Airconditioning And Refrigeration Industry Retirement 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 Retirement Trust Fund is a benefit plan reported by Board Of Trustees, Airconditioning And Refrigeration under EIN 95-6035386 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,427 participants and $337,239,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Airconditioning And Refrigeration
- EIN
- 95-6035386
- Plan number
- 001
- Plan type
- 1
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 3,427
- End-of-year plan assets
- $337,239,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,427 | H, C | 20241015155420NAL0058561810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $337,239,119
- Total liabilities (EOY)
- $2,520,524
- Net assets (EOY)
- $334,718,595
- Net assets (BOY)
- $306,010,941
Income & contributions
- Employer contributions
- $17,803,617
- Total contributions
- $17,803,617
- Total income / additions
- $55,369,157
Expenses & distributions
- Benefits paid
- $24,436,327
- Administrative expenses
- $2,225,176
- Total expenses
- $26,661,503
- Net increase / (decrease)
- $28,707,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meketa Fiduciary Management | NONE | $230,167 | not reported in the loaded dataset | 2023 |
| Walter Scott & Partners Ltd | NONE | $161,523 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $141,081 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $118,648 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $105,318 | not reported in the loaded dataset | 2023 |
| Employee 2 | NONE | $86,778 | not reported in the loaded dataset | 2023 |
| Nepc LLC | NONE | $86,663 | not reported in the loaded dataset | 2023 |
| Meriplex | NONE | $67,508 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $62,315 | $0 | 2023 |
| Alliance Bernstein, Lp | NONE | $53,545 | not reported in the loaded dataset | 2023 |
| Employee 7 | NONE | $52,470 | not reported in the loaded dataset | 2023 |
| Jack Wilkerson | NONE | $48,436 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management, LLC | NONE | $46,448 | $0 | 2023 |
| State Street Global Advisors | NONE | $43,399 | $0 | 2023 |
| Seyfarth Shaw, Llp | NONE | $42,675 | not reported in the loaded dataset | 2023 |
| Employee 8 | NONE | $31,283 | not reported in the loaded dataset | 2023 |
| Employee 5 | NONE | $30,640 | not reported in the loaded dataset | 2023 |
| Aberdeen Asset Management | NONE | $30,346 | not reported in the loaded dataset | 2023 |
| Bridgeway | NONE | $18,881 | not reported in the loaded dataset | 2023 |
| Ameriprise Trust Company | NONE | $12,909 | $0 | 2023 |
| Rhumbline Advisers | NONE | $7,635 | not reported in the loaded dataset | 2023 |
| Wohlner, Kaplon, Phillips Et Al | NONE | $7,481 | not reported in the loaded dataset | 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
- Meketa Fiduciary Management — Schedule C compensation
- Walter Scott & Partners Ltd — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Ullico — Schedule C compensation
- Employee 2 — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Meriplex — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Alliance Bernstein, Lp — Schedule C compensation
- Employee 7 — Schedule C compensation
- Jack Wilkerson — Schedule C compensation
- Acadian Asset Management, LLC — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Seyfarth Shaw, Llp — Schedule C compensation
- Employee 8 — Schedule C compensation
- Employee 5 — Schedule C compensation
- Aberdeen Asset Management — Schedule C compensation
- Bridgeway — Schedule C compensation
- Ameriprise Trust Company — Schedule C compensation
- Rhumbline Advisers — Schedule C compensation
- Wohlner, Kaplon, Phillips Et Al — Schedule C compensation