# Board Of Trustees, Inland Refrigeration And Air Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-inland-refrigeration-and-air-956115404-501

> Board Of Trustees, Inland Refrigeration And Air's Health & Welfare plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Inland Refrigeration And Air

- **Sponsor EIN:** 956115404

- **Sponsor Address:** 501 SHATTO PL STE 500, LOS ANGELES, CA, 90020

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 205

- **Total Assets:** $4.4M

## 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|205|$4.4M|$5.5M|$27,072|

| 2023|189|$3.8M|$5.3M|$5,617|

| 2022|177|$3.3M|$4.7M|$7,811|

## 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|

| MILLER KAPLAN ARASE LLP|Auditor|$48,572|—|$48,572|

| HORIZON ACTUARIAL SERVICES|Other Service Provider|$45,163|—|$45,163|

| ALAN BILLER & ASSOCIATES, INC.|ERISA Attorney|$15,600|—|$15,600|

| GILBERT & SACKMAN, A LAW CORP.|Other Service Provider|$14,909|—|$14,909|

| S.C. PIPE TRADES ADMIN. CORP.|Other Service Provider|$9,387|—|$9,387|

### 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

- [ALAN BILLER & ASSOCIATES, INC.](https://planprovider.pro/provider/trucker-huss-apc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $133,631

- **Estimated Expense Ratio:** 3.043% 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|$146,579|$15,600|$9,387|$14,100|—|

| 2023|$117,664|$15,600|$9,372|$13,550|—|

| 2022|$103,814|$15,600|$9,372|—|$71,079|

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