Find an old Tucson Electric Power 401(k)
Tucson Electric Power Company 401k
Tucson Electric Power Company · Plan 007 · EIN 86-0062700 · Tucson, AZ
| Plan administrator | Tucson Electric Power Company PO Box 711, Tucson, AZ 85702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 368 separated participants still had money in the plan | Form 5500 ↗ |
Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116
Tucson Electric Power Company · Plan 002 · EIN 86-0062700 · Tucson, AZ
| Plan administrator | Tucson Electric Power Company 88 East Broadway, Mail Stop Hqe202, Tucson, AZ 85701 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 111 separated participants still had money in the plan | Form 5500 ↗ |
Tucson Electric Power Company Salaried Employees Retirement Plan
Tucson Electric Power Company · Plan 001 · EIN 86-0062700 · Tucson, AZ
| Plan administrator | Tucson Electric Power Company 88 East Broadway, Mail Stop Hqe202, Tucson, AZ 85701 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 120 separated participants still had money in the plan | Form 5500 ↗ |
Pension Plan for Employees of Unisource Energy Services
Tucson Electric Power Company · Plan 004 · EIN 86-0062700 · Tucson, AZ
| Plan administrator | Tucson Electric Power Company 88 East Broadway, Mail Stop Hqe202, Tucson, AZ 85701 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 79 separated participants still had money in the plan | Form 5500 ↗ |
Tucson Electric Power 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Tucson Electric Power 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Tucson Electric Power Company, (520) 571-4000. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Tucson Electric Power 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (520) 571-4000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Tucson Electric Power and does not hold accounts. Not financial advice. Report a correction