Plan Snapshot
- Plan Sponsor: Tucson Electric Power Company
- Sponsor EIN: 860062700
- Sponsor Address: 88 EAST BROADWAY, TUCSON, AZ, 85701
- Plan Type: 401(k)
- Plan Number: 509
- Total Participants: 875
- Total Assets: $28.7M
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 | 875 | $28.7M | $4.1M | $462,004 |
| 2023 | 863 | $27.1M | $5.0M | $495,639 |
| 2022 | 855 | $23.0M | $4.5M | $438,125 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ARIZONA | Recordkeeper | $125,091 | — | $125,091 |
| STERLING CAPITAL MANAGEMENT LLC | Investment Advisor | $51,313 | — | $51,313 |
| SUNTRUST BANK | Custodian / Trustee | $21,630 | — | $21,630 |
| PREMISE HEALTH | Other Service Provider | $9,486 | — | $9,486 |
| DELTA DENTAL OF ARIZONA | Recordkeeper | $6,632 | — | $6,632 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $214,152
- Estimated Expense Ratio: 0.746% 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 | $191,029 | $51,313 | $118,086 | — | — |
| 2023 | $223,422 | $48,837 | $136,161 | — | — |
| 2022 | $241,845 | — | — | — | $241,845 |