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PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 401k Plan overview

Plan NamePFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO
Plan identification number 004

PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

PFIZER PHARMACEUTICALS LLC has sponsored the creation of one or more 401k plans.

Company Name:PFIZER PHARMACEUTICALS LLC
Employer identification number (EIN):660577291
NAIC Classification:325410

Additional information about PFIZER PHARMACEUTICALS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3110927

More information about PFIZER PHARMACEUTICALS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042019-01-01
0042018-01-01
0042017-01-01STEPHEN PENNACCHIO
0042016-01-01STEPHEN PENNACCHIO
0042015-01-01STEVE PENNACCHIO
0042014-01-01STEPHEN PENNACCHIO
0042013-01-01STEPHEN PENNACCHIO
0042012-01-01STEPHEN PENNACCHIO
0042011-01-01ROXANNE LAGANO ROXANNE LAGANO2012-10-15
0042009-01-01ROXANNE LAGANO
0042009-01-01ROXANNE LAGANO

Plan Statistics for PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO

401k plan membership statisitcs for PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO

Measure Date Value
2022: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2022 401k membership
Market value of plan assets2022-12-31714,358,835
Acturial value of plan assets2022-12-31680,858,800
Funding target for retired participants and beneficiaries receiving payment2022-12-31341,486,563
Number of terminated vested participants2022-12-314,240
Fundng target for terminated vested participants2022-12-31244,502,776
Active participant vested funding target2022-12-3194,854,544
Number of active participants2022-12-31743
Total funding liabilities for active participants2022-12-31104,602,888
Total participant count2022-12-318,334
Total funding target for all participants2022-12-31690,592,227
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3122,405,367
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3122,405,367
Present value of excess contributions2022-12-3110,927,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3111,541,883
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3125,044,719
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31700,000
Net shortfall amortization installment of oustanding balance2022-12-3134,778,146
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-314,855,444
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-314,855,444
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-018,332
Total number of active participants reported on line 7a of the Form 55002022-01-01714
Number of retired or separated participants receiving benefits2022-01-013,215
Number of other retired or separated participants entitled to future benefits2022-01-013,949
Total of all active and inactive participants2022-01-017,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01324
Total participants2022-01-018,202
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2021 401k membership
Market value of plan assets2021-12-31714,665,518
Acturial value of plan assets2021-12-31662,578,307
Funding target for retired participants and beneficiaries receiving payment2021-12-31323,788,780
Number of terminated vested participants2021-12-314,552
Fundng target for terminated vested participants2021-12-31266,943,969
Active participant vested funding target2021-12-3196,920,407
Number of active participants2021-12-31780
Total funding liabilities for active participants2021-12-31107,078,864
Total participant count2021-12-318,619
Total funding target for all participants2021-12-31697,811,613
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3111,481,117
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3111,481,117
Present value of excess contributions2021-12-319,247,169
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-319,780,731
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-319,780,731
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3122,405,367
Total employer contributions2021-12-3118,434,493
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3117,778,497
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31850,000
Net shortfall amortization installment of oustanding balance2021-12-3157,638,673
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-316,850,753
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-316,850,753
Contributions allocatedtoward minimum required contributions for current year2021-12-3117,778,497
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-018,636
Total number of active participants reported on line 7a of the Form 55002021-01-01743
Number of retired or separated participants receiving benefits2021-01-013,129
Number of other retired or separated participants entitled to future benefits2021-01-014,169
Total of all active and inactive participants2021-01-018,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01291
Total participants2021-01-018,332
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2020 401k membership
Market value of plan assets2020-12-31713,700,573
Acturial value of plan assets2020-12-31669,938,364
Funding target for retired participants and beneficiaries receiving payment2020-12-31310,945,764
Number of terminated vested participants2020-12-314,674
Fundng target for terminated vested participants2020-12-31242,644,545
Active participant vested funding target2020-12-31139,575,405
Number of active participants2020-12-311,072
Total funding liabilities for active participants2020-12-31153,519,446
Total participant count2020-12-318,920
Total funding target for all participants2020-12-31707,109,755
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,321,757
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,321,757
Present value of excess contributions2020-12-319,333,900
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-319,856,439
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-319,856,439
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3111,481,117
