2023 Form 5500 filing — Pinnacle West Capital Corporation Retirement Plan
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 20241010101550NAL0035433952001) for Pinnacle West Capital Corporation Retirement Plan, reported by Pinnacle West Capital Corporation under EIN 86-0512431 and plan number 001. It reports 14,935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101550NAL0035433952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pinnacle West Capital Corporation
- EIN
- 86-0512431
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 14,935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,271,793,253
- Total liabilities (EOY)
- $28,087,598
- Net assets (EOY)
- $3,243,705,655
- Total income / additions
- $256,126,809
- Benefits paid
- $201,221,951
- Administrative expenses
- $12,320,173
- Total expenses
- $213,542,124
- Net increase / (decrease)
- $42,584,685
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Investment Mgmt | NONE | $1,592,670 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $1,300,272 | not reported in the loaded dataset |
| Fidelity Inv Inst Ops Co | NONE | $1,115,245 | not reported in the loaded dataset |
| Columbia Threadneedle | NONE | $848,876 | not reported in the loaded dataset |
| Blackrock Financial Management, Inc | NONE | $776,289 | not reported in the loaded dataset |
| Legal & General Invst Mgmt America | NONE | $665,332 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $656,187 | $0 |
| Wellington Management Company Llp | NONE | $549,045 | $0 |
| William Blair Investment Mgmt, LLC | NONE | $522,921 | $0 |
| Income Research + Management | NONE | $407,749 | not reported in the loaded dataset |
| Segal Bryant & Hamill | NONE | $397,088 | $0 |
| Morgan Stanley Investment Mgmt Inc. | NONE | $363,611 | $0 |
| Boston Partners Global Invest, Inc. | NONE | $269,849 | $0 |
| Janus Capital Management LLC | NONE | $176,275 | $0 |
| Willis Towers Watson Us LLC | NONE | $166,141 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $141,560 | not reported in the loaded dataset |
| Mfs Institutional Advisors, Inc | NONE | $134,459 | $0 |
| Alterity Group | NONE | $38,700 | not reported in the loaded dataset |
| State Street Bank & Trust Co. | NONE | $15,464 | $0 |