Plan5500

Tucson Electric Power Company Master Trust — Form 5500 plan (Tucson Electric Power Company)

Plain-English plan 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, Tucson Electric Power Company Master Trust is a benefit plan reported by Tucson Electric Power Company under EIN 86-0062700 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $470,089,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tucson Electric Power Company
EIN
86-0062700
Plan number
003
Plan type
4
Location
Tucson, AZ
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$470,089,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241011120514NAL0038649712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$470,089,990
Total liabilities (EOY)
$0
Net assets (EOY)
$470,089,990
Net assets (BOY)
$431,051,771

Income & contributions

Total contributions
$0
Total income / additions
$39,777,564

Expenses & distributions

Benefits paid
$0
Administrative expenses
$739,345
Total expenses
$739,345
Net increase / (decrease)
$39,038,219

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell Investments Trust CompanyNONE$719,360not reported in the loaded dataset2023
Russell Investments Trust CompanyNONE$412,562$02023
Towers WatsonNONE$143,588not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$39,210not reported in the loaded dataset2023

Related Form 5500 pages