Total employer contributions2020-12-3116,067,638
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3115,194,318
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,000,000
Net shortfall amortization installment of oustanding balance2020-12-3148,652,508
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-315,947,149
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-315,947,149
Contributions allocatedtoward minimum required contributions for current year2020-12-3115,194,318
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-018,919
Total number of active participants reported on line 7a of the Form 55002020-01-01785
Number of retired or separated participants receiving benefits2020-01-013,071
Number of other retired or separated participants entitled to future benefits2020-01-014,523
Total of all active and inactive participants2020-01-018,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01257
Total participants2020-01-018,636
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2019 401k membership
Market value of plan assets2019-12-31573,258,067
Acturial value of plan assets2019-12-31606,627,360
Funding target for retired participants and beneficiaries receiving payment2019-12-31273,966,582
Number of terminated vested participants2019-12-314,307
Fundng target for terminated vested participants2019-12-31213,293,111
Active participant vested funding target2019-12-31187,583,513
Number of active participants2019-12-311,565
Total funding liabilities for active participants2019-12-31209,769,730
Total participant count2019-12-318,643
Total funding target for all participants2019-12-31697,029,423
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3113,756,704
Prefunding balanced used to offset prior years funding requirement2019-12-3113,571,676
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31185,028
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31174,222
Total employer contributions2019-12-3113,571,676
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3113,094,644
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,416,000
Net shortfall amortization installment of oustanding balance2019-12-3190,576,285
Total funding amount beforereflecting carryover/prefunding balances2019-12-3119,991,829
Additional cash requirement2019-12-3119,991,829
Contributions allocatedtoward minimum required contributions for current year2019-12-3113,094,644
Unpaid minimum required contributions for current year2019-12-316,897,185
Unpaid minimum required contributions for all years2019-12-316,897,185
Total participants, beginning-of-year2019-01-018,642
Total number of active participants reported on line 7a of the Form 55002019-01-011,072
Number of retired or separated participants receiving benefits2019-01-012,968
Number of other retired or separated participants entitled to future benefits2019-01-014,620
Total of all active and inactive participants2019-01-018,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01259
Total participants2019-01-018,919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2018 401k membership
Market value of plan assets2018-12-31651,793,185
Acturial value of plan assets2018-12-31612,134,383
Funding target for retired participants and beneficiaries receiving payment2018-12-31261,154,115
Number of terminated vested participants2018-12-314,495
Fundng target for terminated vested participants2018-12-31206,638,494
Active participant vested funding target2018-12-31181,986,506
Number of active participants2018-12-311,610
Total funding liabilities for active participants2018-12-31203,121,897
Total participant count2018-12-318,803
Total funding target for all participants2018-12-31670,914,506
Balance at beginning of prior year after applicable adjustments2018-12-3121,898,643
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3114,118,297
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-3121,898,643
Prefunding balanced used to offset prior years funding requirement2018-12-312,218,034
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3111,900,263
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3113,756,704
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31498,000
Net shortfall amortization installment of oustanding balance2018-12-3172,536,827
Total funding amount beforereflecting carryover/prefunding balances2018-12-3113,571,676
Prefunding balance elected to use to offset funding requirement2018-12-3113,571,676
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-018,802
Total number of active participants reported on line 7a of the Form 55002018-01-011,565
Number of retired or separated participants receiving benefits2018-01-012,590
Number of other retired or separated participants entitled to future benefits2018-01-014,272
Total of all active and inactive participants2018-01-018,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01215
Total participants2018-01-018,642
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2017 401k membership
Market value of plan assets2017-12-31601,059,967
Acturial value of plan assets2017-12-31607,000,157
Funding target for retired participants and beneficiaries receiving payment2017-12-31253,747,028
Number of terminated vested participants2017-12-314,682
Fundng target for terminated vested participants2017-12-31197,968,993
Active participant vested funding target2017-12-31164,389,043
Number of active participants2017-12-311,670
Total funding liabilities for active participants2017-12-31182,709,775
Total participant count2017-12-318,934
Total funding target for all participants2017-12-31634,425,796
Balance at beginning of prior year after applicable adjustments2017-12-3146,254,463
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3112,959,700
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-3111,532,339
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3134,722,124
Amount remaining of prefunding balance2017-12-3112,959,700
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-3115,927,639
