2023 Form 5500 filing — Pinnacle West Capital Corporation Post-65 Retiree Health Reimbursement Arrangement
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 20241010101104NAL0011363299001) for Pinnacle West Capital Corporation Post-65 Retiree Health Reimbursement Arrangement, reported by Pinnacle West Capital Corporation under EIN 86-0512431 and plan number 531. It reports 3,158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$81.7MReported net assets$81,663,195
Participants3.2K3,158
Provider compensation$131.2K1 Schedule C row(s)$131,206
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010101104NAL0011363299001
- Plan sponsor
- Pinnacle West Capital Corporation
- EIN
- 86-0512431
- Plan number
- 531
- Location
- Phoenix, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$81.8M total assets
Net assets$81.7MLiabilities$149.3K
Full reported line items
- Total assets (EOY)
- $81,812,449
- Total liabilities (EOY)
- $149,254
- Net assets (EOY)
- $81,663,195
- Employer contributions
- $11,349,835
- Total income / additions
- $14,455,203
- Benefits paid
- $13,914,970
- Administrative expenses
- $131,206
- Total expenses
- $14,046,176
- Net increase / (decrease)
- $409,027
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $131,206 | not reported in the loaded dataset |