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Original filing (PDF)20251117132505NAL0000713267001
BOARD OF TRUSTEES, INLAND REFRIGERATION AND AIR
Form 5500
FILING_RECEIVED
INLAND REFRIGERATION AND AIR CONDITIONING HEALTH AND WELFARE TRUST FUND
Health & welfare plan
Signals · 2
~304 bps in Sched C feesNo recordkeeper disclosed
Active participants
205
Accounts w/ balance
—
Plan assets (EOY)
$4.4M
Net assets (EOY)
$2.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 304 bps in Schedule C fees — 485% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, INLAND REFRIGERATION AND AIR.
Plan sponsor
Name
BOARD OF TRUSTEES, INLAND REFRIGERATION AND AIR
DBA
CONDITIONING HEALTH AND WELFARE
EIN
95-6115404
Address
501 SHATTO PL STE 500 · LOS ANGELES, CA · 90020
Phone
(213) 385-6161
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-17
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $49K | — |
| HORIZON ACTUARIAL SERVICES | 26-1370698 | — | NONE | $45K | — |
| ALAN BILLER & ASSOCIATES, INC. | 94-2854958 | — | NONE | $16K | — |
| GILBERT & SACKMAN, A LAW CORP. | 95-2906951 | — | NONE | $15K | — |
| S.C. PIPE TRADES ADMIN. CORP. | 95-4557526 | — | NONE | $9K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.