Pinnacle West Capital Corporation Retirement Plan — Form 5500 plan (Pinnacle West Capital Corporation)
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, Pinnacle West Capital Corporation Retirement Plan is a benefit plan reported by Pinnacle West Capital Corporation under EIN 86-0512431 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,935 participants and $3,271,793,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pinnacle West Capital Corporation
- EIN
- 86-0512431
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 14,935
- End-of-year plan assets
- $3,271,793,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,935 | H, C | 20241010101550NAL0035433952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,271,793,253
- Total liabilities (EOY)
- $28,087,598
- Net assets (EOY)
- $3,243,705,655
- Net assets (BOY)
- $3,201,120,970
Income & contributions
- Total contributions
- $0
- Total income / additions
- $256,126,809
Expenses & distributions
- Benefits paid
- $201,221,951
- Administrative expenses
- $12,320,173
- Total expenses
- $213,542,124
- Net increase / (decrease)
- $42,584,685
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Mgmt | NONE | $1,592,670 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $1,300,272 | not reported in the loaded dataset | 2023 |
| Fidelity Inv Inst Ops Co | NONE | $1,115,245 | not reported in the loaded dataset | 2023 |
| Columbia Threadneedle | NONE | $848,876 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management, Inc | NONE | $776,289 | not reported in the loaded dataset | 2023 |
| Legal & General Invst Mgmt America | NONE | $665,332 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $656,187 | $0 | 2023 |
| Wellington Management Company Llp | NONE | $549,045 | $0 | 2023 |
| William Blair Investment Mgmt, LLC | NONE | $522,921 | $0 | 2023 |
| Income Research + Management | NONE | $407,749 | not reported in the loaded dataset | 2023 |
| Segal Bryant & Hamill | NONE | $397,088 | $0 | 2023 |
| Morgan Stanley Investment Mgmt Inc. | NONE | $363,611 | $0 | 2023 |
| Boston Partners Global Invest, Inc. | NONE | $269,849 | $0 | 2023 |
| Janus Capital Management LLC | NONE | $176,275 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $166,141 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $141,560 | not reported in the loaded dataset | 2023 |
| Mfs Institutional Advisors, Inc | NONE | $134,459 | $0 | 2023 |
| Alterity Group | NONE | $38,700 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co. | NONE | $15,464 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pinnacle West Capital Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Jp Morgan Investment Mgmt — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Fidelity Inv Inst Ops Co — Schedule C compensation
- Columbia Threadneedle — Schedule C compensation
- Blackrock Financial Management, Inc — Schedule C compensation
- Legal & General Invst Mgmt America — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Wellington Management Company Llp — Schedule C compensation
- William Blair Investment Mgmt, LLC — Schedule C compensation
- Income Research + Management — Schedule C compensation
- Segal Bryant & Hamill — Schedule C compensation
- Morgan Stanley Investment Mgmt Inc. — Schedule C compensation
- Boston Partners Global Invest, Inc. — Schedule C compensation
- Janus Capital Management LLC — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Mfs Institutional Advisors, Inc — Schedule C compensation
- Alterity Group — Schedule C compensation
- State Street Bank & Trust Co. — Schedule C compensation