2023 Form 5500 filing — Southern California Ibew-Neca Defined Contribution Plan
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 20250411192508NAL0023836577001) for Southern California Ibew-Neca Defined Contribution Plan, reported by Board Of Trustees, Southern California Ibew-Neca under EIN 95-0079082 and plan number 002. It reports 27,980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411192508NAL0023836577001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Ibew-Neca
- EIN
- 95-0079082
- Plan number
- 002
- Location
- Pasadena, CA
- Participants
- 27,980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,196,356,107
- Total liabilities (EOY)
- $7,663,934
- Net assets (EOY)
- $1,188,692,173
- Employer contributions
- $63,997,801
- Total income / additions
- $154,282,747
- Benefits paid
- $51,473,081
- Administrative expenses
- $5,635,100
- Total expenses
- $57,108,181
- Net increase / (decrease)
- $97,174,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| So Ca Ibew-Neca Admin. Corp. | AFFILIATED ORG. | $1,755,568 | not reported in the loaded dataset |
| John Hancock | NONE | $609,265 | $0 |
| Ullico | NONE | $518,518 | not reported in the loaded dataset |
| Global Trust Company | NONE | $463,037 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $394,363 | $0 |
| Dodge & Cox | NONE | $323,409 | $0 |
| Morgan Lewis & Brockius Llp | NONE | $196,831 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $100,000 | not reported in the loaded dataset |
| The Bank Of New York Mellon Tr. Co. | NONE | $95,733 | $0 |
| Miller Kaplan Arase Llp | NONE | $75,730 | not reported in the loaded dataset |
| Bush Gottlieb, A Law Corporation | NONE | $35,651 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $29,929 | $0 |
| Laquer, Urban, Clifford & Hodge | NONE | $27,856 | not reported in the loaded dataset |
| Law Offices Of Carroll & Scully | NONE | $18,453 | not reported in the loaded dataset |