# Pinnacle West Capital Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/pinnacle-west-capital-corporation-860512431-531

> Pinnacle West Capital Corporation's Health & Welfare plan: 0 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:** 531

- **Total Participants:** 0

- **Total Assets:** $76.1M

## 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|0|$76.1M|$12.3M|$0|

| 2023|0|$81.8M|$11.3M|$0|

| 2022|0|$81.5M|$10.9M|$0|

## 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|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$123,508|—|$123,508|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US LLC](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:** $123,508

- **Estimated Expense Ratio:** 0.162% 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|$123,508|—|—|—|—|

| 2023|$131,206|—|—|—|—|

| 2022|$126,805|—|—|—|$126,805|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pinnacle-west-capital-corporation-860512431-531)

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