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Original filing (PDF)20250411192508NAL0023836577001
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA IBEW-NECA DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed14 service providers
Active participants
26,682
Accounts w/ balance
13,699
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
6 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 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
80
Knocking points off
- 39 bps in Schedule C fees — 676% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
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 BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA.
Plan sponsor
Name
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA
DBA
DEFINED CONTRIBUTION PLAN
EIN
95-0079082
Address
100 CORSON ST STE 200 · PASADENA, CA · 91103
Phone
(323) 221-5861
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SO CA IBEW-NECA ADMIN. CORP. | 03-0512258 | — | AFFILIATED ORG. | $1.8M | — |
| JOHN HANCOCK | — | WESTWOOD, MA | NONE | $609K | — |
| ULLICO | 52-6435649 | — | NONE | $519K | — |
| GLOBAL TRUST COMPANY | — | WOBURN, MA | NONE | $463K | — |
| EARNEST PARTNERS, LLC | 58-2386669 | — | NONE | $394K | — |
| DODGE & COX | 94-1441976 | — | NONE | $323K | — |
| MORGAN LEWIS & BROCKIUS LLP | — | WASHINGTON, DC | NONE | $197K | — |
| SEGAL MARCO ADVISORS | 36-3555078 | — | NONE | $100K | — |
| THE BANK OF NEW YORK MELLON TR. CO. | 13-5160382 | — | NONE | $96K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $76K | — |
| BUSH GOTTLIEB, A LAW CORPORATION | — | GLENDALE, CA | NONE | $36K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $30K | — |
| LAQUER, URBAN, CLIFFORD & HODGE | 95-4047729 | — | NONE | $28K | — |
| LAW OFFICES OF CARROLL & SCULLY | 94-2690827 | — | NONE | $18K | — |
Investments
6 pooled funds· $622.9M(52% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$544.7M
5 holdings
103-12 Investment Entity
$78.1M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IBEW NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1777271 / PN 003 | Common Collective Trust | $305.3M | 25.5% |
| ULLICO DIVERSIFIED INTERNATIONAL EQ ULLICO INVESTMENT ADVISORS INC · EIN 74-3178242 / PN 001 | 103-12 Investment Entity | $78.1M | 6.5% |
| BENTALL KENNEDY DAILY VALUED FUND NEW TOWER TRUST COMPANY · EIN 83-6177544 / PN 001 | Common Collective Trust | $69.1M | 5.8% |
| INTERCONTINENTAL ENHANCED CORE US GLOBAL TRUST COMPANY · EIN 35-7161136 / PN 001 | Common Collective Trust | $68.5M | 5.7% |
| LONGVIEW MID CAP 400 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 011 | Common Collective Trust | $51.6M | 4.3% |
| AFL-CIO HOUSING INVESTMENT TRUST HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 184 | Common Collective Trust | $50.3M | 4.2% |