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Welcome to the AGC Health Benefit Trust trustee portal!  This site is a repository for all governing Trust documents, policies, and contracts, as well as historical board meeting materials and financial documents.  Specific product information and details can be found on the public site:  https://www.jdfulwiler.com/agc-health-trust-homepage/agc-or-2021/.  Both sites will be updated as necessary.

If you have any questions about the information available here, please reach out to one of your JD Fulwiler contacts.

PROGRAM MANAGER
Autumn Schwerdfager
cell: 503.462.4041
direct: 503.977.5704
fax: 360.735.3144
toll-free: 800.735.8325
e: service@agchealthplansnw.com

EMPLOYEE BENEFITS
DEPARTMENT MANAGER

Susan Taylor
cell: 503.277.9499
direct: 503.977.5670
fax: 360.735.3144
e: staylor@jdfulwiler.com

Professional Service Provider Contracts

JD Fulwiler & Co. Insurance – General Agent

Barlow Coughran Morales & Josephson, P.S. – Attorney

Vimly (formerly BSI) – Administrator

Financials & Audits

Plan year ending March 31, 2022

  • Audit Engagement Letter
  • Tax Form Preparation Engagement Letter
  • Audited Financials
  • Form 5500 (Filed)
  • Form 990 (Filed)
  • Form M-1 (Filed)
  • Summary Annual Report

Plan year ending March 31, 2021

Plan year ending March 31, 2020

Plan year ending March 31, 2019