Teco Energy Group Retirement Plan
Corporate pension, based in Tampa, Florida, reporting $744M in assets, for 6,885 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Teco Energy Group Retirement Plan first reports an interest in Global Opportunistic Fixed Income F: $82M at 2024-12-31.
5 more managers, 13 more commitments and 10 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Russell 2000 Index Fund2 commitments
- Blackrock Equity Index Fund2 commitments
- Aristotle2 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Aristotle Value Equity2 commitments
- Blackrock2 commitments
Relationship network
41 connected entities16 observed commitments9 repeat counterparties10 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 2.3%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 8.6%
- U.S. Government securities 9.7%
- Other investments 10.7%
- Common/collective trusts 48.5%
- Registered investment companies 1.6%
- Common stock 13.3%
Consultants and advisers
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
- Mercer Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
- Aristotle Value Equity2 rows, latest Dec 31, 2023
- Blackrock2 rows, latest Dec 31, 2023
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Arrowstreet Globalplan years
- Aristotleplan years
- Schroderplan years
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedTeco Energy Group Retirement Plan first reports an interest in Global Opportunistic Fixed Income F: $82M at 2024-12-31with Global Opportunistic Fixed Income Faskebsa.dol.gov
- Dec 31, 2024Holding startedTeco Energy Group Retirement Plan first reports an interest in Arrowstreet Global Equity Acwi Cit: $52M at 2024-12-31with Arrowstreet Global Equity Acwi Citaskebsa.dol.gov
- Dec 31, 2024Holding startedTeco Energy Group Retirement Plan first reports an interest in Russell 3000 Index Fund B: $77M at 2024-12-31with Russell 3000 Index Fund Baskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceTeco Energy Group Retirement Plan no longer reports Aristotle (last held $93M at 2023-12-31; absent from the 2024-12-31 filing)with Aristotleaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceTeco Energy Group Retirement Plan no longer reports Blackrock Equity Index Fund (last held $97M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock Equity Index Fundaskebsa.dol.gov
+10 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Msci World Ex-U.s. Imi incollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $22.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 3000 Index Fund Bcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $77.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Aristotle Collective Investment Trucollective trust | Aristotle | Pooled vehicles | $58.7M held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 6,885 | $707M | $688M | 101.0% | $744M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,728 | $666M | $683M | 97.6% | $722M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,791 | $942M | $689M | 119.7% | $732M | Not disclosed | Not disclosed | Not disclosed |
- Conduent codes 15 50 $545,633 PY2024
- BNY Mellon codes 19 21 $393,348 PY2024
- Mercer codes 11 50 $275,498 PY2024
+43 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+12 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+15 connections on the graph
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