2023-10-13T19:43:22-05:00 2022-12-31 910614823 SCHOEDEL & SCHOEDEL CPAS PLLC 422 W RIVERSIDE AVE STE 1420 SPOKANE WA 992010395 990 2022-01-01 202563188 WTIA Employee Benefit Trust WTIA 4257717359 PO Box 6 Mukilteo WA 98275 Robert te Winkel Chief Financial Officer, WTIA 2064483033 2023-10-13 1 Robert te Winkel 999009999 1 SCOTT OPPERUD CPA P00542597 5097472158 2023-10-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Shannon Jurdana PO Box 6 Mukilteo WA 98275 83344329 0 X www.washingtontechnology.org X 2000 WA To provide qualified health and welfare benefits through group insurance arrangements. 5 4 0 0 0 0 0 0 80997484 82559176 100216 77566 68157 76871 81165857 82713613 0 0 69769201 71441686 0 0 0 0 0 11258351 11491409 81027552 82933095 138305 -219482 4181005 3429144 1879634 1644223 2301371 1784921 To provide a trust under which Washington Technology Industry Association (WTIA) and eligible employers of WTIA may make certain welfare benefits available for their participants, through group insurance or otherwise. 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 26 0 1 0 0 0 0 0 0 0 0 0 X 5 4 1 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Vimly Benefit Solutions Inc 4257717359 12121 Harbour Reach Drive Suite 105 Mukilteo WA 98275 X Shannon Jurdana Board Chair 2.00 X X 0 0 0 Michael Schutzler Trustee 5.00 35.00 X 0 443284 35588 John Cofano Trustee 2.00 X 0 0 0 Todd Enos Trustee 2.00 X 0 0 0 Randa Minkarah Trustee 2.00 X 0 0 0 0 443284 35588 0 0 1 0 HR Benefits Inc 1595 NW Gilman Blvd Suite 6B Issaquah WA 98027 Admin serv and consulting manager 6411658 Washington Technology Industry Associati 1595 NW Gilman Blvd Suite 6B Issaquah WA 98027 Administrative services 1196633 Armfield Harrison & Thomas Technology I 20 South King Street Leesburg VA 20175 Insurance broker 475304 Digital Insurance Inc 200 Galleria Parkway Ste 1950 Atlanta GA 30339 Insurance broker 426738 HUB International Northwest LLC PO Box 3018 Bothell WA 980413018 Insurance broker 423368 11 Employer contributions, net 525100 81702013 81702013 Participant contributions, net 525100 857163 857163 82559176 83282 83282 625000 630716 -5716 -5716 -5716 Late fees 525100 76871 76871 76871 82713613 82636047 0 77566 71441686 7176880 18800 27600 16020 4187958 25736 Underwriting platform a 38415 82933095 2379783 2024404 69886 57748 430606 169171 96665 1300730 1081156 4181005 3429144 125295 108340 1177625 1128525 576714 407358 1879634 1644223 X 0 0 0 0 2301371 1784921 2301371 1784921 4181005 3429144 -219482 -296968 0 X 0 1 X 0 0 0 Premiums due to insurers 407358 407358 82416645 -296968 -296968 82713613 0 82713613 83102450 576714 576714 82525736 407358 407358 82933094 Part XII, Line 2d - Other Adjustments: Premiums due insurers at the beginning of the year 576,714. Part XII, Line 4b - Other Adjustments: Premiums due insurers at the end of the year 407,358. 0 0 0 Michael Schutzler Trustee 0 345900 0 97384 0 0 0 12120 0 23468 0 478872 0 0 Part I, Line 3 The compensation of the chief executive officer of the Washington Technology Industry Association (WTIA) is reviewed annually by a committee appointed by the WTIA Board of Directors. The committee is composed of individuals independent of the employee being evaluated. The committee considers all relevant factors including (but not limited to): level of experience, performance reviews, and published compensation of similar positions in other organizations. The compensation committee's deliberations are recorded. The conclusions and supporting information of the compensation committee are reported to WTIA's executive committee. The executive committee reviews the compensation committee's report and makes a recommendation for compensation to the WTIA Board of Directors. The WTIA Board of Directors sets the compensation level. Vimly Benefit Solutions Inc (VIMLY) Vimly's CEO (Shannon Jurdana) is also the board chair of this trust 1701515 During the year ended December 31, 2022, Vimly Benefit Solutions, Inc. made contributions to this trust which totaled $1,701,515. 0 Washington Technology Industry Association (WTIA) WTIA's CEO (Michael Schutzler) is also a trustee of this trust 1183690 During the year ended December 31, 2022, Washington Technology Industry Association (WTIA) made contributions to this trust which totaled $1,183,690. 0 Washington Technology Industry Association (WTIA) WTIA's CEO (Michael Schutzler) is also a trustee of this trust 1196633 During the year ended December 31, 2022, the trust paid the WTIA $1,196,633 in administrative fees, some of which are based on the contributions received, as well as resources shared by WTIA on behalf of the trust. 