Airconditioning And Refrigeration Industry Defined Contribution Retirement Plan — Form 5500 plan (Board Of Trustees, Airconditioning And Refrigeration)
Plain-English plan 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, Airconditioning And Refrigeration Industry Defined Contribution Retirement Plan is a benefit plan reported by Board Of Trustees, Airconditioning And Refrigeration under EIN 58-1855968 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,076 participants and $208,608,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Airconditioning And Refrigeration
- EIN
- 58-1855968
- Plan number
- 001
- Plan type
- 1
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 3,076
- End-of-year plan assets
- $208,608,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,076 | H, C | 20241015155350NAL0016805299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $208,608,247
- Total liabilities (EOY)
- $108,444
- Net assets (EOY)
- $208,499,803
- Net assets (BOY)
- $182,987,400
Income & contributions
- Employer contributions
- $1,789,176
- Participant contributions
- $6,573,026
- Total contributions
- $8,594,516
- Total income / additions
- $36,198,148
Expenses & distributions
- Benefits paid
- $10,180,473
- Administrative expenses
- $505,272
- Total expenses
- $10,685,745
- Net increase / (decrease)
- $25,512,403
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | NONE | $215,716 | $0 | 2023 |
| Meketa Investment Group, Inc. | NONE | $95,020 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $42,840 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw, Llp | NONE | $15,844 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $13,183 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Airconditioning And Refrigeration
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Orange, CA
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Meketa Investment Group, Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Seyfarth Shaw, Llp — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation