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Original filing (PDF)20251006090643NAL0003188481001
PFIZER INC
Form 5500
FILING_RECEIVED
PFIZER LEGACY RETIREE BENEFITS PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
586
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)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | CONTRACT ADMINISTRATOR | $290K | — |
| UNITED HEALTHCARE | 36-2739571 | — | CONTRACT ADMINISTRATOR | $152K | — |
| HORIZON HEALTHCARE SERVICES, INC. | 22-0999690 | — | CONTRACT ADMINISTRATOR | $55K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.