U. A. Local 38 Health & Welfare Plan — 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 Health & Welfare Plan is a benefit plan reported by Board Of Trustees Of U.A. Local 38 Trust Funds under EIN 94-1285319 and plan number 503. The latest loaded filing year is 2023. The filing reports 1,398 participants and $14,229,826 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
- 94-1285319
- Plan number
- 503
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 1,398
- End-of-year plan assets
- $14,229,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,398 | H, C | 20250413072654NAL0000607200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,229,826
- Total liabilities (EOY)
- $665,259
- Net assets (EOY)
- $13,564,567
- Net assets (BOY)
- $15,917,607
Income & contributions
- Employer contributions
- $37,770,666
- Participant contributions
- $912,591
- Total contributions
- $38,683,257
- Total income / additions
- $39,544,830
Expenses & distributions
- Benefits paid
- $40,558,540
- Administrative expenses
- $1,339,330
- Total expenses
- $41,897,870
- Net increase / (decrease)
- -$2,353,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Law Firm Of James P. Baker | NONE | $212,603 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $109,882 | not reported in the loaded dataset | 2023 |
| Maria Rivera | EMPLOYEE | $85,191 | not reported in the loaded dataset | 2023 |
| Welldynerx, LLC | NONE | $74,254 | not reported in the loaded dataset | 2023 |
| Claremont Behavioral Health | NONE | $66,618 | not reported in the loaded dataset | 2023 |
| Solxsys Administrative Solutions | NONE | $61,762 | not reported in the loaded dataset | 2023 |
| Jillian Baires | EMPLOYEE | $59,294 | not reported in the loaded dataset | 2023 |
| Nicole Escobar | EMPLOYEE | $56,320 | not reported in the loaded dataset | 2023 |
| Stephanie Guerra | EMPLOYEE | $53,367 | not reported in the loaded dataset | 2023 |
| Garrett Fross | EMPLOYEE | $49,840 | not reported in the loaded dataset | 2023 |
| Tina Fan | EMPLOYEE | $47,598 | not reported in the loaded dataset | 2023 |
| William Olinger | EMPLOYEE | $38,856 | not reported in the loaded dataset | 2023 |
| Chiara Franco | EMPLOYEE | $37,878 | not reported in the loaded dataset | 2023 |
| Jennifer Campuzano | EMPLOYEE | $34,210 | not reported in the loaded dataset | 2023 |
| Rl Milsner | NONE | $0 | $25,463 | 2023 |
| Morgan Stanley | NONE | $24,943 | $0 | 2023 |
| Rael & Letson | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Pro Print | NONE | $20,650 | not reported in the loaded dataset | 2023 |
| Segal Bryant & Hamill | NONE | $13,368 | not reported in the loaded dataset | 2023 |
| Sage Intacct, Inc | NONE | $12,631 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $12,600 | not reported in the loaded dataset | 2023 |
| Adp | NONE | $5,943 | not reported in the loaded dataset | 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
- Law Firm Of James P. Baker — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Maria Rivera — Schedule C compensation
- Welldynerx, LLC — Schedule C compensation
- Claremont Behavioral Health — Schedule C compensation
- Solxsys Administrative Solutions — Schedule C compensation
- Jillian Baires — Schedule C compensation
- Nicole Escobar — Schedule C compensation
- Stephanie Guerra — Schedule C compensation
- Garrett Fross — Schedule C compensation
- Tina Fan — Schedule C compensation
- William Olinger — Schedule C compensation
- Chiara Franco — Schedule C compensation
- Jennifer Campuzano — Schedule C compensation
- Rl Milsner — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Pro Print — Schedule C compensation
- Segal Bryant & Hamill — Schedule C compensation
- Sage Intacct, Inc — Schedule C compensation
- Bank Of America — Schedule C compensation
- Adp — Schedule C compensation