401k Plan data: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND plan

U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 401k Plan overview

Plan Name	U.A. LOCAL 38 SCHOLARSHIP TRUST FUND
Plan identification number	505

U.A. LOCAL 38 SCHOLARSHIP TRUST FUND Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Scholarship (funded)

401k Sponsoring company profile

BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS

Employer identification number (EIN): 946398562

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL 38 SCHOLARSHIP TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
505 2021-07-01 FRED NURISSO 2023-04-04 LARRY MAZZOLA JR 2023-04-03
505 2020-07-01
505 2019-07-01
505 2018-07-01
505 2017-07-01
505 2016-07-01 FRED NURISSO LARRY MAZZOLA JR 2018-04-09
505 2015-07-01 FRED NURISSO LARRY MAZZOLA JR 2017-04-07
505 2014-07-01 FRED NURISSO LARRY MAZZOLA JR 2016-04-08
505 2013-07-01 SCOTT STRAWBRIDGE LARRY MAZZOLA JR 2015-04-07
505 2012-07-01 SCOTT STRAWBRIDGE LARRY MAZZOLA JR 2014-04-11
505 2011-07-01 SCOTT STRAWBRIDGE LARRY MAZZOLA JR 2013-04-11
505 2009-07-01 SCOTT STRAWBRIDGE LARRY MAZZOLA, JR. 2011-04-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
505	2021-07-01	FRED NURISSO	2023-04-04	LARRY MAZZOLA JR	2023-04-03
505	2020-07-01
505	2019-07-01
505	2018-07-01
505	2017-07-01
505	2016-07-01	FRED NURISSO		LARRY MAZZOLA JR	2018-04-09
505	2015-07-01	FRED NURISSO		LARRY MAZZOLA JR	2017-04-07
505	2014-07-01	FRED NURISSO		LARRY MAZZOLA JR	2016-04-08
505	2013-07-01	SCOTT STRAWBRIDGE		LARRY MAZZOLA JR	2015-04-07
505	2012-07-01	SCOTT STRAWBRIDGE		LARRY MAZZOLA JR	2014-04-11
505	2011-07-01	SCOTT STRAWBRIDGE		LARRY MAZZOLA JR	2013-04-11
505	2009-07-01	SCOTT STRAWBRIDGE		LARRY MAZZOLA, JR.	2011-04-08

Plan Statistics for U.A. LOCAL 38 SCHOLARSHIP TRUST FUND

401k plan membership statisitcs for U.A. LOCAL 38 SCHOLARSHIP TRUST FUND

Measure Date Value
2021: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,441
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 1,283
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 1,283
Number of employers contributing to the scheme 2021-07-01 168
2020: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,522
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 1,441
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 1,441
Number of employers contributing to the scheme 2020-07-01 150
2019: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,467
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 1,522
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 1,522
Number of employers contributing to the scheme 2019-07-01 115
2018: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,408
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 1,467
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 1,467
Number of employers contributing to the scheme 2018-07-01 133
2017: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,387
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 1,408
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 1,408
Number of employers contributing to the scheme 2017-07-01 115
2016: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1,337
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 1,387
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 1,387
Number of employers contributing to the scheme 2016-07-01 97
2015: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,195
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1,337
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 1,337
Number of employers contributing to the scheme 2015-07-01 112
2014: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,154
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1,195
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 1,195
Number of employers contributing to the scheme 2014-07-01 109
2013: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,373
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 1,154
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 1,154
Number of employers contributing to the scheme 2013-07-01 100
2012: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,006
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 1,373
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 1,373
Number of employers contributing to the scheme 2012-07-01 153
2011: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 867
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 1,006
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 1,006
Number of employers contributing to the scheme 2011-07-01 243
2009: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 1,087
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 904
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 904
Number of employers contributing to the scheme 2009-07-01 254

