2023 Form 5500 filing — Teco Energy Group Voluntary Employees' Beneficiary Assoc.
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241118115133NAL0001305041001) for Teco Energy Group Voluntary Employees' Beneficiary Assoc., reported by Teco Energy, Inc. under EIN 59-2052286 and plan number 504. It reports 3,191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118115133NAL0001305041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Teco Energy, Inc.
- EIN
- 59-2052286
- Plan number
- 504
- Location
- Tampa, FL
- Participants
- 3,191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $893,014
- Total liabilities (EOY)
- $124,177
- Net assets (EOY)
- $768,837
- Employer contributions
- $3,471,969
- Participant contributions
- $1,288,386
- Total income / additions
- $4,787,888
- Benefits paid
- $4,549,477
- Administrative expenses
- $94,229
- Total expenses
- $4,643,706
- Net increase / (decrease)
- $144,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer H&B | NONE | $52,343 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $29,768 | not reported in the loaded dataset |
| Bny Mellon | NONE | $12,118 | not reported in the loaded dataset |