Balance of carryovers at beginning of current year2017-12-3121,898,643
Balance of prefunding at beginning of current year2017-12-3114,118,297
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3113,698,663
Net shortfall amortization installment of oustanding balance2017-12-3163,442,579
Total funding amount beforereflecting carryover/prefunding balances2017-12-3124,116,677
Carryover balance elected to use to offset funding requirement2017-12-3121,898,643
Prefunding balance elected to use to offset funding requirement2017-12-312,218,034
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-018,933
Total number of active participants reported on line 7a of the Form 55002017-01-011,610
Number of retired or separated participants receiving benefits2017-01-012,533
Number of other retired or separated participants entitled to future benefits2017-01-014,463
Total of all active and inactive participants2017-01-018,606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01196
Total participants2017-01-018,802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2016 401k membership
Market value of plan assets2016-12-31595,029,494
Acturial value of plan assets2016-12-31625,439,292
Funding target for retired participants and beneficiaries receiving payment2016-12-31242,932,497
Number of terminated vested participants2016-12-314,840
Fundng target for terminated vested participants2016-12-31192,631,551
Active participant vested funding target2016-12-31146,416,595
Number of active participants2016-12-311,761
Total funding liabilities for active participants2016-12-31162,035,391
Total participant count2016-12-319,061
Total funding target for all participants2016-12-31597,599,439
Balance at beginning of prior year after applicable adjustments2016-12-3146,398,298
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3113,000,000
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3146,398,298
Amount remaining of prefunding balance2016-12-3113,000,000
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-3146,254,463
Balance of prefunding at beginning of current year2016-12-3112,959,700
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3111,532,339
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3111,532,339
Carryover balance elected to use to offset funding requirement2016-12-3111,532,339
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-019,060
Total number of active participants reported on line 7a of the Form 55002016-01-011,670
Number of retired or separated participants receiving benefits2016-01-012,431
Number of other retired or separated participants entitled to future benefits2016-01-014,654
Total of all active and inactive participants2016-01-018,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01178
Total participants2016-01-018,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2015 401k membership
Total participants, beginning-of-year2015-01-019,202
Total number of active participants reported on line 7a of the Form 55002015-01-011,761
Number of retired or separated participants receiving benefits2015-01-012,321
Number of other retired or separated participants entitled to future benefits2015-01-014,814
Total of all active and inactive participants2015-01-018,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01164
Total participants2015-01-019,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2014 401k membership
Total participants, beginning-of-year2014-01-019,445
Total number of active participants reported on line 7a of the Form 55002014-01-011,816
Number of retired or separated participants receiving benefits2014-01-012,229
Number of other retired or separated participants entitled to future benefits2014-01-014,999
Total of all active and inactive participants2014-01-019,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01158
Total participants2014-01-019,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2013 401k membership
Total participants, beginning-of-year2013-01-019,614
Total number of active participants reported on line 7a of the Form 55002013-01-011,953
Number of retired or separated participants receiving benefits2013-01-012,153
Number of other retired or separated participants entitled to future benefits2013-01-015,199
Total of all active and inactive participants2013-01-019,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01140
Total participants2013-01-019,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2012 401k membership
Total participants, beginning-of-year2012-01-019,640
Total number of active participants reported on line 7a of the Form 55002012-01-012,160
Number of retired or separated participants receiving benefits2012-01-012,041
Number of other retired or separated participants entitled to future benefits2012-01-015,283
Total of all active and inactive participants2012-01-019,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01130
Total participants2012-01-019,614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2011 401k membership
Total participants, beginning-of-year2011-01-019,818
Total number of active participants reported on line 7a of the Form 55002011-01-012,777
Number of retired or separated participants receiving benefits2011-01-011,946
Number of other retired or separated participants entitled to future benefits2011-01-014,820
Total of all active and inactive participants2011-01-019,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0197
Total participants2011-01-019,640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2009 401k membership
Total participants, beginning-of-year2009-01-011,674
Total number of active participants reported on line 7a of the Form 55002009-01-011,576
Number of retired or separated participants receiving benefits2009-01-011,276
Number of other retired or separated participants entitled to future benefits2009-01-012,722
Total of all active and inactive participants2009-01-015,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0161
Total participants2009-01-015,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO

Measure Date Value
2022 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-118,566,605
Total unrealized appreciation/depreciation of assets2022-12-31$-118,566,605
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$27,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,047
Total income from all sources (including contributions)2022-12-31$-105,851,113
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$52,973,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$50,790,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$555,543,678
Value of total assets at beginning of year2022-12-31$714,358,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,182,846
Total interest from all sources2022-12-31$262,909
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,452,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$2,182,846
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,480,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$261,680
Other income not declared elsewhere2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$27,530
Liabilities. Value of operating payables at beginning of year2022-12-31$18,047
Total non interest bearing cash at end of year2022-12-31$159,432
Total non interest bearing cash at beginning of year2022-12-31$284,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-158,824,639
Value of net assets at end of year (total assets less liabilities)2022-12-31$555,516,148
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$714,340,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$369,231,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$682,650,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$27,289,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$31,162,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$31,162,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$262,909
Asset value of US Government securities at end of year2022-12-31$79,614,704
Asset value of US Government securities at beginning of year2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$12,452,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$50,790,680
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$38,334,142
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$39,434,091
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2022-12-31251408703
2021 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$42,950,433
Total unrealized appreciation/depreciation of assets2021-12-31$42,950,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,084
Total income from all sources (including contributions)2021-12-31$91,675,538
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$92,224,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$90,322,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,434,493
Value of total assets at end of year2021-12-31$714,358,834
Value of total assets at beginning of year2021-12-31$714,898,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,902,119
Total interest from all sources2021-12-31$5,117
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,928,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,902,119
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$261,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$466,638
Liabilities. Value of operating payables at end of year2021-12-31$18,047
Liabilities. Value of operating payables at beginning of year2021-12-31$9,084
Total non interest bearing cash at end of year2021-12-31$284,842
Total non interest bearing cash at beginning of year2021-12-31$162,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-548,994
Value of net assets at end of year (total assets less liabilities)2021-12-31$714,340,787
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$714,889,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$682,650,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$712,266,703
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$31,162,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,356,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$18,434,493
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$2,003,098
Income. Dividends from preferred stock2021-12-31$14,928,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$90,322,413
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2021-12-31251408703
2020 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$18,013,595
Total unrealized appreciation/depreciation of assets2020-12-31$18,013,595
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,294,033
Total income from all sources (including contributions)2020-12-31$82,438,493
Total loss/gain on sale of assets2020-12-31$256,133
Total of all expenses incurred2020-12-31$72,275,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$71,495,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,192,075
Value of total assets at end of year2020-12-31$714,898,865
Value of total assets at beginning of year2020-12-31$714,021,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$780,715
Total interest from all sources2020-12-31$11,771
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,289,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$780,715
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$466,638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$9,084
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$162,426
Total non interest bearing cash at beginning of year2020-12-31$5,416,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,162,625
Value of net assets at end of year (total assets less liabilities)2020-12-31$714,889,781
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$704,727,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$712,266,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$690,327,844
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$6,743,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,771
Net investment gain or loss from common/collective trusts2020-12-31$1,053,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,192,075
Employer contributions (assets) at end of year2020-12-31$2,003,098
Employer contributions (assets) at beginning of year2020-12-31$11,533,837
Income. Dividends from preferred stock2020-12-31$3,289,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$71,495,153
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$9,294,033
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$688,355,094
Aggregate carrying amount (costs) on sale of assets2020-12-31$688,098,961
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$58,889,000
Total transfer of assets from this plan2019-12-31$1,080,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,294,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$682,655
Total income from all sources (including contributions)2019-12-31$151,778,024
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$77,435,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$77,435,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,712,594
Value of total assets at end of year2019-12-31$714,021,189
Value of total assets at beginning of year2019-12-31$573,258,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Total non interest bearing cash at end of year2019-12-31$5,416,464
Total non interest bearing cash at beginning of year2019-12-31$2,625,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$74,342,745
Value of net assets at end of year (total assets less liabilities)2019-12-31$704,727,156
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$572,575,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$690,327,844
