2023 Form 5500 filing — Airconditioning And Refrigeration Industry Retirement Trust Fund
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 20241015155420NAL0058561810001) for Airconditioning And Refrigeration Industry Retirement Trust Fund, reported by Board Of Trustees, Airconditioning And Refrigeration under EIN 95-6035386 and plan number 001. It reports 3,427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155420NAL0058561810001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Airconditioning And Refrigeration
- EIN
- 95-6035386
- Plan number
- 001
- Location
- Orange, CA
- Participants
- 3,427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $337,239,119
- Total liabilities (EOY)
- $2,520,524
- Net assets (EOY)
- $334,718,595
- Employer contributions
- $17,803,617
- Total income / additions
- $55,369,157
- Benefits paid
- $24,436,327
- Administrative expenses
- $2,225,176
- Total expenses
- $26,661,503
- Net increase / (decrease)
- $28,707,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa Fiduciary Management | NONE | $230,167 | not reported in the loaded dataset |
| Walter Scott & Partners Ltd | NONE | $161,523 | $0 |
| Miller Kaplan Arase Llp | NONE | $141,081 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $118,648 | not reported in the loaded dataset |
| Ullico | NONE | $105,318 | not reported in the loaded dataset |
| Employee 2 | NONE | $86,778 | not reported in the loaded dataset |
| Nepc LLC | NONE | $86,663 | not reported in the loaded dataset |
| Meriplex | NONE | $67,508 | not reported in the loaded dataset |
| Comerica Bank | NONE | $62,315 | $0 |
| Alliance Bernstein, Lp | NONE | $53,545 | not reported in the loaded dataset |
| Employee 7 | NONE | $52,470 | not reported in the loaded dataset |
| Jack Wilkerson | NONE | $48,436 | not reported in the loaded dataset |
| Acadian Asset Management, LLC | NONE | $46,448 | $0 |
| State Street Global Advisors | NONE | $43,399 | $0 |
| Seyfarth Shaw, Llp | NONE | $42,675 | not reported in the loaded dataset |
| Employee 8 | NONE | $31,283 | not reported in the loaded dataset |
| Employee 5 | NONE | $30,640 | not reported in the loaded dataset |
| Aberdeen Asset Management | NONE | $30,346 | not reported in the loaded dataset |
| Bridgeway | NONE | $18,881 | not reported in the loaded dataset |
| Ameriprise Trust Company | NONE | $12,909 | $0 |
| Rhumbline Advisers | NONE | $7,635 | not reported in the loaded dataset |
| Wohlner, Kaplon, Phillips Et Al | NONE | $7,481 | not reported in the loaded dataset |