401k Plan data: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN plan

U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 401k Plan overview

Plan Name	U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN
Plan identification number	501

U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Supplemental unemployment

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): 946398563

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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-07-01 FRED NURISSO 2023-04-04 LARRY MAZZOLA JR 2023-04-03
501 2020-07-01
501 2019-07-01
501 2018-07-01
501 2017-07-01
501 2016-07-01 FRED NURISSO LARRY MAZZOLA JR 2018-04-09
501 2015-07-01 FRED NURISSO LARRY MAZZOLA JR 2017-04-07
501 2014-07-01 FRED NURISSO LARRY MAZZOLA JR 2016-04-08
501 2013-07-01 SCOTT STRAWBRIDGE LARRY MAZZOLA JR 2015-04-07
501 2012-07-01 SCOTT STRAWBRIDGE LARRY MAZZOLA JR 2014-04-11
501 2011-07-01 SCOTT STRAWBRIDGE LARRY MAZZOLA JR 2013-04-11
501 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
501	2021-07-01	FRED NURISSO	2023-04-04	LARRY MAZZOLA JR	2023-04-03
501	2020-07-01
501	2019-07-01
501	2018-07-01
501	2017-07-01
501	2016-07-01	FRED NURISSO		LARRY MAZZOLA JR	2018-04-09
501	2015-07-01	FRED NURISSO		LARRY MAZZOLA JR	2017-04-07
501	2014-07-01	FRED NURISSO		LARRY MAZZOLA JR	2016-04-08
501	2013-07-01	SCOTT STRAWBRIDGE		LARRY MAZZOLA JR	2015-04-07
501	2012-07-01	SCOTT STRAWBRIDGE		LARRY MAZZOLA JR	2014-04-11
501	2011-07-01	SCOTT STRAWBRIDGE		LARRY MAZZOLA JR	2013-04-11
501	2009-07-01	SCOTT STRAWBRIDGE		LARRY MAZZOLA, JR.	2011-04-08

Plan Statistics for U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN

401k plan membership statisitcs for U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN

Measure Date Value
2021: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,565
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 1,344
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 1,344
Number of employers contributing to the scheme 2021-07-01 168
2020: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 1,565
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 1,565
Number of employers contributing to the scheme 2020-07-01 150
2019: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,409
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,390
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 1,409
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 1,409
Number of employers contributing to the scheme 2017-07-01 115
2016: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 1,390
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 1,390
Number of employers contributing to the scheme 2016-07-01 97
2015: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,155
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,374
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 1,155
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 1,155
Number of employers contributing to the scheme 2013-07-01 100
2012: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 1,374
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 1,374
Number of employers contributing to the scheme 2012-07-01 153
2011: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 1,092
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 916
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 2009-07-01 916
Number of employers contributing to the scheme 2009-07-01 254

Measure	Date	Value
2021: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,565
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	1,344
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	1,344
Number of employers contributing to the scheme	2021-07-01	168
2020: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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	1,565
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	1,565
Number of employers contributing to the scheme	2020-07-01	150
2019: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,409
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,390
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	1,409
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	1,409
Number of employers contributing to the scheme	2017-07-01	115
2016: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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	1,390
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	1,390
Number of employers contributing to the scheme	2016-07-01	97
2015: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,155
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,374
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	1,155
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	1,155
Number of employers contributing to the scheme	2013-07-01	100
2012: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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	1,374
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	1,374
Number of employers contributing to the scheme	2012-07-01	153
2011: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	1,092
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	916
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	916
Number of employers contributing to the scheme	2009-07-01	254

