# Tucson Electric Power Company Health & Welfare Plan
Source: https://planprovider.pro/companies/tucson-electric-power-company-860062700-509

> Tucson Electric Power Company's Health & Welfare plan: 875 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tucson Electric Power Company

- **Sponsor EIN:** 860062700

- **Sponsor Address:** 88 EAST BROADWAY, TUCSON, AZ, 85701

- **Plan Type:** Health & Welfare

- **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|

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