Original filing (PDF)20251010110702NAL0004532051001

TRUSTEES OF LOCAL 754 AND TAMPA POLICE BENEVOLENT ASSOCIATION

Name: TRUSTEES OF LOCAL 754 AND TAMPA POLICE BENEVOLENT ASSOCIATION — TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEES HELATH PLAN, Form 5500 (2024)
Creator: TRUSTEES OF LOCAL 754 AND TAMPA POLICE BENEVOLENT ASSOCIATION

Form 5500

FILING_RECEIVED

TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEES HELATH PLAN

Health & welfare plan

Signals · 3

45% in single holding~337 bps in Sched C feesNo recordkeeper disclosed

Active participants

1,581

Accounts w/ balance

—

Plan assets (EOY)

$16.1M

Net assets (EOY)

$14.1M

How this plan invests

This plan

143 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF LOCAL 754 AND TAMPA POLICE BENEVOLENT ASSOCIATION.

Plan sponsor

Name

TRUSTEES OF LOCAL 754 AND TAMPA POLICE BENEVOLENT ASSOCIATION

EIN

85-6152252

Address

2010 NW 150TH AVENUE,SUITE 200 · PEMBROKE PINES, FL · 33028

Phone

—

Industry

Public Administrationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

LAPADULA CARLSON & CO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL EMPLOYEES BENEFIT ADMIN IN	65-0498809	—	NONE	$288K	—
BROWN & BROWN	59-0864469	—	NONE	$150K	—
SUGARMAN & SUSSKIND	59-2539792	—	NONE	$78K	—
LAPADULA CARLSON & CO.	65-0292391	—	NONE	$15K	—

Investments

143 direct securities· $45.0M(100% of reported assets)

