2023-10-15T13:08:04-05:00 2022-12-31 910614823 SCHOEDEL & SCHOEDEL CPAS PLLC 422 W RIVERSIDE AVE STE 1420 SPOKANE WA 992010395 990 2022-01-01 367481494 Business Health Trust BUSI 4257717359 PO Box 6 Mukilteo WA 98275 Tony Williams Trustee 4257717359 2023-10-15 1 Tony Williams 999009999 1 SCOTT OPPERUD CPA P00542597 5097472158 2023-10-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Sarai Childs PO Box 6 Mukilteo WA 98275 114295689 0 X www.businesshealthtrust.com X 2007 WA The Trust was established to hold insurance policies through which participating employers can provide programs of health and other insured welfare benefits under the employee benefit plans they maintain for their employees and dependents. 12 12 0 0 0 0 0 0 118777896 114161902 16185 49063 235641 84724 119029722 114295689 0 0 104630792 101378575 0 0 0 0 0 13398922 12960906 118029714 114339481 1000008 -43792 13505686 13074782 8081046 7492780 5424640 5582002 To maintain insurance policies through which participating employers can provide insured welfare benefits under the employee benefit plans they maintain for their employees and dependents. 0 0 The Trust was established to hold insurance policies through which participating employers can provide insured welfare 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 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 60 0 1 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X Vimly Benefit Solutions Inc 4257717359 12121 Harbour Reach Drive Suite 105 Mukilteo WA 98275 X Evelyn Lemoine Trustee 0.50 X 0 0 0 Tony Williams Trustee 0.50 X 0 0 0 Jen Crofton Trustee 0.50 X 0 0 0 Cary Badger Trustee 0.50 X 0 0 0 Nancy Giunto Trustee 0.50 X 0 0 0 Kayla DeMonte Trustee 0.50 X 0 0 0 Mary Byrne Trustee 0.50 X 0 0 0 Beth Damis Trustee 0.50 X 0 0 0 Barbara Andrews Trustee 0.50 X 0 0 0 Simone Loban Trustee 0.50 X 0 0 0 Denise Giambalvo Trustee 0.50 X 0 0 0 Matt Kolacz Trustee 0.50 X 0 0 0 Sarai Childs Contracted Executive Direc 40.00 4.00 X 0 0 0 0 0 0 0 0 0 0 ABD Insurance & Financial Services Inc 777 Mariners Island Blvd Suite 250 San Mateo CA 94404 Consulting/Brokerage 2914548 Vimly Benefit Solutions Inc PO Box 6 Mukilteo WA 982750006 Third-Party Administrator 1978714 Greater Seattle Chamber of Commerce 1301 5th Avenue 1500 Seattle WA 981012632 Administration 1036474 Impact Accounting Services LLC 1315 11th Court SW North Bend WA 98045 Consulting 758505 Digital Insurance Inc 200 Galleria Parkway Suite 1950 Atlanta GA 30339 Insurance broker 656419 15 Employer contributions 525100 113335718 113335718 Participant contributions 525100 826184 826184 114161902 49063 49063 Employer late and NSF fees 525100 54724 54724 Other 525100 30000 30000 84724 114295689 114246626 0 49063 101378575 3132013 71247 30600 9242628 66199 28092 3920 5068 50749 Outreach and communicat 325476 Dues and subscriptions 4914 114339481 1278932 705371 10511647 10700920 469165 349638 5911 17188 1240031 1301665 13505686 13074782 123808 141457 7139414 6681557 817824 669766 8081046 7492780 X 0 0 0 0 5424640 5582002 5424640 5582002 13505686 13074782 X -43792 201154 X 0 1 X 0 0 0 Rate stabilization reserves 1301665 1301665 Premiums due to insurers 669766 669766 114295689 0 114295689 0 114295689 114487539 817824 817824 113669715 669766 669766 114339481 Part XII, Line 2d - Other Adjustments: Premiums due to insurers at the beginning of the year 817,824. Part XII, Line 4b - Other Adjustments: Premiums due to insurers at the end of the year 669,766. Greater Seattle Chamber of Commerce Trust settlor and a service provider to this trust 1036474 During the year ended December 31, 2022, the Trust collected participation fees payable to the Plan sponsor, GSCC. This is not a plan asset and is to paid exclusively by the employer. This fee is billed jointly for the convenience of the employer and collected by the Trust for remittance to GSCC as soon as administratively possible. Fees collected and remitted in this manner totaled $1,036,474. 0 Impact Accounting & Consulting Services LLC Provides trust Executive Director and management consulting services 758506 The Trust is provided with contracted Executive Director, management consulting, and member outreach services through Impact Accounting & Consulting Services, LLC. Fees paid are inclusive of direct expenses incurred for the operations and efficiency of the Trust. 0 Greater Seattle Chamber of Commerce Participating employer in this trust 756719 During the year ended December 31, 2022, GSCC made contributions to this trust which totaled $756,719. 0 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. The Trust has also contracted with Impact Accounting & Consulting Services, LLC to provide management consulting services. Form 990, Part VI, Section A, line 7a Trustees for Business Health Trust are appointed by the Board of Trustees of the Greater Seattle Chamber of Commerce, the trust settlor and a service provider to this trust. Trustees for each Industry Health Trust are ratified by vote of the respective Industry Health Trust membership. Form 990, Part VI, Section A, line 8b There are no committees with the authority to act on behalf of the Board of Trustees. Form 990, Part VI, Section B, line 11b The Form 990 was prepared under the guidance of the Trust's consultants, advisors, and legal counsel by the independent accounting firm SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC. Draft copies of the organization's financial statements and Form 990 were provided to the Trust's executive director, consultants, advisors, and legal counsel who reviewed the Form 990 for accuracy and completeness. Any questions, concerns, or issues raised by them were addressed, and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the Board of Trustees of the Business Health Trust and the Board of Trustees of the Industry Health Trust for review and approval. Any additional questions, concerns, or issues raised by either 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 Boards of Trustees jointly. Form 990, Part VI, Section C, line 19 The Trust's governing documents, financial statements and Form 990 are available to the public upon written request by contacting the Trust in care of Vimly Benefit Solutions, Inc. at: P.O. Box 6, Mukilteo, WA 98275. Form 990, Part XI, line 9: Transfer of assets from other trusts 201,154. 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