2023 Form 5500 filing — U. A. Local 38 Health & Welfare 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 20250413072654NAL0000607200001) for U. A. Local 38 Health & Welfare Plan, reported by Board Of Trustees Of U.A. Local 38 Trust Funds under EIN 94-1285319 and plan number 503. It reports 1,398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250413072654NAL0000607200001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of U.A. Local 38 Trust Funds
- EIN
- 94-1285319
- Plan number
- 503
- Location
- San Francisco, CA
- Participants
- 1,398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,229,826
- Total liabilities (EOY)
- $665,259
- Net assets (EOY)
- $13,564,567
- Employer contributions
- $37,770,666
- Participant contributions
- $912,591
- Total income / additions
- $39,544,830
- Benefits paid
- $40,558,540
- Administrative expenses
- $1,339,330
- Total expenses
- $41,897,870
- Net increase / (decrease)
- -$2,353,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Law Firm Of James P. Baker | NONE | $212,603 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $109,882 | not reported in the loaded dataset |
| Maria Rivera | EMPLOYEE | $85,191 | not reported in the loaded dataset |
| Welldynerx, LLC | NONE | $74,254 | not reported in the loaded dataset |
| Claremont Behavioral Health | NONE | $66,618 | not reported in the loaded dataset |
| Solxsys Administrative Solutions | NONE | $61,762 | not reported in the loaded dataset |
| Jillian Baires | EMPLOYEE | $59,294 | not reported in the loaded dataset |
| Nicole Escobar | EMPLOYEE | $56,320 | not reported in the loaded dataset |
| Stephanie Guerra | EMPLOYEE | $53,367 | not reported in the loaded dataset |
| Garrett Fross | EMPLOYEE | $49,840 | not reported in the loaded dataset |
| Tina Fan | EMPLOYEE | $47,598 | not reported in the loaded dataset |
| William Olinger | EMPLOYEE | $38,856 | not reported in the loaded dataset |
| Chiara Franco | EMPLOYEE | $37,878 | not reported in the loaded dataset |
| Jennifer Campuzano | EMPLOYEE | $34,210 | not reported in the loaded dataset |
| Rl Milsner | NONE | $0 | $25,463 |
| Morgan Stanley | NONE | $24,943 | $0 |
| Rael & Letson | NONE | $23,000 | not reported in the loaded dataset |
| Pro Print | NONE | $20,650 | not reported in the loaded dataset |
| Segal Bryant & Hamill | NONE | $13,368 | not reported in the loaded dataset |
| Sage Intacct, Inc | NONE | $12,631 | not reported in the loaded dataset |
| Bank Of America | NONE | $12,600 | not reported in the loaded dataset |
| Adp | NONE | $5,943 | not reported in the loaded dataset |