2023 Form 5500 filing — Pfizer Retiree Medical Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011075522NAL0021495009001) for Pfizer Retiree Medical Plan, reported by Pfizer Inc under EIN 13-5315170 and plan number 559. It reports 22,310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011075522NAL0021495009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pfizer Inc
- EIN
- 13-5315170
- Plan number
- 559
- Location
- New York, NY
- Participants
- 22,310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $642,775,195
- Total liabilities (EOY)
- $11,973,088
- Net assets (EOY)
- $630,802,107
- Employer contributions
- $145,269,526
- Participant contributions
- $47,179,209
- Total income / additions
- $288,543,045
- Benefits paid
- $194,185,759
- Administrative expenses
- $10,988,441
- Total expenses
- $205,174,200
- Net increase / (decrease)
- $83,368,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Insurance Co | NONE | $6,809,576 | not reported in the loaded dataset |
| Silverscript Insurance Company | NONE | $2,705,423 | not reported in the loaded dataset |
| United Healthcare | NONE | $965,716 | not reported in the loaded dataset |
| Horizon Healthcare Services, Inc. | NONE | $507,726 | not reported in the loaded dataset |