Tucson Electric Power Company 401k — 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, Tucson Electric Power Company 401k is a benefit plan reported by Tucson Electric Power Company under EIN 86-0062700 and plan number 007. The latest loaded filing year is 2023. The filing reports 2,358 participants and $442,967,505 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tucson Electric Power Company
EIN
86-0062700
Plan number
007
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
2,358
End-of-year plan assets
$442,967,505

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,358H, C20240612133652NAL0029335089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$442,967,505
Total liabilities (EOY)
$68
Net assets (EOY)
$442,967,437
Net assets (BOY)
$361,596,210

Income & contributions

Employer contributions
$8,668,186
Participant contributions
$20,306,189
Total contributions
$30,141,251
Total income / additions
$108,668,641

Expenses & distributions

Benefits paid
$27,033,623
Administrative expenses
$263,791
Total expenses
$27,297,414
Net increase / (decrease)
$81,371,227

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$139,101not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$126,012$02023

Related Form 5500 pages