0 HR Benefits Inc HR Benefits, Inc. is a wholly owned subsidiary of WTIA 5980247 During the year ended December 31, 2022, the trust paid HR Benefits, Inc. $5,980,247 in administrative fees, which are based on the contributions received. 0 Vimly Benefit Solutions Inc (VIMLY) Vimly's CEO (Shannon Jurdana) is also the board chair of this trust 646358 During the year ended December 31, 2022, HR Benefits, Inc. paid Vimly Benefit Solutions, Inc. $646,358 for contract administrative fees, which are in accordance with the contract between HR Benefits, Inc. and Vimly Benefit Solutions, Inc. 0 Form 990, Part VI, Section A, line 2 Michael Schutzler is a trustee of this trust and Chief Executive Officer of the Washington Technology Industry Association (the WTIA). Shannon Jurdana is the chair of this trust and President and Chief Executive Officer of Vimly Benefit Solutions, Inc., the contracted third-party administrator. Form 990, Part VI, Section A, line 3 The WTIA's wholly owned subsidiary, HR Benefits, Inc., has subcontracted with a third-party administrator (Vimly Benefit Solutions, Inc.) to provide certain eligibility and administrative services. The Trust has directly contracted with WTIA to provide certain bookkeeping and consulting services, and with HR Benefits, Inc. to provide certain administrative, marketing, sales, advisory, monitoring and compliance services. Form 990, Part VI, Section A, line 7a Initially, Trustees were appointed by the Washington Technology Industry Association (WTIA) president and confirmed by the WTIA's executive committee. The Trustees have the authority to either increase or decrease the size of the Board of Trustees. In the event of a termination, resignation, death or vacancy of a Trustee, any new or successor Trustee will be provisionally appointed by the current Trustee(s). In the event there are no current Trustees, an additional or successor Trustees will be provisionally appointed by WTIA. In making the appointment, the remaining Trustee(s) or WTIA will attempt to select an individual from one of the participating employers, it being the intent that the Trustees, as a group, constitute a fair representation of the participating employers. Notice of the provisional appointment will be mailed by the administrative office to all participating employers and will become final thirty (30) days after such notice unless, in the meantime, participating employers representing 51 percent of the participating employees should object, in writing, to the appointment. In the event such an objection is filed, the Trustees will conduct a referendum election among all of the participating employers. Each employer may submit the name of one nominee and in the referendum each employer will be entitled to one vote. Each vote will be weighted, however, by the number of the employer's employees participating in the Trust (as measured by the number of employees reported on the employer's reporting form received by the Trust in the month prior to the month of the election). The nominee who receives the largest number of votes will be declared the new Trustee. The current Trustees or WTIA will have full authority to make the arrangement for the election, including the adoption of any election rules which they may deem appropriate. The costs of the election will be chargeable to the Trust. Each successor Trustee will acknowledge, in writing, his or her acceptance of appointment as successor Trustee. 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 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 Board of Trustees for its review and approval. Any additional questions, concerns or issues raised by the Board of Trustees 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 Board of Trustees. Form 990, Part VI, Section B, line 12c Annually, the Board of Trustees reviews the conflict of interest policy and list of service providers. Each board member is then asked to provide a written and signed conflict of interest statement. The conflict of interest statement affirms that the director has reviewed the conflict of interest policy and either: affirms that the director is unaware of any potential conflicts; or lists any potential conflicts known to the director. Additionally, all interested persons (Trustees, service providers, or any other person having responsibility for the management or administration of the organization's