Cash / Money Market

$23.6M

4 holdings

Other securities

$12.6M

15 holdings

Bonds / Notes

$7.5M

110 holdings

U.S. Treasuries

$1.3M

14 holdings

					% of plan
Goldman Sachs FS Government Money Market Fund	Cash / Money Market	—	$21.7M	$21.7M	134.5%
U.S. Treasury Bill 08/22/2024 U.S. Government	Other securities	—	$3.5M	$3.5M	21.8%
U.S. Treasury Bill 12/19/2024 U.S. Government	Other securities	—	$2.4M	$2.4M	15.0%
U.S. Treasury Bill 06/21/2024 U.S. Government	Other securities	—	$2.4M	$2.4M	14.8%
U.S. Treasury Bill 12/05/24 U.S. Government	Other securities	—	$1.8M	$1.8M	11.1%
U.S. Treasury Bill 11/14/2024 U.S. Government	Other securities	—	$1.8M	$1.8M	11.0%
Goldman Sachs FS Government Money Market Fund	Cash / Money Market	—	$1.7M	$1.7M	10.3%
U. S. TREASURY BILL 0.000% DUE 04/14/2025	Bonds / Notes	—	$975K	$975K	6.1%
U.S. TREASURY BILL 0.000% DUE 05/15/2025	Bonds / Notes	—	$932K	$932K	5.8%
U.S. TREASURY BILL 0.000% DUE 03/06/2025	Bonds / Notes	—	$909K	$909K	5.6%
U.S. TREASURY BILL 0.000% DUE 03/13/2025	Bonds / Notes	—	$908K	$908K	5.6%
U.S. GOVERNM ENT - U.S. TREASURY BILL 0.000% DUE 02/06/2025	Bonds / Notes	—	$901K	$901K	5.6%
U.S. TREASURY BILL 0.000% DUE 02/20/2025	Bonds / Notes	—	$900K	$899K	5.6%
U.S. TREASURY NOTE 4.625% DUE 04/30/2029	U.S. Treasuries	—	$186K	$189K	1.2%
U.S. TREASURY NOTE 4.625% DUE 11/15/2026	U.S. Treasuries	—	$171K	$171K	1.1%
ISHARES CORE S&P 500 SHARES EXCHANGE TRADED FUND	Other securities	—	$150K	$169K	1.0%
MONEY MARKET FUND, GOLDM AN SACHS FS GOVERNM ENT SHARES - M ONEY M ARKET FUND	Cash / Money Market	—	$161K	$161K	1.0%
U.S. TREASURY NOTE 4.125% DUE 11/15/2027	U.S. Treasuries	—	$140K	$139K	0.9%
GSE SECURITIES - FEDERAL HOM E LOAN M TG CORP 3.500% DUE 05/01/2052	Bonds / Notes	—	$125K	$123K	0.8%
U.S. TREASURY NOTE 3.375% DUE 09/15/2027	U.S. Treasuries	—	$121K	$119K	0.7%
FEDERAL HOM E LOAN M TG CORP 5.000% DUE 12/01/2053	Bonds / Notes	—	$120K	$118K	0.7%
ISHARES CORE M SCI EAFE SHARES EXCHANGE TRADED FUND	Other securities	—	$105K	$108K	0.7%
U.S. TREASURY NOTE 4.000% DUE 01/31/2029	U.S. Treasuries	—	$102K	$102K	0.6%
ISHARES M SCI USA SHARES EXCHANGE TRADED FUND	Other securities	—	$90K	$100K	0.6%
U.S. TREASURY NOTE 4.000% DUE 02/15/2034	U.S. Treasuries	—	$101K	$100K	0.6%
PACER US CASH COWS SHARES EXCHANGE TRADED FUND	Cash / Money Market	—	$86K	$91K	0.6%
FEDERAL NATL M TG ASSN 5.000% DUE 01/01/2054	Bonds / Notes	—	$89K	$87K	0.5%
U.S. TREASURY NOTE 4.375% DUE 07/15/2027	U.S. Treasuries	—	$85K	$85K	0.5%
DISTILLATE US FDM TL STABILITY SHARES EXCHANGE TRADED FUND	Other securities	—	$79K	$83K	0.5%
JPM ORGAN US QUALITY FACTOR SHARES EXCHANGE TRADED FUND	Other securities	—	$73K	$83K	0.5%
U.S.TREASURY NOTE 3.875% DUE 08/15/2033	U.S. Treasuries	—	$83K	$82K	0.5%
FEDERAL HOM E LOAN M TG CORP 5.500% DUE 08/01/2053	Bonds / Notes	—	$79K	$78K	0.5%
U.S. TREASURY NOTE 4.375% DUE 11/30/2028	U.S. Treasuries	—	$74K	$73K	0.5%
U.S. TREASURY NOTE 4.125% DUE 02/15/2027	U.S. Treasuries	—	$67K	$68K	0.4%
FEDERAL HOM E LOAN M TG CORP 4.000% DUE 10/01/2052	Bonds / Notes	—	$51K	$51K	0.3%
ISHARES CORE M SCI EM ERGING M ARKET SHARES EXCHANGE TRADED FUND	Other securities	—	$47K	$49K	0.3%
VERIZON M ASTER TRUST 4.620% DUE 11/20/2030	Bonds / Notes	—	$45K	$45K	0.3%
TOYOTA AUTO 4.430% DUE 04/15/2030	Bonds / Notes	—	$45K	$45K	0.3%
ISHARES M SCI CANADA SHARES EXCHANGE TRADED FUND	Other securities	—	$37K	$42K	0.3%
FORD CREDIT AUTO 4.960% DUE 05/15/2030	Bonds / Notes	—	$40K	$40K	0.3%
COM M ORTGAGE TRUST 3.349% DUE 10/13/2048	Bonds / Notes	—	$37K	$38K	0.2%
U.S. TREASURY NOTE 3.500% DUE 02/15/2033	U.S. Treasuries	—	$38K	$37K	0.2%
U.S. TREASURY NOTE 3.75 % DUE 05/31/2030	U.S. Treasuries	—	$36K	$36K	0.2%
U.S. GOVERNM ENT (CONTINUED) - U.S. TREASURY NOTE 4.375% DUE 05/15/2034	U.S. Treasuries	—	$34K	$33K	0.2%
FEDERAL HOM E LOAN M TG CORP 5.000% DUE 01/01/2054	Bonds / Notes	—	$33K	$33K	0.2%
AIR LEASE CORP 3.625% DUE 04/01/2027	Bonds / Notes	—	$33K	$33K	0.2%
ISHARES CORE S&P SM ALL-CAP SHARES EXCHANGE TRADED FUND	Other securities	—	$33K	$33K	0.2%
PACER FUNDS SHARES EXCHANGE TRADED FUND	Other securities	—	$34K	$33K	0.2%
U.S. TREASURY NOTE 3.875% DUE 08/15/2034	U.S. Treasuries	—	$33K	$32K	0.2%
FEDERAL HOM E LOAN M TG CORP 5.000% DUE 10/01/2053	Bonds / Notes	—	$32K	$32K	0.2%