Collection Policy and Procedures — This explains the Collection Policy and Procedures. Updated October 30, 2019.
Summary Annual Report — This describes the status of the fund at the end of Plan Year 2023.
Summary Annual Report — This describes the status of the fund at the end of Plan Year 2022.
Summary of Material Modifications - May 2020 - Extension of Time for Plan Loan Repayments — The Board of Trustees of the Southern California IBEW-NECA Defined Contribution Plan have
elected to amend the Plan to afford certain Participants extensions of time in which to repay Plan loans,
as allowed for a limited period by the Coronavirus Aid, Relief and Economic Security (CARES) Act
("Act"). The Amendment is effective for Participants who certify eligibility as "Qualified Individuals"
under the Act and have Plan loans which are not in default with due dates occurring between March 27,
2020 and December 31, 2020.
Summary Annual Report — This describes the status of the fund at the end of Plan Year 2021.
Summary of Material Modifications - May 2020 - Additional Distribution Option — The Board of Trustees of the Southern California IBEW-NECA Defined Contribution Plan
have elected to amend the Plan to provide a further distribution option for retirees and other
individuals entitled to a distribution of their account balance. The Amendment is effective for
distributions on and after September 1, 2020.
Summary Annual Report — This describes the status of the fund at the end of Plan Year 2020.
Summary Annual Report — This describes the status of the fund at the end of Plan Year 2019.
Summary Annual Report — This describes the status of the fund at the end of Plan Year 2018.
2017 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2017.
2016 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2016.
2015 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2015.
2014 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2014.
2013 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2013.
2012 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2012.
2011 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2011.
2010 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2010.
2009 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2009.
2008 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2008.
2007 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2007.
2006 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2006.
2005 Summary Annual Report — This describes the status of the fund at the end of Plan Year 2005.
Special Tax Notice — This notice explains how you can continue to defer federal income tax on your retirement savings in
the Southern California IBEW-NECA Defined Contribution Plan (the "Plan") and contains important
information you will need before you decide how to receive your Plan benefits.
Information on Covered/Non-Covered Employment for Completing Applications on Termination of Employment Prior To Retirement (Plan Article VI) — This information is for your reference when you complete the Application and give the date of your last covered or non-covered hour worked and the name of the covered or non-covered employer.