2025-11-07T16:59:05-06:00 2024-12-31 MILLER KAPLAN ARASE LLP 3900 W ALAMEDA AVE STE 2400 BURBANK CA 915054302 990 2024-01-01 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 2025-11-05 true true Kelly W Fox P01777052 8187692010 2024 2025-03-06 01:10:19Z KRISTI WAGNER 3500 W Orangewood Ave ORANGE CA 92868 77035907 false X www.acrtrust.org X 1959 CA SEE SCHEDULE O 12 0 63 0 0 0 0 0 44257911 46687272 1328128 1740844 159694 168183 45745733 48596299 0 0 41169730 41528545 515112 488362 0 0 0 1620587 1774996 43305429 43791903 2440304 4804396 72549563 79511254 20279331 20167069 52270232 59344185 X SEE SCHEDULE O false false 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. 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 21 0 true 63 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 92407 138611 38361 JOHN BAKER TRUSTEE 1.0 0.0 X 0 0 0 RANDALL CHENWORTH trustee 1.0 0.0 X 0 0 0 ANTHONY MUSSO TRUSTEE 1.0 0.0 X 0 0 0 ROBERT A LAKE TRUSTEE 1.0 0.0 X 0 0 0 JESSE SANCHEZ TRUSTEE 1.0 0.0 X 0 0 0 KEN FLORES 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 92407 138611 38361 0 false true false california physicians' service 50 beale ST SAN FRANCISCO CA 94105 contract admin. 344792 horizon actuarial services llc 5200 LANKERSHIM BLVD STE 740 NORTH HOLLYWOOD CA 91601 actuary 145281 MILLER KAPLAN ARASE LLP 3900 W ALAMEDA AVE STE 2400 BURBANK CA 915054302 AUDITOR 241727 DELTA DENTAL OF CALIFORNIA 560 MISSION ST STE 1300 SAN FRANCISCO CA 94105 CONTRACT ADMIN. 146029 4 0 EMPLOYER CONTRIBUTIONS 900099 46687272 46687272 0 0 46687272 1736169 0 0 1736169 0 0 0 0 0 28444283 28439608 4675 4675 0 0 4675 0 0 0 0 0 0 0 0 0 ADMINISTRATIVE FEES 900099 168183 168183 0 0 168183 48596299 46855455 0 1740844 0 0 0 41528545 92407 0 233166 0 127489 35300 624513 131444 241727 0 0 33700 226450 0 126579 190262 0 113697 0 0 17115 0 0 0 33550 JANITORIAL 8850 MISCELLANEOUS 6025 TABULATING 11756 ACA FEES 6347 2981 43791903 513077 955569 4531859 5539150 0 0 4480642 4288550 0 0 0 0 0 0 0 0 50581 22516 391670 389895 4756 1775 62008222 67805032 0 0 0 0 0 0 960426 898662 72549563 79511254 1027641 899060 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19251690 19268009 20279331 20167069 X 0 0 0 0 52270232 59344185 52270232 59344185 72549563 79511254 4804396 2269557 X false true X true 391670 389895 1775 1775 0 CLAIMS PAYABLE 262033 PREMIUMS PAYABLE 3214673 NOT REPORTED 1755000 PARTICIPANTS' ACCUM. ELIGIBILITY 12341000 VACATION FUNDS PAYABLE 1695303 19268009 X 50865856 2269557 2269557 48596299 48596299 43791903 43791903 43791903 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 92407 138611 0 0 0 0 18674 19687 0 0 111081 158298 PART I, LINE 1 AND PART III, LINE 1: 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 1413286 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.