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WYETH RETIREMENT PLAN - U.S. 401k Plan overview

Plan NameWYETH RETIREMENT PLAN - U.S.
Plan identification number 018

WYETH RETIREMENT PLAN - U.S. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

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

Company Name:PFIZER INC.
Employer identification number (EIN):135315170
NAIC Classification:325410

Additional information about PFIZER INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0383418

More information about PFIZER INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WYETH RETIREMENT PLAN - U.S.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0182009-01-01STEVEN FIRST

Plan Statistics for WYETH RETIREMENT PLAN - U.S.

401k plan membership statisitcs for WYETH RETIREMENT PLAN - U.S.

Measure Date Value
2009: WYETH RETIREMENT PLAN - U.S. 2009 401k membership
Total participants, beginning-of-year2009-01-0164,226
Total number of active participants reported on line 7a of the Form 55002009-01-0117,077
Number of retired or separated participants receiving benefits2009-01-0114,452
Number of other retired or separated participants entitled to future benefits2009-01-0127,164
Total of all active and inactive participants2009-01-0158,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014,255
Total participants2009-01-0162,948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01686

Financial Data on WYETH RETIREMENT PLAN - U.S.

Measure Date Value
2010 : WYETH RETIREMENT PLAN - U.S. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-30$0
Total transfer of assets from this plan2010-12-30$3,973,879,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-30$0
Total income from all sources (including contributions)2010-12-30$316,621,721
Total loss/gain on sale of assets2010-12-30$0
Total of all expenses incurred2010-12-30$798,941,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-30$797,515,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-30$0
Value of total assets at end of year2010-12-30$0
Value of total assets at beginning of year2010-12-30$4,456,198,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-30$1,426,026
Total interest from all sources2010-12-30$11,203,605
Total dividends received (eg from common stock, registered investment company shares)2010-12-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-30$0
Assets. Real estate other than employer real property at end of year2010-12-30$0
Assets. Real estate other than employer real property at beginning of year2010-12-30$17,298,904
Administrative expenses professional fees incurred2010-12-30$958,234
Was this plan covered by a fidelity bond2010-12-30Yes
Value of fidelity bond cover2010-12-30$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-30$0
Were there any nonexempt tranactions with any party-in-interest2010-12-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-30$642,767
Other income not declared elsewhere2010-12-30$13,766,556
Administrative expenses (other) incurred2010-12-30$467,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-30No
Value of net income/loss2010-12-30$-482,319,366
Value of net assets at end of year (total assets less liabilities)2010-12-30$0
Value of net assets at beginning of year (total assets less liabilities)2010-12-30$4,456,198,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-30No
Were any leases to which the plan was party in default or uncollectible2010-12-30No
Value of interest in master investment trust accounts at end of year2010-12-30$0
Value of interest in master investment trust accounts at beginning of year2010-12-30$3,391,050,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-30$22,212,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-30$22,212,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-30$11,203,605
Asset value of US Government securities at end of year2010-12-30$0
Asset value of US Government securities at beginning of year2010-12-30$160,247,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-30No
Was there a failure to transmit to the plan any participant contributions2010-12-30No
Has the plan failed to provide any benefit when due under the plan2010-12-30No
Employer contributions (assets) at end of year2010-12-30$0
Employer contributions (assets) at beginning of year2010-12-30$750,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-30$797,515,061
Asset. Corporate debt instrument debt (other) at end of year2010-12-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-30$114,746,235
Did the plan have assets held for investment2010-12-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-30No
Opinion of an independent qualified public accountant for this plan2010-12-30Unqualified
Accountancy firm name2010-12-30KPMG, LLC
Accountancy firm EIN2010-12-30135565207
2009 : WYETH RETIREMENT PLAN - U.S. 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 WYETH RETIREMENT PLAN - U.S.

2009: WYETH RETIREMENT PLAN - U.S. 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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