Active Health Summary Plan Description
As of September 1, 2017
En Español (PDF)

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

A. Name and type of administration of the trust fund:

The name of the trust fund is the Southern California IBEW-NECA Health Trust Fund. The Trust Fund is administered by the Board of Trustees of the Southern California IBEW-NECA Health Trust Fund, a collectively bargained, jointly-trusteed labor-management Trust Fund.

B. 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)

C. Administrative Office of the Plan Administrator:

6023 Garfield Avenue
Commerce, CA 90040
Administrator: Joanne M. Keller
Assistant Administrator: Thomas Schaefer

D. Names, titles, and addresses of the Trustees:

Labor Trustees (IBEW Local #11) Management Trustees (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

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

Payments are made to the Plan by individual Employers under the provision of the applicable Collective Bargaining Agreements.

The Trustees provide a choice of hospital/medical programs.

The following organizations provide benefits by virtue of contracts with the Board of Trustees as follows:

  • Anthem Blue Cross of California – PPO Hospital/Medical Benefits
  • Kaiser Foundation 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 (PMI Dental) – DHMO Dental Benefits
  • United Concordia – PPO AND DHMO Dental Benefits
  • Vision Service Plan – Vision Benefits
  • Anthem Blue Cross Life and Health Insurance Company – Life Insurance/AD&D benefits
  • Optum, the health services division of UnitedHealth Group – Member Assistance Program (MAP)
  • MedExpert – Advocacy and Assistance Services
  • Body Scan International (BSI) – Medical Body Scans

F. Date of the end of the Plan year

June 30

G. Internal Revenue Service Plan Identification Number

95-6140101

H. 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 L.A. County Chapter of the National Electrical Contractors Association. Copies of Collective Bargaining Agreements may be obtained by Plan participants from the Union or Administrative Office without charge upon written request. Additionally, Collective Bargaining Agreements may be examined by Plan participants at the Administrative Office of the Plan during regular business hours.