2023 Form 5500 filing — Pfizer Consolidated Pension Plan For Employees Resident In Puerto Rico
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 20241011134512NAL0038895904001) for Pfizer Consolidated Pension Plan For Employees Resident In Puerto Rico, reported by Pfizer Pharmaceuticals LLC under EIN 66-0577291 and plan number 004. It reports 8,202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134512NAL0038895904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pfizer Pharmaceuticals LLC
- EIN
- 66-0577291
- Plan number
- 004
- Location
- Canonsburg, PA
- Participants
- 8,202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $586,756,969
- Total liabilities (EOY)
- $14,645
- Net assets (EOY)
- $586,742,324
- Employer contributions
- $0
- Total income / additions
- $77,911,856
- Benefits paid
- $44,488,872
- Administrative expenses
- $2,196,808
- Total expenses
- $46,685,680
- Net increase / (decrease)
- $31,226,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | BROKERAGE | $712,749 | $0 |
| Banco Popular De Puerto Rico | TRUSTEE | $693,839 | $0 |
| Fidelity | RECORDKEEPER | $425,639 | not reported in the loaded dataset |
| Mercer | ACTUARY/CONSULTING | $293,776 | not reported in the loaded dataset |
| Bank Of America | TRUSTEE | $70,088 | not reported in the loaded dataset |