Civic Intelligence

The Prudential Welfare Benefits Trust for Union Employees

EIN 23-3035701 • 501(c)9 • Newark, NJ

Profile

The prudential welfare benefits trust for union employees is intended to fund medical, dental, disability, and other welfare benefits payable to particip. And their dep. In the prudential retiree welfare benefit plan.

751 Broad Street 18th FloorNewark, NJ 07102

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

799%

Higher net margin than 100% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

17th percentile

-5.9%

Faster asset growth than 17% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$62,476,845

Down $3,917,082 (-5.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$62,476,845

Down $3,917,082 (-5.9%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,386,424

Down $1,602,277 (-742%) from 2023

Expenses

Down

$9,694,179

Down $19,502,035 (-67%) from 2023

Net Income

Up

-$11,080,603

Up $17,899,758 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2010: $130,360,422Liabilities 2010: $0Net Assets 2010: $130,360,4222010Assets 2011: $131,519,743Liabilities 2011: $0Net Assets 2011: $131,519,7432011Assets 2012: $151,799,971Liabilities 2012: $0Net Assets 2012: $151,799,9712012Assets 2013: $190,819,085Liabilities 2013: $0Net Assets 2013: $190,819,0852013Assets 2014: $210,899,078Liabilities 2014: $0Net Assets 2014: $210,899,0782014Assets 2015: $211,660,582Liabilities 2015: $0Net Assets 2015: $211,660,5822015Assets 2016: $199,968,231Liabilities 2016: $0Net Assets 2016: $199,968,2312016Assets 2017: $204,353,391Liabilities 2017: $0Net Assets 2017: $204,353,3912017Assets 2018: $158,679,220Liabilities 2018: $0Net Assets 2018: $158,679,2202018Assets 2019: $156,369,768Liabilities 2019: $0Net Assets 2019: $156,369,7682019Assets 2020: $142,957,515Liabilities 2020: $0Net Assets 2020: $142,957,5152020Assets 2021: $136,126,151Liabilities 2021: $0Net Assets 2021: $136,126,1512021Assets 2022: $83,203,272Liabilities 2022: $0Net Assets 2022: $83,203,2722022Assets 2023: $66,393,927Liabilities 2023: $0Net Assets 2023: $66,393,9272023Assets 2024: $62,476,845Liabilities 2024: $0Net Assets 2024: $62,476,8452024

Highlighted filing

2024

Assets$62,476,845
Liabilities$0
Net Assets$62,476,845
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MRevenue 2010: $4,210,841Expenses 2010: $32,207,721Net Income 2010: -$27,996,8802010Revenue 2011: $4,058,667Expenses 2011: $316,861Net Income 2011: $3,741,8062011Revenue 2012: $3,662,194Expenses 2012: $332,242Net Income 2012: $3,329,9522012Revenue 2013: $3,941,966Expenses 2013: $382,537Net Income 2013: $3,559,4292013Revenue 2014: $4,513,105Expenses 2014: $452,967Net Income 2014: $4,060,1382014Revenue 2015: $31,889,786Expenses 2015: $609,622Net Income 2015: $31,280,1642015Revenue 2016: $13,760,392Expenses 2016: $28,986,928Net Income 2016: -$15,226,5362016Revenue 2017: $17,410,589Expenses 2017: $33,855,967Net Income 2017: -$16,445,3782017Revenue 2018: $29,427,421Expenses 2018: $33,464,059Net Income 2018: -$4,036,6382018Revenue 2019: $14,116,669Expenses 2019: $29,738,884Net Income 2019: -$15,622,2152019Revenue 2020: $55,380,140Expenses 2020: $25,654,865Net Income 2020: $29,725,2752020Revenue 2021: $19,427,024Expenses 2021: $25,792,124Net Income 2021: -$6,365,1002021Revenue 2022: $279,226Expenses 2022: $29,240,967Net Income 2022: -$28,961,7412022Revenue 2023: $215,853Expenses 2023: $29,196,214Net Income 2023: -$28,980,3612023Revenue 2024: -$1,386,424Expenses 2024: $9,694,179Net Income 2024: -$11,080,6032024

Highlighted filing

2024

Revenue-$1,386,424
Expenses$9,694,179
Net Income-$11,080,603
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$62,476,845
Liabilities
$0
Net assets
$62,476,845
Revenue
-$1,386,424
Expenses
$9,694,179
Net income
-$11,080,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.5$0.00$62.5$1.39$9.69$11.1
2023Summary only. Only limited summary data is available for this year.$66.4$0.00$66.4$0.22$29.2$29.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.2$0.00$83.2$0.28$29.2$29.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$136$0.00$136$19.4$25.8$6.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$143$0.00$143$55.4$25.7$29.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$156$0.00$156$14.1$29.7$15.6
2018Summary only. Only limited summary data is available for this year.$159$0.00$159$29.4$33.5$4.04
2017Summary only. Only limited summary data is available for this year.$204$0.00$204$17.4$33.9$16.4
2016Summary only. Only limited summary data is available for this year.$200$0.00$200$13.8$29.0$15.2
2015Summary only. Only limited summary data is available for this year.$212$0.00$212$31.9$0.61$31.3
2014Summary only. Only limited summary data is available for this year.$211$0.00$211$4.51$0.45$4.06
2013Summary only. Only limited summary data is available for this year.$191$0.00$191$3.94$0.38$3.56
2012Summary only. Only limited summary data is available for this year.$152$0.00$152$3.66$0.33$3.33
2011Summary only. Only limited summary data is available for this year.$132$0.00$132$4.06$0.32$3.74
2010Summary only. Only limited summary data is available for this year.$130$0.00$130$4.21$32.2$28.0
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$29,843,567
Mission and Program Overview

Mission

The Prudential Welfare Benefits Trust for Union Employees is intended to fund medical, dental, disability, and other welfare benefits payable to participants and their dependents in the Prudential Retiree Welfare Benefits Plan.

The prudential welfare benefits trust for union employees is intended to fund medical, dental, disability, and other welfare benefits payable to particip. And their dep. In the prudential retiree welfare benefit plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$136,126,151$83,203,272▼ $52,922,879
Investments Other Securities$133,529,011$80,556,130▼ $52,972,881
Investments in Publicly Traded Securities$2,597,140$2,647,142▲ $50,002
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$136,126,151$83,203,272▼ $52,922,879
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$136,126,151$83,203,272▼ $52,922,879
Total Liabilities and Net Assets / Fund Balance$136,126,151$83,203,272▼ $52,922,879

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$12,559,098--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
-Trustee
Gary NeubeckMember of Inv. Oversight Committee
Lucien AlziariMember of Inv. Oversight Committee
Sara BonesteelMember of Inv. Oversight Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$279,226
Other Revenue
$0
Change in Net Assets
$-28,961,741
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,597
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$29,218,370
Fees for Service Investment Mgmnt Fees---$22,597
Total Functional Expenses$0$0$0$29,240,967
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-TrusteeInvestment ManagementNo$22,597
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The vice president of compensation and benefits accounting reviews the form 990 draft. After such review, the filing is sent to the following for review before mailing: members of the prudential administrative committee which is the administrator of the prudential retiree welfare benefits plan (the "plan"), legal counsel for the plan.”

Form 990, Part VI, Section B, Line 12C

“All persons with roles related to the prudential welfare benefits trust for union employees are employed by the prudential insurance company of america (the "company"). The company requires employees to annually disclose conflicts of interest questionnaires that are monitored for completion.”

Form 990, Part VI, Section C, Line 19

“No documentation available to the public.”

FORM 990, PART VII, SECTION A, LINE 1A:

“Compensation of officers, directors, trustees, key employees, highest compensated employees, and independent contractors/section a. Compensation for the investment oversight committee members is reported as zero as the members serve as volunteers.”

Filing and Contact Details

Filer

Filer Name
The Prudential Welfare Benefits Trust
EIN
23-3035701
Phone
9738024137
Address
751 BROAD STREET 18TH FLOOR, NEWARK, NJ 07102

Signing Officer

Name
Thomas Laurita
Title
Vice President
Phone
9738029045
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Prudential Trust Co
Formed
2001
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
3