Measure	Date	Value
2021: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,441
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	1,283
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	1,283
Number of employers contributing to the scheme	2021-07-01	168
2020: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,522
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	1,441
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	1,441
Number of employers contributing to the scheme	2020-07-01	150
2019: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,467
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	1,522
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	1,522
Number of employers contributing to the scheme	2019-07-01	115
2018: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,408
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	1,467
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	1,467
Number of employers contributing to the scheme	2018-07-01	133
2017: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,387
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	1,408
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	1,408
Number of employers contributing to the scheme	2017-07-01	115
2016: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1,337
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	1,387
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	1,387
Number of employers contributing to the scheme	2016-07-01	97
2015: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,195
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1,337
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	1,337
Number of employers contributing to the scheme	2015-07-01	112
2014: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,154
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1,195
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	1,195
Number of employers contributing to the scheme	2014-07-01	109
2013: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,373
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	1,154
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	1,154
Number of employers contributing to the scheme	2013-07-01	100
2012: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,006
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	1,373
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	1,373
Number of employers contributing to the scheme	2012-07-01	153
2011: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	867
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	1,006
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	1,006
Number of employers contributing to the scheme	2011-07-01	243
2009: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	1,087
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	904
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	904
Number of employers contributing to the scheme	2009-07-01	254

Financial Data on U.A. LOCAL 38 SCHOLARSHIP TRUST FUND

Measure	Date	Value
2022 : U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$758,277
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$686,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$624,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$757,994
Value of total assets at end of year	2022-06-30	$944,660
Value of total assets at beginning of year	2022-06-30	$872,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$62,477
Total interest from all sources	2022-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Administrative expenses professional fees incurred	2022-06-30	$22,777
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$38,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$39,898
Other income not declared elsewhere	2022-06-30	$283
Administrative expenses (other) incurred	2022-06-30	$35,134
Total non interest bearing cash at end of year	2022-06-30	$830,615
Total non interest bearing cash at beginning of year	2022-06-30	$777,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$71,800
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$944,660
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$872,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$757,994
Employer contributions (assets) at end of year	2022-06-30	$76,000
Employer contributions (assets) at beginning of year	2022-06-30	$55,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$624,000
Contract administrator fees	2022-06-30	$4,566
Did the plan have assets held for investment	2022-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2022-06-30	222027092
2021 : U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$644,182
Total of all expenses incurred	2021-06-30	$663,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$581,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$643,711
Value of total assets at end of year	2021-06-30	$872,860
Value of total assets at beginning of year	2021-06-30	$892,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$82,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Administrative expenses professional fees incurred	2021-06-30	$34,526
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$39,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$38,267
Other income not declared elsewhere	2021-06-30	$471
Administrative expenses (other) incurred	2021-06-30	$41,895
Total non interest bearing cash at end of year	2021-06-30	$777,962
Total non interest bearing cash at beginning of year	2021-06-30	$791,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$-19,436
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$872,860
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$892,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$643,711
Employer contributions (assets) at end of year	2021-06-30	$55,000
Employer contributions (assets) at beginning of year	2021-06-30	$63,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$581,000
Contract administrator fees	2021-06-30	$6,197
Did the plan have assets held for investment	2021-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2021-06-30	222027092
2020 : U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$666,960
Total of all expenses incurred	2020-06-30	$628,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$539,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$666,749
Value of total assets at end of year	2020-06-30	$892,296
Value of total assets at beginning of year	2020-06-30	$854,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$89,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Administrative expenses professional fees incurred	2020-06-30	$43,188
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$38,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$37,411
Other income not declared elsewhere	2020-06-30	$211
Administrative expenses (other) incurred	2020-06-30	$39,098
Total non interest bearing cash at end of year	2020-06-30	$791,029
Total non interest bearing cash at beginning of year	2020-06-30	$744,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$38,003
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$892,296
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$854,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$666,749
Employer contributions (assets) at end of year	2020-06-30	$63,000
Employer contributions (assets) at beginning of year	2020-06-30	$72,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$539,000
Contract administrator fees	2020-06-30	$7,671
Did the plan have assets held for investment	2020-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Unqualified
Accountancy firm name	2020-06-30	LINDQUIST LLP
