2023 Form 5500 filing — Pfizer Savings 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 20241002071125NAL0013807968001) for Pfizer Savings Plan For Employees Resident In Puerto Rico, reported by Pbg Puerto Rico LLC under EIN 66-0914590 and plan number 002. It reports 2,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002071125NAL0013807968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pbg Puerto Rico LLC
- EIN
- 66-0914590
- Plan number
- 002
- Location
- San Juan, PR
- Participants
- 2,269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $385,326,556
- Total liabilities (EOY)
- $63,406
- Net assets (EOY)
- $385,263,150
- Employer contributions
- $1,913,624
- Participant contributions
- $1,502,586
- Total income / additions
- $23,877,499
- Benefits paid
- $34,207,862
- Administrative expenses
- $118,187
- Total expenses
- $34,322,193
- Net increase / (decrease)
- -$10,444,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $83,926 | $0 |
| Invesco Trust Company | INV. MGMT | $25,573 | $0 |
| Wellington Trust Company | INV. MGMT | $20,102 | $0 |
| State Street Global Advisors | INV. MGMT | $13,396 | not reported in the loaded dataset |
| Sei Investments Company | INV. MGMT | $11,420 | $0 |
| Alliance Bernstein | INV. MGMT | $11,234 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE | $0 | $7,267 |
| Jennison | INV. MGMT | $0 | $7,186 |