Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOARD OF TRUSTEES OF U. A. LOCAL 38 TRUST FUNDS
EIN 94-1285319ConstructionLatest filing 2025
Plans
4
Retirement
2
$765.6M assets
Welfare
2
$36.8M premiums
Participants
7,614
1621 MARKET STREET SUITE 400 - SAN FRANCISCO, CA 941031217415-626-2000
Retirement portfolio analytics
2 plans aggregated / $765.6M assets / 5,046 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $36.8M premiums / 3,198 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$36.1M
- Prescription drug$22.1M
- Vision$418K
- Life$233K
- Other$233K
- Dental$17K
Carrier market share
Premium dollars by Schedule A carrier
60%top
- BLUE CROSS OF CALIFORNIA60%
- KAISER FOUNDATION HEALTH PLAN INC38%
- VISION SERVICE PLAN1%
- UNION SECURITY INSURANCE COMPANY1%
- DELTA DENTAL OF CALIFORNIA0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- PCF INSURANCE SERVICES OF THE WEST100%
- THE SEGAL COMPANY0%
- WILLNER-CARDINET-KIDWELL0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
U. A. LOCAL 38 DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$555.0M
Participants2,816
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
U. A. LOCAL 38 DEFINED CONTRIBUTION PENSION PLAN
MoneyPurchase
Assets$210.6M
Participants2,230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
U. A. LOCAL 38 HEALTH & WELFARE PLAN
Mixed - BLUE SHIELD OF CALIFORNIA
Premiums$36.8M
Covered lives3,198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#560
U. A. LOCAL 38 HEALTH REIMBURSEMENT ARRANGEMENT PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | U. A. LOCAL 38 DEFINED BENEFIT PENSION PLAN | TraditionalDB | $555.0M | 2,816 | 2025 | |
| 002 | U. A. LOCAL 38 DEFINED CONTRIBUTION PENSION PLAN | MoneyPurchase | $210.6M | 2,230 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | U. A. LOCAL 38 HEALTH & WELFARE PLAN | Mixed | BLUE SHIELD OF CALIFORNIA | $36.8M | 3,198 | 2025 | |
| 560 | U. A. LOCAL 38 HEALTH REIMBURSEMENT ARRANGEMENT PLAN | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans