Original filing (PDF)20251014113921NAL0005733042001

BOARD OF TRUSTEES, INLAND EMPIRE IBEW-NECA HEALTH PLAN

Name: BOARD OF TRUSTEES, INLAND EMPIRE IBEW-NECA HEALTH PLAN — INLAND EMPIRE IBEW-NECA HEALTH PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES, INLAND EMPIRE IBEW-NECA HEALTH PLAN

Form 5500

FILING_RECEIVED

INLAND EMPIRE IBEW-NECA HEALTH PLAN

Health & welfare plan

Signals · 3

~209 bps in Sched C feesNo recordkeeper disclosed10 service providers

Active participants

678

Accounts w/ balance

—

Plan assets (EOY)

$35.8M

Net assets (EOY)

$28.7M

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, INLAND EMPIRE IBEW-NECA HEALTH PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES, INLAND EMPIRE IBEW-NECA HEALTH PLAN

EIN

33-0544202

Address

PO BOX 2330 · STOCKTON, CA · 95201

Phone

(800) 422-6099

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

MILLER KAPLAN ARASE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

10 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
DELTA FUND ADMINISTRATORS, LLC	45-2636626	—	NONE	$358K	—
ANTHEM BLUE CROSS LIFE & HEALTH INS	95-4331852	—	NONE	$120K	—
MILLER KAPLAN ARASE LLP	95-2036255	—	NONE	$69K	—
KRAW LAW GROUP	32-0465891	—	NONE	$62K	—
HUB INTERNATIONAL	33-0315047	—	NONE	$40K	—
UNITED CONCORDIA COMPANIES, INC.

Investments

6 direct securities· $35.0M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Strategic Income Fund	—	—	$8.0M	$8.3M	23.3%
Low Duration Fund	—	—	$8.0M	$8.1M	22.6%
Absolute Return Bond Fund	—	—	$6.5M	$6.8M	18.9%
Limited Maturity Fund	—	—	$6.5M	$6.3M	17.6%

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