Financial Data on U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN

Measure	Date	Value
2022 : U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$1,000,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$169,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$430,675
Total income from all sources (including contributions)	2022-06-30	$1,064,843
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,725,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,622,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,064,276
Value of total assets at end of year	2022-06-30	$621,931
Value of total assets at beginning of year	2022-06-30	$543,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$102,785
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	$28,504
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$55,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$45,515
Other income not declared elsewhere	2022-06-30	$567
Administrative expenses (other) incurred	2022-06-30	$65,672
Total non interest bearing cash at end of year	2022-06-30	$518,931
Total non interest bearing cash at beginning of year	2022-06-30	$478,136
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	$-660,304
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$452,157
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$112,461
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	$1,064,276
Employer contributions (assets) at end of year	2022-06-30	$103,000
Employer contributions (assets) at beginning of year	2022-06-30	$65,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,622,362
Contract administrator fees	2022-06-30	$8,609
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$113,912
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$385,160
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2021 401k financial data
Total transfer of assets to this plan	2021-06-30	$1,000,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$430,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$297,117
Total income from all sources (including contributions)	2021-06-30	$802,427
Total of all expenses incurred	2021-06-30	$2,284,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,206,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$801,956
Value of total assets at end of year	2021-06-30	$543,136
Value of total assets at beginning of year	2021-06-30	$892,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$78,472
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	$33,221
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$45,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$43,757
Other income not declared elsewhere	2021-06-30	$471
Administrative expenses (other) incurred	2021-06-30	$38,794
Total non interest bearing cash at end of year	2021-06-30	$478,136
Total non interest bearing cash at beginning of year	2021-06-30	$862,125
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	$-1,482,547
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$112,461
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$595,008
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	$801,956
Employer contributions (assets) at end of year	2021-06-30	$65,000
Employer contributions (assets) at beginning of year	2021-06-30	$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,206,502
Contract administrator fees	2021-06-30	$6,457
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$385,160
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$253,360
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$297,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$45,243
Total income from all sources (including contributions)	2020-06-30	$324,738
Total of all expenses incurred	2020-06-30	$1,062,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$996,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$324,552
Value of total assets at end of year	2020-06-30	$892,125
Value of total assets at beginning of year	2020-06-30	$1,377,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$65,590
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	$27,392
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$43,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$43,743
Other income not declared elsewhere	2020-06-30	$186
Administrative expenses (other) incurred	2020-06-30	$32,333
Total non interest bearing cash at end of year	2020-06-30	$862,125
Total non interest bearing cash at beginning of year	2020-06-30	$1,344,563
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	$-737,312
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$595,008
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$1,332,320
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	$324,552
Employer contributions (assets) at end of year	2020-06-30	$30,000
Employer contributions (assets) at beginning of year	2020-06-30	$33,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$996,460
Contract administrator fees	2020-06-30	$5,865
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$253,360
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$1,500
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$45,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$43,083
Total income from all sources (including contributions)	2019-06-30	$360,541
Total of all expenses incurred	2019-06-30	$106,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$38,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$359,580
Value of total assets at end of year	2019-06-30	$1,377,563
Value of total assets at beginning of year	2019-06-30	$1,121,423
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$67,961
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	$18,611
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$43,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$39,383
Other income not declared elsewhere	2019-06-30	$961
Administrative expenses (other) incurred	2019-06-30	$42,431
Total non interest bearing cash at end of year	2019-06-30	$1,344,563
Total non interest bearing cash at beginning of year	2019-06-30	$1,090,423
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	$253,980
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$1,332,320
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$1,078,340
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	$359,580
Employer contributions (assets) at end of year	2019-06-30	$33,000
Employer contributions (assets) at beginning of year	2019-06-30	$31,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$38,600
Contract administrator fees	2019-06-30	$6,919
Liabilities. Value of benefit claims payable at end of year	2019-06-30	$1,500
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$3,700
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$43,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$52,510
Total income from all sources (including contributions)	2018-06-30	$343,879
Total of all expenses incurred	2018-06-30	$144,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$79,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$343,879
Value of total assets at end of year	2018-06-30	$1,121,423
Value of total assets at beginning of year	2018-06-30	$931,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$64,978
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	$16,914
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$75,000
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$39,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$44,310
Administrative expenses (other) incurred	2018-06-30	$41,614
Total non interest bearing cash at end of year	2018-06-30	$1,090,423
Total non interest bearing cash at beginning of year	2018-06-30	$895,713
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	$199,796
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$1,078,340
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$878,544
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	$343,879
Employer contributions (assets) at end of year	2018-06-30	$31,000
Employer contributions (assets) at beginning of year	2018-06-30	$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$79,105
Contract administrator fees	2018-06-30	$6,450
Liabilities. Value of benefit claims payable at end of year	2018-06-30	$3,700
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$8,200
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$52,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$47,376
Total income from all sources (including contributions)	2017-06-30	$318,423
Total of all expenses incurred	2017-06-30	$98,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$36,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$318,423
Value of total assets at end of year	2017-06-30	$931,054
Value of total assets at beginning of year	2017-06-30	$706,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$62,295
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	$16,017
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$50,000
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	$341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$44,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$44,776
Administrative expenses (other) incurred	2017-06-30	$39,466
Total non interest bearing cash at end of year	2017-06-30	$895,713
Total non interest bearing cash at beginning of year	2017-06-30	$665,392
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	$219,528
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$878,544
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$659,016
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	$318,423
Employer contributions (assets) at end of year	2017-06-30	$35,000
Employer contributions (assets) at beginning of year	2017-06-30	$41,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$36,600
Contract administrator fees	2017-06-30	$6,812
Liabilities. Value of benefit claims payable at end of year	2017-06-30	$8,200
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$2,600
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$47,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$46,382
Total income from all sources (including contributions)	2016-06-30	$289,471
Total of all expenses incurred	2016-06-30	$105,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$49,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$289,471
Value of total assets at end of year	2016-06-30	$706,392
