Original filing (PDF)20251015081302NAL0004039521001

TECO ENERGY, LLC

Name: TECO ENERGY, LLC — TECO ENERGY GROUP VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC., Form 5500 (2024)
Creator: TECO ENERGY, LLC

Form 5500

FILING_RECEIVED

TECO ENERGY GROUP VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC.

Health & welfare plan

Signals · 3

100% in single holding~989 bps in Sched C feesNo recordkeeper disclosed

Active participants

3,429

Accounts w/ balance

—

Plan assets (EOY)

$888K

Net assets (EOY)

$523K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

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) 228-1731

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

504

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4B · Life Insurance

4H · Long-Term Disability

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER H&B	34-2015463	—	NONE	$76K	—
BNY MELLON	25-1926855	—	NONE	$12K	—

Investments

1 direct security· $885K(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Fidelity Investment MMKT Government	—	—	$885K	$885K	99.6%

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