Tucson Electric Power Company Retiree Welfare Plan — 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 Retiree Welfare Plan is a benefit plan reported by Tucson Electric Power Company under EIN 86-0062700 and plan number 509. The latest loaded filing year is 2023. The filing reports 855 participants and $27,084,628 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
- 509
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 855
- End-of-year plan assets
- $27,084,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 855 | H, C | 20241011121113NAL0010901955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,084,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,084,628
- Net assets (BOY)
- $22,980,926
Income & contributions
- Employer contributions
- $5,020,839
- Participant contributions
- $495,639
- Total contributions
- $5,516,478
- Total income / additions
- $9,161,620
Expenses & distributions
- Benefits paid
- $4,834,496
- Administrative expenses
- $223,422
- Total expenses
- $5,057,918
- Net increase / (decrease)
- $4,103,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Arizona | CLAIMS ADMINISTRATOR | $143,843 | not reported in the loaded dataset | 2023 |
| Sterling Capital Management LLC | INVESTMENT MANAGEMENT | $48,837 | not reported in the loaded dataset | 2023 |
| Suntrust Bank | TRUSTEE SERVICES | $38,424 | not reported in the loaded dataset | 2023 |
| Premise Health | CLINIC ADMIN | $11,972 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Arizona | CLAIMS ADMINISTRATOR | $7,614 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tucson Electric Power Company
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tucson, AZ
- Blue Cross Blue Shield Of Arizona — Schedule C compensation
- Sterling Capital Management LLC — Schedule C compensation
- Suntrust Bank — Schedule C compensation
- Premise Health — Schedule C compensation
- Delta Dental Of Arizona — Schedule C compensation