Value of total assets at beginning of year	2016-06-30	$521,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$55,370
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	$15,662
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$50,000
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 beginning of year	2016-06-30	$348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$44,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$29,102
Administrative expenses (other) incurred	2016-06-30	$33,258
Total non interest bearing cash at end of year	2016-06-30	$665,392
Total non interest bearing cash at beginning of year	2016-06-30	$488,769
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	$184,281
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$659,016
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$474,735
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	$289,471
Employer contributions (assets) at end of year	2016-06-30	$41,000
Employer contributions (assets) at beginning of year	2016-06-30	$32,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$49,820
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
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$2,600
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$17,280
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$46,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$68,953
Total income from all sources (including contributions)	2015-06-30	$252,370
Total of all expenses incurred	2015-06-30	$168,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$100,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$252,370
Value of total assets at end of year	2015-06-30	$521,117
Value of total assets at beginning of year	2015-06-30	$460,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$67,940
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	$31,487
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$50,000
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	$348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$29,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$50,753
Administrative expenses (other) incurred	2015-06-30	$30,003
Total non interest bearing cash at end of year	2015-06-30	$488,769
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	$83,650
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$474,735
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$391,085
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	$431,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$431,038
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	$252,370
Employer contributions (assets) at end of year	2015-06-30	$32,000
Employer contributions (assets) at beginning of year	2015-06-30	$29,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$100,780
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
Liabilities. Value of benefit claims payable at end of year	2015-06-30	$17,280
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$18,200
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$68,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$49,665
Total income from all sources (including contributions)	2014-06-30	$199,461
Total of all expenses incurred	2014-06-30	$352,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$299,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$199,409
Value of total assets at end of year	2014-06-30	$460,038
Value of total assets at beginning of year	2014-06-30	$593,347
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$52,108
Total interest from all sources	2014-06-30	$52
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	$15,526
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$50,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$50,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$46,365
Administrative expenses (other) incurred	2014-06-30	$30,025
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	$-152,597
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$391,085
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$543,682
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	$431,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$562,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$562,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$52
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	$199,409
Employer contributions (assets) at end of year	2014-06-30	$29,000
Employer contributions (assets) at beginning of year	2014-06-30	$31,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$299,950
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
Liabilities. Value of benefit claims payable at end of year	2014-06-30	$18,200
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$3,300
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$49,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$58,223
Total income from all sources (including contributions)	2013-06-30	$257,045
Total of all expenses incurred	2013-06-30	$48,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$12,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$256,998
Value of total assets at end of year	2013-06-30	$593,347
Value of total assets at beginning of year	2013-06-30	$393,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$36,495
Total interest from all sources	2013-06-30	$47
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	$14,252
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$50,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$46,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$54,623
Administrative expenses (other) incurred	2013-06-30	$18,372
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	$208,525
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$543,682
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$335,157
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	$562,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$342,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$342,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$47
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	$256,998
Employer contributions (assets) at end of year	2013-06-30	$31,000
Employer contributions (assets) at beginning of year	2013-06-30	$51,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$12,025
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
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$3,300
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$3,600
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$58,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$76,064
Total income from all sources (including contributions)	2012-06-30	$469,456
Total of all expenses incurred	2012-06-30	$155,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$117,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$469,420
Value of total assets at end of year	2012-06-30	$393,380
Value of total assets at beginning of year	2012-06-30	$97,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$37,969
Total interest from all sources	2012-06-30	$36
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	$15,885
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$50,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$54,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$54,878
Administrative expenses (other) incurred	2012-06-30	$18,536
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	$314,003
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$335,157
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$21,154
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	$342,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$43,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$43,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$36
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	$469,420
Employer contributions (assets) at end of year	2012-06-30	$51,000
Employer contributions (assets) at beginning of year	2012-06-30	$54,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$117,484
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
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$3,600
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$21,186
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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$76,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$160,394
Total income from all sources (including contributions)	2011-06-30	$486,619
Total of all expenses incurred	2011-06-30	$357,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$321,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$486,608
Value of total assets at end of year	2011-06-30	$97,218
Value of total assets at beginning of year	2011-06-30	$52,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$35,575
Total interest from all sources	2011-06-30	$11
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	$14,220
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$25,000
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 beginning of year	2011-06-30	$19,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$54,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$108,737
Administrative expenses (other) incurred	2011-06-30	$16,812
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	$129,510
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$21,154
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$-108,356
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	$43,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$11
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	$486,608
Employer contributions (assets) at end of year	2011-06-30	$54,000
Employer contributions (assets) at beginning of year	2011-06-30	$33,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$321,534
Contract administrator fees	2011-06-30	$4,543
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
Liabilities. Value of benefit claims payable at end of year	2011-06-30	$21,186
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$51,657
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	LINDQUIST LLP
Accountancy firm EIN	2011-06-30	522385296

Form 5500 Responses for U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN

2021: U.A. LOCAL 38 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PLAN 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):	946398563
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors