Pinnacle West Capital Corporation Group Life And Medical 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 Group Life And Medical Plan is a benefit plan reported by Pinnacle West Capital Corporation under EIN 86-0512431 and plan number 504. The latest loaded filing year is 2023. The filing reports 10,249 participants and $443,249,486 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
- 504
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 10,249
- End-of-year plan assets
- $443,249,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,249 | H, C | 20241010100546NAL0020796673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $443,249,486
- Total liabilities (EOY)
- $10,110,052
- Net assets (EOY)
- $433,139,434
- Net assets (BOY)
- $430,394,618
Income & contributions
- Employer contributions
- $82,572,460
- Participant contributions
- $32,420,869
- Total contributions
- $114,993,329
- Total income / additions
- $146,946,780
Expenses & distributions
- Benefits paid
- $137,071,651
- Administrative expenses
- $7,130,313
- Total expenses
- $144,201,964
- Net increase / (decrease)
- $2,744,816
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health & Life Ins. Co. | NONE | $3,150,208 | $0 | 2023 |
| Medco Health Solutions | NONE | $1,093,655 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $91,949 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | NONE | $91,740 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $61,169 | not reported in the loaded dataset | 2023 |
| Bny Mellon Asset Mgmt North America | NONE | $33,524 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co | NONE | $16,328 | $0 | 2023 |
| Mercer Investments LLC | NONE | $7,203 | not reported in the loaded dataset | 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
- Cigna Health & Life Ins. Co. — Schedule C compensation
- Medco Health Solutions — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Bny Mellon Asset Mgmt North America — Schedule C compensation
- State Street Bank & Trust Co — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation