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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $36.1M | 61.0% | |
| Prescription drug | $22.1M | 37.4% | |
| Vision | $418K | 0.7% | |
| Life | $233K | 0.4% | |
| Other | $233K | 0.4% | |
| Dental | $17K | 0.0% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $22.1M | 60.2% | 1 | 1 | 1,840 |
EIN 941340523 | H | $14.0M | 38.0% | 1 | 2 | 1,727 |
EIN 941632821 | V | $418K | 1.1% | 1 | 1 | 1,259 |
EIN 131423090 | LOth | $225K | 0.6% | 1 | 1 | 1,207 |
EIN 941461312 | D | $17K | 0.0% | 1 | 1 | 3,198 |
EIN 135123390 | LOth | $8K | 0.0% | 1 | 1 | 17 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PCF INSURANCE SERVICES OF THE WEST | WALNUT CREEK, CA | DELTA DENTAL OF CALIFORNIA, BLUE SHIELD OF CALIFORNIA, GUARDIAN LIFE INSURANCE CO OF AMERICA, THE UNION LABOR LIFE INSURANCE CO., VISION SERVICE PLAN | $405K | $637K | $1.0M | 99.8% | 1 |
| THE SEGAL COMPANY | — | VISION SERVICE PLAN | $2K | $0 | $2K | 0.2% | 1 |
| WILLNER-CARDINET-KIDWELL | CLAREMONT, CA | GUARDIAN LIFE INSURANCE CO OF AMERICA | $21 | $0 | $21 | 0.0% | 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