Civic Intelligence

Pfizer Retiree Medical Plan Trust

990 • Fiscal year 2019 • EIN 13-6988286

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 27, 2020

Organization ProfileN/A
116 Allegheny Mall P8-yb35-02-lPittsburgh, PA 15212

(412) 768-5892

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.00x

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

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

29th percentile

$0

Higher top officer pay than 29% of similar nonprofits.

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

2019 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2019

Asset Growth

53rd percentile

13%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

8887%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$512,632,278

Up $57,701,112 (+13%) from 2018

Net Assets

Up

$512,632,278

Up $57,701,112 (+13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin98th percentile

Revenue

Up

$60,558,886

Up $59,885,068 (+8887%) from 2018

Expenses

Down

$2,857,774

Down $37,530,385 (-93%) from 2018

Net Income

Up

$57,701,112

Up $97,415,453 (+245%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$800M$600M$400M$200M$0Assets 2010: $308,228,779Liabilities 2010: $30,000Net Assets 2010: $308,198,7792010Assets 2011: $310,942,170Liabilities 2011: $47,596Net Assets 2011: $310,894,5742011Assets 2012: $344,136,353Liabilities 2012: $5,483Net Assets 2012: $344,130,8702012Assets 2013: $409,292,132Liabilities 2013: $27,933Net Assets 2013: $409,264,1992013Assets 2014: $429,745,386Liabilities 2014: $0Net Assets 2014: $429,745,3862014Assets 2015: $424,178,574Liabilities 2015: $0Net Assets 2015: $424,178,5742015Assets 2016: $457,638,477Liabilities 2016: $0Net Assets 2016: $457,638,4772016Assets 2017: $494,645,507Liabilities 2017: $0Net Assets 2017: $494,645,5072017Assets 2018: $454,931,166Liabilities 2018: $0Net Assets 2018: $454,931,1662018Assets 2019: $512,632,278Liabilities 2019: $0Net Assets 2019: $512,632,2782019Assets 2020: $588,914,581Liabilities 2020: $0Net Assets 2020: $588,914,5812020Assets 2021: $669,336,048Liabilities 2021: $0Net Assets 2021: $669,336,0482021Assets 2022: $605,016,743Liabilities 2022: $0Net Assets 2022: $605,016,7432022Assets 2023: $610,004,630Liabilities 2023: $0Net Assets 2023: $610,004,6302023Assets 2024: $754,298,487Liabilities 2024: $0Net Assets 2024: $754,298,4872024

Highlighted filing

2019

Assets$512,632,278
Liabilities$0
Net Assets$512,632,278
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$100M$50M$0-$50MRevenue 2010: $39,540,357Expenses 2010: $4,821,164Net Income 2010: $34,719,1932010Revenue 2011: $6,507,902Expenses 2011: $3,812,107Net Income 2011: $2,695,7952011Revenue 2012: $38,980,697Expenses 2012: $5,744,401Net Income 2012: $33,236,2962012Revenue 2013: $69,263,747Expenses 2013: $4,130,418Net Income 2013: $65,133,3292013Revenue 2014: $28,738,354Expenses 2014: $6,703,870Net Income 2014: $22,034,4842014Revenue 2015: $1,957,123Expenses 2015: $7,523,935Net Income 2015: -$5,566,8122015Revenue 2016: $47,450,653Expenses 2016: $13,990,750Net Income 2016: $33,459,9032016Revenue 2017: $46,256,059Expenses 2017: $9,249,029Net Income 2017: $37,007,0302017Revenue 2018: $673,818Expenses 2018: $40,388,159Net Income 2018: -$39,714,3412018Revenue 2019: $60,558,886Expenses 2019: $2,857,774Net Income 2019: $57,701,1122019Revenue 2020: $79,980,452Expenses 2020: $3,698,149Net Income 2020: $76,282,3032020Revenue 2021: $85,415,500Expenses 2021: $4,993,863Net Income 2021: $80,421,6372021Revenue 2022: $19,702,783Expenses 2022: $0Net Income 2022: $19,702,7832022Revenue 2023: $9,176,355Expenses 2023: $39,835,687Net Income 2023: -$30,659,3322023Revenue 2024: $15,940,998Expenses 2024: $5,090,337Net Income 2024: $10,850,6612024

Highlighted filing

2019

Revenue$60,558,886
Expenses$2,857,774
Net Income$57,701,112
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 27, 2020
Return Version
2019v5.0
Gross Receipts
$60,558,886
Mission and Program Overview

Mission

To support the pfizer retiree medical plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$454,931,166$512,632,278▲ $57,701,112
Investments Other Securities$454,095,423$509,346,166▲ $55,250,743
Savings and Temporary Cash Investments$831,443$3,281,893▲ $2,450,450
Accounts Receivable$4,300$4,219▼ $81
Total Assets$454,931,166$512,632,278▲ $57,701,112
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$454,931,166$512,632,278▲ $57,701,112
Total Liabilities and Net Assets / Fund Balance$454,931,166$512,632,278▲ $57,701,112

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$509,346,166--
Compensation and Service Providers
Top Officer Pay29th percentile

Board Members and Trustees

NameTitle
-Pnc Bank, N.
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$37,527
Other Revenue
$60,521,359
Change in Net Assets
$57,701,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,857,774
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
Other Expenses$2,857,774--$2,857,774
Total Functional Expenses$2,857,774$0$0$2,857,774
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 11B

“Pnc bank, as trustee of this entity, has a centralized tax department located in pittsburgh, pennsylvania which reviews form 990 prior to sending it to the irs.”

