Plan5500

Board Of Trustees Of U.A. Local 38 Trust Funds — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Board Of Trustees Of U.A. Local 38 Trust Funds (EIN 94-6398563) is a plan sponsor located in San Francisco, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-6398563
Location
San Francisco, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Board Of Trustees Of U.A. Local 38 Trust Funds

  • 1 loaded plans hold $2.9M in reported assets.
  • The largest, U. A. Local 38 Group Supplemental Unemployment Benefits Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,318 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8MSummed across loaded plans$2,823,051
Total reported assets$2.9M$2,934,434
Total reported participants1.3K1,318
Total reported liabilities$111.4K$111,383

Reported net position

Reported assets = net assets + liabilities (summed)$2.9M total assets
Net assets$2.8MLiabilities$111.4K
Contributions & income
Employer contributions$1.8M
Participant contributionsNot reported
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$585.2K
Total expenses$653.3K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%U. A. Local 38 Group Supplemental Unemployment Benefits Plan
Participants per plan1,318Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    U. A. Local 38 Group Supplemental Unemployment Benefits Plan$2.9M
    Plan #501 · 1,318 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Of U.A. Local 38 Trust Funds. Open one for its full reported snapshot.

  1. 2023
    U. A. Local 38 Group Supplemental Unemployment Benefits Plan1,318 participants · 1Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Board Of Trustees Of U.A. Local 38 Trust Funds report on Form 5500?
Board Of Trustees Of U.A. Local 38 Trust Funds (EIN 94-6398563) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Board Of Trustees Of U.A. Local 38 Trust Funds?
The Employer Identification Number (EIN) reported for Board Of Trustees Of U.A. Local 38 Trust Funds is 94-6398563.
What is the latest Form 5500 filing year for Board Of Trustees Of U.A. Local 38 Trust Funds?
The latest loaded Form 5500 filing year for Board Of Trustees Of U.A. Local 38 Trust Funds is 2023.

Related Form 5500 pages