PlanOptica
Retirement plan

WYETH COORDINATED BARGAINING RETIREMENT PLAN-US

PFIZER INCEIN 13-5315170Plan #019PY 2016
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100 ROUTE 206 NORTH - PEAPACK, NJ 07977908-901-1135pfizer.comLinkedIn10001+ employeespharmaceuticals
Other plans on this EIN
8 filings
#001Retirement-$12.49B assets#002Retirement-$11.60B assets#023Retirement-$1.38B assets#021Retirement-$325.8M assets#017Retirement-$51.6M assets#025Retirement-$11.4M assets#024Retirement--#012Retirement--
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(908) 901-1135
Plan administrator signer
STEPHEN PENNACCHIO
Signed 10/14/2017
Plan administrator entity
TRUSTEES OF THE WYETH COORDINATED BARGAINING RETIREMENT PLAN
EIN 611732385
(908) 901-8000
How to read this page

Summary metrics

Total assets (EOY)
$148.9M
+10.5% from 2016
Total participants
3,909
+7.3% from 2016
Average account balance
$0
No prior year
Annual return
6.13%
-7.39 pp from 2016

Benchmarks

See 346 peers
Peer group
Industry32 - Manufacturing
Plan typeDefined benefit
Participants25-99
Cohort346 peers
Snapshot2016
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$154,639
median $6,628
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $19,548
Admin fee / account holder
$0
median $129
Annual return
6.13%
median 5.32%
Overall peer rank
71st percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$35K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,223
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$15.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$536K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-90.81%
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

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

ANDREA I. KANE

MERCER
Enrollment #1704952
1166 AVENUE OF THE AMERICAS
NEW YORK, NY 10036
(212) 345-7000
Signed 2017-09-18

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.

Open the filing PDF

Plan features & details

Pension benefit codes1B3F3H
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

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