# Pinnacle West Capital Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/pinnacle-west-capital-corporation-860512431-504

> Pinnacle West Capital Corporation's Health & Welfare plan: 6,385 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pinnacle West Capital Corporation

- **Sponsor EIN:** 860512431

- **Sponsor Address:** PO BOX 53999, PHOENIX, AZ, 850723999

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 6,385

- **Total Assets:** $433.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6,385|$433.6M|$89.5M|$33.9M|

| 2023|6,112|$443.2M|$82.6M|$32.4M|

| 2022|5,861|$441.9M|$84.9M|$30.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CIGNA HEALTH & LIFE INS. CO.|Other Service Provider|$3,189,376|—|$3,189,376|

| MEDCO HEALTH SOLUTIONS|Other Service Provider|$998,197|—|$998,197|

| FIDELITY INVESTMENTS|Recordkeeper|$146,379|—|$146,379|

| NISA INVESTMENT ADVISORS LLC|Other Service Provider|$94,833|—|$94,833|

| VISION SERVICE PLAN|Other Service Provider|$39,936|—|$39,936|

| BNY MELLON ASSET MGMT NORTH AMERICA|Other Service Provider|$34,688|—|$34,688|

| WILLIS TOWERS WATSON|Recordkeeper|$5,181|—|$5,181|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,508,590

- **Estimated Expense Ratio:** 1.040% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,815,417|$129,521|$4,376,154|—|—|

| 2023|$7,130,313|$120,225|$4,305,032|—|—|

| 2022|$6,919,194|$141,978|$4,229,100|—|$125,155|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pinnacle-west-capital-corporation-860512431-504)

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