Value of interest in master investment trust accounts at beginning of year2019-12-31$564,955,494
Value of interest in common/collective trusts at end of year2019-12-31$6,743,044
Value of interest in common/collective trusts at beginning of year2019-12-31$5,676,578
Net investment gain or loss from common/collective trusts2019-12-31$1,679,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$21,712,594
Employer contributions (assets) at end of year2019-12-31$11,533,837
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$77,435,279
Liabilities. Value of benefit claims payable at end of year2019-12-31$9,294,033
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$682,655
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$682,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$935,187
Total income from all sources (including contributions)2018-12-31$-40,341,550
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$39,052,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$39,052,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$573,258,066
Value of total assets at beginning of year2018-12-31$652,905,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$20,338
Total non interest bearing cash at end of year2018-12-31$2,625,994
Total non interest bearing cash at beginning of year2018-12-31$4,012,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-79,394,421
Value of net assets at end of year (total assets less liabilities)2018-12-31$572,575,411
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$651,969,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$564,955,494
Value of interest in master investment trust accounts at beginning of year2018-12-31$642,473,384
Value of interest in common/collective trusts at end of year2018-12-31$5,676,578
Value of interest in common/collective trusts at beginning of year2018-12-31$6,419,363
Net investment gain or loss from common/collective trusts2018-12-31$-249,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$39,052,871
Liabilities. Value of benefit claims payable at end of year2018-12-31$682,655
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$914,849
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$935,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$472,355
Total income from all sources (including contributions)2017-12-31$91,564,699
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$40,182,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$40,182,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$652,905,019
Value of total assets at beginning of year2017-12-31$601,059,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$20,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$4,012,272
Total non interest bearing cash at beginning of year2017-12-31$3,129,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$51,382,220
Value of net assets at end of year (total assets less liabilities)2017-12-31$651,969,832
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$600,587,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$642,473,384
Value of interest in master investment trust accounts at beginning of year2017-12-31$592,191,914
Value of interest in common/collective trusts at end of year2017-12-31$6,419,363
Value of interest in common/collective trusts at beginning of year2017-12-31$5,738,683
Net investment gain or loss from common/collective trusts2017-12-31$1,179,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$40,182,479
Liabilities. Value of benefit claims payable at end of year2017-12-31$914,849
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$472,355
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$472,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$286,862
Total income from all sources (including contributions)2016-12-31$47,513,170
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$41,668,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$41,668,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$601,059,967
Value of total assets at beginning of year2016-12-31$595,029,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$563,367
Total non interest bearing cash at end of year2016-12-31$3,129,370
Total non interest bearing cash at beginning of year2016-12-31$2,833,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,844,980
Value of net assets at end of year (total assets less liabilities)2016-12-31$600,587,612
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$594,742,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$592,191,914
Value of interest in master investment trust accounts at beginning of year2016-12-31$585,968,994
Value of interest in common/collective trusts at end of year2016-12-31$5,738,683
Value of interest in common/collective trusts at beginning of year2016-12-31$5,663,559
Net investment gain or loss from common/collective trusts2016-12-31$600,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$41,668,190
Liabilities. Value of benefit claims payable at end of year2016-12-31$472,355
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$286,862
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$286,862
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$732,304
Total income from all sources (including contributions)2015-12-31$-3,721,137
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$41,059,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$41,059,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$595,029,494
Value of total assets at beginning of year2015-12-31$640,255,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$563,367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$2,833,574
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-44,780,836
Value of net assets at end of year (total assets less liabilities)2015-12-31$594,742,632
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$639,523,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$585,968,994
Value of interest in master investment trust accounts at beginning of year2015-12-31$566,039,754
Value of interest in common/collective trusts at end of year2015-12-31$5,663,559
Value of interest in common/collective trusts at beginning of year2015-12-31$6,036,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,179,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,179,410
Net investment gain or loss from common/collective trusts2015-12-31$92,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$65,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$41,059,699
Liabilities. Value of benefit claims payable at end of year2015-12-31$286,862
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$732,304
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$732,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$393,693
Total income from all sources (including contributions)2014-12-31$99,851,682
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$40,788,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$40,788,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$65,000,000
Value of total assets at end of year2014-12-31$640,255,772
Value of total assets at beginning of year2014-12-31$580,853,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$59,063,427
Value of net assets at end of year (total assets less liabilities)2014-12-31$639,523,468
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$580,460,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$566,039,754
Value of interest in master investment trust accounts at beginning of year2014-12-31$571,571,638
