Retiree Health Summary Plan Description
As of February 1, 2018
En Español (PDF)

10.4 ERISA-Required Information

As Required by the Employee Retirement Income Security Act of 1974 (ERISA):

  1. Name and type of administration of the Plan:
    The name of the Plan is the Southern California IBEW-NECA Health Trust Fund. The Plan is administered by a Board of Trustees, jointly-trusteed labor-management Trust Fund.
  2. Name and address of the person designated as agent for the service of legal process:
    Joanne M. Keller, CEO/Administrator
    Thomas Schaefer, Assistant Administrator
    6023 Garfield Avenue
    Commerce, CA 90040
    (Service of legal process may also be made upon any Trustee)
  3. Administrative Office of the Plan Administrator:
    6023 Garfield Avenue
    Commerce, CA 90040
    Administrator: Joanne Keller
    Assistant Administrator: Thomas Schaefer
  4. Names, titles, and addresses of the Board of Trustees:
    Labor Trustees (IBEW Local #11) Management Trustees (LA NECA)

    Marvin Kropke, Chairman
    c/o Administrative Office
    6023 Garfield Avenue
    Commerce, CA 90040

    Eric Brown
    c/o Administrative Office
    6023 Garfield Avenue
    Commerce, CA 90040

    Dick Reed
    c/o Administrative Office
    6023 Garfield Avenue
    Commerce, CA 90040

    Kevin Norton, Alternate
    c/o Administrative Office
    6023 Garfield Avenue
    Commerce, CA 90040

    James M. Willson, Secretary
    c/o Administrative Office
    6023 Garfield Avenue
    Commerce, CA 90040

    Cathy O'Bryant
    c/o Administrative Office
    6023 Garfield Avenue
    Commerce, CA 90040

    Shelley Keltner
    c/o Administrative Office
    6023 Garfield Avenue
    Commerce, CA 90040

    Jeff Davis, Alternate
    c/o Administrative Office
    6023 Garfield Avenue
    Commerce, CA 90040

    David Nott, Alternate
    c/o Administrative Office
    6023 Garfield Avenue
    Commerce, CA 90040

  5. Source of financing of the Plan and identity of any of the organizations through which benefits are provided:

    Payments are made to the Trust Fund by individual Employers under the provision of the applicable Collective Bargaining Agreements and self-payments are required for participation in the Retiree Health Plan.

    The Board of Trustees provides a choice of hospital/medical programs.

    The following organizations provide benefits by virtue of contracts with the Board of Trustees as follows:
    • Kaiser Foundation Health Plan, Inc. – HMO hospital/medical benefits
    • UnitedHealthcare of California – HMO hospital/medical benefits
    • Citizens Rx – Self-funded prescription drug benefits
    • CIGNA – DHMO dental benefits
    • Delta Dental (DeltaCare USA) – DHMO dental benefits
    • United Concordia – PPO AND DHMO dental benefits
    • Vision Service Plan – Vision benefits
    • MedExpert – Advocacy and assistance services
    • Coast Benefits - HRA benefits
  6. Date of the end of the Plan Year
    June 30
  7. Internal Revenue Service Plan Identification Number
    95-6140101
  8. A description of the relevant provisions of any applicable Collective Bargaining Agreement
    The Plan is maintained pursuant to Collective Bargaining Agreements between Local #11 of the International Brotherhood of Electrical Workers, AFL-CIO and the Los Angeles County Chapter of the National Electrical Contractors Association (NECA). Copies of Collective Bargaining Agreements may be obtained, upon written request, by Participants from the International Brotherhood of Electrical Workers (IBEW), AFL-CIO, Local 11 or the Administrative Office without charge. Additionally, Collective Bargaining Agreements may be examined by Participants at the Administrative Office during regular business hours.