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TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 401k Plan overview

Plan NameTUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116
Plan identification number 002

TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

TUCSON ELECTRIC POWER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:TUCSON ELECTRIC POWER COMPANY
Employer identification number (EIN):860062700
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STEVE BRACAMONTE
0022016-01-01STEVE BRACAMONTE
0022015-01-01STEVE BRACAMONTE
0022014-01-01STEVE BRACAMONTE
0022013-01-01GABRIELLE CAMACHO
0022012-01-01STEVE BRACAMONTE
0022011-01-01STEVE BRACAMONTE
0022009-01-01STEVE BRACAMONTE
0022009-01-01STEVE BRACAMONTE

Plan Statistics for TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116

401k plan membership statisitcs for TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116

Measure Date Value
2022: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2022 401k membership
Market value of plan assets2022-12-31234,438,905
Acturial value of plan assets2022-12-31222,586,209
Funding target for retired participants and beneficiaries receiving payment2022-12-3195,821,537
Number of terminated vested participants2022-12-31105
Fundng target for terminated vested participants2022-12-317,457,950
Active participant vested funding target2022-12-3157,345,160
Number of active participants2022-12-31968
Total funding liabilities for active participants2022-12-3164,180,111
Total participant count2022-12-311,559
Total funding target for all participants2022-12-31167,459,598
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3129,098,375
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-311,287,759
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3127,810,616
Present value of excess contributions2022-12-311,174,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,240,761
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3130,277,418
Total employer contributions2022-12-312,550,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-312,347,893
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-315,214,953
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-312,347,893
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,549
Total number of active participants reported on line 7a of the Form 55002022-01-01919
Number of retired or separated participants receiving benefits2022-01-01422
Number of other retired or separated participants entitled to future benefits2022-01-0198
Total of all active and inactive participants2022-01-011,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0161
Total participants2022-01-011,500
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2021 401k membership
Market value of plan assets2021-12-31228,681,909
Acturial value of plan assets2021-12-31205,813,718
Funding target for retired participants and beneficiaries receiving payment2021-12-3192,810,219
Number of terminated vested participants2021-12-3189
Fundng target for terminated vested participants2021-12-316,645,464
Active participant vested funding target2021-12-3156,838,928
Number of active participants2021-12-31976
Total funding liabilities for active participants2021-12-3162,933,568
Total participant count2021-12-311,539
Total funding target for all participants2021-12-31162,389,251
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3128,653,641
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-313,983,548
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3124,670,093
Present value of excess contributions2021-12-312,269,904
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-312,677,352
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3129,098,375
Total employer contributions2021-12-311,240,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,174,074
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-314,870,667
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-311,287,759
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-311,174,074
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,376
Total number of active participants reported on line 7a of the Form 55002021-01-01968
Number of retired or separated participants receiving benefits2021-01-01424
Number of other retired or separated participants entitled to future benefits2021-01-0198
Total of all active and inactive participants2021-01-011,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0159
Total participants2021-01-011,549
2020: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2020 401k membership
Market value of plan assets2020-12-31200,762,028
Acturial value of plan assets2020-12-31190,871,766
Funding target for retired participants and beneficiaries receiving payment2020-12-3193,602,653
Number of terminated vested participants2020-12-3190
Fundng target for terminated vested participants2020-12-316,060,894
Active participant vested funding target2020-12-3157,527,747
Number of active participants2020-12-31849
Total funding liabilities for active participants2020-12-3163,740,473
Total participant count2020-12-311,404
Total funding target for all participants2020-12-31163,404,020
Balance at beginning of prior year after applicable adjustments2020-12-312,967,234
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3124,536,860
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-312,967,234
Prefunding balanced used to offset prior years funding requirement2020-12-311,042,566
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3123,494,294
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3128,653,641
Total employer contributions2020-12-313,720,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-313,437,391
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-314,958,955
Net shortfall amortization installment of oustanding balance2020-12-311,185,895
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-315,151,035
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-313,983,548
Additional cash requirement2020-12-311,167,487
Contributions allocatedtoward minimum required contributions for current year2020-12-313,437,391
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,415
Total number of active participants reported on line 7a of the Form 55002020-01-01823
Number of retired or separated participants receiving benefits2020-01-01419
Number of other retired or separated participants entitled to future benefits2020-01-0184
Total of all active and inactive participants2020-01-011,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0150
Total participants2020-01-011,376
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2019 401k membership
Market value of plan assets2019-12-31174,536,133
Acturial value of plan assets2019-12-31184,608,938
Funding target for retired participants and beneficiaries receiving payment2019-12-3190,993,366
