2023 Form 5500 filing — Refrigeration, A/C & Service Div. (Ua-Nj) Welfare 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 20241216151659NAL0001590049003) for Refrigeration, A/C & Service Div. (Ua-Nj) Welfare Plan, reported by Ref. A/C & Ser. Div. (Ua-Nj) Welfare Fund under EIN 22-6211042 and plan number 501. It reports 1,858 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216151659NAL0001590049003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ref. A/C & Ser. Div. (Ua-Nj) Welfare Fund
- EIN
- 22-6211042
- Plan number
- 501
- Location
- West Trenton, NJ
- Participants
- 1,858
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,630,413
- Total liabilities (EOY)
- $6,001,316
- Net assets (EOY)
- $29,629,097
- Employer contributions
- $45,528,049
- Participant contributions
- $863,277
- Total income / additions
- $48,242,068
- Benefits paid
- $42,125,799
- Administrative expenses
- $1,113,079
- Total expenses
- $43,238,878
- Net increase / (decrease)
- $5,003,190
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E.Shaffer & Co. | NONE | $874,439 | not reported in the loaded dataset |
| Horizon Healthcare Services, Inc. | NONE | $847,500 | $0 |
| Prudential Retirement And Annuity C | NONE | $79,176 | not reported in the loaded dataset |
| David A. Gerson, Cpa & Assoc., Pc | NONE | $60,266 | not reported in the loaded dataset |
| Princeton Healthcare Systems Eap | NONE | $48,166 | not reported in the loaded dataset |
| O'Brien, Belland & Bushinsky | NONE | $41,189 | not reported in the loaded dataset |
| Lindabury & Estabrook | NONE | $13,570 | not reported in the loaded dataset |