Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TECO ENERGY, LLC
EIN 59-2052286utilitiesLatest filing 2024
Plans
7
Retirement
2
$1.87B assets
Welfare
5
$10.4M premiums
Participants
29,554
Retirement portfolio analytics
2 plans aggregated / $1.87B assets / 12,281 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $10.4M premiums / 18,658 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$3.4M
- Long-term disability$1.7M
- Vision$562K
- Other$310K
Carrier market share
Premium dollars by Schedule A carrier
49%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY49%
- AETNA LIFE INSURANCE COMPANY42%
- VISION SERVICE PLAN5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
TECO ENERGY GROUP RETIREMENT SAVINGS PLAN
401k
Assets$1.13B
Participants5,416
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TECO ENERGY GROUP RETIREMENT PLAN
CashBalance
Assets$743.8M
Participants6,865
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
TECO ENERGY GROUP VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC.
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$5.2M
Covered lives7,482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
TECO ENERGY RETIREE GROUP HEALTH BENEFITS PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$4.4M
Covered lives2,886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
TECO ENERGY GROUP HEALTH BENEFITS PLAN
Mixed - VISION SERVICE PLAN
Premiums$871K
Covered lives4,152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
TECO ENERGY GROUP TRAVEL ACCIDENT INSURANCE PLAN
Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
Premiums$0
Covered lives4,138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
TECO ENERGY SEVERANCE PAY POLICY
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TECO ENERGY GROUP RETIREMENT SAVINGS PLAN | 401k | $1.13B | 5,416 | 2024 | |
| 001 | TECO ENERGY GROUP RETIREMENT PLAN | CashBalance | $743.8M | 6,865 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | TECO ENERGY GROUP VOLUNTARY EMPLOYEES' BENEFICIARY ASSOC. | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5.2M | 7,482 | 2024 | |
| 509 | TECO ENERGY RETIREE GROUP HEALTH BENEFITS PLAN | Mixed | AETNA LIFE INSURANCE CO. | $4.4M | 2,886 | 2024 | |
| 501 | TECO ENERGY GROUP HEALTH BENEFITS PLAN | Mixed | VISION SERVICE PLAN | $871K | 4,152 | 2024 | |
| 505 | TECO ENERGY GROUP TRAVEL ACCIDENT INSURANCE PLAN | Fully Insured | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $0 | 4,138 | 2024 | |
| 507 | TECO ENERGY SEVERANCE PAY POLICY | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans