2023 Form 5500 filing — U. A. Local 38 Defined Benefit Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250413065909NAL0000110435001) for U. A. Local 38 Defined Benefit Pension Plan, reported by Board Of Trustees Of U.A. Local 38 Trust Funds under EIN 94-1285319 and plan number 001. It reports 2,814 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250413065909NAL0000110435001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of U.A. Local 38 Trust Funds
- EIN
- 94-1285319
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 2,814
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $511,961,730
- Total liabilities (EOY)
- $4,590,017
- Net assets (EOY)
- $507,371,713
- Employer contributions
- $37,635,644
- Participant contributions
- $715,000
- Total income / additions
- $81,658,053
- Benefits paid
- $29,507,599
- Administrative expenses
- $3,873,396
- Total expenses
- $33,380,995
- Net increase / (decrease)
- $48,277,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $856,306 | $0 |
| Loomis Sayles & Company, L.P. | NONE | $289,185 | not reported in the loaded dataset |
| Rael & Letson | NONE | $206,138 | not reported in the loaded dataset |
| Law Firm Of James P. Baker | NONE | $190,660 | not reported in the loaded dataset |
| Jp Morgan | NONE | $132,108 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $128,304 | not reported in the loaded dataset |
| Energy Income Partners | NONE | $122,871 | not reported in the loaded dataset |
| Geneva Capital | NONE | $108,821 | not reported in the loaded dataset |
| Maria Rivera | EMPLOYEE | $100,915 | not reported in the loaded dataset |
| Sit Investments Fi | NONE | $91,866 | not reported in the loaded dataset |
| Copeland | NONE | $81,167 | not reported in the loaded dataset |
| Alliance Bernstein | NONE | $75,063 | not reported in the loaded dataset |
| Polen Capital Management, LLC | NONE | $64,649 | not reported in the loaded dataset |
| Silvercrest | NONE | $60,323 | not reported in the loaded dataset |
| Stonebridge | NONE | $59,748 | not reported in the loaded dataset |
| Harding Loevner | NONE | $55,668 | not reported in the loaded dataset |
| Jillian Baires | EMPLOYEE | $55,641 | not reported in the loaded dataset |
| Nicole Escobar | EMPLOYEE | $54,535 | not reported in the loaded dataset |
| Solxsys Administrative Solutions | NONE | $51,748 | not reported in the loaded dataset |
| William Olinger | EMPLOYEE | $49,867 | not reported in the loaded dataset |
| Stephanie Guerra | EMPLOYEE | $48,656 | not reported in the loaded dataset |
| Confluence | NONE | $47,770 | not reported in the loaded dataset |
| Garrett Fross | EMPLOYEE | $47,395 | not reported in the loaded dataset |
| American Century | NONE | $47,024 | not reported in the loaded dataset |
| Kayne Anderson | NONE | $46,781 | not reported in the loaded dataset |
| Tina Fan | EMPLOYEE | $44,926 | not reported in the loaded dataset |
| John Hancock | NONE | $39,970 | not reported in the loaded dataset |
| Lazard Investment Management | NONE | $38,922 | not reported in the loaded dataset |
| Chiara Franco | EMPLOYEE | $34,765 | not reported in the loaded dataset |
| Jennifer Campuzano | EMPLOYEE | $31,761 | not reported in the loaded dataset |
| Rl Milsner | NONE | $0 | $19,347 |
| Real Estate Law Group Llp | NONE | $18,942 | not reported in the loaded dataset |
| Real Estate Fidicuiary Services Llp | NONE | $18,250 | not reported in the loaded dataset |
| Pro Print | NONE | $17,663 | not reported in the loaded dataset |
| Sage Intacct Inc. | NONE | $15,189 | not reported in the loaded dataset |
| R. Blum And Associates | NONE | $11,381 | not reported in the loaded dataset |