Retiree Health Summary Plan Description
As of January 1, 2026
8.4 ERISA-Required Information
As Required by the Employee Retirement Income Security Act of 1974
(ERISA):
- 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.
- Name and address of the person designated as agent for the
service of legal process:
Darric Sorko-Ram, Administrator
Thomas Schaefer, Assistant Administrator
100 Corson Street, Suite 200
Pasadena, CA 91103
(Service of legal process may also be made upon any Trustee)
- Administrative Office of the Plan Administrator:
100 Corson Street, Suite 200
Pasadena, CA 91103
Administrator: Darric Sorko-Ram
Assistant Administrator: Thomas Schaefer
- Names, titles, and addresses of the Board of Trustees:
Labor Trustees (IBEW Local #11)
Robert Corona, Secretary
c/o Administrative Office
100 Corson Street, Suite 200
Pasadena, CA 91103
Gaylord Rusty Roten
c/o Administrative Office
100 Corson Street, Suite 200
Pasadena, CA 91103
Alton Wilkerson
c/o Administrative Office
100 Corson Street, Suite 200
Pasadena, CA 91103
Luis Arida, Alternate
c/o Administrative Office
100 Corson Street, Suite 200
Pasadena, CA 91103
Joel Barton, Alternate
c/o Administrative Office
100 Corson Street, Suite 200
Pasadena, CA 91103
Marc Greenfield, Alternate
c/o Administrative Office
100 Corson Street, Suite 200
Pasadena, CA 91103 |
Management Trustees (LA
NECA)
Eric Cartier, Chairman
c/o Administrative Office
100 Corson Street, Suite 200
Pasadena, CA 91103
Sean McKenna
c/o Administrative Office
100 Corson Street, Suite 200
Pasadena, CA 91103
James M. Willson
c/o Administrative Office
100 Corson Street, Suite 200
Pasadena, CA 91103
Brian Cathey, Alternate
c/o Administrative Office
100 Corson Street, Suite 200
Pasadena, CA 91103 |
- 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
- Anthem Blue Cross (Medicare) — PPO hospital/medical
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
- Date of the end of the Plan Year
June 30
- Internal Revenue Service Plan Identification Number
95-6140101
- 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.