2023 Form 5500 filing — U. A. Local 38 Holiday And Vacation Fund
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 20250413073742NAL0000305857001) for U. A. Local 38 Holiday And Vacation Fund, reported by Board Of Trustees Of U.A. Local 38 Trust Funds under EIN 23-7057766 and plan number 508. It reports 1,325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250413073742NAL0000305857001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of U.A. Local 38 Trust Funds
- EIN
- 23-7057766
- Plan number
- 508
- Location
- San Francisco, CA
- Participants
- 1,325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,936,240
- Total liabilities (EOY)
- $3,985
- Net assets (EOY)
- $6,932,255
- Employer contributions
- $14,547,687
- Total income / additions
- $14,559,149
- Benefits paid
- $13,912,386
- Administrative expenses
- $348,827
- Total expenses
- $14,261,213
- Net increase / (decrease)
- $297,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Withumsmith+Brown, Pc | NONE | $43,021 | not reported in the loaded dataset |
| Solysxs Administrative Solutions | NONE | $20,270 | not reported in the loaded dataset |
| Law Firm Of James P Baker | NONE | $18,577 | not reported in the loaded dataset |
| Rl Milsner | NONE | $0 | $6,548 |