2026-08-17T10:13:35-05:00 2025-09-30 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2024-10-01 300885104 NORTHWEST AUTOMOTIVE TRADES ASSOCIATION GROUP HEALTH PLAN NORT 8663514282 15 82ND DRIVE 15 GLADSTONE OR 97027 SCOTT LAPLANTE CHAIRPERSON 8663514282 2026-08-13 1 1 STEVEN R COLEMAN CPA P01854803 5093230272 2026-08-13 2024 2025-03-06 01:10:19Z X SCOTT LAPLANTE 15 82ND DRIVE 15 GLADSTONE OR 97027 4935411 0 X N/A X 2015 OR TO PROVIDE HEALTH AND OTHER BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. 5 0 0 5 0 0 0 0 4027708 4928555 3548 4745 686 2111 4031942 4935411 0 0 3577072 4364877 0 0 0 0 0 409788 508124 3986860 4873001 45082 62410 285578 348036 131773 131821 153805 216215 TO PROVIDE HEALTH AND OTHER BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. 0 0 PLAN PROVIDED HEALTH AND OTHER BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS IN ACCORDANCE WITH THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 0 1 1 0 0 0 1 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X VIMLY BENEFIT SOLUTIONS INC 4257717359 155 NE 100TH STREET SUITE 510 SEATTLE WA 98125 X X SCOTT LAPLANTE CHAIRPERSON 1.00 X X 0 0 0 CHERYL ANDERSON TRUSTEE 1.00 X 0 0 0 RICHARD GREULICH TRUSTEE 1.00 X 0 0 0 RONNIE BURCH TRUSTEE 1.00 X 0 0 0 MIKE BURCH TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 OREGON AUTOMOTIVE TRADES ASSOCIATION 15 82ND DRIVE SUITE 15 GLADSTONE OR 97027 ADMIN/BROKER 148123 DIMARTINO ASSOCIATES 1325 FOURTH AVE SUITE 1705 SEATTLE WA 98101 CONSULTING SERVICES 114088 2 EMPLOYER CONTRIBUTIONS 525100 4903357 4903357 COBRA CONTRIBUTIONS 525100 25198 25198 4928555 4745 4745 LATE FEES 525100 2111 2111 2111 4935411 4930666 0 4745 4364877 166221 1015 15000 318177 1035 5563 BANKING FEES 1113 4873001 35915 23627 245028 312691 2752 9878 1883 1840 285578 348036 18046 1303 110471 106738 3256 23780 131773 131821 X 0 0 0 0 153805 216215 153805 216215 285578 348036 62410 0 X 0 1 X 0 0 0 PREMIUMS PAYABLE 23780 23780 X 4935411 0 4935411 0 4935411 4852477 0 4852477 20524 20524 4873001 PART X, LINE 2: THE PLAN OBTAINED AN EXEMPTION LETTER DATED DECEMBER 12, 2019, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATED THE PLAN QUALIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC) AND, THEREFORE, IS NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE PLAN'S ADMINISTRATOR BELIEVES THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEY BELIEVE THAT THE PLAN WAS QUALIFIED, AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF THE LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, AND THE PLAN COULD BE SUBJECT TO INCOME TAX IF CERTAIN ISSUES WERE FOUND BY THE IRS THAT COULD RESULT IN THE DISQUALIFICATION OF THE PLAN'S TAX-EXEMPT STATUS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN PREMIUMS PAYABLE 20,524. FORM 990, PART VI, SECTION A, LINE 2 THERE ARE INSTANCES OF A TRUSTEE HAVING A FAMILY RELATIONSHIP WITH ANOTHER TRUSTEE: RONNIE BURCH AND MIKE BURCH ARE MARRIED TO ONE ANOTHER. 