2023 Form 5500 filing — The Prudential Merged Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011123126NAL0038718384001) for The Prudential Merged Retirement Plan, reported by The Prudential Insurance Company Of America under EIN 22-1211670 and plan number 003. It reports 45,491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123126NAL0038718384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Prudential Insurance Company Of America
- EIN
- 22-1211670
- Plan number
- 003
- Location
- Newark, NJ
- Participants
- 45,491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,225,782,081
- Total liabilities (EOY)
- $3,399,092,840
- Net assets (EOY)
- $8,826,689,241
- Total income / additions
- $708,582,708
- Benefits paid
- $653,591,169
- Administrative expenses
- $20,266,247
- Total expenses
- $673,857,416
- Net increase / (decrease)
- $34,725,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Prudential Insurance Company | EMPLOYER | $9,514,248 | $0 |
| Alight Solutions LLC | NONE | $6,398,701 | $6,903 |
| Prudential Trust Company | TRUSTEE/AFFILIATE | $2,035,310 | $0 |
| Neuberger Berman | NONE | $996,225 | not reported in the loaded dataset |
| Wellington Management | NONE | $382,499 | not reported in the loaded dataset |
| Bellwether Consulting Inc | NONE | $262,884 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $115,343 | not reported in the loaded dataset |
| Sidley Austin, Llp | NONE | $42,469 | not reported in the loaded dataset |
| Blackrock | NONE | $30,035 | not reported in the loaded dataset |
| Enterprise Castle Hall Alternatives | NONE | $22,725 | not reported in the loaded dataset |