Pfizer Savings Plan For Employees Resident In Puerto Rico — Form 5500 plan (Pbg Puerto Rico 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 Savings Plan For Employees Resident In Puerto Rico is a benefit plan reported by Pbg Puerto Rico LLC under EIN 66-0914590 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,269 participants and $385,326,556 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pbg Puerto Rico LLC
- EIN
- 66-0914590
- Plan number
- 002
- Plan type
- 2
- Location
- San Juan, PR
- Latest filing year
- 2023
- Participants
- 2,269
- End-of-year plan assets
- $385,326,556
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,269 | H, C | 20241002071125NAL0013807968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $385,326,556
- Total liabilities (EOY)
- $63,406
- Net assets (EOY)
- $385,263,150
- Net assets (BOY)
- $395,707,844
Income & contributions
- Employer contributions
- $1,913,624
- Participant contributions
- $1,502,586
- Total contributions
- $3,436,989
- Total income / additions
- $23,877,499
Expenses & distributions
- Benefits paid
- $34,207,862
- Administrative expenses
- $118,187
- Total expenses
- $34,322,193
- Net increase / (decrease)
- -$10,444,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $83,926 | $0 | 2023 |
| Invesco Trust Company | INV. MGMT | $25,573 | $0 | 2023 |
| Wellington Trust Company | INV. MGMT | $20,102 | $0 | 2023 |
| State Street Global Advisors | INV. MGMT | $13,396 | not reported in the loaded dataset | 2023 |
| Sei Investments Company | INV. MGMT | $11,420 | $0 | 2023 |
| Alliance Bernstein | INV. MGMT | $11,234 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTEE | $0 | $7,267 | 2023 |
| Jennison | INV. MGMT | $0 | $7,186 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pbg Puerto Rico LLC
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in San Juan, PR
- Fid Inv Inst Ops Co — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Sei Investments Company — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Jennison — Schedule C compensation