2023 Form 5500 filing — Pension Plan For Employees Of Unisource Energy Services

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 20241011115727NAL0043564770001) for Pension Plan For Employees Of Unisource Energy Services, reported by Tucson Electric Power Company under EIN 86-0062700 and plan number 004. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$41.1MReported net assets$41,147,493
Participants428
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241011115727NAL0043564770001
Plan sponsor
Tucson Electric Power Company
EIN
86-0062700
Plan number
004
Location
Tucson, AZ
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$41.3M total assets
Net assets$41.1MLiabilities$179.9K
Money in vs. money out
Total income / additions$6.6M
Total expenses$1.9M
Benefits paid / distributions$1.7M
Contributions
Employer$1.7M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$41,327,402
Total liabilities (EOY)
$179,909
Net assets (EOY)
$41,147,493
Employer contributions
$1,700,000
Total income / additions
$6,576,657
Benefits paid
$1,742,800
Administrative expenses
$130,613
Total expenses
$1,873,413
Net increase / (decrease)
$4,703,244

Related Form 5500 pages