2023-11-09T13:40:55-06:00 2022-12-31 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990 2022-01-01 956041105 AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST FUND % KRISTI WAGNER AIRC 7149176100 3500 W Orangewood Ave ORANGE CA 92868 BRANDON MORTORFF TRUSTEE 7149176100 2023-10-30 true BRANDON MORTORFF 999009999 Kelly W Fox P01777052 8187692010 3 2022 2023-04-26 12:10:37Z KRISTI WAGNER 3500 W Orangewood Ave ORANGE CA 92868 46598345 false X www.acrtrust.org X 1959 CA SEE SCHEDULE O 12 0 58 0 0 0 0 0 38592957 41316565 559067 1386623 138434 148996 39290458 42852184 0 0 32807850 38260987 515857 528369 0 0 0 1469250 1584011 34792957 40373367 4497501 2478817 67504830 63980116 15498680 17979976 52006150 46000140 X SEE SCHEDULE O false false SEE SCHEDULE O false false false false false false false false true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 46 0 true 58 true false false false false false false false false X 12 0 false false false false false false false true true false false true true true true true true true false X KRISTI WAGNER 7149176100 3500 W ORANGEWOOD AVE ORANGE CA 92868 X KRISTI WAGNER ADMINISTRATOR 17.0 18.0 X 84862 127292 37605 JOHN BAKER TRUSTEE 1.0 0.0 X 0 0 0 CHERYL JAMES trustee 1.0 0.0 X 0 0 0 ROBERT CARDER TRUSTEE 1.0 0.0 X 0 0 0 ROBERT A LAKE TRUSTEE 1.0 0.0 X 0 0 0 JAMES REYNOLDS TRUSTEE 1.0 0.0 X 0 0 0 OSCAR DELCIDSEGUNA TRUSTEE 1.0 0.0 X 0 0 0 TOM MORTON TRUSTEE 1.0 0.0 X 0 0 0 LONNIE WRIGHT TRUSTEE 1.0 0.0 X 0 0 0 JERRY TREVINO Trustee 1.0 0.0 X 0 0 0 BEN CLAYTON TRUSTEE 1.0 0.0 X 0 0 0 TODD BUCHANAN trustee 1.0 0.0 X 0 0 0 BRANDON MORTORFF TRUSTEE 1.0 0.0 X 0 0 0 84862 127292 37605 0 false true false california physicians' service 50 beale ST SAN FRANCISCO CA 94105 contract admin. 285359 horizon actuarial services llc 5200 LANKERSHIM BLVD STE 740 NORTH HOLLYWOOD CA 91601 actuary 164985 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 91602 AUDITOR 198083 DELTA DENTAL OF CALIFORNIA 560 MISSION ST STE 1300 SAN FRANCISCO CA 94105 CONTRACT ADMIN. 126046 4 0 EMPLOYER CONTRIBUTIONS 900099 41316565 41316565 0 0 41316565 826817 0 0 826817 0 0 0 0 0 4305967 3746161 559806 559806 0 0 559806 0 0 0 0 0 0 0 0 0 ADMINISTRATIVE FEES 900099 148996 148996 0 0 148996 42852184 41465561 0 1386623 0 0 0 38260987 84862 0 270879 0 137621 35007 575848 127265 198083 0 0 29153 224164 0 111392 114919 0 112300 0 0 21713 0 0 3436 33893 JANITORIAL 9203 MISCELLANEOUS 9572 TABULATING 8101 ACA FEES 4969 40373367 320877 309348 2051701 3597164 0 0 4033613 4648452 0 0 0 0 0 0 0 0 46776 51716 388957 383882 2282 5075 60843581 55072183 0 0 0 0 0 0 206000 296178 67504830 63980116 158343 321770 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15340337 17658206 15498680 17979976 X 0 0 0 0 52006150 46000140 52006150 46000140 67504830 63980116 2478817 -8484827 X false true X true 388957 383882 5075 5075 0 CLAIMS PAYABLE 181354 PREMIUMS PAYABLE 3011474 EST. FOR CLAIMS INCURRED BUT 0 NOT REPORTED 1812000 EST. FUTURE BENEFITS BASED ON 0 PARTICIPANTS' ACCUM. ELIGIBILITY 11126000 VACATION FUNDS PAYABLE 1527378 17658206 X 34367357 -8484827 -8484827 42852184 42852184 40373367 40373367 40373367 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. false false false KRISTI WAGNER ADMINISTRATOR 84862 127292 0 0 0 0 18314 19291 0 0 103176 146583 PART I, LINE 1 AND PART III, LINES 1 AND 4A: THE TRUST FUND IS A MULTI-EMPLOYER HEALTH PLAN PROVIDING MEDICAL, DENTAL, SUPPLEMENTAL DISABILITY, VISION, VACATION AND PRESCRIPTION DRUG BENEFITS TO ACTIVE EMPLOYEES, RETIREES AND THEIR DEPENDENTS. A DEATH BENEFIT AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFIT IS ALSO OFFERED TO ACTIVE EMPLOYEES AND RETIREES. PART VI, LINE 11B: THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES AND ADMINISTRATOR OF THE TRUST FUND PRIOR TO BEING FILED. PART VI, LINE 12C: THE POLICY IS PROVIDED TO EACH TRUSTEE AFTER A NEW TRUSTEE IS APPOINTED AND IS REQUESTED THAT HE OR SHE REPORT ANY REAL OR POTENTIAL CONFLICTS OF INTEREST TO THE TRUST FUND'S LEGAL COUNSEL. THE POLICY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. PART VI, LINE 15A: COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. PART VI, LINE 19: ALL GOVERNING DOCUMENTS, THE TRUST FUND'S CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE TRUST FUND'S PLACE OF BUSINESS. PART VII, SECTION A: ANY TRUSTEES' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990. airconditioning & refrigeration Ind ret 3500 W Orangewood Ave ORANGE CA 92868 956035386 trust fund CA 401-1(B)(3) none na false airconditioning & refrigeration def con 3500 W Orangewood Ave orange CA 92868 581855968 trust fund CA 401-1(B)(3) none na false airconditioning & refrigeration ind bldg 3500 W Orangewood Ave orange CA 92868 200061207 Bldg. corp. CA 501(C)(2) none na false joint journeymen & appren trng trust 650 w cienega ave san dimas CA 91773 951754117 trng. fund CA 501(c)(3) school na false SEE PART VII - SUPPLEMENTAL INFORMATION N/A SEE PART VII - SUPPLEMENTAL SEE PART VII - SUPPLEMENTAL INFORMATION false false false false false false false false false false true false false true true true false false false AC & REF INDUSTRY RET TRUST FUND K,N,O 1450790 CASH PAID PARTS II, III AND IV: IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS AND RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: THIS INFORMATION IS AVAILABLE AT THE TRUST OFFICE.