2023 Form 5500 filing — The Prudential Retiree Welfare Benefits 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 20241011123525NAL0022746033001) for The Prudential Retiree Welfare Benefits Plan, reported by The Prudential Insurance Company Of America under EIN 22-1211670 and plan number 511. It reports 18,819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123525NAL0022746033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Prudential Insurance Company Of America
- EIN
- 22-1211670
- Plan number
- 511
- Location
- Newark, NJ
- Participants
- 18,819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,032,626,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,032,626,100
- Employer contributions
- $4,218,343
- Participant contributions
- $24,363,470
- Total income / additions
- $167,345,828
- Benefits paid
- $162,545,489
- Administrative expenses
- $10,461,352
- Total expenses
- $173,006,841
- Net increase / (decrease)
- -$5,661,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Connecticut General Life Ins Co | NONE | $5,591,197 | $0 |
| Optum Rx | NONE | $4,381,941 | not reported in the loaded dataset |
| Prudential Insurance Co Of America | EMPLOYER | $1,002,233 | $0 |
| Webtpa | NONE | $598,529 | not reported in the loaded dataset |
| Unitedhealthcare Insurance Company | NONE | $300,264 | not reported in the loaded dataset |
| Prudential Trust Company | TRUSTEE/ AFFILIATED | $18,340 | $0 |
| Aetna Life Insurance Company | NONE | $17,909 | not reported in the loaded dataset |