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Original filing (PDF)20251015083251NAL0004349537001
TECO ENERGY, LLC
Form 5500
FILING_RECEIVED
TECO ENERGY GROUP RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
3,643
Accounts w/ balance
—
Plan assets (EOY)
$743.8M
Net assets (EOY)
$704.5M
How this plan invests
This plan
11 pooled trusts
Schedule D
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 240% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECO ENERGY, LLC.
Plan sponsor
Name
TECO ENERGY, LLC
EIN
59-2052286
Address
P.O. BOX 111 · TAMPA, FL · 33601
Phone
(813) 228-4042
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONDUENT | 81-2983623 | — | PENSION CALCULATOR | $546K | — |
| BNY MELLON | 25-1926855 | — | PARTY IN INTEREST | $393K | — |
| MERCER | 13-2834414 | — | NONE | $275K | — |
| PIMCO | 95-2632339 | — | NONE | $201K | — |
| BLACKROCK | — | SAN FRANCISCO, CA | NONE | $75K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $19K | — |
| LGIM | — | CHICAGO, IL | NONE | $9K | — |
Investments
11 pooled funds· $360.9M(49% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GLOBAL OPPORTUNISTIC FIXED INCOME F BRANDYWINE GLOBAL INVESTMENT MANAGEMENT TRUST · EIN 99-2639965 / PN 017 | Common Collective Trust | — | — | $81.7M | 11.0% | |
| RUSSELL 3000 INDEX FUND B BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3304650 / PN 001 | Common Collective Trust | — | — | $77.1M | 10.4% | |
| SCHRODER COLLECTIVE INVESTMENT TRUS SEI TRUST COMPANY · EIN 46-4679164 / PN 072 | Common Collective Trust | — | — | $68.9M | 9.3% | |
| ARISTOTLE GLOBAL EQUITY COLLECTIVE SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $58.7M | 7.9% | |
| ARROWSTREET GLOBAL EQUITY ACWI CIT GLOBAL TRUST COMPANY · EIN 37-6607043 / PN 002 | Common Collective Trust | — | — | $52.1M | 7.0% | |
| BLACKROCK MSCI WORLD EX-US IMI INDE BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3460139 / PN 001 | Common Collective Trust | — | — | $22.5M | 3.0% | |
| BLACKROCK EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST CO, N.A. · EIN 94-3300972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EAFE INDEX FUND BLACKROCK INSTITUTIONAL TRUST CO N.A. · EIN 94-6596958 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LGIMA LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA · EIN 20-8058531 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| ARISTOTLE VALUE EQUITY COLLECTIVE T ARISTOTLE · EIN 81-3393503 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| RUSSELL 2000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3273839 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |