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PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 401k Plan overview

Plan NamePINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT
Plan identification number 531

PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

PINNACLE WEST CAPITAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PINNACLE WEST CAPITAL CORPORATION
Employer identification number (EIN):860512431
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5312022-01-01
5312021-01-01
5312020-01-01
5312019-01-01
5312018-01-01
5312017-01-01MARK HAUPT
5312016-01-01MARK HAUPT
5312015-01-01BARBARA GOMEZ

Plan Statistics for 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
2022: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2022 401k membership
Total participants, beginning-of-year2022-01-013,112
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-013,158
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013,158
2021: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2021 401k membership
Total participants, beginning-of-year2021-01-013,001
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-013,112
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013,112
2020: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2020 401k membership
Total participants, beginning-of-year2020-01-012,908
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-013,001
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013,001
2019: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2019 401k membership
Total participants, beginning-of-year2019-01-012,561
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-012,908
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012,908
2018: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2018 401k membership
Total participants, beginning-of-year2018-01-012,240
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-012,561
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,561
2017: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2017 401k membership
Total participants, beginning-of-year2017-01-012,302
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-012,240
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,240
2016: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2016 401k membership
Total participants, beginning-of-year2016-01-012,174
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-012,302
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,302
2015: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2015 401k membership
Total participants, beginning-of-year2015-01-012,139
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-012,174
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,174

Financial Data on PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT

Measure Date Value
2022 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,484,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$81,516,472
Value of total assets at beginning of year2022-12-31$117,063,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$126,805
Total interest from all sources2022-12-31$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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$126,805
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$81,254,168
Value of interest in master investment trust accounts at beginning of year2022-12-31$116,789,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$10,935,140
Employer contributions (assets) at end of year2022-12-31$262,304
Employer contributions (assets) at beginning of year2022-12-31$274,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,357,389
Liabilities. Value of benefit claims payable at end of year2022-12-31$262,304
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$274,573
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,922,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$117,063,850
Value of total assets at beginning of year2021-12-31$231,389,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$123,500
Total interest from all sources2021-12-31$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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$123,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$116,789,277
Value of interest in master investment trust accounts at beginning of year2021-12-31$231,272,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,388,955
Employer contributions (assets) at end of year2021-12-31$274,573
Employer contributions (assets) at beginning of year2021-12-31$116,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,798,555
Liabilities. Value of benefit claims payable at end of year2021-12-31$274,573
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$116,577
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,196,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$231,389,302
Value of total assets at beginning of year2020-12-31$197,816,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$118,447
Total interest from all sources2020-12-31$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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$118,447
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$231,272,725
Value of interest in master investment trust accounts at beginning of year2020-12-31$197,658,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,792,946
Employer contributions (assets) at end of year2020-12-31$116,577
Employer contributions (assets) at beginning of year2020-12-31$158,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,078,501
Liabilities. Value of benefit claims payable at end of year2020-12-31$116,577
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$158,292
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,528,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$197,816,938
Value of total assets at beginning of year2019-12-31$169,304,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$104,247
Total interest from all sources2019-12-31$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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$104,247
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$197,658,646
Value of interest in master investment trust accounts at beginning of year2019-12-31$169,173,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,210,071
Employer contributions (assets) at end of year2019-12-31$158,292
Employer contributions (assets) at beginning of year2019-12-31$131,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,424,372
Liabilities. Value of benefit claims payable at end of year2019-12-31$158,292
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$131,494
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$15,941,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$169,304,949
Value of total assets at beginning of year2018-12-31$182,818,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,492
Total interest from all sources2018-12-31$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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$109,492
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$169,173,455
Value of interest in master investment trust accounts at beginning of year2018-12-31$182,701,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,892,931
Employer contributions (assets) at end of year2018-12-31$131,494
Employer contributions (assets) at beginning of year2018-12-31$116,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,831,867
Liabilities. Value of benefit claims payable at end of year2018-12-31$131,494
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$116,982
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,026,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$182,818,835
Value of total assets at beginning of year2017-12-31$175,661,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$105,175
Total interest from all sources2017-12-31$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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$105,175
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$182,701,853
Value of interest in master investment trust accounts at beginning of year2017-12-31$175,586,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,026,317
Employer contributions (assets) at end of year2017-12-31$116,982
Employer contributions (assets) at beginning of year2017-12-31$75,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,921,142
Liabilities. Value of benefit claims payable at end of year2017-12-31$116,982
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$75,123
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,242,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$175,661,268
Value of total assets at beginning of year2016-12-31$183,097,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$100,280
Total interest from all sources2016-12-31$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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$100,280
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$175,586,145
Value of interest in master investment trust accounts at beginning of year2016-12-31$183,009,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,242,909
Employer contributions (assets) at end of year2016-12-31$75,123
Employer contributions (assets) at beginning of year2016-12-31$88,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,142,629
Liabilities. Value of benefit claims payable at end of year2016-12-31$75,123
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$88,392
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-12-31133891517
2015 : PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,546,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$183,097,426
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$98,472
Total interest from all sources2015-12-31$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 year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$98,472
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$183,009,034
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,635,366
Employer contributions (assets) at end of year2015-12-31$88,392
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,448,502
Liabilities. Value of benefit claims payable at end of year2015-12-31$88,392
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517

Form 5500 Responses for PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT

2022: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes

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