2023 Form 5500 filing — Pinnacle West Capital Corporation Group Life And Medical Plan
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 20241010100546NAL0020796673001) for Pinnacle West Capital Corporation Group Life And Medical Plan, reported by Pinnacle West Capital Corporation under EIN 86-0512431 and plan number 504. It reports 10,249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100546NAL0020796673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinnacle West Capital Corporation
- EIN
- 86-0512431
- Plan number
- 504
- Location
- Phoenix, AZ
- Participants
- 10,249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $443,249,486
- Total liabilities (EOY)
- $10,110,052
- Net assets (EOY)
- $433,139,434
- Employer contributions
- $82,572,460
- Participant contributions
- $32,420,869
- Total income / additions
- $146,946,780
- Benefits paid
- $137,071,651
- Administrative expenses
- $7,130,313
- Total expenses
- $144,201,964
- Net increase / (decrease)
- $2,744,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health & Life Ins. Co. | NONE | $3,150,208 | $0 |
| Medco Health Solutions | NONE | $1,093,655 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $91,949 | not reported in the loaded dataset |
| Fidelity Investments | NONE | $91,740 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $61,169 | not reported in the loaded dataset |
| Bny Mellon Asset Mgmt North America | NONE | $33,524 | not reported in the loaded dataset |
| State Street Bank & Trust Co | NONE | $16,328 | $0 |
| Mercer Investments LLC | NONE | $7,203 | not reported in the loaded dataset |