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 OREGON AUTOMOTIVE TRADES ASSOCIATION TO PROVIDE CERTAIN MARKETING, CUSTOMER SERVICE, AND EMPLOYER OUTREACH SERVICES. FORM 990, PART VI, SECTION A, LINE 7A THERE MUST BE AT LEAST THREE TRUSTEES AND NOT MORE THAN NINE TRUSTEES. THE TRUSTEES MAY INCREASE OR DECREASE THE NUMBER OF TRUSTEES. IF THE NUMBER OF TRUSTEES IS INCREASED, THE NEW TRUSTEES WILL BE APPOINTED BY MAJORITY VOTE OF THE CURRENT TRUSTEES TO SERVE UNTIL THE NEXT ELECTION. THE TRUSTEES MAY DECREASE THE NUMBER OF TRUSTEES BY CHOOSING NOT TO FILL ANY VACANCY THAT OCCURS WHEN A TRUSTEE CEASES TO SERVE BEFORE THE EXPIRATION OF HIS/HER TERM, OR BY REDUCING THE NUMBER OF TRUSTEES TO BE NOMINATED AND ELECTED AT ANY ELECTION. DURING AN ELECTION, ADDITIONAL OR SUCCESSOR TRUSTEES ARE ELECTED BY THE PLURALITY OF THE VOTES CAST BY SPONSORING EMPLOYERS, PROVIDED THAT, IN ORDER TO BE COUNTED, BALLOTS MUST BE RECEIVED WITHIN THE TIME LIMIT ESTABLISHED FOR THE ELECTION. TRUSTEES WILL BE PLACED ON THE BALLOT IF THEY HAVE BEEN NOMINATED BY (A) A RESOLUTION ADOPTED BY A MAJORITY OF THE TRUSTEES (EXCLUDING TRUSTEES WHO ARE IN THE FINAL YEAR OF THEIR TERM) OR (B) A WRITTEN PETITION SUBMITTED TO THE BOARD OF TRUSTEES SIGNED BY THE LESSER OF TWO SPONSORING EMPLOYERS AND TWO PERCENT OF THE TOTAL NUMBER OF SPONSORING EMPLOYERS. IN CONNECTION WITH EACH ELECTION OF TRUSTEES, EACH SPONSORING EMPLOYER MAY CAST ONE VOTE FOR EACH TRUSTEE POSITION BEING FILLED THROUGH THE ELECTION. CUMULATIVE VOTING IS NOT PERMITTED. A PERSON MUST ACCEPT HIS/HER POSITION AS TRUSTEE BY SIGNING A WRITTEN ACCEPTANCE AND THEREBY WILL BE CHARGED WITH ADMINISTERING THE TRUST IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT AND THE PLAN. PENDING THE APPOINTMENT OR NOMINATION AND ELECTION OF A REPLACEMENT TRUSTEE OR A SUCCESSOR TRUSTEE, THE REMAINING TRUSTEES HAVE FULL POWER TO ACT AS THE TRUSTEES UNDER THE TRUST AGREEMENT. FORM 990, PART VI, SECTION A, LINE 8B NOT EVERY MEETING CONDUCTED BY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY WAS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED UNDER THE GUIDANCE OF THE BOARD OF TRUSTEES BY THE INDEPENDENT ACCOUNTING FIRM ANASTASI, MOORE & MARTIN, 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 CHAIRPERSON OF THE BOARD OF TRUSTEES FOR HIS REVIEW AND APPROVAL. ANY ADDITIONAL QUESTIONS, CONCERNS OR ISSUES RAISED BY THE CHAIRPERSON WERE ADDRESSED AND ANY NECESSARY REVISIONS WERE MADE TO THE FORM 990. THE FINAL VERSION OF THE FORM 990 WAS REVIEWED AND APPROVED FOR FILING BY THE CHAIRPERSON. THE FINAL VERSION OF THE FORM 990 WAS MADE AVAILABLE TO THE BOARD OF TRUSTEES 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 BOARD OF TRUSTEES 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 75449, SEATTLE, WA 98175. FORM 990, PART VII, SECTION A, LINE 1A: THE TRUST DOES NOT COMPENSATE THE TRUSTEES, AS THE TRUSTEES SERVE ON A VOLUNTARY BASIS. THE TRUST DOES NOT READILY HAVE ACCESS TO INFORMATION RELATED TO COMPENSATION PAID BY OTHER ENTITIES. 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