form5500lookup

Form 5500 · Employee benefit plan · TAMPA, FL

PFIZER INC

The filing calls this plan PFIZER LEGACY RETIREE BENEFITS PLAN.

PFIZER INC of TAMPA, FL is a 2,611-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Coverage is written through HORIZON HEALTHCARE SERVICES, INC. and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5315170 · plan 586 · plan year 2024, filed Oct 6, 2025

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

How this plan is funded

Both, as reported

The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
2,611
Active at start of year
0
Active at end of year
0
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — HORIZON HEALTHCARE SERVICES, INC.283 of 2,611 participants (11%) on the largest contract
Dentaldeclared, not on Schedule A
Visioninsured — EYEMED VISION CARE908 of 2,611 participants (35%)
Lifedeclared, not on Schedule A
Disabilitydeclared, not on Schedule A

Also declared: death benefits, other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 3 insured contracts covering health and vision.

The filing declares health, dental, life and disability. Dental, life and disability appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

Reported premium is $6,940,665; the filing discloses no broker commission on these contracts.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
HORIZON HEALTHCARE SERVICES, INC.Health283Jan 1, 2025$5,520,867$0
HORIZON HEALTHCARE SERVICES, INC.Health283Jan 1, 2025$1,380,217$0
EYEMED VISION CAREVision908Jan 1, 2025$39,581$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
PFIZER INC.
EIN 13-5315170
AETNA LIFE INSURANCE COMPANY
Contract administrator · EIN 06-6033492
$290,277
paid directly by the plan
UNITED HEALTHCARE
Claims processing · EIN 36-2739571
$152,464
paid directly by the plan
HORIZON HEALTHCARE SERVICES, INC.
Contract administrator · EIN 22-0999690
$54,573
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 12,918 employees, 63 recordable cases, 580 days away from work.

EmployeesThe company's own average for the year
12,918
Hours worked
25,912,683
Recordable cases
63
Days away from work
580
Establishments filed under this EIN
8

Source: OSHA Injury Tracking Application establishment data, 2025.

Other plans filed by this employer

How this plan compares

Subscribers see how this compares with similar plans in Florida. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices

Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.

More employer plans in Florida — largest plans, brokers, carriers and renewal months.