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Original filing (PDF)20250411202551NAL0026883281001
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed23 service providers
Active participants
8,896
Accounts w/ balance
0
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
9 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)
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
- 65 bps in Schedule C fees — 1208% above peer band of 5 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
PENSION PLAN
EIN
95-6392774
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
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
23 rowsOther
23Investments
9 pooled funds· $349.3M(23% 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.
103-12 Investment Entity
$184.9M
6 holdings
Common Collective Trust
$164.4M
3 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT REEF WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $90.8M | 6.0% |
| GOLDENTREE MULTI-SECTOR FD OFFSHORE GOLDENTREE ASSET MANAGEMENT LP · EIN 98-1018819 / PN 002 | Common Collective Trust | $69.4M | 4.6% |
| EARNEST PTR SMID CAP CORD FDR CL EARNEST PARTNERS LLC · EIN 58-2386669 / PN 001 | Common Collective Trust | $56.8M | 3.7% |
| JP MORGAN CB GLOBAL ALLOCATION FD JP MORGAN CHASE BANK NA · EIN 13-4994650 / PN 001 | Common Collective Trust | $38.2M | 2.5% |
| ULLICO INFRASTRUCTURE TAX EXEMPT FD ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $30.5M | 2.0% |
| WASHINGTON CAPITAL MORTGAGE INCOME WASHINGTON CAPITAL MANAGEMENT INC · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $26.5M | 1.7% |
| WASHINGTON CAPITAL JMT TRANSPORTATI WASHINGTON CAPITAL MANAGEMENT INC · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $19.7M | 1.3% |
| ALCENTRA EUROPEAN CREDIT OPP FUNDII THE BANK OF NEW YORK MELLON · EIN 47-4109552 / PN 001 | 103-12 Investment Entity | $17.2M | 1.1% |
| ALCENTRA EUROPEAN CREDIT OPP FUND THE BANK OF NEW YORK MELLON · EIN 61-6496775 / PN 001 | 103-12 Investment Entity | $19K | <0.1% |