Plan5500

Pinnacle West Capital Corporation Post-65 Retiree Health Reimbursement Arrangement — Form 5500 plan (Pinnacle West Capital Corporation)

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, Pinnacle West Capital Corporation Post-65 Retiree Health Reimbursement Arrangement is a benefit plan reported by Pinnacle West Capital Corporation under EIN 86-0512431 and plan number 531. The latest loaded filing year is 2023. The filing reports 3,158 participants and $81,812,449 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$81.7MPlan net assets, end of year$81,663,195
Participants3.2KCovered participants reported3,158
Assets / participant$25.9KComputed: assets ÷ participants$25,906 (computed)
Provider compensation$131.2K1 Schedule C provider row(s)$131,206
Plan sponsor
Pinnacle West Capital Corporation
EIN
86-0512431
Plan number
531
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,158H, C20241010101104NAL0011363299001
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)$81.8M total assets
Net assets$81.7MLiabilities$149.3K
Money in vs. money out
Total income / additions$14.5M
Total expenses$14M
Benefits paid / distributions$13.9M
Contributions
Employer$11.3M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$81,812,449
Total liabilities (EOY)
$149,254
Net assets (EOY)
$81,663,195
Net assets (BOY)
$81,254,168

Income & contributions

Employer contributions
$11,349,835
Total contributions
$11,349,835
Total income / additions
$14,455,203

Expenses & distributions

Benefits paid
$13,914,970
Administrative expenses
$131,206
Total expenses
$14,046,176
Net increase / (decrease)
$409,027
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 assets17%Computed ratio
Benefits paid ÷ total income96%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$131,206not reported in the loaded dataset2023

Related Form 5500 pages