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Original filing (PDF)20250411145509NAL0026327905001
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA IBEW-NECA HEALTH TRUST FUND
Health & welfare plan
Signals · 3
~391 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
7,417
Accounts w/ balance
—
Plan assets (EOY)
$129.2M
Net assets (EOY)
$34.3M
How this plan invests
This plan
1 collective trust
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)
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
- 391 bps in Schedule C fees — 3806% above peer band of 10 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 BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA.
Plan sponsor
Name
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA
DBA
HEALTH TRUST FUND
EIN
95-6140101
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
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SO CALIFORNIA IBEW-NECA ADMIN CORP | 03-0512258 | — | AFFILIATED ORG. | $3.8M | — |
| COAST BENEFITS, INC | — | SAN DIEGO, CA | NONE | $375K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $311K | — |
| MEDEXPERT INTERNATIONAL, INC | — | REDWOOD CITY, CA | NONE | $252K | — |
| LAQUER, URBAN, CLIFFORD & HODGE | 95-4047729 | — | NONE | $198K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $83K | — |
| SEGAL MARCO ADVISORS | 36-3555078 | — | NONE | $25K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $19K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $14K | — |
Investments
1 pooled fund· $30.6M(24% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| COMERICA LARGE CAP EQUITY INDEX FUN COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 38-6555647 / PN 001 | Common Collective Trust | $30.6M | 23.6% |