Preparer

Firm
Deloitte Tax Llp
Address
30 ROCKEFELLER PLAZA, NEW YORK, NY 10112-0015
Preparer
Marco Bertolozzi
Phone
2124362264
Raw XML Appendix358 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PRUDENTIAL WELFARE BENEFITS TRUST FOR UNION EMPLOYEES IS INTENDED TO FUND MEDICAL, DENTAL, DISABILITY, AND OTHER WELFARE BENEFITS PAYABLE TO PARTICIP. AND THEIR DEP. IN THE PRUDENTIAL RETIREE WELFARE BENEFIT PLAN.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt029218370
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE PRUDENTIAL TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum09738024137
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0751 BROAD STREET 18TH FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEWARK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007102
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0136126151
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt083203272
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt029218370
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0279226
IRS990/CYOtherExpensesAmt022597
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-28961741
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt029240967
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0279226
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PAYMENTS TO INSURANCE CARRIERS AND CONTRACT ADMINISTRATORS FOR MEDICAL, DENTAL, DISABILITY, AND OTHER WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS IN THE PRUDENTIAL RETIREE WELFARE BENEFITS PLAN.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt022597
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PRUDENTIAL TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY NEUBECK
IRS990/Form990PartVIISectionAGrp/PersonNm1SARA BONESTEEL
IRS990/Form990PartVIISectionAGrp/PersonNm2LUCIEN ALZIARI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER OF INV. OVERSIGHT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER OF INV. OVERSIGHT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER OF INV. OVERSIGHT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-314341
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt029250000
IRS990/GrossReceiptsAmt029843567
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0593567
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0593567
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0133529011
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt080556130
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02597140
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02647142
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt029564341
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRUDENTIAL WELFARE BENEFITS TRUST FOR UNION EMPLOYEES IS INTENDED TO FUND MEDICAL, DENTAL, DISABILITY, AND OTHER WELFARE BENEFITS PAYABLE TO PARTICIP. AND THEIR DEP. IN THE PRUDENTIAL RETIREE WELFARE BENEFIT PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0136126151
IRS990/NetAssetsOrFundBalancesEOYAmt083203272
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-314341
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-314341
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-23961138
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PRUDENTIAL TRUST CO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt025690947
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019427024
IRS990/PYOtherExpensesAmt0101177
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-6365100
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt025792124
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt019427024
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-28961741
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt037930747
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt130066286
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt212559098
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIDELITY TOTAL MARKET INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIDELITY INTERNATIONAL INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PGIM LONG DURATION GOV/CREDIT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt080556131
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0PRUDENTIAL TRUST COMPANY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt022597
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INVESTMENT MANAGEMENT
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE VICE PRESIDENT OF COMPENSATION AND BENEFITS ACCOUNTING REVIEWS THE FORM 990 DRAFT. AFTER SUCH REVIEW, THE FILING IS SENT TO THE FOLLOWING FOR REVIEW BEFORE MAILING: MEMBERS OF THE PRUDENTIAL ADMINISTRATIVE COMMITTEE WHICH IS THE ADMINISTRATOR OF THE PRUDENTIAL RETIREE WELFARE BENEFITS PLAN (THE "PLAN"), LEGAL COUNSEL FOR THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL PERSONS WITH ROLES RELATED TO THE PRUDENTIAL WELFARE BENEFITS TRUST FOR UNION EMPLOYEES ARE EMPLOYED BY THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (THE "COMPANY"). THE COMPANY REQUIRES EMPLOYEES TO ANNUALLY DISCLOSE CONFLICTS OF INTEREST QUESTIONNAIRES THAT ARE MONITORED FOR COMPLETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTATION AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS/SECTION A. COMPENSATION FOR THE INVESTMENT OVERSIGHT COMMITTEE MEMBERS IS REPORTED AS ZERO AS THE MEMBERS SERVE AS VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION A, LINE 1A:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0221211670
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INSURANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0THE PRUDENTIAL INS CO OF AMERICA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0751 BROAD ST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0NEWARK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd007102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE PRUDENTIAL WELFARE BENEFITS TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE PRUDENTIAL RETIREE LIFE INSURANCE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2THE PRUDENTIAL WELFARE BENEFITS TRUST FOR UN EE'S
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3THE PRUDENTIAL VOLUNTARY LIFE INSURANCE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0256702878
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1206075363
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2233035701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3816701557
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND BENEFIT PAYMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUND BENEFIT PAYMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2FUND BENEFIT PAYMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3FUND BENEFIT PAYMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0751 BROAD ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1751 BROAD ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2751 BROAD ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3751 BROAD ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEWARK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NEWARK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2NEWARK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3NEWARK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd007102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd107102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd207102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd307102
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0136126151
IRS990/TotalAssetsEOYAmt083203272
IRS990/TotalAssetsGrp/BOYAmt0136126151
IRS990/TotalAssetsGrp/EOYAmt083203272
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt029240967
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0136126151
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt083203272
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0279226
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0279226
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0136126151
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt083203272
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt030 SCRANTON OFFICE PARK
IRS990/USAddress/CityNm0SCRANTON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0185071796
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS LAURITA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09738029045
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PRUDENTIAL WELFARE BENEFITS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR UNION EMPLOYEES
ReturnHeader/Filer/BusinessNameControlTxt0PRUD
ReturnHeader/Filer/EIN0233035701
ReturnHeader/Filer/PhoneNum09738024137
ReturnHeader/Filer/USAddress/AddressLine1Txt0751 BROAD STREET 18TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEWARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 ROCKEFELLER PLAZA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101120015
ReturnHeader/PreparerPersonGrp/PhoneNum02124362264
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCO BERTOLOZZI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T13:13:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAURITA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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