Nonprofit · EIN 13-6988286
PFIZER RETIREE MEDICAL PLAN
Tax-exempt · PITTSBURGH, PA 15219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $15,940,998 | $5,090,337 | $10,850,661 | $754,298,487 | $0 | $754,298,487 |
| December 31, 2023 | 990 | $9,176,355 | $39,835,687 | -$30,659,332 | $610,004,630 | $0 | $610,004,630 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $15,643,367
- Investment income
- $297,631
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,071,587
- Compensation of officers, directors and key employees
- $18,750
- Salaries, compensation and benefits (total)
- $18,750
- Professional fundraising fees
- $0
- Program services (functional)
- $5,071,587
- Management and general (functional)
- $18,750
Balance sheet and other
- Total assets, start of year
- $610,004,630
- Total assets, end of year
- $754,298,487
- Total liabilities, end of year
- $0
- Net assets, end of year
- $754,298,487
- Publicly traded securities
- $741,926,580
- Gross unrelated business income
- $297,631
- Gross receipts
- $15,940,998
- Employees
- 0
- Year formed
- 1965
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK NA | TRUSTEE Institutional trustee | 3 | $18,750 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PNC BANK NA | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 500 1ST AVE, PITTSBURGH, PA 15219-3128
- In care of
- % PNC BANK NA 20-75-501-8360599
- Principal officer (990 for 2024)
- SARA N ROSA PNC BANK, 500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219
- Signed the 990
- PNC BANK N A, TAX MANAGER
- Phone
- (412) 752-5674
- Return prepared by
- PWC US TAX LLP
Mission
TO SUPPORT THE PFIZER RETIREE MEDICAL PLAN
Program accomplishments
- PROVIDED FINANCIAL SUPPORT FOR THE PAYMENT OF MEDICAL AND DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES OF PFIZER, INC AND RELATED ENTITIES
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-6988286
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $754,298,487
- Income (IRS master file)
- $15,940,998
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $15,940,998 | $5,090,337 | $754,298,487 | XML |
| 990 | December 2023 | $9,176,355 | $39,835,687 | $610,004,630 | XML |
| 990 | December 2022 | $19,702,783 | $0 | $605,016,743 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6988286).
Questions about PFIZER RETIREE MEDICAL PLAN
- What is the EIN of PFIZER RETIREE MEDICAL PLAN?
- The employer identification number (EIN) of PFIZER RETIREE MEDICAL PLAN is 13-6988286.
- Is PFIZER RETIREE MEDICAL PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to PFIZER RETIREE MEDICAL PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PFIZER RETIREE MEDICAL PLAN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PFIZER RETIREE MEDICAL PLAN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PFIZER RETIREE MEDICAL PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PFIZER RETIREE MEDICAL PLAN?
- The 990 for the year ended December 31, 2024 names SARA N ROSA PNC BANK.
- Who are the officers and directors of PFIZER RETIREE MEDICAL PLAN?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $18,750 (PNC BANK NA, TRUSTEE).
- How much revenue does PFIZER RETIREE MEDICAL PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $15,940,998, expenses of $5,090,337 and total assets of $754,298,487 at year end.
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