2023 Form 5500 filing — Tucson Electric Power Company Master Trust
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 20241011120514NAL0038649712001) for Tucson Electric Power Company Master Trust, reported by Tucson Electric Power Company under EIN 86-0062700 and plan number 003. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011120514NAL0038649712001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Tucson Electric Power Company
- EIN
- 86-0062700
- Plan number
- 003
- Location
- Tucson, AZ
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $470,089,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $470,089,990
- Total income / additions
- $39,777,564
- Benefits paid
- $0
- Administrative expenses
- $739,345
- Total expenses
- $739,345
- Net increase / (decrease)
- $39,038,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments Trust Company | NONE | $719,360 | not reported in the loaded dataset |
| Russell Investments Trust Company | NONE | $412,562 | $0 |
| Towers Watson | NONE | $143,588 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $39,210 | not reported in the loaded dataset |