Refrigeration, A/C & Service Div. (Ua-Nj) Welfare Plan — Form 5500 plan (Ref. A/C & Ser. Div. (Ua-Nj) Welfare 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) Welfare Plan is a benefit plan reported by Ref. A/C & Ser. Div. (Ua-Nj) Welfare Fund under EIN 22-6211042 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,858 participants and $35,630,413 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ref. A/C & Ser. Div. (Ua-Nj) Welfare Fund
- EIN
- 22-6211042
- Plan number
- 501
- Plan type
- 1
- Location
- West Trenton, NJ
- Latest filing year
- 2023
- Participants
- 1,858
- End-of-year plan assets
- $35,630,413
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,858 | H, C | 20241216151659NAL0001590049003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,630,413
- Total liabilities (EOY)
- $6,001,316
- Net assets (EOY)
- $29,629,097
- Net assets (BOY)
- $24,625,907
Income & contributions
- Employer contributions
- $45,528,049
- Participant contributions
- $863,277
- Total contributions
- $46,391,326
- Total income / additions
- $48,242,068
Expenses & distributions
- Benefits paid
- $42,125,799
- Administrative expenses
- $1,113,079
- Total expenses
- $43,238,878
- Net increase / (decrease)
- $5,003,190
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| I.E.Shaffer & Co. | NONE | $874,439 | not reported in the loaded dataset | 2023 |
| Horizon Healthcare Services, Inc. | NONE | $847,500 | $0 | 2023 |
| Prudential Retirement And Annuity C | NONE | $79,176 | not reported in the loaded dataset | 2023 |
| David A. Gerson, Cpa & Assoc., Pc | NONE | $60,266 | not reported in the loaded dataset | 2023 |
| Princeton Healthcare Systems Eap | NONE | $48,166 | not reported in the loaded dataset | 2023 |
| O'Brien, Belland & Bushinsky | NONE | $41,189 | not reported in the loaded dataset | 2023 |
| Lindabury & Estabrook | NONE | $13,570 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ref. A/C & Ser. Div. (Ua-Nj) Welfare 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
- Horizon Healthcare Services, Inc. — Schedule C compensation
- Prudential Retirement And Annuity C — Schedule C compensation
- David A. Gerson, Cpa & Assoc., Pc — Schedule C compensation
- Princeton Healthcare Systems Eap — Schedule C compensation
- O'Brien, Belland & Bushinsky — Schedule C compensation
- Lindabury & Estabrook — Schedule C compensation