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Sponsor portfolioTH

TUCSON ELECTRIC POWER COMPANY

EIN 86-0062700-utilities-Latest filing 2024
Plans
6
Retirement
4
$1.00B assets
Welfare
2
$5.9M premiums
Participants
8,806
88 EAST BROADWAY, MAIL STOP HQE202 - TUCSON, AZ 85702520-571-4111tep.comLinkedIn1001-5000 employeesutilities
Plans on this EIN
6 filings
#007401k-$518.6M - 2,470 part#001TraditionalDB-$267.4M - 1,395 part#002TraditionalDB-$175.5M - 1,568 part#004TraditionalDB-$41.8M - 436 part#501Fully Insured-$5.1M - 5,768 lives#509Mixed-$843K - 5,768 lives

Retirement portfolio analytics

4 plans aggregated / $1.00B assets / 5,869 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • POWER COMPANY 401K (#007)52%
  • EMPLOYEES RETIREMENT PLAN (#001)27%
  • I.B.E.W LOCAL 1116 (#002)17%
  • UNISOURCE ENERGY SERVICES (#004)4%
Total $1.00BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • POWER COMPANY 401K (#007)2,470
  • I.B.E.W LOCAL 1116 (#002)1,568
  • EMPLOYEES RETIREMENT PLAN (#001)1,395
  • UNISOURCE ENERGY SERVICES (#004)436
Total 5,869Click row to drill in

Benefits portfolio analytics

2 plans / $5.9M premiums / 11,536 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.0M
  • Life$3.2M
  • Long-term disability$3.2M
  • Health$1.5M
  • Stop-loss$1.5M
  • Vision$409K
  • +2 more
Total $5.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • HARTFORD LIFE AND ACCIDENT54%
  • BLUE CROSS OF CALIFORNIA26%
  • UNITED HEALTHCARE INSURANCE COMPANY12%
  • VISION SERVICE PLAN7%
  • INTEGRATED BEHAVIORAL HEALTH1%
  • +1 more
Total $5.9M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $84K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

TUCSON ELECTRIC POWER COMPANY 401K

401k

Assets$518.6M
Participants2,470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$267.4M
Participants1,395
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

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

TraditionalDB

Assets$175.5M
Participants1,568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PENSION PLAN FOR EMPLOYEES OF UNISOURCE ENERGY SERVICES

TraditionalDB

Assets$41.8M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE GROUP INSURANCE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$5.1M
Covered lives5,768
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

TUCSON ELECTRIC POWER COMPANY RETIREE WELFARE PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$843K
Covered lives5,768
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
007TUCSON ELECTRIC POWER COMPANY 401K401k$518.6M2,4702024
001TUCSON ELECTRIC POWER COMPANY SALARIED EMPLOYEES RETIREMENT PLANTraditionalDB$267.4M1,3952024
002TUCSON ELECTRIC POWER COMPANY PENSION TRUST PLAN FOR EMPLOYEES REPRESENTED BY I.B.E.W LOCAL 1116TraditionalDB$175.5M1,5682024
004PENSION PLAN FOR EMPLOYEES OF UNISOURCE ENERGY SERVICESTraditionalDB$41.8M4362024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE GROUP INSURANCE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$5.1M5,7682024
509TUCSON ELECTRIC POWER COMPANY RETIREE WELFARE PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$843K5,7682024
Retirement plans
Welfare plans
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