The Prudential Retiree Welfare Benefits 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 Retiree Welfare Benefits Plan is a benefit plan reported by The Prudential Insurance Company Of America under EIN 22-1211670 and plan number 511. The latest loaded filing year is 2023. The filing reports 18,819 participants and $1,032,626,100 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
- 511
- Plan type
- 2
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 18,819
- End-of-year plan assets
- $1,032,626,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,819 | H, C | 20241011123525NAL0022746033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,032,626,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,032,626,100
- Net assets (BOY)
- $1,038,287,113
Income & contributions
- Employer contributions
- $4,218,343
- Participant contributions
- $24,363,470
- Total contributions
- $28,581,813
- Total income / additions
- $167,345,828
Expenses & distributions
- Benefits paid
- $162,545,489
- Administrative expenses
- $10,461,352
- Total expenses
- $173,006,841
- Net increase / (decrease)
- -$5,661,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Connecticut General Life Ins Co | NONE | $5,591,197 | $0 | 2023 |
| Optum Rx | NONE | $4,381,941 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co Of America | EMPLOYER | $1,002,233 | $0 | 2023 |
| Webtpa | NONE | $598,529 | not reported in the loaded dataset | 2023 |
| Unitedhealthcare Insurance Company | NONE | $300,264 | not reported in the loaded dataset | 2023 |
| Prudential Trust Company | TRUSTEE/ AFFILIATED | $18,340 | $0 | 2023 |
| Aetna Life Insurance Company | NONE | $17,909 | 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
- Connecticut General Life Ins Co — Schedule C compensation
- Optum Rx — Schedule C compensation
- Prudential Insurance Co Of America — Schedule C compensation
- Webtpa — Schedule C compensation
- Unitedhealthcare Insurance Company — Schedule C compensation
- Prudential Trust Company — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation