2023 Form 5500 filing — Tucson Electric Power Company Retiree Welfare 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 20241011121113NAL0010901955001) for Tucson Electric Power Company Retiree Welfare Plan, reported by Tucson Electric Power Company under EIN 86-0062700 and plan number 509. It reports 855 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121113NAL0010901955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tucson Electric Power Company
- EIN
- 86-0062700
- Plan number
- 509
- Location
- Tucson, AZ
- Participants
- 855
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,084,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,084,628
- Employer contributions
- $5,020,839
- Participant contributions
- $495,639
- Total income / additions
- $9,161,620
- Benefits paid
- $4,834,496
- Administrative expenses
- $223,422
- Total expenses
- $5,057,918
- Net increase / (decrease)
- $4,103,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Arizona | CLAIMS ADMINISTRATOR | $143,843 | not reported in the loaded dataset |
| Sterling Capital Management LLC | INVESTMENT MANAGEMENT | $48,837 | not reported in the loaded dataset |
| Suntrust Bank | TRUSTEE SERVICES | $38,424 | not reported in the loaded dataset |
| Premise Health | CLINIC ADMIN | $11,972 | not reported in the loaded dataset |
| Delta Dental Of Arizona | CLAIMS ADMINISTRATOR | $7,614 | not reported in the loaded dataset |