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Original filing (PDF)20251006091004NAL0008521522001
PFIZER INC
Form 5500
FILING_RECEIVED
PFIZER RETIREE MEDICAL PLAN
Health & welfare plan
Signals · 2
98% in single holding~158 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$745.3M
Net assets (EOY)
$720.6M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Prudential Insurance Company of America Trust Owned Life Insurance Jennison Active Balanced Fund Pooled separate account" is 98% of plan.
- 158 bps in Schedule C fees — 2531% above peer band of 6 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PFIZER INC.
Plan sponsor
Name
PFIZER INC
EIN
13-5315170
Address
ATTENTION GBS, CORE HR SERVICES · 2002 N TAMPA STREET · TAMPA, FL · 33602
Phone
(212) 733-2323
Industry
Manufacturingsee all
Plan administrator
Name
PFIZER INC.
EIN
13-5315170
City
TAMPA, FL
Phone
(212) 733-2323
Plan characteristics
Plan number
559
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Welfare benefit codes
4A · Health (other than dental or vision)
4E · Vision
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE CO | 22-1211670 | — | NONE | $6.9M | — |
| SILVERSCRIPT INSURANCE COMPANY | 20-2833904 | — | NONE | $3.5M | — |
| UNITED HEALTHCARE | 36-2739571 | — | NONE | $872K | — |
| HORIZON HEALTHCARE SERVICES, INC. | 22-0999690 | — | NONE | $513K | — |
Investments
1 direct security · 1 pooled fund· $736.3M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$723.9M
1 holding
Uncategorized
$12.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DOMESTIC BALANCED ACCOUNT PRUDENTIAL ASSET MANAGEMENT COMPANY · EIN 22-1211670 / PN 904 | Pooled Separate Account | — | $330.1M | $723.9M | 97.1% | |
| Federated Hermes Government Obligation Premium Shares Money market fund | — | — | $12.4M | $12.4M | 1.7% |