# Pfizer INC Health & Welfare Plan
Source: https://planprovider.pro/companies/pfizer-inc-135315170-559

> Pfizer INC's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/empower) — 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|—|—|

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