Pfizer Consolidated Pension Plan For Employees Resident In Puerto Rico — Form 5500 plan (Pfizer Pharmaceuticals LLC)
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 Consolidated Pension Plan For Employees Resident In Puerto Rico is a benefit plan reported by Pfizer Pharmaceuticals LLC under EIN 66-0577291 and plan number 004. The latest loaded filing year is 2023. The filing reports 8,202 participants and $586,756,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pfizer Pharmaceuticals LLC
- EIN
- 66-0577291
- Plan number
- 004
- Plan type
- 2
- Location
- Canonsburg, PA
- Latest filing year
- 2023
- Participants
- 8,202
- End-of-year plan assets
- $586,756,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,202 | H, C | 20241011134512NAL0038895904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $586,756,969
- Total liabilities (EOY)
- $14,645
- Net assets (EOY)
- $586,742,324
- Net assets (BOY)
- $555,516,148
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $77,911,856
Expenses & distributions
- Benefits paid
- $44,488,872
- Administrative expenses
- $2,196,808
- Total expenses
- $46,685,680
- Net increase / (decrease)
- $31,226,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | BROKERAGE | $712,749 | $0 | 2023 |
| Banco Popular De Puerto Rico | TRUSTEE | $693,839 | $0 | 2023 |
| Fidelity | RECORDKEEPER | $425,639 | not reported in the loaded dataset | 2023 |
| Mercer | ACTUARY/CONSULTING | $293,776 | not reported in the loaded dataset | 2023 |
| Bank Of America | TRUSTEE | $70,088 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pfizer Pharmaceuticals LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Canonsburg, PA
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Banco Popular De Puerto Rico — Schedule C compensation
- Fidelity — Schedule C compensation
- Mercer — Schedule C compensation
- Bank Of America — Schedule C compensation