PRUDENTIAL RETIREMENT INSURANCE AND
378 known aliases resolved via the canonical alias map
Market position · 2024
Plans served354-424 YoYRank #73 of mapped providers
Assets under administration$564.8B0.6%Market share · rank #24
Fees received$2.8BMedian $31,887/planSum across Schedule C direct + indirect
Net wins YoY-40251 won · 453 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PRUDENTIAL RETIREMENT INSURANCE AND plan look like?
Service mix · median fees per plan
Count of plans where PRUDENTIAL RETIREMENT INSURANCE AND ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Valuation (appraisals, etc.); Investment management; Direct payment from the plan; Investment management fees paid directly by planCode 28 | 218 | $40,471 | |
Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Float revenue; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Contract AdministratorCode 13 | 26 | $45,437 | |
Recordkeeping fees; Investment management fees paid directly by planCode 51 | 23 | $70,526 | |
Securities brokerage commissions and fees; Distribution (12b-1) feesCode 63 | 16 | $158 | |
Sub-transfer agency fees; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 12 | $3,271 | |
Investment management; Investment advisory (plan); Investment management fees paid directly by plan; Recordkeeping feesCode 27 | 10 | $80,418 | |
Investment management; Investment management fees paid directly by plan; Custodial (securities)Code 19 | 9 | $23,790 | |
Investment management fees paid directly by plan; Investment management; Insurance servicesCode 23 | 8 | $36,974 |
Competitor overlap
Percent of PRUDENTIAL RETIREMENT INSURANCE AND's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PRUDENTIAL RETIREMENT INSURANCE AND.
| Sponsor | From | Assets |
|---|---|---|
SHELL USA, INC.TX · 131299890-001 | METLIFE LIFE INSURANCE COMPANY | $9.7B |
THE MOUNT SINAI MEDICAL CENTERNY · 131624096-005 | TIAA | $9.5B |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | METROPOLITAN WEST ASSET MANAGEMENT | $6.2B |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | FIRST PACIFIC ADVISORS, LLC | $5.9B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | WILSON-MCSHANE CORPORATION | $4.5B |
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | US BANK | $3.3B |
CUMMINS INC.IN · 350257090-001 | WILLIAM BLAIR | $3.2B |
EXCAVATORS UNION PENSION FUND LOCANY · 131809825-002 | BLACKROCK | $3.0B |
SALT RIVER VALLEY WATER USERS ASSOCIATIONAZ · 860053220-335 | CAPITAL GUARDIAN | $2.9B |
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | KAYE-SMITH ENTERPRISES, INC. | $1.8B |
Plans lost in 2024
Appeared last year under PRUDENTIAL RETIREMENT INSURANCE AND; not this year.
| Sponsor | To | Assets |
|---|---|---|
PFIZER INCNY · 135315170-002 | AB FUNDS | $19.6B |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | APEX CAPITAL MANAGEMENT | $18.0B |
3M COMPANYMN · 410417775-002 | FALCON STRATEGIC PARTNERS IV | $14.3B |
THE CIGNA GROUPPA · 824991898-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $13.0B |
WELLS FARGO & COMPANYCA · 410449260-001 | PGIM INVESTMENTS | $8.8B |
PHILIPS NORTH AMERICA LLCMA · 133429115-005 | GREAT-WEST LIFE & ANNUITY INSURANCE | $5.8B |
THE NEW YORK-PRESBYTERIAN HOSPITALNY · 133957095-004 | TIAA | $4.1B |
CIGNA HOLDING COMPANYPA · 061059331-001 | GROOM LAW GROUP | $4.1B |
EVERSOURCE ENERGY SERVICE COMPANYCT · 060810627-005 | DLA PIPER | $3.8B |
THE HARTFORD FINANCIAL SERVICES GROUP, INC.CT · 133317783-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $3.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $4M | 10y | - |
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $32M | 10y | - |
RTX CORPORATIONCT · 060570975-041 | $41.6B | 281,638 | $4,996 | 2y | 1 |
FEDEX CORPORATIONTN · 621721435-002 | $26.9B | 213,710 | $6,032 | 10y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $876,449 | 10y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $222,227 | 8y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $6M | 9y | - |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $2M | 10y | - |
THE PRUDENTIAL INSURANCE COMPANY OF AMERICANJ · 221211670-003 | $12.0B | 44,305 | $11M | 10y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $470,279 | 5y | - |
Flag exposure
90.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (378)
Raw Schedule C names collapsed into PRUDENTIAL RETIREMENT INSURANCE AND.
- AMERICAN UNITED PRUDENTIAL
- AND CO INC.
- AND CO. INC
- PGIM (PRUDENTIAL FUNDS)
- PGIM/PRUDENTIAL
- PRISA (PRUDENTIAL REAL ESTATE INVT)
- PRISA (PRUDENTIAL REAL ESTATE)
- PRISA(PRUDENTIAL REAL ESTATE INVEST
- PRISA(PRUDENTIAL REAL ESTATE INVT)
- PRU CORE BOND FUND
- PRU JENN
- PRU RETIREMENT INS & ANNUITY
- PRU RETIREMENT INSUR AND ANNUITY CO
- PRUDENIAL RETIREMEN INSURNCE AND
- PRUDENIAL RETIREMENT INS & ANNUITY
- PRUDENTAL INSURANCE COMPANY
- PRUDENTAL INSURANCE COMPANY OF AME
- PRUDENTAL RET INS & ANNTY CO
- PRUDENTAL RETIREMENT INSURANCE
- PRUDENTAL RETIREMENT INSURANCE AND
- PRUDENTIAL
- PRUDENTIAL (JENNISON ASSOCIATES)
- PRUDENTIAL (PRISA)
- PRUDENTIAL - SEE ATTACHED
- PRUDENTIAL ADVISORS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PRUDENTIAL RETIREMENT INSURANCE AND's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 7 | 1.98% | 7.76% | -5.78 pp |
| Fidelity bond gap | 12 | 3.39% | 26.94% | -23.55 pp |
| Late contributions | 37 | 10.45% | 1.71% | +8.74 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 36 | 10.17% | 1.76% | +8.41 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PRUDENTIAL RETIREMENT INSURANCE AND. Compare to the incumbent market share (0.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.6 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).