AUMdb

Airconditioning And Refrigeration Industry Health And Welfare Trust

EIN 956041105 · 501(c)(9) · Public charity · Orange, CA · recognized 1963

Assets
$79.5M
Revenue
$48.6M
Expenses
$43.8M
Investment income
$1.7M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
California Physicians' Service Contract admin. $344,792
Horizon Actuarial Services Llc Actuary $145,281
Miller Kaplan Arase Llp Auditor $241,727
Delta Dental Of California Contract admin. $146,029

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Kristi Wagner Administrator $231,018 $38,361
John Baker Trustee $0 $0
Randall Chenworth Trustee $0 $0
Anthony Musso Trustee $0 $0
Robert A Lake Trustee $0 $0
Jesse Sanchez Trustee $0 $0
Ken Flores Trustee $0 $0
Tom Morton Trustee $0 $0
Lonnie Wright Trustee $0 $0
Jerry Trevino Trustee $0 $0
Ben Clayton Trustee $0 $0
Todd Buchanan Trustee $0 $0
Brandon Mortorff Trustee $0 $0