Value of interest in common/collective trusts at end of year2014-12-31$6,036,608
Value of interest in common/collective trusts at beginning of year2014-12-31$5,636,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,179,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,645,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,645,157
Net investment gain or loss from common/collective trusts2014-12-31$732,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$65,000,000
Employer contributions (assets) at end of year2014-12-31$65,000,000
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$40,788,255
Liabilities. Value of benefit claims payable at end of year2014-12-31$732,304
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$393,693
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$174,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$393,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$711,106
Total income from all sources (including contributions)2013-12-31$63,283,331
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$50,922,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$50,922,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$580,853,734
Value of total assets at beginning of year2013-12-31$568,635,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,361,073
Value of net assets at end of year (total assets less liabilities)2013-12-31$580,460,041
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$567,924,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$571,571,638
Value of interest in master investment trust accounts at beginning of year2013-12-31$560,626,731
Value of interest in common/collective trusts at end of year2013-12-31$5,636,939
Value of interest in common/collective trusts at beginning of year2013-12-31$4,628,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,645,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,380,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,380,359
Net investment gain or loss from common/collective trusts2013-12-31$1,404,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$50,922,258
Liabilities. Value of benefit claims payable at end of year2013-12-31$393,693
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$711,106
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$147,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$711,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$411,098
Total income from all sources (including contributions)2012-12-31$82,177,702
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$44,050,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$44,050,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,700,000
Value of total assets at end of year2012-12-31$568,635,536
Value of total assets at beginning of year2012-12-31$530,061,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$38,126,924
Value of net assets at end of year (total assets less liabilities)2012-12-31$567,924,430
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$529,650,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$560,626,731
Value of interest in master investment trust accounts at beginning of year2012-12-31$523,765,344
Value of interest in common/collective trusts at end of year2012-12-31$4,628,446
Value of interest in common/collective trusts at beginning of year2012-12-31$4,238,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,380,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,057,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,057,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$664,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$14,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$44,050,778
Liabilities. Value of benefit claims payable at end of year2012-12-31$711,106
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$411,098
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KPMG, LLP
Accountancy firm EIN2012-12-31135565207
2011 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$6,464,349
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$411,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$412,863
Total income from all sources (including contributions)2011-12-31$21,065,036
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$38,056,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$38,056,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,000,000
Value of total assets at end of year2011-12-31$530,061,104
Value of total assets at beginning of year2011-12-31$540,590,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$116,219,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-16,991,767
Value of net assets at end of year (total assets less liabilities)2011-12-31$529,650,006
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$540,177,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$523,765,344
Value of interest in master investment trust accounts at beginning of year2011-12-31$417,359,335
Value of interest in common/collective trusts at end of year2011-12-31$4,238,450
Value of interest in common/collective trusts at beginning of year2011-12-31$4,386,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,057,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,624,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,624,967
Net investment gain or loss from common/collective trusts2011-12-31$105,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$14,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$38,056,803
Liabilities. Value of benefit claims payable at end of year2011-12-31$411,098
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$412,863
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$223,619,577
Total transfer of assets from this plan2010-12-31$4,250,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$412,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$66,627
Total income from all sources (including contributions)2010-12-31$37,865,796
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$23,486,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,486,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$540,590,287
Value of total assets at beginning of year2010-12-31$306,495,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$116,219,577
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$14,378,969
Value of net assets at end of year (total assets less liabilities)2010-12-31$540,177,424
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$306,428,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$417,359,335
Value of interest in master investment trust accounts at beginning of year2010-12-31$305,081,208
Value of interest in common/collective trusts at end of year2010-12-31$4,386,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,624,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,414,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,414,297
Net investment gain or loss from common/collective trusts2010-12-31$426,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,486,827
Liabilities. Value of benefit claims payable at end of year2010-12-31$412,863
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$66,627
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG, LLC
Accountancy firm EIN2010-12-31135565207
2009 : PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO

2022: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PFIZER CONSOLIDATED PENSION PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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