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
Trust Documents & Policies
Trust Contact Sheet 2021
Vendor Overview
Trust Agreement
Trust Agreement – Amendment 1, Signed 4.28.16
IRS Exemption – VEBA Determination Letter 1972
Bonafide AHP Opinion Letter 2015
Fraud Prevention, Conflict of Interest, Whistleblower, and Document Retention Policies 4-14-22
Trustee Expense Reimbursement Policy 4-14-22
HIPAA Privacy Policy & Procedures 4-1-15
HIPAA Privacy Notice 4-14-20
Vendor Review Policy 2-23-21
Broker Agreement – template
Mandated Notices and Requirements 2021
Dollar Bank
Dollar Bank Overview & Policy
- Dollar Bank Overview
- Policy on Dollar Banks as amended by Amendment 5
- Dollar Bank Policy – Amendment 1 – signed 1.8.10
- Dollar Bank Policy – Amendment 2 – signed 3.5.13
- Dollar Bank Policy – Amendment 3 – signed 6.16.15
- Dollar Bank Policy – Amendment 4 – signed 10.27.15
- Dollar Bank Policy – Amendment 5 – signed 2.22.16
Professional Service Provider Contracts
JD Fulwiler & Co. Insurance – General Agent
Barlow Coughran Morales & Josephson, P.S. – Attorney
Vimly (formerly BSI) – Administrator
Board of Trustee Meetings
2022 Trust Meeting Materials
- April – Meeting Materials
- July – Meeting Materials
2021 Trust Meeting Materials
- February – Executive Session
- February – Meeting Materials
- May – Executive Session
- May – Meeting Materials
- June – Executive Session
- October – Meeting Materials
2020 Trust Meeting Materials
2019 Trust Meeting Materials
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
- Audit Engagement Letter
- Tax Form Preparation Engagement Letter
- Audited Financials
- Form 5500 (Filed)
- Form 990 (Filed)
- Form M-1 (Filed)
- Summary Annual Report