Back to filter
Original filing (PDF)20250714191927NAL0003282018001
NECA-IBEW DRUG FREE WORKFORCE PROGRAM TR PROGRAM TRUST
Form 5500
FILING_RECEIVED
NECA-IBEW DRUG FREE WORKFORCE PROGRAM TRUST
Health & welfare plan
Signals · 2
~1178 bps in Sched C feesNo recordkeeper disclosed
Active participants
4,468
Accounts w/ balance
—
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1178 bps in Schedule C fees — 2165% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NECA-IBEW DRUG FREE WORKFORCE PROGRAM TR PROGRAM TRUST.
Plan sponsor
Name
NECA-IBEW DRUG FREE WORKFORCE PROGRAM TR PROGRAM TRUST
EIN
26-0086997
Address
PO BOX 231219 · SAN DIEGO, CA · 92123
Phone
(858) 569-6322
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
PKF SAN DIEGO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAN DIEGO ELECTRICAL ADMIN CORPORAT | 72-1571046 | — | PLAN ADMINISTRATOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF SAN DIEGO | 81-3391684 | SAN DIEGO, CA | AUDITOR | $14K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INS SERVICES | — | — | INSURANCE | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TELUS HEALTH | 36-3185080 | — | NONE | $211K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using TELUS HEALTH
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
THE PERMANENTE MEDICAL GROUP, INC.
THE PERMANENTE CONTRIBUTION PLAN OF THE PERMANENTE MEDICAL GROUP, INC.
$7.9B · 18,881 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER FOUNDATION HEALTH PLAN, INC. RETIREE HEALTH AND WELFARE PLAN
$5.4B
AMERICAN ELECTRIC POWER SERVICE CORPORATION
AMERICAN ELECTRIC POWER SYSTEM RETIREMENT PLAN
$4.1B · 15,217 participants
CHUBB INA HOLDINGS INC.
PENSION PLAN OF THE CHUBB CORPORATION
$3.7B · 2,785 participants
CONAGRA BRANDS, INC.
CONAGRA FOODS MASTER PENSION TRUST
$2.5B
Similar-size Finance & Insurance plans
PATRICK J. THOMAS AGENCY, INC.
PATRICK J. THOMAS AGENCY, INC. PROFIT SHARING AND 401(K) PLAN
$2.1M · 4 participants
DENVER TEACHERS' CLUB VOLUNTARY PAYROLL PROTECTION PLAN
DENVER TEACHERS' CLUB VOLUNTARY PAYROLL PROTECTION PLAN
$2.0M · 228 participants
MAINE CREDIT UNION LEAGUE INSURANCE TRUST
MAINE CREDIT UNION LEAGUE INSURANCE TRUST EMPLOYEE BENEFIT PLAN
$2.1M · 639 participants
FARM AND HOME MUTUAL INSURANCE COMPANY
FARM AND HOME MUTUAL INSURANCE COMPANY 401(K) PROFIT SHARING PLAN
$2.0M · 9 participants
NORTHGATE BENEFITS
NORTHGATE BENEFITS & INSURANCE SERVICES, LLC
$2.0M · 5 participants
TRUSTEES UNDER INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 150 VAC
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 150 VACATION FUND
$2.0M · 1,565 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B