Plan Snapshot
- Plan Sponsor: Pfizer INC
- Sponsor EIN: 135315170
- Sponsor Address: ATTENTION GBS, CORE HR SERVICES, TAMPA, FL, 33602
- Plan Type: Health & Welfare
- Plan Number: 559
- Total Participants: 0
- Total Assets: $745.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $745.3M | $142.7M | $57.1M |
| 2023 | 0 | $642.8M | $145.3M | $47.2M |
| 2022 | 0 | $590.5M | $98.3M | $69.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE CO | Recordkeeper | $6,913,098 | — | $6,913,098 |
| SILVERSCRIPT INSURANCE COMPANY | Other Service Provider | $3,466,522 | — | $3,466,522 |
| UNITED HEALTHCARE | Other Service Provider | $872,149 | — | $872,149 |
| HORIZON HEALTHCARE SERVICES, INC. | Other Service Provider | $512,726 | — | $512,726 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,764,495
- Estimated Expense Ratio: 1.579% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $11,764,495 | $2,550,800 | $5,416,621 | — | — |
| 2023 | $10,988,441 | — | $10,988,441 | — | — |
| 2022 | $10,583,663 | — | $10,583,663 | — | — |