Retirement plan
WYETH UNION SAVINGS PLAN
PFIZER INCEIN 13-5315170Plan #017PY 2015
100 ROUTE 206 NORTH - PEAPACK, NJ 07977908-901-1135pfizer.comLinkedIn10001+ employeespharmaceuticals
Prospect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
STEVE PENNACCHIO
Signed 10/05/2016
Summary metrics
Total assets (EOY)
$65M
+26.0% from 2016
Total participants
703
+42.6% from 2016
Average account balance
$98,773
-8.1% from 2016
Annual return
0.19%
-13.18 pp from 2016
Benchmarks
Peer group
Industry32 - Manufacturing
Plan typeDefined contribution
Participants250-999
Cohort1,069 peers
Snapshot2015
92
Participant deferral / active EE
$8,583
median $2,808
63
Employer contribution / active EE
$2,188
median $1,418
47
Participation rate
86.3%
median 87.5%
84
Avg account balance
$98,773
median $49,440
87
Admin fee / account holder
$5
median $40
47
Annual return
0.19%
median 0.31%
Overall peer rank
70of 100
70th percentileavg across 6 metrics
Analytics
2015 - 2021
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$122K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
274
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
78.9%
Contributions (total)
Employer and participant dollars contributed each year
$59K
Contributions per participant
Average employer and participant contribution per enrolled participant
$10K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-88.55%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $47,460 |
THE NORTHERN TRUST CO1+ years Service code 28 · EIN 36-1561860 | Investment Management | $2,794 |
Top hat statement on fileNQDC
Filed July 27, 2011 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes2E2F2G2J2K3F3H
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2JCode section 401(k) featureCash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$4K
$11 / participant
- Other / not subdivided$4K100.0%
% of EOY assets
0.006%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- KPMG LLP
- Auditor EIN
- 135565207
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified