Plan5500

2023 Form 5500 filing — Refrigeration, A/C & Service Div. (Ua-Nj) Annuity 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 20241216151659NAL0001590049001) for Refrigeration, A/C & Service Div. (Ua-Nj) Annuity Plan, reported by Refrigeration, A/C & Service Div. (Ua-Nj) Annuity Fund under EIN 22-2585171 and plan number 002. It reports 2,515 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241216151659NAL0001590049001
Filing year
2023
Form type
1
Plan sponsor
Refrigeration, A/C & Service Div. (Ua-Nj) Annuity Fund
EIN
22-2585171
Plan number
002
Location
West Trenton, NJ
Participants
2,515
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$381,434,108
Total liabilities (EOY)
$34,072
Net assets (EOY)
$381,400,036
Employer contributions
$16,863,388
Total income / additions
$66,892,213
Benefits paid
$17,074,437
Administrative expenses
$374,732
Total expenses
$17,449,169
Net increase / (decrease)
$49,443,044
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
I.E.Shaffer & Co.NONE$223,856not reported in the loaded dataset
David A. GersonNONE$34,633not reported in the loaded dataset
Reynolds Consulting ServicesNONE$24,115not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$21,834$0
O'Brien, Belland, & BushinskyNONE$20,641not reported in the loaded dataset
Lindabury, Mccormick, Estsbrook & CNONE$17,483not reported in the loaded dataset

Related Form 5500 pages