Number of terminated vested participants2019-12-3196
Fundng target for terminated vested participants2019-12-317,612,154
Active participant vested funding target2019-12-3153,010,102
Number of active participants2019-12-31816
Total funding liabilities for active participants2019-12-3158,601,315
Total participant count2019-12-311,362
Total funding target for all participants2019-12-31157,206,835
Balance at beginning of prior year after applicable adjustments2019-12-317,172,823
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3126,155,911
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-314,009,798
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-313,163,025
Amount remaining of prefunding balance2019-12-3126,155,911
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-312,967,234
Balance of prefunding at beginning of current year2019-12-3124,536,860
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-313,983,547
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-313,983,547
Carryover balance elected to use to offset funding requirement2019-12-312,967,234
Prefunding balance elected to use to offset funding requirement2019-12-311,042,566
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,361
Total number of active participants reported on line 7a of the Form 55002019-01-01857
Number of retired or separated participants receiving benefits2019-01-01420
Number of other retired or separated participants entitled to future benefits2019-01-0192
Total of all active and inactive participants2019-01-011,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0146
Total participants2019-01-011,415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2018 401k membership
Market value of plan assets2018-12-31198,691,154
Acturial value of plan assets2018-12-31186,016,005
Funding target for retired participants and beneficiaries receiving payment2018-12-3181,452,851
Number of terminated vested participants2018-12-3193
Fundng target for terminated vested participants2018-12-316,325,943
Active participant vested funding target2018-12-3159,370,490
Number of active participants2018-12-31857
Total funding liabilities for active participants2018-12-3165,975,397
Total participant count2018-12-311,368
Total funding target for all participants2018-12-31153,754,191
Balance at beginning of prior year after applicable adjustments2018-12-316,142,693
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3122,399,513
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-316,142,693
Amount remaining of prefunding balance2018-12-3122,399,513
Present value of excess contributions2018-12-311,463,766
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,551,153
Balance of carryovers at beginning of current year2018-12-317,172,823
Balance of prefunding at beginning of current year2018-12-3126,155,911
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-314,009,798
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,009,798
Carryover balance elected to use to offset funding requirement2018-12-314,009,798
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,431
Total number of active participants reported on line 7a of the Form 55002018-01-01822
Number of retired or separated participants receiving benefits2018-01-01403
Number of other retired or separated participants entitled to future benefits2018-01-0195
Total of all active and inactive participants2018-01-011,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0141
Total participants2018-01-011,361
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2017 401k membership
Market value of plan assets2017-12-31178,306,183
Acturial value of plan assets2017-12-31180,652,467
Funding target for retired participants and beneficiaries receiving payment2017-12-3171,788,252
Number of terminated vested participants2017-12-3191
Fundng target for terminated vested participants2017-12-315,479,993
Active participant vested funding target2017-12-3159,000,536
Number of active participants2017-12-31882
Total funding liabilities for active participants2017-12-3165,043,463
Total participant count2017-12-311,363
Total funding target for all participants2017-12-31142,311,708
Balance at beginning of prior year after applicable adjustments2017-12-315,670,353
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3120,677,110
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-315,670,353
Amount remaining of prefunding balance2017-12-3120,677,110
Present value of excess contributions2017-12-313,281,433
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,483,241
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-316,142,693
Balance of prefunding at beginning of current year2017-12-3122,399,513
Total employer contributions2017-12-311,600,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,463,766
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-313,944,380
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-311,463,766
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,357
Total number of active participants reported on line 7a of the Form 55002017-01-01882
Number of retired or separated participants receiving benefits2017-01-01413
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-011,388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0143
Total participants2017-01-011,431
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2016 401k membership
Market value of plan assets2016-12-31169,963,677
Acturial value of plan assets2016-12-31176,012,184
Funding target for retired participants and beneficiaries receiving payment2016-12-3167,294,151
Number of terminated vested participants2016-12-3196
Fundng target for terminated vested participants2016-12-315,068,486
Active participant vested funding target2016-12-3157,680,829
Number of active participants2016-12-31889
Total funding liabilities for active participants2016-12-3164,859,785
Total participant count2016-12-311,355
Total funding target for all participants2016-12-31137,222,422
Balance at beginning of prior year after applicable adjustments2016-12-315,708,026
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3120,814,486
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-315,708,026
Amount remaining of prefunding balance2016-12-3120,814,486
Present value of excess contributions2016-12-313,028,576
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-313,220,285
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-315,670,353
Balance of prefunding at beginning of current year2016-12-3120,677,110
Total employer contributions2016-12-313,592,680
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-313,281,433
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-314,150,415
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-313,281,433
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,348
Total number of active participants reported on line 7a of the Form 55002016-01-01882
Number of retired or separated participants receiving benefits2016-01-01347
Number of other retired or separated participants entitled to future benefits2016-01-0187
Total of all active and inactive participants2016-01-011,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0141
Total participants2016-01-011,357
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2015 401k membership
Total participants, beginning-of-year2015-01-011,335
Total number of active participants reported on line 7a of the Form 55002015-01-01889
Number of retired or separated participants receiving benefits2015-01-01329
Number of other retired or separated participants entitled to future benefits2015-01-0194
Total of all active and inactive participants2015-01-011,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0136
Total participants2015-01-011,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2014 401k membership
Total participants, beginning-of-year2014-01-011,108
Total number of active participants reported on line 7a of the Form 55002014-01-01893
Number of retired or separated participants receiving benefits2014-01-01311
Number of other retired or separated participants entitled to future benefits2014-01-0198
Total of all active and inactive participants2014-01-011,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0133
Total participants2014-01-011,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2013 401k membership
Total participants, beginning-of-year2013-01-011,299
Total number of active participants reported on line 7a of the Form 55002013-01-01678
Number of retired or separated participants receiving benefits2013-01-01294
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-011,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0132
Total participants2013-01-011,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2012 401k membership
Total participants, beginning-of-year2012-01-011,369
Total number of active participants reported on line 7a of the Form 55002012-01-01888
Number of retired or separated participants receiving benefits2012-01-01263
Number of other retired or separated participants entitled to future benefits2012-01-01122
Total of all active and inactive participants2012-01-011,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0126
Total participants2012-01-011,299
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2011 401k membership
Total participants, beginning-of-year2011-01-011,367
Total number of active participants reported on line 7a of the Form 55002011-01-01905
Number of retired or separated participants receiving benefits2011-01-01242
Number of other retired or separated participants entitled to future benefits2011-01-01201
Total of all active and inactive participants2011-01-011,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0121
Total participants2011-01-011,369
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2009 401k membership
Total participants, beginning-of-year2009-01-011,338
Total number of active participants reported on line 7a of the Form 55002009-01-01936
Number of retired or separated participants receiving benefits2009-01-01203
Number of other retired or separated participants entitled to future benefits2009-01-01197
Total of all active and inactive participants2009-01-011,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0117
Total participants2009-01-011,353
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116

Measure Date Value
2022 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-42,977,376
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$24,664,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$24,367,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,550,000
Value of total assets at end of year2022-12-31$166,797,522
Value of total assets at beginning of year2022-12-31$234,438,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$296,530
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$296,530
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-67,641,383
Value of net assets at end of year (total assets less liabilities)2022-12-31$166,797,522
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$234,438,905
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$164,247,522
Value of interest in master investment trust accounts at beginning of year2022-12-31$234,438,905
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$2,550,000
Employer contributions (assets) at end of year2022-12-31$2,550,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$24,367,477
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,692,908
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,030,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,842,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,240,000
Value of total assets at end of year2021-12-31$234,438,905
Value of total assets at beginning of year2021-12-31$228,776,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$187,563
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$187,563
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
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$5,662,756
Value of net assets at end of year (total assets less liabilities)2021-12-31$234,438,905
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$228,776,149
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$234,438,905
Value of interest in master investment trust accounts at beginning of year2021-12-31$225,056,149
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$1,240,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$3,720,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,842,589
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$38,784,131
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,770,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,591,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,720,000
Value of total assets at end of year2020-12-31$228,776,149
Value of total assets at beginning of year2020-12-31$200,762,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$178,318
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$178,318
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
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$28,014,121
Value of net assets at end of year (total assets less liabilities)2020-12-31$228,776,149
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$200,762,028
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$225,056,149
Value of interest in master investment trust accounts at beginning of year2020-12-31$200,762,028
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$3,720,000
Employer contributions (assets) at end of year2020-12-31$3,720,000
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,591,692
