2023 Form 5500 filing — U. A. Local 38 Group Supplemental Unemployment Benefits 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 20250413075652NAL0000117651001) for U. A. Local 38 Group Supplemental Unemployment Benefits Plan, reported by Board Of Trustees Of U.A. Local 38 Trust Funds under EIN 94-6398563 and plan number 501. It reports 1,318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,823,051

Participants1.3K1,318

Provider compensation$26.3K2 Schedule C row(s)$26,346

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250413075652NAL0000117651001
Plan sponsor: Board Of Trustees Of U.A. Local 38 Trust Funds
EIN: 94-6398563
Plan number: 501
Location: San Francisco, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.9M total assets

Net assets$2.8MLiabilities$111.4K

Money in vs. money out

Total income / additions$1.9M

Total expenses$653.3K

Benefits paid / distributions$585.2K

Contributions

Employer$1.8M

ParticipantNot reported

Full reported line items

Total assets (EOY): $2,934,434
Total liabilities (EOY): $111,383
Net assets (EOY): $2,823,051
Employer contributions: $1,834,781
Total income / additions: $1,871,848
Benefits paid: $585,171
Administrative expenses: $68,108
Total expenses: $653,279
Net increase / (decrease): $1,218,569

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Withumsmith+Brown, Pc$20K
NONE · Direct $20K
2
Law Firm Of James P Baker$6.3K
NONE · Direct $6.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250413075652NAL0000117651001 cover?: It is the 2023 Form 5500 filing for U. A. Local 38 Group Supplemental Unemployment Benefits Plan, reported by Board Of Trustees Of U.A. Local 38 Trust Funds (EIN 94-6398563).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).