Refrigeration, A/C & Service Div. (Ua-Nj) Annuity Plan — Form 5500 plan (Refrigeration, A/C & Service Div. (Ua-Nj) Annuity Fund)
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, Refrigeration, A/C & Service Div. (Ua-Nj) Annuity Plan is a benefit plan reported by Refrigeration, A/C & Service Div. (Ua-Nj) Annuity Fund under EIN 22-2585171 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,515 participants and $381,434,108 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Refrigeration, A/C & Service Div. (Ua-Nj) Annuity Fund
- EIN
- 22-2585171
- Plan number
- 002
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 2,515
- End-of-year plan assets
- $381,434,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,515 | H, C | 20241216151659NAL0001590049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $381,434,108
- Total liabilities (EOY)
- $34,072
- Net assets (EOY)
- $381,400,036
- Net assets (BOY)
- $331,956,992
Income & contributions
- Employer contributions
- $16,863,388
- Total contributions
- $16,863,388
- Total income / additions
- $66,892,213
Expenses & distributions
- Benefits paid
- $17,074,437
- Administrative expenses
- $374,732
- Total expenses
- $17,449,169
- Net increase / (decrease)
- $49,443,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.E.Shaffer & Co. | NONE | $223,856 | not reported in the loaded dataset | 2023 |
| David A. Gerson | NONE | $34,633 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services | NONE | $24,115 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,834 | $0 | 2023 |
| O'Brien, Belland, & Bushinsky | NONE | $20,641 | not reported in the loaded dataset | 2023 |
| Lindabury, Mccormick, Estsbrook & C | NONE | $17,483 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Refrigeration, A/C & Service Div. (Ua-Nj) Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in West Trenton, NJ
- I.E.Shaffer & Co. — Schedule C compensation
- David A. Gerson — Schedule C compensation
- Reynolds Consulting Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- O'Brien, Belland, & Bushinsky — Schedule C compensation
- Lindabury, Mccormick, Estsbrook & C — Schedule C compensation