2023 Form 5500 filing — Southern California Ibew-Neca Health Trust Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250411145509NAL0026327905001) for Southern California Ibew-Neca Health Trust Fund, reported by Board Of Trustees, Southern California Ibew-Neca under EIN 95-6140101 and plan number 501. It reports 7,681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411145509NAL0026327905001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Ibew-Neca
- EIN
- 95-6140101
- Plan number
- 501
- Location
- Pasadena, CA
- Participants
- 7,681
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,246,145
- Total liabilities (EOY)
- $94,933,763
- Net assets (EOY)
- $34,312,382
- Employer contributions
- $139,198,628
- Participant contributions
- $3,887,427
- Total income / additions
- $153,130,969
- Benefits paid
- $131,290,759
- Administrative expenses
- $4,774,013
- Total expenses
- $136,064,772
- Net increase / (decrease)
- $17,066,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| So California Ibew-Neca Admin Corp | AFFILIATED ORG. | $3,771,214 | not reported in the loaded dataset |
| Coast Benefits, Inc | NONE | $375,220 | not reported in the loaded dataset |
| Rael & Letson | NONE | $310,578 | not reported in the loaded dataset |
| Medexpert International, Inc | NONE | $252,280 | not reported in the loaded dataset |
| Laquer, Urban, Clifford & Hodge | NONE | $198,361 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $82,560 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $25,000 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $19,397 | not reported in the loaded dataset |
| Comerica Bank | NONE | $14,305 | $0 |