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  2. PINNACLE WEST CAPITAL CORPORATION
Sponsor portfolioTH

PINNACLE WEST CAPITAL CORPORATION

EIN 86-0512431-utilities-Latest filing 2024
Plans
5
Retirement
2
$4.72B assets
Welfare
3
$16.9M premiums
Participants
44,249
PO BOX 53999 - PHOENIX, AZ 850723999602-250-3235pinnaclewest.comLinkedIn5001-10000 employeesutilities
Plans on this EIN
5 filings
#001CashBalance-$3.10B - 15,460 part#002ESOP-$1.62B - 8,163 part#504Mixed-$16.7M - 6,515 lives#530Mixed-$160K - 1,652 lives#531Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $4.72B assets / 23,623 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CORPORATION RETIREMENT PLAN (#001)66%
  • CAPITAL CORPORATION Savings (#002)34%
Total $4.72BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
66%top
  • FIDELITY INVESTMENTS INSTITUTIONAL66%
  • FID INV INST OPS CO34%
Total $4.72BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION RETIREMENT PLAN (#001)15,460
  • CAPITAL CORPORATION Savings (#002)8,163
Total 23,623Click row to drill in

Benefits portfolio analytics

3 plans / $16.9M premiums / 8,167 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$15.9M
  • Life$14.9M
  • Stop-loss$844K
  • Dental$160K
Total $16.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • EMPLOYERS DENTAL SERVICES1%
Total $16.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • WILLIS TOWERS WATSON US LLC89%
  • MARSH & MCLENNAN AGENCY LLC11%
Total $370K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN

CashBalance

Assets$3.10B
Participants15,460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PINNACLE WEST CAPITAL CORPORATION SAVINGS PLAN

ESOP

Assets$1.62B
Participants8,163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

PINNACLE WEST CAPITAL CORPORATION GROUP LIFE AND MEDICAL PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$16.7M
Covered lives6,515
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530

PINNACLE WEST CAPITAL CORPORATION GROUP WELFARE PLAN

Mixed - EMPLOYERS DENTAL SERVICES

Premiums$160K
Covered lives1,652
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#531

PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLANCashBalance$3.10B15,4602024
002PINNACLE WEST CAPITAL CORPORATION SAVINGS PLANESOP$1.62B8,1632024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504PINNACLE WEST CAPITAL CORPORATION GROUP LIFE AND MEDICAL PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$16.7M6,5152024
530PINNACLE WEST CAPITAL CORPORATION GROUP WELFARE PLANMixedEMPLOYERS DENTAL SERVICES$160K1,6522024
531PINNACLE WEST CAPITAL CORPORATION POST-65 RETIREE HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002024
Retirement plans
Welfare plans
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