2024-09-26T14:41:36-05:00 2023-12-31 910614823 SCHOEDEL & SCHOEDEL CPAS PLLC 422 W RIVERSIDE AVE STE 1420 SPOKANE WA 992010395 990 2023-01-01 202563188 WTIA Employee Benefit Trust WTIA 4257717359 PO Box 6 Mukilteo WA 98275 Naoto Onishi Controller, WTIA 2067077968 2024-09-25 1 1 SCOTT OPPERUD CPA P00542597 5097472158 2024-09-25 2023 2024-08-08 14:25:15Z Randa Minkarah 999 3rd Ave Suite 700 Seattle WA 98104 67898390 0 X www.washingtontechnology.org X 2000 WA To provide qualified health and welfare benefits through group insurance arrangements. 4 3 0 0 0 0 0 0 82559176 67805142 77566 51130 76871 42118 82713613 67898390 0 0 71441686 58409639 0 0 0 0 0 11491409 9406048 82933095 67815687 -219482 82703 3429144 2484414 1644223 485093 1784921 1999321 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 4 3 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, until 2/13/2023 2.00 X X 0 0 0 Michael Schutzler Trustee 5.00 35.00 X 0 443293 34867 John Cofano Trustee 2.00 X 0 0 0 Todd Enos Trustee 2.00 X 0 0 0 Randa Minkarah Board Chair, starting 2/13/2023 2.00 X X 0 0 0 0 443293 34867 0 0 1 0 HR Benefits Inc 1595 NW Gilman Blvd Suite 6B Issaquah WA 98027 Admin services, etc 5265788 WTIA 1595 NW Gilman Blvd Suite 6B Issaquah WA 98027 Mktg, access, etc 1046209 Armfield Harrison & Thomas Technology I 20 South King Street Leesburg VA 20175 Insurance broker 500745 HUB International Northwest LLC PO Box 3018 Bothell WA 980413018 Insurance broker 467167 Digital Insurance Inc 200 Galleria Parkway Ste 1950 Atlanta GA 30339 Insurance broker 301800 10 Employer contributions, net 525100 66541355 66541355 Participant contributions, net 525100 1263787 1263787 67805142 51130 51130 Late and NSF fees 525100 42118 42118 42118 67898390 67805142 0 93248 58409639 5934180 7951 29100 15179 3383773 27747 Underwriting platform a 8118 67815687 2024404 996174 57748 46054 169171 122208 96665 57999 1081156 1261979 3429144 2484414 108340 29625 1128525 329963 407358 125505 1644223 485093 X 0 0 0 0 1784921 1999321 1784921 1999321 3429144 2484414 82703 131697 0 X 0 1 X 0 0 0 Premiums due to insurers 125505 125505 68030087 131697 131697 67898390 0 67898390 68097540 407358 407358 67690182 125505 125505 67815687 Part XII, Line 2d - Other Adjustments: Premiums due insurers at the beginning of the year 407,358. Part XII, Line 4b - Other Adjustments: Premiums due insurers at the end of the year 125,505. 0 0 0 Michael Schutzler Trustee 0 344764 0 98529 0 0 0 13125 0 21742 0 478160 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) was also the board chair of this trust 526134 During the year ended December 31, 2023, HR Benefits, Inc. paid Vimly Benefit Solutions, Inc. $526,134 for contract administrative fees, which are in accordance with the contract between HR Benefits, Inc. and Vimly Benefit Solutions, Inc. 0 Washington Technology Industry Association (WTIA) WTIA's CEO (Michael Schutzler) is also a trustee of this trust 1179620 During the year ended December 31, 2023, Washington Technology Industry Association (WTIA) made contributions to this trust which totaled $1,179,620. 0 Washington Technology Industry Association (WTIA) WTIA's CEO (Michael Schutzler) is also a trustee of this trust 1046209 During the year ended December 31, 2023, the trust paid the WTIA $1,046,209 for marketing, sales, and financial services, as well as a license to WTIA's trademarks and membership data and the associated goodwill, and access to WTIA's membership list and contact information. 0 HR Benefits Inc HR Benefits, Inc. is a wholly owned subsidiary of WTIA 4887971 During the year ended December 31, 2023, the trust paid HR Benefits, Inc. $4,887,971 for administrative, marketing, sales, advisory, monitoring and compliance services. 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 was the chair of this trust for part of the year and is the President and Chief Executive Officer of Vimly Benefit Solutions, Inc., the contracted third-party administrator. Form 990, Part VI, Section A, line 3 The Trust has directly contracted with the WTIA to provide marketing, sales, and financial services, as well as a license to the WTIA's trademarks and membership data and the associated goodwill, and access to the WTIA's membership list and contact information. The Trust has directly contracted with HR Benefits, Inc., the WTIA's wholly owned subsidiary, to provide administrative, marketing, sales, advisory, monitoring and compliance services. HR Benefits, Inc., has subcontracted with a third-party administrator (Vimly Benefit Solutions, Inc.) to provide eligibility and administrative 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 former Board Chair of this trust is an officer and key employee of the third-party administrator, Vimly Benefit Solutions, Inc. 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 Advocate Telecom Inc Aeterna Investments LLC Affinity Group CPAs & Consultants PLLC Agency Mania Solutions LLC Agiliant Inc AI Data Innovations Corporation AI2 Incubator Inc Aligen Inc Align Financials LLC Alliance 2020 Inc Allied Inventors Management LLC Allsop Inc Altopa Inc Altriva LLC Altus Alliance LLC Amigos Development Inc AMP Services LLC Applied Technical Systems Inc Aquagga Inc Ars Quanta Inc Artica Asentria Corporation ASG Advisor LLC Asignio Inc AST LLC AstrumU Aviation Professional Services LLC Aviation Spares and Services Int'l Co Axeon Technologies Inc B & C Tower LLC BARN2DOOR INC Beckstead Electric Inc Betschart 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