Airconditioning And Refrigeration Industry Health And Welfare Trust Fund — 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 Health And Welfare Trust Fund is a benefit plan reported by Board Of Trustees, Airconditioning And Refrigeration under EIN 95-6041105 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,153 participants and $72,549,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Airconditioning And Refrigeration
- EIN
- 95-6041105
- Plan number
- 501
- Plan type
- 1
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 2,153
- End-of-year plan assets
- $72,549,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,153 | H, C | 20241015155408NAL0050300256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,549,563
- Total liabilities (EOY)
- $20,279,331
- Net assets (EOY)
- $52,270,232
- Net assets (BOY)
- $46,000,140
Income & contributions
- Employer contributions
- $44,257,911
- Total contributions
- $44,257,911
- Total income / additions
- $49,575,521
Expenses & distributions
- Benefits paid
- $41,169,730
- Administrative expenses
- $2,135,699
- Total expenses
- $43,305,429
- Net increase / (decrease)
- $6,270,092
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| California Physicians' Service | NONE | $317,860 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Service, LLC | NONE | $166,357 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $147,606 | not reported in the loaded dataset | 2023 |
| Delta Dental Of California | NONE | $137,760 | not reported in the loaded dataset | 2023 |
| Employee 3 | NONE | $86,778 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw, Llp | NONE | $76,125 | not reported in the loaded dataset | 2023 |
| Jack Wilkerson | NONE | $75,204 | not reported in the loaded dataset | 2023 |
| Employee 7 | NONE | $71,430 | not reported in the loaded dataset | 2023 |
| Crystal Clear Rx | NONE | $65,380 | not reported in the loaded dataset | 2023 |
| Ca Coalition Of Employee Benefit Pl | NONE | $60,425 | not reported in the loaded dataset | 2023 |
| Vsp | NONE | $48,879 | not reported in the loaded dataset | 2023 |
| Employee 1 | NONE | $46,925 | not reported in the loaded dataset | 2023 |
| Meriplex | NONE | $35,852 | not reported in the loaded dataset | 2023 |
| Employee 2 | NONE | $33,267 | not reported in the loaded dataset | 2023 |
| Employee 8 | NONE | $28,067 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $22,010 | not reported in the loaded dataset | 2023 |
| Wohlner, Kaplon, Phillips Et Al | NONE | $18,034 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $12,863 | $0 | 2023 |
| State Street Global Advisor Tr Co | NONE | $7,299 | $0 | 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
- California Physicians' Service — Schedule C compensation
- Horizon Actuarial Service, LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Delta Dental Of California — Schedule C compensation
- Employee 3 — Schedule C compensation
- Seyfarth Shaw, Llp — Schedule C compensation
- Jack Wilkerson — Schedule C compensation
- Employee 7 — Schedule C compensation
- Crystal Clear Rx — Schedule C compensation
- Ca Coalition Of Employee Benefit Pl — Schedule C compensation
- Vsp — Schedule C compensation
- Employee 1 — Schedule C compensation
- Meriplex — Schedule C compensation
- Employee 2 — Schedule C compensation
- Employee 8 — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Wohlner, Kaplon, Phillips Et Al — Schedule C compensation
- Comerica Bank — Schedule C compensation
- State Street Global Advisor Tr Co — Schedule C compensation