PlanOptica
Retirement plan

HOSPIRA 401(K) RETIREMENT SAVINGS PLAN

PFIZER INCEIN 13-5315170Plan #023PY 2018
Sign in to saveView 5500 PDF
ATTN US BENEFITS 100 ROUTE, 206 NORTH - PEAPACK, NJ 07977908-901-8000pfizer.comLinkedIn10001+ employeespharmaceuticals
Other plans on this EIN
8 filings
#002Retirement-$14.07B assets#001Retirement-$12.28B assets#019Retirement-$109.4M assets#017Retirement-$32.7M assets#027Retirement-$1.1M assets#021Retirement--#026Retirement--#012Retirement--
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
STEPHEN PENNACCHIO
Signed 10/05/2018
(908) 901-8000
Plan administrator entity
THE SAVINGS PLAN COMMITTEE
EIN 132875255
How to read this page

Summary metrics

Total assets (EOY)
$0
-0.3% from 2016
Total participants
0
+10.2% from 2016
Average account balance
$0
-9.6% from 2016
Annual return
-98.95%
-2.54 pp from 2016

Benchmarks

See 8,254 peers
Peer group
Industry32 - Manufacturing
Plan typeDefined contribution
Participants<25
Cohort8,254 peers
Snapshot2018
Participant deferral / active EE
$0
median $2,927
Employer contribution / active EE
$0
median $1,459
Participation rate
0.0%
median 88.2%
Avg account balance
$0
median $55,989
Admin fee / account holder
$0
median $760
Annual return
-98.95%
median -5.79%
Overall peer rank
2nd percentileavg across 6 metrics

Analytics

2015 - 2018
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$109.5M
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
26
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
$60.45M
Contributions per participant
Average employer and participant contribution per enrolled participant
$12K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-98.95%
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
ProviderService typeCompensation
MORNINGSTAR4+ years
Service code 26
22 WEST WASHINGTON STREET · CHICAGO, IL 60602
Advisory (Participants)
$20,455
T ROWE PRICE RPS INC4+ years
Service code 15
100 EAST PRATT STREET · BALTIMORE, MD 21202
Recordkeeping
$8,562

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 codes2E2F2G2J2K2R2S2T3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants 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.
  • 2J
    Code section 401(k) feature
    Cash 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.
  • 2K
    Code section 401(m) arrangement
    Employee 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.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 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

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • 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.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
KPMG LLP
Auditor EIN
135565207
Audit fees
(not subdivided)
Opinion code
Disclaimer