The Prudential Merged Retirement Plan — Form 5500 plan (The Prudential Insurance Company Of America)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Prudential Merged Retirement Plan is a benefit plan reported by The Prudential Insurance Company Of America under EIN 22-1211670 and plan number 003. The latest loaded filing year is 2023. The filing reports 45,491 participants and $12,225,782,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Prudential Insurance Company Of America
- EIN
- 22-1211670
- Plan number
- 003
- Plan type
- 2
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 45,491
- End-of-year plan assets
- $12,225,782,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 45,491 | H, C | 20241011123126NAL0038718384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,225,782,081
- Total liabilities (EOY)
- $3,399,092,840
- Net assets (EOY)
- $8,826,689,241
- Net assets (BOY)
- $8,791,963,949
Income & contributions
- Total contributions
- $0
- Total income / additions
- $708,582,708
Expenses & distributions
- Benefits paid
- $653,591,169
- Administrative expenses
- $20,266,247
- Total expenses
- $673,857,416
- Net increase / (decrease)
- $34,725,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Prudential Insurance Company | EMPLOYER | $9,514,248 | $0 | 2023 |
| Alight Solutions LLC | NONE | $6,398,701 | $6,903 | 2023 |
| Prudential Trust Company | TRUSTEE/AFFILIATE | $2,035,310 | $0 | 2023 |
| Neuberger Berman | NONE | $996,225 | not reported in the loaded dataset | 2023 |
| Wellington Management | NONE | $382,499 | not reported in the loaded dataset | 2023 |
| Bellwether Consulting Inc | NONE | $262,884 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $115,343 | not reported in the loaded dataset | 2023 |
| Sidley Austin, Llp | NONE | $42,469 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $30,035 | not reported in the loaded dataset | 2023 |
| Enterprise Castle Hall Alternatives | NONE | $22,725 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Prudential Insurance Company Of America
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Newark, NJ
- The Prudential Insurance Company — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Prudential Trust Company — Schedule C compensation
- Neuberger Berman — Schedule C compensation
- Wellington Management — Schedule C compensation
- Bellwether Consulting Inc — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Sidley Austin, Llp — Schedule C compensation
- Blackrock — Schedule C compensation
- Enterprise Castle Hall Alternatives — Schedule C compensation