2020-11-12T23:44:42-06:00 2019-12-31 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990 2019-01-01 956041105 AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST FUND % KRISTI WAGNER AIRC 7149176100 3500 W Orangewood Ave ORANGE CA 92868 RICHARD SAWHILL TRUSTEE 7149176100 2020-11-10 true Kelly W Fox P01777052 8187692010 12.244.147.122 95416620203175000046 2020-11-12 P DF23BFC3C71475A9463EA64B8D4C35666B74EB84 21D5E5A5E9610217289E27CE41FBF3804E8F0D5F 2019 2021-04-22 16:20:28Z KRISTI WAGNER 3500 W Orangewood Ave ORANGE CA 92868 71605474 false X www.acrtrust.org X 1959 CA SEE SCHEDULE O 12 0 85 0 0 0 0 0 36788249 38511918 1986975 677282 143063 146081 38918287 39335281 0 0 29825877 31201259 494590 502592 0 0 0 1383424 1366584 31703891 33070435 7214396 6264846 42669269 52946714 9764086 10147365 32905183 42799349 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 44 0 true 85 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 79185 118777 35306 JOHN BAKER TRUSTEE 1.0 0.0 X 0 0 0 RICHARD J SAWHILL 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 GLENN SANTA CRUZ TRUSTEE 1.0 0.0 X 0 0 0 MIKE TOBIN trustee 1.0 0.0 X 0 0 0 BRANDON MORTORFF TRUSTEE 1.0 0.0 X 0 0 0 79185 118777 35306 0 false true false california physicians' service 50 beale ST SAN FRANCISCO CA 94105 contract admin. 308926 horizon actuarial services llc 5200 LANKERSHIM BLVD STE 740 NORTH HOLLYWOOD CA 91601 actuary 119000 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 91602 AUDITOR 130789 DELTA DENTAL OF CALIFORNIA 560 MISSION ST STE 1300 SAN FRANCISCO CA 94105 CONTRACT ADMIN. 109161 4 0 EMPLOYER CONTRIBUTIONS 900099 38511918 38511918 0 0 38511918 696165 0 0 696165 0 0 0 0 0 32251310 32270193 -18883 -18883 0 0 -18883 0 0 0 0 0 0 0 0 0 ADMINISTRATIVE FEES 900099 146081 146081 0 0 146081 39335281 38657999 0 677282 0 0 0 31201259 79185 0 250419 0 136079 36909 546647 105128 130789 0 0 18338 175364 0 100588 80048 0 107337 0 0 31873 0 0 19705 29810 JANITORIAL 3370 MISCELLANEOUS 9261 TABULATING 3940 ACA FEES 4386 33070435 509365 547875 3238979 2184786 0 0 4663606 3571487 0 0 0 0 0 0 0 0 41062 59720 411698 392704 37589 18994 33973903 46357852 0 0 0 0 0 0 204765 206000 42669269 52946714 183130 138481 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9580956 10008884 9764086 10147365 X 0 0 0 0 32905183 42799349 32905183 42799349 42669269 52946714 6264846 3629320 X false true X true 411698 392704 18994 18994 0 CLAIMS PAYABLE 217665 PREMIUMS PAYABLE 2311097 EST. FOR CLAIMS INCURRED BUT 0 NOT REPORTED 1405000 PARTICIPANTS' ACCUM. ELIGIBILITY 4801643 VACATION FUNDS PAYABLE 1273479 10008884 X 42964601 3629320 3629320 39335281 39335281 33070435 33070435 33070435 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 79185 118777 0 0 17194 18112 96379 136889 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 2220 s hill st los angeles CA 90007 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 1227756 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.