# IUOE Stationary Engineers Local 39 Pension Plan

IUOE Stationary Engineers Local 39 Pension Plan is a Pension Fund based in San Francisco, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **Reports private funds:** No

## About

IUOE Stationary Engineers Local 39 Pension Plan is a defined benefit plan based in California, United States. It serves employees in the biotech and life science sectors. The plan provides pension services.

## Sectors

- Real Estate
- Venture Capital

## People

- Jim Johnson — Employer Trustee
- Danny Murtagh — Employer Trustee
- Bart Florence — Employee Trustee
- Jerry Kalmar — Employee Trustee
- Bonnie Maraia — Agent for Service of Legal Process

## Questions

### Who sits on the board of trustees for the Local 39 Pension Plan?

The board includes four named trustees — Jim Johnson and Danny Murtagh serve as employer trustees, while Bart Florence and Jerry Kalmar serve as employee trustees. Bonnie Maraia is listed as the agent for service of legal process. This even split between employer and employee representatives is standard governance for a multiemployer Taft-Hartley plan.

### How is the Local 39 Pension Plan related to the International Union of Operating Engineers?

Local 39 is the San Francisco chapter of the International Union of Operating Engineers, a national labor organization. The pension plan is a separate multiemployer trust fund designed specifically for stationary engineers who belong to that local chapter, distinct from other IUOE regional pension plans or the national organization's own funds.

### Which employers participate in the Local 39 multiemployer plan?

Public records name ABM Industries — a national facilities-management company — as a major contributing employer. Children's Hospital and Research Center at Oakland also participates. Because the plan is collectively bargained, the full employer list spans Bay Area commercial buildings, hospitals, and institutions that employ stationary engineers under union contract.

### Does the Local 39 Pension Plan have a separate affiliated retirement vehicle?

Yes. The IUOE Stationary Engineers Local 39 Annuity Trust Fund operates as a complementary retirement plan for the same union membership. The pension plan and the annuity trust are distinct legal entities, though both serve Local 39 members and are governed under the multiemployer framework.

### Is the total asset size of the Local 39 Pension Plan publicly disclosed?

No. The plan has not released a public AUM figure. Without a Form 5500 or similar regulatory filing that has been surfaced in public data, the fund's total asset base remains undisclosed. This lack of transparency is common among smaller multiemployer plans that fall below certain public-reporting thresholds.

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Last updated: 2026-06-03T20:00:00.000Z

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