Accountancy firm EIN	2020-06-30	522385296
2019 : U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$705,255
Total of all expenses incurred	2019-06-30	$580,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$512,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$704,294
Value of total assets at end of year	2019-06-30	$854,293
Value of total assets at beginning of year	2019-06-30	$729,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$68,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Administrative expenses professional fees incurred	2019-06-30	$19,013
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$37,411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$41,845
Other income not declared elsewhere	2019-06-30	$961
Administrative expenses (other) incurred	2019-06-30	$42,102
Total non interest bearing cash at end of year	2019-06-30	$744,882
Total non interest bearing cash at beginning of year	2019-06-30	$618,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$124,471
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$854,293
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$729,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$704,294
Employer contributions (assets) at end of year	2019-06-30	$72,000
Employer contributions (assets) at beginning of year	2019-06-30	$69,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$512,750
Contract administrator fees	2019-06-30	$6,919
Did the plan have assets held for investment	2019-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Unqualified
Accountancy firm name	2019-06-30	LINDQUIST LLP
Accountancy firm EIN	2019-06-30	522385296
2018 : U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$639,569
Total of all expenses incurred	2018-06-30	$544,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$479,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$639,569
Value of total assets at end of year	2018-06-30	$729,822
Value of total assets at beginning of year	2018-06-30	$635,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$65,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$17,371
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$100,000
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$41,845
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$34,720
Administrative expenses (other) incurred	2018-06-30	$41,890
Total non interest bearing cash at end of year	2018-06-30	$618,977
Total non interest bearing cash at beginning of year	2018-06-30	$543,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$94,608
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$729,822
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$635,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$639,569
Employer contributions (assets) at end of year	2018-06-30	$69,000
Employer contributions (assets) at beginning of year	2018-06-30	$57,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$479,250
Contract administrator fees	2018-06-30	$6,450
Did the plan have assets held for investment	2018-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	LINDQUIST LLP
Accountancy firm EIN	2018-06-30	522385296
2017 : U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$504,950
Total of all expenses incurred	2017-06-30	$516,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$453,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$504,950
Value of total assets at end of year	2017-06-30	$635,214
Value of total assets at beginning of year	2017-06-30	$646,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$63,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$16,456
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$100,000
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$34,720
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$34,807
Administrative expenses (other) incurred	2017-06-30	$39,740
Total non interest bearing cash at end of year	2017-06-30	$543,494
Total non interest bearing cash at beginning of year	2017-06-30	$534,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-11,433
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$635,214
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$646,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$504,950
Employer contributions (assets) at end of year	2017-06-30	$57,000
Employer contributions (assets) at beginning of year	2017-06-30	$77,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$453,375
Contract administrator fees	2017-06-30	$6,812
Did the plan have assets held for investment	2017-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	LINDQUIST LLP
Accountancy firm EIN	2017-06-30	522385296
2016 : U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$474,615
Total of all expenses incurred	2016-06-30	$393,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$335,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$474,615
Value of total assets at end of year	2016-06-30	$646,647
Value of total assets at beginning of year	2016-06-30	$565,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$57,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$16,260
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$100,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$34,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$94,678
Administrative expenses (other) incurred	2016-06-30	$34,698
Total non interest bearing cash at end of year	2016-06-30	$534,840
Total non interest bearing cash at beginning of year	2016-06-30	$420,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$81,269
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$646,647
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$565,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$474,615
Employer contributions (assets) at end of year	2016-06-30	$77,000
Employer contributions (assets) at beginning of year	2016-06-30	$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$335,938
Contract administrator fees	2016-06-30	$6,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	LINDQUIST LLP
Accountancy firm EIN	2016-06-30	522385296
2015 : U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$382,920
Total of all expenses incurred	2015-06-30	$330,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$273,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$382,920
Value of total assets at end of year	2015-06-30	$565,378
Value of total assets at beginning of year	2015-06-30	$512,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$57,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$20,727
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$100,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$94,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$30,142
Administrative expenses (other) incurred	2015-06-30	$30,185
Total non interest bearing cash at end of year	2015-06-30	$420,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$52,558
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$565,378
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$512,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$445,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$445,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$382,920
Employer contributions (assets) at end of year	2015-06-30	$50,000
Employer contributions (assets) at beginning of year	2015-06-30	$37,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$273,000
Contract administrator fees	2015-06-30	$6,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	LINDQUIST LLP
Accountancy firm EIN	2015-06-30	522385296
2014 : U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$3,055
Total income from all sources (including contributions)	2014-06-30	$265,100
