Retirement plan
WYETH COORDINATED BARGAINING RETIREMENT PLAN-US
PFIZER INCEIN 13-5315170Plan #019PY 2017
100 ROUTE 206 NORTH - PEAPACK, NJ 07977908-901-1135pfizer.comLinkedIn10001+ employeespharmaceuticals
Prospect flagsHigh retiree %Wind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
STEPHEN PENNACCHIO
Signed 10/11/2018
Plan administrator entity
TRUSTEES OF THE WYETH COORDINATED BARGAINING RETIREMENT PLAN
EIN 611732385
(908) 901-8000Summary metrics
Total assets (EOY)
$136.4M
+10.5% from 2016
Total participants
3,580
+7.3% from 2016
Average account balance
$0
No prior year
Annual return
10.98%
-7.39 pp from 2016
Benchmarks
Peer group
Industry32 - Manufacturing
Plan typeDefined benefit
Participants25-99
Cohort314 peers
Snapshot2017
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $6,787
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $32,279
0
Admin fee / account holder
$0
median $397
44
Annual return
10.98%
median 11.32%
Overall peer rank
44of 100
44th 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 2018-09-20
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 codes1B3F3H
Plan features
- 1BBenefits are primarily flat dollarBenefits are primarily a flat dollar amount (including a dollar amount per year of service).
- 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
2 tripped
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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