How many benefit plans does Board Of Trustees Of U.A. Local 38 Trust Funds report on Form 5500?

Board Of Trustees Of U.A. Local 38 Trust Funds (EIN 94-1285319) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Board Of Trustees Of U.A. Local 38 Trust Funds?

The Employer Identification Number (EIN) reported for Board Of Trustees Of U.A. Local 38 Trust Funds is 94-1285319.

What is the latest Form 5500 filing year for Board Of Trustees Of U.A. Local 38 Trust Funds?

The latest loaded Form 5500 filing year for Board Of Trustees Of U.A. Local 38 Trust Funds is 2023.

Board Of Trustees Of U.A. Local 38 Trust Funds — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Board Of Trustees Of U.A. Local 38 Trust Funds (EIN 94-1285319) is a plan sponsor located in San Francisco, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 94-1285319
Location: San Francisco, CA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $724,679,529
Total reported liabilities (EOY): $7,588,041
Total reported net assets (EOY): $717,091,488

Contributions & income

Employer contributions: $87,180,867
Participant contributions: $1,627,591
Total income / additions: $148,746,714

Expenses & distributions

Benefits paid / distributions: $82,760,912
Total expenses: $89,527,943
Net increase / (decrease): $59,218,771

Coverage

Total reported participants: 6,476
Plans with financial statements: 3
Plans with provider compensation: 3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Board Of Trustees Of U.A. Local 38 Trust Funds plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
U. A. Local 38 Defined Benefit Pension Plan	001	2,814	$511,961,730	2023
U. A. Local 38 Defined Contribution Pension Plan	002	2,264	$198,487,973	2023
U. A. Local 38 Health & Welfare Plan	503	1,398	$14,229,826	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Of U.A. Local 38 Trust Funds
Year	Plan	Participants	Schedules	Filing
2023	U. A. Local 38 Defined Benefit Pension Plan	2,814	H, C	20250413065909NAL0000110435001
2023	U. A. Local 38 Defined Contribution Pension Plan	2,264	H, C	20250413070917NAL0000122899001
2023	U. A. Local 38 Health & Welfare Plan	1,398	H, C	20250413072654NAL0000607200001