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Original filing (PDF)20250411152512NAL0044455394001
BOARD OF TRUSTEES, IBEW LOCAL 952 VENTURA DIVISION
Form 5500
FILING_RECEIVED
IBEW LOCAL #952 VENTURA DIVISION OF LA COUNTY CHAPTER NECA PENSION TRUST FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
349
Accounts w/ balance
0
Plan assets (EOY)
$118.4M
Net assets (EOY)
$118.1M
How this plan invests
This plan
10 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
- 67 bps in Schedule C fees — 566% 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, IBEW LOCAL 952 VENTURA DIVISION.
Plan sponsor
Name
BOARD OF TRUSTEES, IBEW LOCAL 952 VENTURA DIVISION
DBA
OF LA COUNTY CHAPTER NECA
EIN
95-6397996
Address
955 N ST · FRESNO, CA · 93721
Phone
(559) 225-3030
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)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $127K | — |
| BENEFIT ADMINISTRATION CORPORATION | 94-1646941 | — | NONE | $105K | — |
| UNION LABOR LIFE INSURANCE COMPANY | 13-1423090 | — | NONE | $85K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $81K | — |
| ALAN BILLER AND ASSOCIATES | 94-2854958 | — | NONE | $70K | — |
| US BANK | 31-0841368 | — | NONE | $47K | — |
| ARROWSTREET CAPITAL | 04-3472863 | — | NONE | $44K | — |
| JP MORGAN CHASE BANK N.A. | 13-4994650 | — | NONE | $42K | — |
| WELLINGTON TRUST COMPANY | 04-2755549 | — | NONE | $38K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC. | 91-1042342 | — | NONE | $37K | — |
| AUDAX MANAGEMENT COMPANY | 04-3525044 | — | NONE | $33K | — |
| NEUBERGER BERMAN TRUST COMPANY | 27-2510082 | — | NONE | $29K | — |
| GILBERT & SACKMAN | 95-2906951 | — | NONE | $26K | — |
| JP MORGAN CHASE BANK, NATIONAL ASSN | 13-4994650 | — | NONE | $16K | — |
| WILLIAM BLAIR COLLECTIVE INVEST. TR | 27-6331814 | — | NONE | $8K | — |
Investments
10 pooled funds· $80.7M(68% 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
$62.1M
7 holdings
103-12 Investment Entity
$18.6M
3 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IBEW NECA EQUITY INDEX FUND ASB CAPITAL MANAGEMENT · EIN 31-1772714 / PN 003 | Common Collective Trust | $32.7M | 27.7% |
| ARROWSTREET US GROUP TRUST FUND ARROWSTREET CAPITAL · EIN 45-6500555 / PN 003 | 103-12 Investment Entity | $9.2M | 7.8% |
| NEUBERGER BERMAN STRATEGIC FIXED IN NEUBERGER BERMAN · EIN 27-2510082 / PN 001 | Common Collective Trust | $8.0M | 6.7% |
| ULLICO INFRASTRUCTURE TAX-EXEMPT FU ULLICO INVESTMENT ADVISORS, INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $5.7M | 4.9% |
| SEGALL BRYANT & HAMILL SMID CAP TF SEI TRUST COMPANY · EIN 06-1271230 / PN 001 | Common Collective Trust | $5.1M | 4.3% |
| WELLINGTON CIF SMALL CAP 2000 FUND WELLINGTON TRUST COMPANY · EIN 04-2767481 / PN 057 | Common Collective Trust | $4.6M | 3.9% |
| WELLINGTON WTC-CIF INTERNATIONAL WELLINGTON TRUST COMPANY, NA · EIN 04-2767471 / PN 214 | Common Collective Trust | $4.2M | 3.5% |
| WILLIAM BLAIR INT LEADERS FUND WILLIAM BLAIR · EIN 27-6331814 / PN 012 | Common Collective Trust | $3.9M | 3.3% |
| JP MORGAN PROPERTY FUND JP MORGAN CHASE BANK, N.A. · EIN 13-4994650 / PN 001 | Common Collective Trust | $3.7M | 3.1% |
| WASHINGTON CAPITAL JOINT MASTER TR WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $3.7M | 3.1% |