PINNACLE WEST CAPITAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT
401k plan membership statisitcs for PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT
Measure | Date | Value |
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2022 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $262,304 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $274,573 |
Total income from all sources (including contributions) | 2022-12-31 | $-22,050,915 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $13,484,194 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $13,357,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,935,140 |
Value of total assets at end of year | 2022-12-31 | $81,516,472 |
Value of total assets at beginning of year | 2022-12-31 | $117,063,850 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $126,805 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $126,805 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-35,535,109 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $81,254,168 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $116,789,277 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $81,254,168 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $116,789,277 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $10,935,140 |
Employer contributions (assets) at end of year | 2022-12-31 | $262,304 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $274,573 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $13,357,389 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $262,304 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $274,573 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2022-12-31 | 133891517 |
2021 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $105,852,152 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $274,573 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $116,577 |
Total income from all sources (including contributions) | 2021-12-31 | $4,290,759 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $12,922,055 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $12,798,555 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $10,388,955 |
Value of total assets at end of year | 2021-12-31 | $117,063,850 |
Value of total assets at beginning of year | 2021-12-31 | $231,389,302 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $123,500 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $123,500 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-8,631,296 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $116,789,277 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $231,272,725 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $116,789,277 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $231,272,725 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $10,388,955 |
Employer contributions (assets) at end of year | 2021-12-31 | $274,573 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $116,577 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $12,798,555 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $274,573 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $116,577 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2021-12-31 | 133891517 |
2020 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $116,577 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $158,292 |
Total income from all sources (including contributions) | 2020-12-31 | $45,811,027 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $12,196,948 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $12,078,501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $9,792,946 |
Value of total assets at end of year | 2020-12-31 | $231,389,302 |
Value of total assets at beginning of year | 2020-12-31 | $197,816,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $118,447 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $118,447 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $33,614,079 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $231,272,725 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $197,658,646 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $231,272,725 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $197,658,646 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $9,792,946 |
Employer contributions (assets) at end of year | 2020-12-31 | $116,577 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $158,292 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $12,078,501 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $116,577 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $158,292 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2020-12-31 | 133891517 |
2019 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $158,292 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $131,494 |
Total income from all sources (including contributions) | 2019-12-31 | $40,013,810 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $11,528,619 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,424,372 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $9,210,071 |
Value of total assets at end of year | 2019-12-31 | $197,816,938 |
Value of total assets at beginning of year | 2019-12-31 | $169,304,949 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $104,247 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $104,247 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $28,485,191 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $197,658,646 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $169,173,455 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $197,658,646 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $169,173,455 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $9,210,071 |
Employer contributions (assets) at end of year | 2019-12-31 | $158,292 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $131,494 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,424,372 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $158,292 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $131,494 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2019-12-31 | 133891517 |
2018 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $131,494 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $116,982 |
Total income from all sources (including contributions) | 2018-12-31 | $2,412,961 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $15,941,359 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $15,831,867 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,892,931 |
Value of total assets at end of year | 2018-12-31 | $169,304,949 |
Value of total assets at beginning of year | 2018-12-31 | $182,818,835 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $109,492 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $109,492 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-13,528,398 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $169,173,455 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $182,701,853 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $169,173,455 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $182,701,853 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $8,892,931 |
Employer contributions (assets) at end of year | 2018-12-31 | $131,494 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $116,982 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $15,831,867 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $131,494 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $116,982 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2018-12-31 | 133891517 |
2017 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $16,511,586 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $116,982 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $75,123 |
Total income from all sources (including contributions) | 2017-12-31 | $31,653,611 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $8,026,317 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,921,142 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $8,026,317 |
Value of total assets at end of year | 2017-12-31 | $182,818,835 |
Value of total assets at beginning of year | 2017-12-31 | $175,661,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $105,175 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $105,175 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $23,627,294 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $182,701,853 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $175,586,145 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $182,701,853 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $175,586,145 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $8,026,317 |
Employer contributions (assets) at end of year | 2017-12-31 | $116,982 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $75,123 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,921,142 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $116,982 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $75,123 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2017-12-31 | 133891517 |
2016 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $20,085,943 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $75,123 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $88,392 |
Total income from all sources (including contributions) | 2016-12-31 | $19,905,963 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $7,242,909 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $7,142,629 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $7,242,909 |
Value of total assets at end of year | 2016-12-31 | $175,661,268 |
Value of total assets at beginning of year | 2016-12-31 | $183,097,426 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $100,280 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $100,280 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $12,663,054 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $175,586,145 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $183,009,034 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $175,586,145 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $183,009,034 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $7,242,909 |
Employer contributions (assets) at end of year | 2016-12-31 | $75,123 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $88,392 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,142,629 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $75,123 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $88,392 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2016-12-31 | 133891517 |
2015 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $182,920,642 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $88,392 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $6,635,366 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $6,546,974 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $6,448,502 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,635,366 |
Value of total assets at end of year | 2015-12-31 | $183,097,426 |
Value of total assets at beginning of year | 2015-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $98,472 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $98,472 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $88,392 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $183,009,034 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $183,009,034 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $6,635,366 |
Employer contributions (assets) at end of year | 2015-12-31 | $88,392 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,448,502 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $88,392 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2015-12-31 | 133891517 |