# Trico Electric Cooperative INC Health & Welfare Plan
Source: https://planprovider.pro/companies/trico-electric-cooperative-inc-860082366-501

> Trico Electric Cooperative INC's Health & Welfare plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trico Electric Cooperative INC

- **Sponsor EIN:** 860082366

- **Sponsor Address:** PO BOX 930, MARANA, AZ, 85653

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 121

- **Total Assets:** $0

## 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|121|$0|$0|$0|

| 2023|132|$0|$0|$0|

| 2022|120|$0|$0|$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|

| UNITED HEALTHCARE SERVICES|Other Service Provider|$121,526|—|$121,526|

| CBIZ BENEFITS & INS SERVICES INC|Investment Advisor|$57,630|—|$57,630|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $179,156

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Salt River Valley Water Users Association](https://planprovider.pro/companies/salt-river-valley-water-users-association-401k-plan) — 6,108 participants

- [Salt River Valley Water Users Association](https://planprovider.pro/companies/salt-river-valley-water-users-association-plan-335) — 5,246 participants

- [Liberty Utilities Service Corp.](https://planprovider.pro/companies/liberty-utilities-service-corp-401k-plan) — 2,462 participants

- [Liberty Utilities Co.](https://planprovider.pro/companies/liberty-utilities-co-274444001-501) — 2,430 participants

- [Tucson Electric Power Company](https://planprovider.pro/companies/tucson-electric-power-company-860062700-501) — 2,045 participants

- [Tucson Electric Power Company](https://planprovider.pro/companies/tucson-electric-power-company-plan-002) — 945 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trico-electric-cooperative-inc-860082366-501)

© 2026 PlanProvider.Pro