Southern California Ibew-Neca Health Trust Fund — Form 5500 plan (Board Of Trustees, Southern California Ibew-Neca)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southern California Ibew-Neca Health Trust Fund is a benefit plan reported by Board Of Trustees, Southern California Ibew-Neca under EIN 95-6140101 and plan number 501. The latest loaded filing year is 2023. The filing reports 7,681 participants and $129,246,145 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California Ibew-Neca
- EIN
- 95-6140101
- Plan number
- 501
- Plan type
- 1
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 7,681
- End-of-year plan assets
- $129,246,145
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,681 | H, C | 20250411145509NAL0026327905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,246,145
- Total liabilities (EOY)
- $94,933,763
- Net assets (EOY)
- $34,312,382
- Net assets (BOY)
- $17,246,185
Income & contributions
- Employer contributions
- $139,198,628
- Participant contributions
- $3,887,427
- Total contributions
- $143,086,055
- Total income / additions
- $153,130,969
Expenses & distributions
- Benefits paid
- $131,290,759
- Administrative expenses
- $4,774,013
- Total expenses
- $136,064,772
- Net increase / (decrease)
- $17,066,197
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| So California Ibew-Neca Admin Corp | AFFILIATED ORG. | $3,771,214 | not reported in the loaded dataset | 2023 |
| Coast Benefits, Inc | NONE | $375,220 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $310,578 | not reported in the loaded dataset | 2023 |
| Medexpert International, Inc | NONE | $252,280 | not reported in the loaded dataset | 2023 |
| Laquer, Urban, Clifford & Hodge | NONE | $198,361 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $82,560 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $19,397 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $14,305 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California Ibew-Neca
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- So California Ibew-Neca Admin Corp — Schedule C compensation
- Coast Benefits, Inc — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Medexpert International, Inc — Schedule C compensation
- Laquer, Urban, Clifford & Hodge — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Comerica Bank — Schedule C compensation