# Vigilant Group Benefits Trust 401(k) Plan
Source: https://planprovider.pro/companies/vigilant-group-benefits-trust-367467678-512

> Vigilant Group Benefits Trust's 401(k) plan: 2,383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vigilant Group Benefits Trust

- **Sponsor EIN:** 367467678

- **Sponsor Address:** P.O. BOX 6, MUKILTEO, WA, 98275

- **Plan Type:** 401(k)

- **Plan Number:** 512

- **Total Participants:** 2,383

- **Total Assets:** $1.7M

## 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|2,383|$1.7M|$25.8M|$100,589|

| 2023|2,456|$1.3M|$24.4M|$166,504|

| 2022|2,537|$1.8M|$25.4M|$294,811|

## 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 AND BROWN INSURANCE SERVICES,|Other Service Provider|$647,127|—|$647,127|

| VIGILANT SERVICES, INC|Other Service Provider|$334,479|—|$334,479|

| VIMLY BENEFIT SOLUTIONS, INC.|Recordkeeper|$257,654|—|$257,654|

| CSNW BENEFITS, AN ALERA GROUP AGENC|Insurance Carrier|$95,387|—|$95,387|

| BOB HART INSURANCE INC. DBA HART IN|Insurance Carrier|$90,784|—|$90,784|

| MJI INSURANCE / HAGAN HAMILTON INSU|Insurance Carrier|$78,762|—|$78,762|

| KPD INSURANCE, INC.|Insurance Carrier|$74,220|—|$74,220|

| ASSUREDPARTNERS, LLC|Insurance Carrier|$73,056|—|$73,056|

| LAPORTE & ASSOCIATES, INC.|Insurance Carrier|$44,036|—|$44,036|

| HUB INTERNATIONAL NW, LLC|Insurance Carrier|$42,793|—|$42,793|

| ALLIANT INSURANCE SERVICES, INC.|Insurance Carrier|$36,278|—|$36,278|

| BROWN AND BROWN INSURANCE|Insurance Carrier|$21,517|—|$21,517|

| STRATEGY INSURANCE, INC.|Insurance Carrier|$18,545|—|$18,545|

| ROGUE BENEFIT PLANNING|Insurance Carrier|$17,570|—|$17,570|

| SCHOEDEL & SCHOEDEL, CPA'S, PLLC|Auditor|$17,200|—|$17,200|

| ALDRICH BENEFITS, LIMITED PARTNERSH|Insurance Carrier|$16,088|—|$16,088|

| PACIFIC CASCADE ADVISORS DBA GOLSAN|Insurance Carrier|$14,767|—|$14,767|

| PROPEL INSURANCE AGENCY, LLC|Insurance Carrier|$13,650|—|$13,650|

| CASCADE SUMMIT INSURANCE|Insurance Carrier|$13,490|—|$13,490|

| RJS & ASSOCIATES INSURANCE SERVICES|Insurance Carrier|$12,149|—|$12,149|

| BUSINESS INSURANCE NW, LLC|Insurance Carrier|$10,748|—|$10,748|

| JD FULWILER & CO. INSURANCE, INC|Insurance Carrier|$10,000|—|$10,000|

| OAK TREE INSURANCE, INC|Insurance Carrier|$8,247|—|$8,247|

| UPRISE HEALTH (RELIANT BEHAVIORAL H|Recordkeeper|$6,881|—|$6,881|

| OLSON INSURANCE GROUP, LLC|Insurance Carrier|$5,025|—|$5,025|

### Verified Provider Profiles

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

- [CSNW BENEFITS, AN ALERA GROUP AGENC](https://planprovider.pro/provider/alera-investment-advisors-llc) — Insurance Carrier

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,960,453

- **Estimated Expense Ratio:** 113.185% 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|$1,997,283|—|$578,355|$17,200|—|

| 2023|$1,909,981|—|$511,172|$16,800|—|

| 2022|$2,004,195|—|$536,261|—|$1,442,073|

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