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$37,119,247
Total income from all sources (including contributions)2019-12-31$37,119,247
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,893,352
Total of all expenses incurred2019-12-31$10,893,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,282,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,282,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$200,762,028
Value of total assets at end of year2019-12-31$200,762,028
Value of total assets at beginning of year2019-12-31$174,536,133
Value of total assets at beginning of year2019-12-31$174,536,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$610,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$610,865
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)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 year2019-12-31No
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$610,865
Administrative expenses professional fees incurred2019-12-31$610,865
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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
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$26,225,895
Value of net income/loss2019-12-31$26,225,895
Value of net assets at end of year (total assets less liabilities)2019-12-31$200,762,028
Value of net assets at end of year (total assets less liabilities)2019-12-31$200,762,028
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$174,536,133
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$174,536,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$200,762,028
Value of interest in master investment trust accounts at end of year2019-12-31$200,762,028
Value of interest in master investment trust accounts at beginning of year2019-12-31$174,536,133
Value of interest in master investment trust accounts at beginning of year2019-12-31$174,536,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,282,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,282,487
Did the plan have assets held for investment2019-12-31No
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
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
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-11,876,500
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,327,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,166,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$174,536,133
Value of total assets at beginning of year2018-12-31$198,740,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$160,847
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$160,847
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-24,203,868
Value of net assets at end of year (total assets less liabilities)2018-12-31$174,536,133
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$198,740,001
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$174,536,133
Value of interest in master investment trust accounts at beginning of year2018-12-31$197,140,001
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,166,521
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$30,352,350
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,027,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,885,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,600,000
Value of total assets at end of year2017-12-31$198,740,001
Value of total assets at beginning of year2017-12-31$178,415,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$142,171
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$142,171
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
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$20,324,379
Value of net assets at end of year (total assets less liabilities)2017-12-31$198,740,001
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$178,415,622
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$197,140,001
Value of interest in master investment trust accounts at beginning of year2017-12-31$174,822,942
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$1,600,000
Employer contributions (assets) at end of year2017-12-31$1,600,000
Employer contributions (assets) at beginning of year2017-12-31$3,592,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,885,800
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$17,229,271
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,881,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,756,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,592,680
Value of total assets at end of year2016-12-31$178,415,622
Value of total assets at beginning of year2016-12-31$170,067,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$124,745
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$124,745
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
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$8,348,259
Value of net assets at end of year (total assets less liabilities)2016-12-31$178,415,622
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$170,067,363
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$174,822,942
Value of interest in master investment trust accounts at beginning of year2016-12-31$166,743,393
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$3,592,680
Employer contributions (assets) at end of year2016-12-31$3,592,680
Employer contributions (assets) at beginning of year2016-12-31$3,323,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,756,267
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$2,214,747
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,350,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,213,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,323,970
Value of total assets at end of year2015-12-31$170,067,363
Value of total assets at beginning of year2015-12-31$178,202,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$137,045
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$137,045
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,135,505
Value of net assets at end of year (total assets less liabilities)2015-12-31$170,067,363
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$178,202,868
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$166,743,393
Value of interest in master investment trust accounts at beginning of year2015-12-31$167,784,148
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$3,323,970
Employer contributions (assets) at end of year2015-12-31$3,323,970
Employer contributions (assets) at beginning of year2015-12-31$10,418,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,213,207
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$27,955,266
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,409,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,271,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,418,720
Value of total assets at end of year2014-12-31$178,202,868
