2023 Form 5500 filing — Airconditioning And Refrigeration Industry Defined Contribution Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015155350NAL0016805299001) for Airconditioning And Refrigeration Industry Defined Contribution Retirement Plan, reported by Board Of Trustees, Airconditioning And Refrigeration under EIN 58-1855968 and plan number 001. It reports 3,076 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155350NAL0016805299001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Airconditioning And Refrigeration
- EIN
- 58-1855968
- Plan number
- 001
- Location
- Orange, CA
- Participants
- 3,076
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $208,608,247
- Total liabilities (EOY)
- $108,444
- Net assets (EOY)
- $208,499,803
- Employer contributions
- $1,789,176
- Participant contributions
- $6,573,026
- Total income / additions
- $36,198,148
- Benefits paid
- $10,180,473
- Administrative expenses
- $505,272
- Total expenses
- $10,685,745
- Net increase / (decrease)
- $25,512,403
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $215,716 | $0 |
| Meketa Investment Group, Inc. | NONE | $95,020 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $42,840 | not reported in the loaded dataset |
| Seyfarth Shaw, Llp | NONE | $15,844 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $13,183 | not reported in the loaded dataset |