2016-11-08T17:59:35-06:00 2015-12-31 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990 2015-01-01 956041105 AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST FUND % KRISTI WAGNER AIRC 7149176100 3500 W Orangewood Ave ORANGE CA 92868 JACK FERRARA trustee 7149176100 2016-11-08 true Kelly W Fox P01777052 8187692010 2015 2017-02-10 21:41:12Z kristi wagner 3500 W ORANGEWOOD AVE ORANGE CA 92868 30711183 false X www.acrtrust.org X 1959 CA SEE SCHEDULE O 12 0 9 0 0 0 0 26202464 30417757 256740 171505 115960 121921 26575164 30711183 0 0 24261477 25052613 422843 410150 0 0 0 1308915 1350974 25993235 26813737 581929 3897446 20162410 23882172 7771827 7784303 12390583 16097869 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 9 true 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 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 JACK FERRARA TRUSTEE 1.0 0.0 X 0 0 0 TOM MORTON TRUSTEE 1.0 0.0 X 0 0 0 MARK BURNSIDE TRUSTEE 1.0 0.0 X 0 0 0 DON TANAKA 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 KRISTI WAGNER ADMINISTRATOR 17.0 18.0 X 67076 73841 32576 67076 73841 32576 0 false false false california physicians' service 50 beale ST SAN FRANCISCO CA 94105 contract admin. 285543 horizon actuarial services llc 5200 LANKERSHIM BLVD STE 740 NORTH HOLLYWOOD CA 91601 actuary 154082 2 0 EMPLOYER CONTRIBUTIONS 900099 30417757 30417757 30417757 171505 171505 0 0 0 0 0 0 0 0 0 ADMINISTRATIVE FEES 900099 121921 121921 121921 30711183 30539678 171505 0 0 0 25052613 67076 0 190186 0 121595 31293 449453 120236 119457 0 0 17198 264784 0 103755 70182 0 102264 0 0 37367 0 0 16569 32221 JANITORIAL 2826 MISCELLANEOUS 11834 TABULATING 2828 26813737 397394 277807 1309954 3202130 0 0 2605052 2801026 0 0 0 0 0 0 0 0 85819 98643 385292 312468 63177 72824 15701014 17429742 0 0 0 0 0 0 0 0 20162410 23882172 83953 50534 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7687874 7733769 7771827 7784303 X 0 0 0 0 12390583 16097869 12390583 16097869 20162410 23882172 3897446 -190160 X false true X true 385292 312468 72824 72824 0 CLAIMS PAYABLE 193542 PREMIUMS PAYABLE 1980080 EST. FOR CLAIMS INCURRED BUT 0 NOT REPORTED 627000 EST. FUTURE BENEFITS BASED ON 0 PARTICIPANTS' ACCUM. ELIGIBILITY 3926332 VACATION FUNDS PAYABLE 1006815 7733769 X 30521023 -190160 -190160 30711183 30711183 26813737 26813737 26813737 PART X, LINE 2: THE TRUST FUND HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST FUND ADMINISTRATOR BELIEVES THAT THE TRUST FUND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. AS OF DECEMBER 31, 2015 INFORMATION RETURNS FOR YEARS SUBSEQUENT TO 2011 (2010 FOR STATE RETURNS) ARE SUBJECT TO EXAMINATION BY AUTHORITIES. X true true false false false KRISTI WAGNER ADMINISTRATOR 67076 73841 6238 8268 7770 10300 81084 92409 PART I, LINE 1 AND 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 1204861 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.