# Board Of Trustees, Airconditioning And Refrigeration Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-airconditioning-and-refrigeration-956041105-501

> Board Of Trustees, Airconditioning And Refrigeration's Health & Welfare plan: 1,748 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Airconditioning And Refrigeration

- **Sponsor EIN:** 956041105

- **Sponsor Address:** 3500 W ORANGEWOOD AVE, ORANGE, CA, 92868

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,748

- **Total Assets:** $79.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,748|$79.5M|$46.7M|$0|

| 2023|1,668|$72.5M|$44.3M|$0|

| 2022|1,585|$64.0M|$41.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CALIFORNIA PHYSICIANS' SERVICE|Other Service Provider|$344,792|—|$344,792|

| MILLER KAPLAN ARASE LLP|Auditor|$241,727|—|$241,727|

| DELTA DENTAL OF CALIFORNIA|Other Service Provider|$146,164|—|$146,164|

| HORIZON ACTUARIAL SERVICE, LLC|Other Service Provider|$145,281|—|$145,281|

| EMPLOYEE 3|Recordkeeper|$92,407|—|$92,407|

| SEYFARTH SHAW, LLP|Investment Advisor|$77,537|—|$77,537|

| JACK WILKERSON|Other Service Provider|$75,204|—|$75,204|

| EMPLOYEE 7|Recordkeeper|$74,147|—|$74,147|

| VSP|Other Service Provider|$50,689|—|$50,689|

| EMPLOYEE 1|Recordkeeper|$49,852|—|$49,852|

| CRYSTAL CLEAR RX|Other Service Provider|$48,000|—|$48,000|

| MERIPLEX|Other Service Provider|$38,711|—|$38,711|

| EMPLOYEE 2|Recordkeeper|$37,240|—|$37,240|

| CA COALITION OF EMPLOYEE BENEFIT PL|Other Service Provider|$34,522|—|$34,522|

| EMPLOYEE 8|Recordkeeper|$30,602|—|$30,602|

| WOHLNER, KAPLON, PHILLIPS ET AL|Other Service Provider|$27,283|—|$27,283|

| NAVITUS HEALTH SERVICES|Other Service Provider|$22,479|—|$22,479|

| MEKETA INVESTMENT GROUP|Other Service Provider|$22,000|—|$22,000|

| COMERICA BANK|Other Service Provider|$10,109|—|$10,109|

| STATE STREET GLOBAL ADVISOR TR CO|Other Service Provider|$8,078|—|$8,078|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [EMPLOYEE 3](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [SEYFARTH SHAW, LLP](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [EMPLOYEE 7](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 8](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,576,824

- **Estimated Expense Ratio:** 1.983% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,263,358|$31,814|—|$80,990|—|

| 2023|$2,135,699|$30,540|—|$81,995|—|

| 2022|$2,112,380|$39,400|—|—|$654,184|

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