Civic Intelligence

Wyeth Group Insurance Plan Trust

990 • Fiscal year 2014 • EIN 13-2986156

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization ProfileN/A
C/O PFIZER INC 235 EAST 42nd STNew York, NY 10017

(212) 733-2323

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Net Margin

8th percentile

-29%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Asset Growth

30th percentile

0.0%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,439,632

Up $183 (+0.0%) from 2013

Net Assets

Up

$1,439,632

Up $183 (+0.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin8th percentile

Revenue

Up

$72,990,020

Up $10,101,078 (+16%) from 2013

Expenses

Up

$94,351,247

Up $31,462,481 (+50%) from 2013

Net Income

Down

-$21,361,227

Down $21,361,403 (-12137161%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,439,121Liabilities 2011: $0Net Assets 2011: $1,439,1212011Assets 2012: $1,439,273Liabilities 2012: $0Net Assets 2012: $1,439,2732012Assets 2013: $1,439,449Liabilities 2013: $0Net Assets 2013: $1,439,4492013Assets 2014: $1,439,632Liabilities 2014: $0Net Assets 2014: $1,439,6322014Assets 2015: $1,439,792Liabilities 2015: $0Net Assets 2015: $1,439,7922015Assets 2016: $1,443,273Liabilities 2016: $0Net Assets 2016: $1,443,2732016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$1,439,632
Liabilities$0
Net Assets$1,439,632
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MRevenue 2011: $150Expenses 2011: $0Net Income 2011: $1502011Revenue 2012: $152Expenses 2012: $0Net Income 2012: $1522012Revenue 2013: $62,888,942Expenses 2013: $62,888,766Net Income 2013: $1762013Revenue 2014: $72,990,020Expenses 2014: $94,351,247Net Income 2014: -$21,361,2272014Revenue 2015: $76,601,830Expenses 2015: $76,601,670Net Income 2015: $1602015Revenue 2016: $82,083,210Expenses 2016: $82,079,729Net Income 2016: $3,4812016Revenue 2017: $91,056,163Expenses 2017: $92,498,579Net Income 2017: -$1,442,4162017

Highlighted filing

2014

Revenue$72,990,020
Expenses$94,351,247
Net Income-$21,361,227
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$72,990,020
Mission and Program Overview

Mission

To provide medical, dental, and prescription drug benefits to eligible retirement plan participants and their eligible dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$22,800,859$1,439,632▼ $21,361,227
Savings and Temporary Cash Investments$22,800,859$1,439,591▼ $21,361,268
Accounts Receivable$0$41▲ $41
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$22,800,859$1,439,632▼ $21,361,227
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,800,859$1,439,632▼ $21,361,227
Total Liabilities and Net Assets / Fund Balance$22,800,859$1,439,632▼ $21,361,227
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Amy ManningTrustee
Pam JeffersonTrustee
Steven FirstTrustee
Catherine McguiganSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$72,987,883
Investment Income
$2,137
Other Revenue
$0
Change in Net Assets
$-21,361,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,363,364
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$72,987,883
Other Expenses---$21,363,364
Total Functional Expenses$0$0$0$94,351,247
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

“Prior to filing, the form 990 is first reveiwed by pfizer inc.'s enabling finance department and by pfizer inc.'s legal counsel for compensation and benefits. Upon their approval, the form 990 is then reviewed by various individuals of the corporate tax department prior to final review and signature by a member of the welfare benefits committee.”

Form 990, Part VI, Line 19

“The organization's governing documents are available to members upon request.”

Filing and Contact Details

Filer

Filer Name
Pfizer Inc Retiree & Group Insurance Plan
EIN
13-2986156
In Care Of
% FRANCINE JIMENEZ
Phone
2127332323
Address
C/O PFIZER INC 235 EAST 42nd ST, NEW YORK, NY 10017

Signing Officer

Name
Steven First
Title
VP Global Benefits
Phone
2127332323
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven First
Formed
1978
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Mitchell & Titus Llp
Address
ONE BATTERY PARK PLAZA, NEW YORK, NY 10004
Preparer
Kevin M Fuller
Phone
2127094500
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING, THE FORM 990 IS FIRST REVEIWED BY PFIZER INC.'S ENABLING FINANCE DEPARTMENT AND BY PFIZER INC.'S LEGAL COUNSEL FOR COMPENSATION AND BENEFITS. UPON THEIR APPROVAL, THE FORM 990 IS THEN REVIEWED BY VARIOUS INDIVIDUALS OF THE CORPORATE TAX DEPARTMENT PRIOR TO FINAL REVIEW AND SIGNATURE BY A MEMBER OF THE WELFARE BENEFITS COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 19
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022800859
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01439632
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt072987883
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02137
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072990020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022800859
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01439632
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0235 EAST 42nd STREET
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010017
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN FIRST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP GLOBAL BENEFITS
ReturnHeader/BusinessOfficerGrp/PhoneNum02127332323
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PFIZER INC RETIREE & GROUP INSURANCE PLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PFIZ
ReturnHeader/Filer/EIN0132986156
ReturnHeader/Filer/InCareOfNm0% FRANCINE JIMENEZ
ReturnHeader/Filer/PhoneNum02127332323
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PFIZER INC 235 EAST 42nd ST
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010017
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MITCHELL & TITUS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BATTERY PARK PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010004
ReturnHeader/PreparerPersonGrp/PhoneNum02127094500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN M FULLER
ReturnHeader/ReturnTs02015-11-13T14:47:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,439,632
Liabilities
$0
Net assets
$1,439,632
Revenue
$72,990,020
Expenses
$94,351,247
Net income
-$21,361,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$91.1$92.5$1.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$82.1$82.1$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$76.6$76.6$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$73.0$94.4$21.4
2013Summary only. Only limited summary data is available for this year.$1.44$0.00$1.44$62.9$62.9$0.00
2012Summary only. Only limited summary data is available for this year.$1.44$0.00$1.44$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$1.44$0.00$1.44$0.00$0.00$0.00