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  2. PFIZER INC
Sponsor portfolioTH

PFIZER INC

EIN 13-5315170-pharmaceuticals-Latest filing 2024
Plans
9
Retirement
2
$31.96B assets
Welfare
7
$51.5M premiums
Participants
199,504
ATTENTION US BENEFITS, 66 HUDSON BOULEVARD EAST - NEW YORK, NY 100012192212-733-2323pfizer.comLinkedIn10001+ employeespharmaceuticals
Plans on this EIN
9 filings
#002ESOP-$21.99B - 57,113 part#001TraditionalDB-$9.97B - 52,666 part#601Mixed-$37.7M - 64,713 lives#586Mixed-$6.9M - 908 lives#559Fully Insured-$5.5M - 25,966 lives#587Fully Insured-$1.4M - 127 lives#516Self Funded-0 lives#591Self Funded-0 lives#608Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $31.96B assets / 109,779 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PFIZER Savings (#002)69%
  • PFIZER CONSOLIDATED PENSION (#001)31%
Total $31.96BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PFIZER Savings (#002)57,113
  • PFIZER CONSOLIDATED PENSION (#001)52,666
Total 109,779Click row to drill in

Benefits portfolio analytics

7 plans / $51.5M premiums / 91,714 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$25.3M
  • Long-term disability$9.3M
  • Health$7.3M
  • Vision$5.3M
  • Other$2.9M
  • Dental$1.4M
  • +1 more
Total $51.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • METROPOLITAN LIFE INSURANCE COMPANY44%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK18%
  • HORIZON HEALTHCARE SERVICES, INC.13%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA11%
  • EYEMED VISION CARE10%
  • +3 more
Total $51.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • STRATEGIC EMPLOYEE BENEFIT SERVICES84%
  • MARSH & MCLENNAN AGENCY LLC16%
Total $311K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PFIZER SAVINGS PLAN

ESOP

Assets$21.99B
Participants57,113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PFIZER CONSOLIDATED PENSION PLAN

TraditionalDB

Assets$9.97B
Participants52,666
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#601

PFIZER HEALTH AND WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$37.7M
Covered lives64,713
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#586

PFIZER LEGACY RETIREE BENEFITS PLAN

Mixed - HORIZON HEALTCARE SERVICES, INC.

Premiums$6.9M
Covered lives908
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#559

PFIZER RETIREE MEDICAL PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$5.5M
Covered lives25,966
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#587

INTERNATIONAL RETIREE HEALTHCARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

PFIZER SEPARATION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#591

ROCHESTER UNION SEPARATION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#608

ARENA PHARMACEUTICALS EMPLOYEE SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PFIZER SAVINGS PLANESOP$21.99B57,1132024
001PFIZER CONSOLIDATED PENSION PLANTraditionalDB$9.97B52,6662024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
601PFIZER HEALTH AND WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$37.7M64,7132024
586PFIZER LEGACY RETIREE BENEFITS PLANMixedHORIZON HEALTCARE SERVICES, INC.$6.9M9082024
559PFIZER RETIREE MEDICAL PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$5.5M25,9662024
587INTERNATIONAL RETIREE HEALTHCARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.4M1272024
516PFIZER SEPARATION PLANSelf Funded-$002024
591ROCHESTER UNION SEPARATION PLANSelf Funded-$002024
608ARENA PHARMACEUTICALS EMPLOYEE SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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