Value of total assets at beginning of year2014-12-31$158,657,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$137,761
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$137,761
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$19,545,745
Value of net assets at end of year (total assets less liabilities)2014-12-31$178,202,868
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$158,657,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$167,784,148
Value of interest in master investment trust accounts at beginning of year2014-12-31$154,289,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,418,720
Employer contributions (assets) at end of year2014-12-31$10,418,720
Employer contributions (assets) at beginning of year2014-12-31$4,368,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,271,760
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$18,050,751
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,127,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,987,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,368,008
Value of total assets at end of year2013-12-31$158,657,123
Value of total assets at beginning of year2013-12-31$149,733,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$140,266
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$140,266
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,923,366
Value of net assets at end of year (total assets less liabilities)2013-12-31$158,657,123
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$149,733,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$154,289,115
Value of interest in master investment trust accounts at beginning of year2013-12-31$138,889,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,368,008
Employer contributions (assets) at end of year2013-12-31$4,368,008
Employer contributions (assets) at beginning of year2013-12-31$10,844,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,987,119
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$33,915,627
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,946,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,182,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,389,000
Value of total assets at end of year2012-12-31$149,733,757
Value of total assets at beginning of year2012-12-31$124,764,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$764,091
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$121,080
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$24,969,479
Value of net assets at end of year (total assets less liabilities)2012-12-31$149,733,757
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$124,764,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$643,011
Value of interest in master investment trust accounts at end of year2012-12-31$138,889,757
Value of interest in master investment trust accounts at beginning of year2012-12-31$121,149,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$15,389,000
Employer contributions (assets) at end of year2012-12-31$10,844,000
Employer contributions (assets) at beginning of year2012-12-31$3,615,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,182,057
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$16,904,550
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,828,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,162,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,019,000
Value of total assets at end of year2011-12-31$124,764,278
Value of total assets at beginning of year2011-12-31$114,687,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$665,064
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$70,432
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$10,076,498
Value of net assets at end of year (total assets less liabilities)2011-12-31$124,764,278
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$114,687,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$594,632
Value of interest in master investment trust accounts at end of year2011-12-31$121,149,278
Value of interest in master investment trust accounts at beginning of year2011-12-31$109,599,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,019,000
Employer contributions (assets) at end of year2011-12-31$3,615,000
Employer contributions (assets) at beginning of year2011-12-31$5,088,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,162,988
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$30,350,833
Total of all expenses incurred2010-12-31$6,111,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,439,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$17,463,000
Value of total assets at end of year2010-12-31$114,687,780
Value of total assets at beginning of year2010-12-31$90,448,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$671,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$110,137
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$46,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$24,239,678
Value of net assets at end of year (total assets less liabilities)2010-12-31$114,687,780
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$90,448,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$509,265
Value of interest in master investment trust accounts at end of year2010-12-31$109,599,780
Value of interest in master investment trust accounts at beginning of year2010-12-31$90,448,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$17,463,000
Employer contributions (assets) at end of year2010-12-31$5,088,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,439,940
Contract administrator fees2010-12-31$4,983
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116

2022: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 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 benefit arrangement - TrustYes
2021: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 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 benefit arrangement - TrustYes
2020: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 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 benefit arrangement - TrustYes
2019: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 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 benefit arrangement - TrustYes
2018: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 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 benefit arrangement - TrustYes
2017: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 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 benefit arrangement - TrustYes
2016: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 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 benefit arrangement - TrustYes
2015: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 benefit arrangement - TrustYes
2014: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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