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)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| I.E.Shaffer & Co. | NONE | $223,856 | not reported in the loaded dataset |
| David A. Gerson | NONE | $34,633 | not reported in the loaded dataset |
| Reynolds Consulting Services | NONE | $24,115 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,834 | $0 |
| O'Brien, Belland, & Bushinsky | NONE | $20,641 | not reported in the loaded dataset |
| Lindabury, Mccormick, Estsbrook & C | NONE | $17,483 | not reported in the loaded dataset |