2023 Form 5500 filing — Tucson Electric Power Company 401k
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 20240612133652NAL0029335089001) for Tucson Electric Power Company 401k, reported by Tucson Electric Power Company under EIN 86-0062700 and plan number 007. It reports 2,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240612133652NAL0029335089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tucson Electric Power Company
- EIN
- 86-0062700
- Plan number
- 007
- Location
- Tucson, AZ
- Participants
- 2,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $442,967,505
- Total liabilities (EOY)
- $68
- Net assets (EOY)
- $442,967,437
- Employer contributions
- $8,668,186
- Participant contributions
- $20,306,189
- Total income / additions
- $108,668,641
- Benefits paid
- $27,033,623
- Administrative expenses
- $263,791
- Total expenses
- $27,297,414
- Net increase / (decrease)
- $81,371,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $139,101 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $126,012 | $0 |