Original filing (PDF)20251001151533NAL0013396913001

Guadalupe Valley Telephone Cooperative, Inc.

Name: Guadalupe Valley Telephone Cooperative, Inc. — Form 5500 Plan 505 (2024)
Creator: Guadalupe Valley Telephone Cooperative, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Guadalupe Valley Telephone Cooperative, Inc. Medical Benefit Plan

Health & welfare plan · Guadalupe Valley Telephone Cooperative, Inc.'s Guadalupe Valley Telephone Cooperative, Inc. Medical Benefit Plan held $12.6M in plan assets for 219 participants in 2024.

Signals · 4

33% employer stock~191 bps in Sched C feesNo recordkeeper disclosed14 service providers

Active participants

219

Accounts w/ balance

—

Plan assets (EOY)

$12.6M

Net assets (EOY)

$11.8M

How this plan invests

This plan

314 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (2nd percentile).
Fragmented vendor stack (14 disclosed providers, 5 categories).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC..

Plan sponsor

Name

GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.

EIN

74-1194662all filings

Address

36101 FM 3159 · NEW BRAUNFELS, TX · 781325903

Phone

(830) 885-4411

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

505

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life insurance

4D · Dental

4E · Vision

4F · Temporary disability (accident and sickness)

4H · Long-term disability

4Q · Other

Audit & trust (Schedule H)

Service providers (Schedule C)

14 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PIMCO INSTITUTIONAL FUNDS	95-2632339	—	NONE	$0	—
LAZARD ASSET MANAGEMENT	05-0530199	—	NONE	$0	—

Investments

314 direct securities· $9.2M(73% of reported assets)

Other securities

$3.2M

5 holdings

Common Stocks

$3.1M

187 holdings

Bonds / Notes

$1.4M

102 holdings

U.S. Treasuries

$995K

14 holdings

Mutual Funds

$368K

3 holdings

Cash / Money Market

$192K

1 holding

Structured Credit (CLO/ABS)

$20K

1 holding

Preferred Stocks

$4K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

PIMCO$333K Wells Fargo / Allspring$87K Goldman Sachs$63K Schwab$36K American Funds (Capital Group)$28K JPMorgan$26K Morgan Stanley$26K State Street / SPDR$20K BlackRock / iShares

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					% of plan
CATALYST/MILLBURN HS I Total	Other securities	—	$949K	$989K	7.9%
OAKMARK INTERNATL INST Total	Other securities	—	$528K	$572K	4.5%
THORNBURG INTL GRO I Total	Other securities	—	$593K	$564K	4.5%
TOUCHSTONE:SEL GRO Y Total	Other securities	—	$329K	$555K	4.4%
LAZARD:GL LSTD INFR INST Total	Other securities	—	$510K	$512K	4.1%
PIMCO:STK+ INTL(DH) I‐2 Total	Mutual Funds	—	$310K	$333K	2.6%
Interest‐Bearing Cash and Cash Equivalents * MM Fund	Cash / Money Market	—	$192K	$192K	1.5%
UNITED STATES TREASURY, 4.625%, 06/15/2027	U.S. Treasuries	—	$133K	$133K	1.1%
UNITED STATES TREASURY, 4.625%, 04/30/2029	U.S. Treasuries	—	$107K	$107K	0.9%
UNITED STATES TREASURY, 4.125%, 11/15/2027	U.S. Treasuries	—	$107K	$107K	0.8%
UNITED STATES TREASURY, 4.625%, 11/15/2026	U.S. Treasuries	—	$103K	$103K	0.8%
UNITED STATES TREASURY, 4.125%, 03/31/2029	U.S. Treasuries	—	$95K	$95K	0.8%
UNITED STATES TREASURY, 4.500%, 05/15/2027	U.S. Treasuries	—	$76K	$76K	0.6%
UNITED STATES TREASURY, 4.125%, 02/15/2027	U.S. Treasuries	—	$69K	$70K	0.6%
AMAZON COM ORD	Common Stocks	—	$31K	$66K	0.5%
MICROSOFT ORD	Common Stocks	—	$44K	$60K	0.5%
UNITED STATES TREASURY, 3.875%, 08/15/2033	U.S. Treasuries	—	$57K	$57K	0.5%
UNITED STATES TREASURY, 3.750%, 05/31/2030	U.S. Treasuries	—	$53K	$52K	0.4%
UNITED STATES TREASURY, 4.250%, 06/30/2029	U.S. Treasuries	—	$50K	$50K	0.4%
UNITED STATES TREASURY, 4.375%, 05/15/2034	U.S. Treasuries	—	$50K	$48K	0.4%
UNITED STATES TREASURY, 4.000%, 02/15/2034	U.S. Treasuries	—	$46K	$45K	0.4%
UNITEDHEALTH GRP ORD	Common Stocks	—	$41K	$41K	0.3%
WHITE MOUNTAINS INSURANCE ORD	Common Stocks	—	$19K	$40K	0.3%
WELLS FARGO ORD	Common Stocks	—	$23K	$38K	0.3%
CASELLA WASTE CL A ORD	Common Stocks	—	$32K	$38K	0.3%
FN MA4600, 3.500%, 05/01/2052	Bonds / Notes	—	$39K	$36K	0.3%
ACI WORLDWIDE ORD	Common Stocks	—	$20K	$36K	0.3%
VZMT 2024‐3 A1A, 5.340%, 04/22/2030	Bonds / Notes	—	$35K	$36K	0.3%
UNITED STATES TREASURY, 3.500%, 02/15/2033	U.S. Treasuries	—	$36K	$34K	0.3%
FH SD8215, 4.000%, 05/01/2052	Bonds / Notes	—	$37K	$34K	0.3%
ABBOTT LABORATORIES ORD	Common Stocks	—	$32K	$34K	0.3%
CONSTRUCTION PARTNERS CL A ORD	Common Stocks	—	$10K	$34K	0.3%
MOELIS CL A ORD	Common Stocks	—	$18K	$33K	0.3%
ARMSTRONG WORLD INDUSTRIES ORD	Common Stocks	—	$15K	$33K	0.3%
FN MA5189, 5.000%, 11/01/2053	Bonds / Notes	—	$33K	$32K	0.3%
BANK OF AMERICA ORD	Common Stocks	—	$22K	$32K	0.3%
VISA CL A ORD	Common Stocks	—	$24K	$32K	0.3%
FN CB6475, 5.000%, 06/01/2053	Bonds / Notes	—	$32K	$32K	0.3%
LANDSTAR SYSTEM ORD	Common Stocks	—	$18K	$31K	0.2%
APPLE ORD	Common Stocks	—	$26K	$30K	0.2%
FH SD8214, 3.500%, 05/01/2052	Bonds / Notes	—	$33K	$30K	0.2%
TEMPUR SEALY INTERNATIONAL ORD	Common Stocks	—	$15K	$30K	0.2%
EXLSERVICE HOLDINGS ORD	Common Stocks	—	$21K	$30K	0.2%
BANK OF AMERICA CORP, 3.824%, 01/20/2028	Bonds / Notes	—	$31K	$29K	0.2%
ORACLE ORD	Common Stocks	—	$27K	$29K	0.2%
FH SD8207, 3.500%, 04/01/2052	Bonds / Notes	—	$33K	$29K	0.2%
REVOLVE GROUP CL A ORD	Common Stocks	—	$13K	$29K	0.2%
ALPHABET CL C ORD	Common Stocks	—	$16K	$29K	0.2%
s & Options AAON ORD	Common Stocks	—	$15K	$29K	0.2%
EPLUS ORD	Common Stocks	—	$23K	$28K	0.2%

1–50 of 314

1 / 7

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	NONE	$33K	—
PHCS	04-3138814	—	PPO PROVIDER	$16K	—
SAGE ADVISORY SERVICES LTD	74-2798841	—	NONE	$15K	—
HEALTHCARE BLUEBOOK	83-2795772	—	PPO PROVIDER	$5K	—
TOUCHSTONE FUNDS	31-0487145	—	NONE	$0	—
THORNBURG FUNDS	31-0487145	—	NONE	$0	—
CATALYST/MILLBURN HEDGE STRATEGY I	—	—	NONE	$0	—
GQG PARTNERS EM EQ INST	83-1672243	—	NONE	$0	—
OAKMARK FUNDS	52-2257882	—	NONE	$0	—