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Sponsor portfolioWelfare / HealthEIN 94-1285319

BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS

1621 MARKET STREET SUITE 400 · SAN FRANCISCO, CA 94103
4156262000
Plans filed
2
Years active
2016–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$36.8M
No prior year
Persons covered
3,198
No prior year
Total participants
2,568
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #503$36.8M
U. A. LOCAL 38 HEALTH & WELFARE PLAN
Mixed3,198 covered·6 carriers
Primary: BLUE SHIELD OF CALIFORNIA
Plan #560$0
U. A. LOCAL 38 HEALTH REIMBURSEMENT ARRANGEMENT PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$36.1M61.0%
Prescription drug$22.1M37.4%
Vision$418K0.7%
Life$233K0.4%
Other$233K0.4%
Dental$17K0.0%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 940360524
HRx
$22.1M60.2%111,840
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$14.0M38.0%121,727
VISION SERVICE PLAN
EIN 941632821
V
$418K1.1%111,259
UNION SECURITY INSURANCE COMPANY
EIN 131423090
LOth
$225K0.6%111,207
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$17K0.0%113,198
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LOth
$8K0.0%1117

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PCF INSURANCE SERVICES OF THE WESTWALNUT CREEK, CADELTA DENTAL OF CALIFORNIA, BLUE SHIELD OF CALIFORNIA, GUARDIAN LIFE INSURANCE CO OF AMERICA, THE UNION LABOR LIFE INSURANCE CO., VISION SERVICE PLAN$405K$637K$1.0M99.8%1
THE SEGAL COMPANY—VISION SERVICE PLAN$2K$0$2K0.2%1
WILLNER-CARDINET-KIDWELLCLAREMONT, CAGUARDIAN LIFE INSURANCE CO OF AMERICA$21$0$210.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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