finances, investments, or other proprietary information) are under a continuing obligation to disclose any potential conflict of interest to the Board of Trustees as soon as it is known or reasonably should be known. Furthermore, all agreements and contracts are reviewed by Trust legal counsel prior to execution in order to assist the Board of Trustees in identifying any actual or potential conflicts of interest. For any disclosed potential conflict, the Board of Trustees evaluates the potential conflict to determine if an actual conflict exists and what, if any, actions are required to eliminate or mitigate the conflict of interest. The evaluation must be made in good faith and based on all material facts. The organization may enter into a transaction or arrangement in which an interested person has a conflict of interest only if the Trustees have documented their evaluation and approval of the transaction or arrangement, and has determined that the transaction or arrangement is fair and reasonable to the organization; is in the best interest of the organization; furthers the organization's purposes; and does not result in a violation of ERISA or the Internal Revenue Code. An interested person who has an actual or potential conflict of interest is not present for or leaves any portion of a meeting at which the Trustees are voting to determine whether a conflict exists, but may be present prior to the vote or discussion of the vote to make a presentation to the Trustees, disclose additional facts, or respond to questions. Form 990, Part VI, Section B, line 15 The compensation of the Chief Executive Officer of the Washington Technology Industry Association (WTIA) is reviewed annually by a committee appointed by the WTIA Board of Directors. The committee is composed of individuals independent of the employees being evaluated. The committee considers all relevant factors including (but not limited to): level of experience, performance reviews, and published compensation of similar positions in other organizations. The compensation committee's deliberations are recorded. The conclusions and supporting information of the compensation committee are reported to WTIA's executive committee. The executive committee reviews the compensation committee's report and makes a recommendation of compensation to the WTIA Board of Directors. The WTIA Board of Directors sets the compensation level. 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 any of the members of the Board of Trustees. The board chair of this trust is an officer and key employee of the third-party administrator and a contributing employer. Another trustee of this trust is the Chief Executive Officer of the Washington Technology Industry Association (the WTIA). The Chief Executive Officer of the WTIA, as part of his employment expectations, understands that he must serve on this board of trustees. His compensation from the WTIA takes into consideration services performed by him in regard to the Trust. The other Trustees serve on a voluntary basis, and receive no known compensation from their respective employers, or any other party, for their services on this board of trustees. The trust does not readily have access to information related to the compensation paid by entities other than the WTIA to Trustees. Washington Technology Industry Association 1595 NW Gilman Blvd Ste 6B Issaquah WA 98027 911427013 To help Washington technology companies and professionals prosper and grow. WA 501(c)(6) N/A 0 WTIA Workforce Institute 1595 NW Gilman Blvd Ste 6B Issaquah WA 98027 473951262 To address the workforce shortage in the technology industry WA 501(c)(3) Line 7 N/A 0 Abossein Engineering LLC Abundant Technologies ACI Communications Inc ActX Inc Adaptive Catalog LLC AdaptX Inc Advanced BusinessLink Corporation Advanced Performance Parts Inc Advata Inc Advocate Telecom Inc Aeterna Investments LLC Affinity Group CPAs & Consultant PLLC Agency Mania Solutions LLC Agiliant Inc AI Data Innovations Corporation AI Research Corporation Align Financials LLC Alitheon Inc All4Cure Alliance 2020 Inc Allied Inventors Management LLC Allsop Inc Altopa Inc Altriva LLC Altus Alliance LLC Amigos Development Inc AMP Services LLC Apana Inc Applied Gray Matter Ars Quanta Inc Artica Asentria Corporation ASG Advisor LLC Asignio Inc Associated Electric Company AST LLC AstrumU Attenuex LLC Attunely Inc Aviation Professional Services LLC Aviation Spares and Services Int'l Co Axeon Technologies 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