Form 990, Page 6, Part VI, Line 19

“The trust agreement which created this entity is not available to the public.”

Filing and Contact Details

Filer

Filer Name
Pfizer Retiree Medical Plan Trust
EIN
13-6988286
Phone
4127685892
Address
116 ALLEGHENY MALL P8-YB35-02-L, PITTSBURGH, PA 15212

Signing Officer

Name
Trustee
Title
Pnc Bank, N.a.
Phone
4127685892
Signed
2020-10-27
Discuss with paid preparer
Yes

Organization Details

Formed
1965
Legal Domicile
Mi
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Jansen Valk Thompson & Reahm Pc
Address
7171 STADIUM DR, KALAMAZOO, MI 49009-4943
Preparer
Nancy L Thompson
Phone
2693817600
Raw XML Appendix235 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/BOYAmt04300
IRS990/AccountsReceivableGrp/EOYAmt04219
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT THE PFIZER RETIREE MEDICAL PLAN.
IRS990/AddressChangeInd0X
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PNC INSTITUTIONAL INVESTMENTS
IRS990/BooksInCareOfDetail/PhoneNum04127685892
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IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt037527
IRS990/CYOtherExpensesAmt02857774
IRS990/CYOtherRevenueAmt060521359
IRS990/CYProgramServiceRevenueAmt00
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IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDED FINANCIAL SUPPORT FOR THE PAYMENT OF MEDICAL AND DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES OF PFIZER, INC. AND RELATED ENTITIES.
IRS990/DescribedInSection501c3Ind0false
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IRS990/EmployeeCnt00
IRS990/ExpenseAmt02857774
IRS990/FamilyOrBusinessRlnInd0false
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01965
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt060558886
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037527
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt037527
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0454095423
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0509346166
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT THE PFIZER RETIREE MEDICAL PLAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0454931166
IRS990/NetAssetsOrFundBalancesEOYAmt0512632278
IRS990/NetUnrelatedBusTxblIncmAmt025210
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0PRUDENTIAL CONTRACT FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt02857774
IRS990/OtherExpensesGrp/TotalAmt02857774
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
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IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN POOLED SEPARATE ACC
IRS990/OtherRevenueMiscGrp/Desc1INSURANCE PROCEEDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt059920287
IRS990/OtherRevenueMiscGrp/ExclusionAmt1601072
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt059920287
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1601072
IRS990/OtherRevenueTotalAmt060521359
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0TRUSTEE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02499714
IRS990/PYInvestmentIncomeAmt026189
IRS990/PYOtherExpensesAmt037888445
IRS990/PYOtherRevenueAmt0647629
IRS990/PYRevenuesLessExpensesAmt0-39714341
IRS990/PYTotalExpensesAmt040388159
IRS990/PYTotalRevenueAmt0673818
IRS990/ReconcilationRevenueExpnssAmt057701112
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0831443
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03281893
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0509346166
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INT IN POOLED SEPARATE ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt0509346166
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PNC BANK, AS TRUSTEE OF THIS ENTITY, HAS A CENTRALIZED TAX DEPARTMENT LOCATED IN PITTSBURGH, PENNSYLVANIA WHICH REVIEWS FORM 990 PRIOR TO SENDING IT TO THE IRS.
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IRS990/SchoolOperatingInd0false
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt00
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum04127685892
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm006:40:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383186775
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANSEN VALK THOMPSON & REAHM PC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KALAMAZOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0490094943
ReturnHeader/PreparerPersonGrp/PhoneNum02693817600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY L THOMPSON
ReturnHeader/ReturnTs02020-11-13T06:40:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$512,632,278
Liabilities
$0
Net assets
$512,632,278
Revenue
$60,558,886
Expenses
$2,857,774
Net income
$57,701,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$754$0.00$754$15.9$5.09$10.9
2023Summary only. Only limited summary data is available for this year.$610$0.00$610$9.18$39.8$30.7
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$605$0.00$605$19.7$0.00$19.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$669$0.00$669$85.4$4.99$80.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$589$0.00$589$80.0$3.70$76.3
2019Detailed filing. Detailed filing data is available for this year.$513$0.00$513$60.6$2.86$57.7
2018Summary only. Only limited summary data is available for this year.$455$0.00$455$0.67$40.4$39.7
2017Summary only. Only limited summary data is available for this year.$495$0.00$495$46.3$9.25$37.0
2016Summary only. Only limited summary data is available for this year.$458$0.00$458$47.5$14.0$33.5
2015Summary only. Only limited summary data is available for this year.$424$0.00$424$1.96$7.52$5.57
2014Summary only. Only limited summary data is available for this year.$430$0.00$430$28.7$6.70$22.0
2013Summary only. Only limited summary data is available for this year.$409$0.03$409$69.3$4.13$65.1
2012Summary only. Only limited summary data is available for this year.$344$0.01$344$39.0$5.74$33.2
2011Summary only. Only limited summary data is available for this year.$311$0.05$311$6.51$3.81$2.70
2010Summary only. Only limited summary data is available for this year.$308$0.03$308$39.5$4.82$34.7