Form 5500 · Employee benefit plan · TAMPA, FL
PFIZER INC
The filing calls this plan PFIZER RETIREE MEDICAL PLAN.
PFIZER INC of TAMPA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5315170 · plan 559 · plan year 2024, filed Oct 6, 2025
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How this plan is funded
Self-funded as reported
The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.
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.
Benefits declared on this filing
Life: the largest of the 2 insured life contracts, with PRUDENTIAL INSURANCE COMPANY OF AMERICA, covers 751 of 21,450 participants (3.5%) on Schedule A.
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 4 insured contracts covering health, vision and life.
Reported premium is $5,544,706; 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.
3 carriers appear on the filing, including PRUDENTIAL INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE and SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC.. PRUDENTIAL INSURANCE COMPANY OF AMERICA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life | 751 | Jan 1, 2025 | $3,414,410 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life | 123 | Jan 1, 2025 | $2,014,138 | $0 |
| EYEMED VISION CARE | Vision | 3,272 | Jan 1, 2025 | $116,158 | $0 |
| SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | Health | 25,966 | Jan 1, 2025 | — | $0 |
Premium and claims on these contracts
PRUDENTIAL INSURANCE COMPANY OF AMERICA, contract G-22505. For the contract year on this filing, the carrier reported $3,414,410 in premium earned and $1,817,743 in claims incurred. Dividing one by the other gives 53%.
PRUDENTIAL INSURANCE COMPANY OF AMERICA, contract G-22570. For the contract year on this filing, the carrier reported $2,014,138 in premium earned and $1,702,685 in claims incurred. Dividing one by the other gives 85%.
- PRUDENTIAL INSURANCE COMPANY OF AMERICA, contract G-22505 reported $290,160 in retention.
- PRUDENTIAL INSURANCE COMPANY OF AMERICA, contract G-22570 reported $311,453 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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.
Administrator and service providers
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.
Source: OSHA Injury Tracking Application establishment data, 2025.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
How this plan compares
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