Pension Plan For Employees Of Unisource Energy Services — Form 5500 plan (Tucson Electric Power Company)

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, Pension Plan For Employees Of Unisource Energy Services is a benefit plan reported by Tucson Electric Power Company under EIN 86-0062700 and plan number 004. The latest loaded filing year is 2023. The filing reports 428 participants and $41,327,402 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$41.1MPlan net assets, end of year$41,147,493
Participants428Covered participants reported
Assets / participant$96.6KComputed: assets ÷ participants$96,559 (computed)
Provider compensationNone reported
Plan sponsor
Tucson Electric Power Company
EIN
86-0062700
Plan number
004
Plan type
2
Location
Tucson, AZ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023428H20241011115727NAL0043564770001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$41.3M total assets
Net assets$41.1MLiabilities$179.9K
Money in vs. money out
Total income / additions$6.6M
Total expenses$1.9M
Benefits paid / distributions$1.7M
Contributions
Employer$1.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$41,327,402
Total liabilities (EOY)
$179,909
Net assets (EOY)
$41,147,493
Net assets (BOY)
$36,444,249

Income & contributions

Employer contributions
$1,700,000
Total contributions
$1,700,000
Total income / additions
$6,576,657

Expenses & distributions

Benefits paid
$1,742,800
Administrative expenses
$130,613
Total expenses
$1,873,413
Net increase / (decrease)
$4,703,244
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income26%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages