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San Diego Electrical Annuity Plan

Coast Benefits would like to welcome IBEW Local 47 & 1245 to the San Diego Electrical Annuity Plan. For information on investment funds, contact Focus Investment Advisors at (800) 401-5488.

Please note: second quarter 2010 valuations are complete and being mailed effective July 30, 2010.  If you do not receive your statement in the next two weeks please check your mailing address with the administrator.

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Fund Performance Data for Quarter 1 of 2010.

Important notice regarding the Managers Special Equity Fund.
PIMCO Total Return Fund
Morgan Stanley Global Equity
Pacific Century Trust Stable Value
Ameristock
Eagle Capital Appreciation
Vanguard Prime Money Market Fund
American Century Equity Income
Keeley Small Cap Value Fund *
Leuthold Core Investment Fund **
Calamos Growth Fund *
Legg Mason Growth Trust
Vanguard REIT Index
Loomis Sayles Value Fund
Heartland Select Value Fund
Aberdeen International Growth Fund
Alliance Bernstein International
Alliance Bernstein Retirement

NOTE: If you do not direct the investment of your contributions, or if your selection of investments does not cover 100% of your contributions, the undirected portion of your contributions will be invested in the Alliance Bernstein Retirement Fund, which reflects your date retirement based on a retirement age of 65. The Alliance Bernstein Retirement Funds are the Plan's Qualified Default Investment Alternative.

* These funds have a 12(b)(1) fee. The 12(b)(1) fees incurred on these funds will be used to reduce administrative expenses of the Fund.

** This fund has a redemption fee of 2%.

*** Closed to new contributions after Sept 1, 2008.