Brandon Mortorff signed Board of Trustees, Airconditioning and Refrigeration's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Airconditioning and Refrigeration's EIN is 95-6041105.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Airconditioning and Refrigeration from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISOR TR CO | 81-4017137 | — | NONE | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $43.2M | 54.4% | |
| [Assets held in common collective trust] | Other | — | — | $24.6M | 30.9% | |
| STATE ST TRSRY INFL PRTCTD SEC FUND STATE STREET BANK AND TRUST COMPANY · EIN 02-6138231 / PN 001 | Common Collective Trust | — | — | $15.1M | 19.0% | |
| STATE STREET S&P 500 INDEX FUND STATE STREET BANK AND TRUST COMPANY · EIN 04-6625099 / PN 001 | Common Collective Trust | — | — | $9.5M | 12.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $5.5M | 7.0% |
Board of Trustees, Airconditioning and Refrigeration's plan includes health coverage, dental coverage, vision coverage.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIFORNIA PHYSICIANS' SERVICE | 94-0360524 | — | NONE | $345K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $242K | — |
| DELTA DENTAL OF CALIFORNIA | 94-1461312 | — | NONE | $146K | — |
| HORIZON ACTUARIAL SERVICE, LLC | 26-1370698 | — | NONE | $145K | — |
| EMPLOYEE 3 | 95-6041105 | — | NONE | $92K | — |
| SEYFARTH SHAW, LLP | 36-2152202 | — | NONE | $78K | — |
| JACK WILKERSON | — | ORANGE, CA | NONE | $75K | — |
| EMPLOYEE 7 | 95-6041105 | — | NONE | $74K | — |
| VSP | 94-1632821 | — | NONE | $51K | — |
| EMPLOYEE 1 | 95-6041105 | — | NONE | $50K | — |
| CRYSTAL CLEAR RX | — | PARKER, CO | NONE | $48K | — |
| MERIPLEX | — | CAMARILLO, CA | NONE | $39K | — |
| EMPLOYEE 2 | 95-6041105 | — | NONE | $37K | — |
| CA COALITION OF EMPLOYEE BENEFIT PL | 80-0479742 | — | NONE | $35K | — |
| EMPLOYEE 8 | 95-6041105 | — | NONE | $31K | — |
| WOHLNER, KAPLON, PHILLIPS ET AL | 95-4177931 | — | NONE | $27K | — |
| NAVITUS HEALTH SERVICES | 04-3608530 | — | NONE | $22K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $22K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $10K | — |
