may also nominate an individual to fill the vacant position. If there is only one nomination and no additional nominations are received, the nominated individual will be appointed to the Board of Trustees following notice of the nomination mailed by the administrative office to all participating employers. If, within thirty days of the mailing, participating employers whose contributions to the Trust exceed 50% of all contributions during the preceding year object to the new Trustee, the Trustee nomination will be withdrawn and a new Trustee will be nominated. The new Trustee may act as a Trustee during the notice period. If both the current Trustees and Vigilant nominate new Trustees, the administrative office will prepare and mail a ballot for the purpose of choosing the individuals to fill the contested Trustee positions. Ballots will identify the nominees and will be mailed to all participating employers. Each participating employer will be entitled to one vote for each Trustee position. Ballots must be received within thirty days of the date of mailing to be counted. The nominee that receives the majority of the votes cast will be appointed to the Board of Trustees. In the event of a tie, the votes will be weighed by the amount of the contributions each voting participating employer has made to the Trust in the preceding year. Form 990, Part VI, Section B, line 11b The Form 990 was prepared under the guidance of the Trustee by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. Draft copies of the Trust's financial statements and Form 990 were first provided to the Trust's consultants and advisors, who reviewed the Form 990 for accuracy and completeness. Any questions, concerns or issues raised by the consultants and advisors were addressed and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the Trustee for his review and approval. Any additional questions, concerns or issues raised by the Trustee were addressed and any necessary revisions were made to the Form 990 prior to filing. Form 990, Part VI, Section B, line 12c All proposed relationships and contracts with service providers, as well as all proposed investments that would be made by the Trust, are provided to and reviewed by Trust legal counsel for compliance with the prohibited transaction provisions of ERISA. Additionally, each party-in-interest (fiduciary or service provider) has an ongoing duty to disclose all material facts to the Trustee about any actual or potential conflicts of interest as soon as such facts become known or should have become known. Form 990, Part VI, Section C, line 19 The Trust's governing documents, conflict of interest policy, financial statements and Form 990 are available to the general public upon written request sent to Vimly Benefit Solutions, Inc. at: P.O. Box 6, Mukilteo, WA 98275. Form 990, Part VII, Section A, Line 1A: The Trust does not compensate the Trustee, as the Trustee serves on a voluntary basis. The Trustee is compensated for his services to Vigilant Services, Inc., which provides management and consulting services to the Trust. The Trust does not readily have access to information related to compensation paid by other entities. Vigilant 6825 SW Sandburg Street Tigard OR 97223 930496390 Assist employers with employer/employee relations, safety, communications. OR 501(c)(6) N/A 0 365 Mechanical LLC Action Pipeline Contractors Inc Affordable Fence and Gates Inc Air Maintenance Heating & Cooling LLC Ally Waste Services LLC Arizona West Builders & Communications B&J Refrigeration Inc Badger Heating & Cooling Inc Bell Concrete Inc Birch Construction Inc Blue Air Conditioning Inc Brilliance LED LLC BRW Contracting LLC Bumblebee Plumbing Inc City Wide Pest Control Inc Desert Ridge Glass Inc Diversified Design and Construction Inc EcoServ Pest Elimination LLCAgrodyne Resources LLC Family Air LLC Granite Planet Protile Builders Inc Holderness Building Materials Inc Horticulture Unlimited Inc InterInx Inc Inty Power LLC John's Refrigeration Kalamazoo Materials Inc Knipp Enterprises LLC KWR Construction Inc Liggett Electrical Services LLC Maddock Machinery Corp Olgin Efune Recycyling Company Plumbing Suppliers Inc Precision Concrete Repair Qualtire Plumbing & Construction Acc RCD Demolitions Reuter Equipment Company Inc Reuter Fabrication Inc Scott Valentine Silverado Plumbing LLC Smithco Enterprises Inc SMS Construction Inc Solis Engineering Co LLC Speedy Striping Inc Superior Air LLC UMC Builders LLC Valley Oasis Pool and Spas Construction Co Inc Wildcat Exterminating Inc Zimco Electric LLC Vigilant Services Inc 6825 SW Sandburg St Tigard OR 97223 930877678 To provide management and consulting services OR C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1