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Original filing (PDF)20250916142807NAL0004481026001
CLECO POWER LLC
Form 5500
FILING_RECEIVED
CLECO CORPORATE HOLDINGS LLC PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
303
Accounts w/ balance
—
Plan assets (EOY)
$414.2M
Net assets (EOY)
$414.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
9 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
- 41 bps in Schedule C fees — 311% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLECO POWER LLC.
Plan sponsor
Name
CLECO POWER LLC
EIN
72-0244480
Address
2030 DONAHUE FERRY ROAD · PINEVILLE, LA · 713605226
Phone
(318) 484-7400
Industry
Utilitiessee all
Plan administrator
Name
CLECO CORPORATE HOLDINGS LLC
EIN
72-1445282
City
PINEVILLE, LA
Phone
(318) 484-7400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
MCELROY, QUIRK & BURCH (APC)
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGAL & GENERAL INVESTMENT MANAGEME | 20-8058531 | CHICAGO, IL | SERVICE PROVIDER | $732K | — |
| HEWITT ASSOCIATES LLC | 36-2235791 | CHICAGO, IL | SERVICE PROVIDER | $310K | — |
| MORGAN STANLEY INVESTMENT MANAGEMEN | 04-3222247 | WEST CONSHOHOCKEN, PA | SERVICE PROVIDER | $285K | — |
| TOWERS WATSON | 53-0181291 | ATLANTA, GA | SERVICE PROVIDER | $242K | — |
| NORTHERN TRUST COMPANY | 36-3046063 | CHICAGO, IL | FIDUCIARY | $104K | — |
| MCELROY, QUIRK, & BURCH | 72-1086674 | LAKE CHARLES, LA | SERVICE PROVIDER | $28K | — |
Investments
7 direct securities · 4 pooled funds· $520.6M(100% 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.
Uncategorized
$272.6M
7 holdings
Common Collective Trust
$248.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mfo Vanguard 202,112 shares | — | — | $52.8M | $96.8M | 23.4% | |
| Lgima 15+Strips 1,252,401 shares | — | — | $120.4M | $95.1M | 23.0% | |
| LEGAL & GENERAL TREASURY 15 STRIPS RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 021 | Common Collective Trust | — | — | $95.1M | 23.0% | |
| LEGAL AND GENERAL LONG DURATION US RELIANCE TRUST COMPANY OF DELAWARE · EIN 35-7085469 / PN 020 | Common Collective Trust | — | $75.9M | $76.7M | 18.5% | |
| HARDING LOEVNER INTERNATIONAL EQUIT GLOBAL TRUST COMPANY - HARDING LOEVNER · EIN 27-6075499 / PN 003 | Common Collective Trust | — | $50.9M | $59.7M | 14.4% | |
| Mfo Pimco 2,607,495 shares $ | — | — | $26.9M | $25.2M | 6.1% | |
| CF Prime Property Fund 1,267 shares $ | — | — | $26.7M | $24.5M | 5.9% | |
| TS&W 1,040,811 shares | — | — | $11.2M | $16.5M | 4.0% | |
| THOMPSON, SIEGEL & WALMSLEY LLC EMP THOMPSON, SIEGEL & WALMSLEY, LLC · EIN 54-0854396 / PN 001 | Common Collective Trust | — | — | $16.5M | 4.0% | |
| CF Ubs Trumbull Property Fund 1,003 shares | — | — | $8.1M | $8.7M | 2.1% | |
| Cash equivalents Short-term investments $ | — | — | $5.8M | $5.8M | 1.4% |
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