2023 Form 5500 filing — Airconditioning And Refrigeration Industry Health And Welfare 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 20241015155408NAL0050300256001) for Airconditioning And Refrigeration Industry Health And Welfare Trust Fund, reported by Board Of Trustees, Airconditioning And Refrigeration under EIN 95-6041105 and plan number 501. It reports 2,153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155408NAL0050300256001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Airconditioning And Refrigeration
- EIN
- 95-6041105
- Plan number
- 501
- Location
- Orange, CA
- Participants
- 2,153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,549,563
- Total liabilities (EOY)
- $20,279,331
- Net assets (EOY)
- $52,270,232
- Employer contributions
- $44,257,911
- Total income / additions
- $49,575,521
- Benefits paid
- $41,169,730
- Administrative expenses
- $2,135,699
- Total expenses
- $43,305,429
- Net increase / (decrease)
- $6,270,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| California Physicians' Service | NONE | $317,860 | not reported in the loaded dataset |
| Horizon Actuarial Service, LLC | NONE | $166,357 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $147,606 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $137,760 | not reported in the loaded dataset |
| Employee 3 | NONE | $86,778 | not reported in the loaded dataset |
| Seyfarth Shaw, Llp | NONE | $76,125 | not reported in the loaded dataset |
| Jack Wilkerson | NONE | $75,204 | not reported in the loaded dataset |
| Employee 7 | NONE | $71,430 | not reported in the loaded dataset |
| Crystal Clear Rx | NONE | $65,380 | not reported in the loaded dataset |
| Ca Coalition Of Employee Benefit Pl | NONE | $60,425 | not reported in the loaded dataset |
| Vsp | NONE | $48,879 | not reported in the loaded dataset |
| Employee 1 | NONE | $46,925 | not reported in the loaded dataset |
| Meriplex | NONE | $35,852 | not reported in the loaded dataset |
| Employee 2 | NONE | $33,267 | not reported in the loaded dataset |
| Employee 8 | NONE | $28,067 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $22,010 | not reported in the loaded dataset |
| Wohlner, Kaplon, Phillips Et Al | NONE | $18,034 | not reported in the loaded dataset |
| Comerica Bank | NONE | $12,863 | $0 |
| State Street Global Advisor Tr Co | NONE | $7,299 | $0 |