Total of all expenses incurred	2014-06-30	$316,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$264,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$264,975
Value of total assets at end of year	2014-06-30	$512,820
Value of total assets at beginning of year	2014-06-30	$567,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$52,329
Total interest from all sources	2014-06-30	$125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Administrative expenses professional fees incurred	2014-06-30	$16,390
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$100,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$30,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$26,417
Administrative expenses (other) incurred	2014-06-30	$29,382
Liabilities. Value of operating payables at end of year	2014-06-30	$0
Liabilities. Value of operating payables at beginning of year	2014-06-30	$3,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$-51,229
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$512,820
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$564,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$445,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$505,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$505,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$264,975
Employer contributions (assets) at end of year	2014-06-30	$37,000
Employer contributions (assets) at beginning of year	2014-06-30	$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$264,000
Contract administrator fees	2014-06-30	$6,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	LINDQUIST LLP
Accountancy firm EIN	2014-06-30	522385296
2013 : U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$3,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$4,122
Total income from all sources (including contributions)	2013-06-30	$274,953
Total of all expenses incurred	2013-06-30	$273,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$223,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$274,752
Value of total assets at end of year	2013-06-30	$567,104
Value of total assets at beginning of year	2013-06-30	$566,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$49,704
Total interest from all sources	2013-06-30	$201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Administrative expenses professional fees incurred	2013-06-30	$13,743
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$100,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$26,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$34,971
Administrative expenses (other) incurred	2013-06-30	$32,090
Liabilities. Value of operating payables at end of year	2013-06-30	$3,055
Liabilities. Value of operating payables at beginning of year	2013-06-30	$4,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,499
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$564,049
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$562,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$505,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$510,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$510,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$274,752
Employer contributions (assets) at end of year	2013-06-30	$35,000
Employer contributions (assets) at beginning of year	2013-06-30	$21,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$223,750
Contract administrator fees	2013-06-30	$3,871
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	LINDQUIST LLP
Accountancy firm EIN	2013-06-30	522385296
2012 : U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$4,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$2,897
Total income from all sources (including contributions)	2012-06-30	$192,729
Total of all expenses incurred	2012-06-30	$259,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$207,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$192,563
Value of total assets at end of year	2012-06-30	$566,672
Value of total assets at beginning of year	2012-06-30	$632,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$52,829
Total interest from all sources	2012-06-30	$166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Administrative expenses professional fees incurred	2012-06-30	$18,028
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$100,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$34,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$198,718
Administrative expenses (other) incurred	2012-06-30	$31,253
Liabilities. Value of operating payables at end of year	2012-06-30	$4,122
Liabilities. Value of operating payables at beginning of year	2012-06-30	$2,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-67,100
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$562,550
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$629,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$510,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$403,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$403,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$192,563
Employer contributions (assets) at end of year	2012-06-30	$21,000
Employer contributions (assets) at beginning of year	2012-06-30	$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$207,000
Contract administrator fees	2012-06-30	$3,548
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	LINDQUIST LLP
Accountancy firm EIN	2012-06-30	522385296
2011 : U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$2,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$2,813
Total income from all sources (including contributions)	2011-06-30	$267,632
Total of all expenses incurred	2011-06-30	$232,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$182,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$267,457
Value of total assets at end of year	2011-06-30	$632,547
Value of total assets at beginning of year	2011-06-30	$597,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$50,979
Total interest from all sources	2011-06-30	$175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Administrative expenses professional fees incurred	2011-06-30	$14,539
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$50,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$198,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$201,471
Administrative expenses (other) incurred	2011-06-30	$32,247
Liabilities. Value of operating payables at end of year	2011-06-30	$2,897
Liabilities. Value of operating payables at beginning of year	2011-06-30	$2,813
Total non interest bearing cash at beginning of year	2011-06-30	$3,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$34,653
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$629,650
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$594,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$403,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$382,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$382,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$267,457
Employer contributions (assets) at end of year	2011-06-30	$30,000
Employer contributions (assets) at beginning of year	2011-06-30	$10,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$182,000
Contract administrator fees	2011-06-30	$4,193
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	LINQUIST LLP
Accountancy firm EIN	2011-06-30	522385296

Form 5500 Responses for U.A. LOCAL 38 SCHOLARSHIP TRUST FUND

2021: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: U.A. LOCAL 38 SCHOLARSHIP TRUST FUND 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDS
Employer identification number (EIN):	946398562
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors