Civic Intelligence

The Prudential Welfare Benefits Trust

EIN 25-6702878 • 501(c)9 • Newark, NJ

Profile

The prudential welfare benefits trust is intended to fund medical, dental, disability, and other welfare benefits payable to participants and their dependents in the prudential welfare benefits plan.

751 Broad Street 21st FloorNewark, NJ 07102
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

38th percentile

0.3%

Higher net margin than 38% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

0.9%

Faster asset growth than 30% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Revenue Growth

47th percentile

7.3%

Faster revenue growth than 47% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$21,647,302

Up $898,254 (+4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$21,647,302

Up $898,254 (+4.3%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin38th percentile

Revenue

Up

$277,539,445

Up $5,614,434 (+2.1%) from 2023

Expenses

Up

$276,781,957

Up $2,691,971 (+1.0%) from 2023

Net Income

Up

$757,488

Up $2,922,463 (+135%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$80M$60M$40M$20M$0Assets 2019: $58,725,989Liabilities 2019: $0Net Assets 2019: $58,725,9892019Assets 2020: $70,117,932Liabilities 2020: $0Net Assets 2020: $70,117,9322020Assets 2021: $23,018,916Liabilities 2021: $0Net Assets 2021: $23,018,9162021Assets 2022: $21,261,674Liabilities 2022: $0Net Assets 2022: $21,261,6742022Assets 2023: $20,749,048Liabilities 2023: $0Net Assets 2023: $20,749,0482023Assets 2024: $21,647,302Liabilities 2024: $0Net Assets 2024: $21,647,3022024

Highlighted filing

2024

Assets$21,647,302
Liabilities$0
Net Assets$21,647,302
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$300M$200M$100M$0-$100MRevenue 2019: $280,443,207Expenses 2019: $282,678,284Net Income 2019: -$2,235,0772019Revenue 2020: $262,682,032Expenses 2020: $251,837,003Net Income 2020: $10,845,0292020Revenue 2021: $232,992,033Expenses 2021: $278,457,081Net Income 2021: -$45,465,0482021Revenue 2022: $240,935,687Expenses 2022: $239,598,258Net Income 2022: $1,337,4292022Revenue 2023: $271,925,011Expenses 2023: $274,089,986Net Income 2023: -$2,164,9752023Revenue 2024: $277,539,445Expenses 2024: $276,781,957Net Income 2024: $757,4882024

Highlighted filing

2024

Revenue$277,539,445
Expenses$276,781,957
Net Income$757,488
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,647,302
Liabilities
$0
Net assets
$21,647,302
Revenue
$277,539,445
Expenses
$276,781,957
Net income
$757,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.6$0.00$21.6$278$277$0.76
2023Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$272$274$2.16
2022Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$241$240$1.34
2021Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$233$278$45.5
2020Detailed filing. Detailed filing data is available for this year.$70.1$0.00$70.1$263$252$10.8
2019Detailed filing. Detailed filing data is available for this year.$58.7$0.00$58.7$280$283$2.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$279,453,981
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$20,749,048$21,647,302▲ $898,254
Investments in Publicly Traded Securities$12,575,655$14,920,351▲ $2,344,696
Investments Other Securities$8,173,393$6,726,951▼ $1,446,442
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$20,749,048$21,647,302▲ $898,254
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,749,048$21,647,302▲ $898,254
Total Liabilities and Net Assets / Fund Balance$20,749,048$21,647,302▲ $898,254

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,726,951--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
-Trustee
Gary NeubeckMember of Inv. Oversight C
Kate TekkerMember of Inv. Oversight C
Sara BonesteelMember of Inv. Oversight C
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$276,515,474
Investment Income
$1,023,971
Other Revenue
$0
Change in Net Assets
$757,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,145
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---$276,762,812
Fees for Service Investment Mgmnt Fees---$19,145
Total Functional Expenses$0$0$0$276,781,957
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$19,145
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
Yes
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 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 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
25-6702878
Phone
9738028664
Address
751 BROAD STREET 21ST FLOOR, NEWARK, NJ 07102

Signing Officer

Name
Michael Simonetti
Title
Vice President
Phone
9738024948
Signed
2025-11-14
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
Cindy R Shulman
Phone
2124364575
Raw XML Appendix357 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER OF INV. OVERSIGHT C
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IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER OF INV. OVERSIGHT C
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IRS990/GainOrLossGrp/OtherAmt0-289536
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01625000
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08173393
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06726951
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt014920351
IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01914536
IRS990/LoanOutstandingInd00
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IRS990/MethodOfAccountingCashInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL PERSONS WITH ROLES RELATED TO THE PRUDENTIAL WELFARE BENEFITS TRUST 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.
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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.
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0THE PRUDENTIAL INS CO OF AMERICA
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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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1751 BROAD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2751 BROAD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3751 BROAD STREET
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NJ
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd107102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd207102
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02167790
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0REIMBURSEMENT OF BENEFIT PAYMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
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IRS990/TotalAssetsBOYAmt020749048
IRS990/TotalAssetsEOYAmt021647302
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SIMONETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09738024948
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PRUDENTIAL WELFARE BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PRUD
ReturnHeader/Filer/EIN0256702878
ReturnHeader/Filer/PhoneNum09738028664
ReturnHeader/Filer/USAddress/AddressLine1Txt0751 BROAD STREET 21ST FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEWARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
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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/PhoneNum02124364575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY R SHULMAN
ReturnHeader/ReturnTs02025-11-14T03:41:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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