Pfizer Retiree Medical Plan — Form 5500 plan (Pfizer Inc)
Plain-English plan 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, Pfizer Retiree Medical Plan is a benefit plan reported by Pfizer Inc under EIN 13-5315170 and plan number 559. The latest loaded filing year is 2023. The filing reports 22,310 participants and $642,775,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pfizer Inc
- EIN
- 13-5315170
- Plan number
- 559
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 22,310
- End-of-year plan assets
- $642,775,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,310 | H, C | 20241011075522NAL0021495009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $642,775,195
- Total liabilities (EOY)
- $11,973,088
- Net assets (EOY)
- $630,802,107
- Net assets (BOY)
- $547,433,262
Income & contributions
- Employer contributions
- $145,269,526
- Participant contributions
- $47,179,209
- Total contributions
- $192,448,735
- Total income / additions
- $288,543,045
Expenses & distributions
- Benefits paid
- $194,185,759
- Administrative expenses
- $10,988,441
- Total expenses
- $205,174,200
- Net increase / (decrease)
- $83,368,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Insurance Co | NONE | $6,809,576 | not reported in the loaded dataset | 2023 |
| Silverscript Insurance Company | NONE | $2,705,423 | not reported in the loaded dataset | 2023 |
| United Healthcare | NONE | $965,716 | not reported in the loaded dataset | 2023 |
| Horizon Healthcare Services, Inc. | NONE | $507,726 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pfizer Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Prudential Insurance Co — Schedule C compensation
- Silverscript Insurance Company — Schedule C compensation
- United Healthcare — Schedule C compensation
- Horizon Healthcare Services, Inc. — Schedule C compensation