U. A. Local 38 Holiday And Vacation Fund — Form 5500 plan (Board Of Trustees Of U.A. Local 38 Trust Funds)
Plain-English plan 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, U. A. Local 38 Holiday And Vacation Fund is a benefit plan reported by Board Of Trustees Of U.A. Local 38 Trust Funds under EIN 23-7057766 and plan number 508. The latest loaded filing year is 2023. The filing reports 1,325 participants and $6,936,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of U.A. Local 38 Trust Funds
- EIN
- 23-7057766
- Plan number
- 508
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 1,325
- End-of-year plan assets
- $6,936,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,325 | H, C | 20250413073742NAL0000305857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,936,240
- Total liabilities (EOY)
- $3,985
- Net assets (EOY)
- $6,932,255
- Net assets (BOY)
- $6,634,319
Income & contributions
- Employer contributions
- $14,547,687
- Total contributions
- $14,547,687
- Total income / additions
- $14,559,149
Expenses & distributions
- Benefits paid
- $13,912,386
- Administrative expenses
- $348,827
- Total expenses
- $14,261,213
- Net increase / (decrease)
- $297,936
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Withumsmith+Brown, Pc | NONE | $43,021 | not reported in the loaded dataset | 2023 |
| Solysxs Administrative Solutions | NONE | $20,270 | not reported in the loaded dataset | 2023 |
| Law Firm Of James P Baker | NONE | $18,577 | not reported in the loaded dataset | 2023 |
| Rl Milsner | NONE | $0 | $6,548 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of U.A. Local 38 Trust Funds
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Withumsmith+Brown, Pc — Schedule C compensation
- Solysxs Administrative Solutions — Schedule C compensation
- Law Firm Of James P Baker — Schedule C compensation
- Rl Milsner — Schedule C compensation