# Vigilant Construction Trust Of Arizona Health & Welfare Plan
Source: https://planprovider.pro/companies/vigilant-construction-trust-of-arizona-833466731-501

> Vigilant Construction Trust Of Arizona's Health & Welfare plan: 497 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vigilant Construction Trust Of Arizona

- **Sponsor EIN:** 833466731

- **Sponsor Address:** PO BOX 6, MUKILTEO, WA, 98275

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 497

- **Total Assets:** $83,248

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|497|$83,248|$4.2M|$26,208|

| 2023|547|$97,596|$4.1M|$35,898|

| 2022|479|$67,074|$3.4M|$5,270|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BROWN & BROWN INSURANCE SERVICES, D|Other Service Provider|$112,966|—|$112,966|

| VIMLY BENEFIT SOLUTIONS, INC.|Recordkeeper|$70,096|—|$70,096|

| VIGILANT SERVICES, INC|Other Service Provider|$52,732|—|$52,732|

| MAGNUSON AND ASSOCIATES, LTD|Insurance Carrier|$46,154|—|$46,154|

| BLACK, GOULD, & ASSOCIATES, INC|Insurance Carrier|$40,067|—|$40,067|

| EMPLOYEE BENEFIT EXCHANGE, CORP.|Insurance Carrier|$39,458|—|$39,458|

| VECTOR FINANCIAL|Insurance Carrier|$20,770|—|$20,770|

| KEN OTT INSURANCE, LLC DBA KENDY BE|Insurance Carrier|$13,433|—|$13,433|

| ROGERS BENEFIT GROUP, INC.|Insurance Carrier|$12,658|—|$12,658|

| EMERSON ROGERS, LLC|Insurance Carrier|$12,106|—|$12,106|

| ANNA L. HECKATHORNE|Insurance Carrier|$10,259|—|$10,259|

| SCHOEDEL & SCHOEDEL, CPAS, PLLC|Auditor|$9,300|—|$9,300|

| CREST INSURANCE GROUP, LLC|Insurance Carrier|$9,144|—|$9,144|

| KENNETH W. TAYLOR INSURANCE & INVES|Insurance Carrier|$8,685|—|$8,685|

| CAPITAL FINANCIAL, PLC|Insurance Carrier|$8,553|—|$8,553|

| DIGITAL INSURANCE, LLC|Insurance Carrier|$8,521|—|$8,521|

| ASSUREDPARTNERS OF ARIZONA DBA HEST|Insurance Carrier|$5,316|—|$5,316|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMPLOYEE BENEFIT EXCHANGE, CORP.](https://planprovider.pro/provider/employee-fiduciary) — Insurance Carrier

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $480,218

- **Estimated Expense Ratio:** 576.852% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$501,397|—|$122,828|$9,300|—|

| 2023|$477,199|—|$115,112|$8,800|—|

| 2022|$416,590|—|$95,549|—|$315,290|

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