Prudential Retirement Insurance & Annuity Co.
recordkeeper228 known aliases resolved via the canonical alias map
Market position · 2024
Plans served50-398 YoYRank #298 of mapped providers
Assets under administration$30.9B0.0%Market share · rank #440
Fees received$4MMedian $26,418/planSum across Schedule C direct + indirect
Net wins YoY-38111 won · 392 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 & Annuity Co. plan look like?
Service mix · median fees per plan
Count of plans where Prudential Retirement Insurance & Annuity Co. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 12 | $4,987 | |
Investment management; Investment management fees paid directly by planCode 28 | 10 | $31,818 | |
Sub-transfer agency fees; Float revenue; Shareholder servicing fees; Distribution (12b-1) fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment managementCode 15 | 8 | $16,147 | |
Shareholder servicing fees; Sales loads (front end and deferred); Participant loan processing; Distribution (12b-1) fees; Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Float revenue; Finders' fees / placement fees; Claims processing; Investment management; Participant communicationCode 12 | 4 | $158,243 | |
Other feesCode 99 | 3 | $6,127 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Participant loan processing; Accounting (including auditing)Code 10 | 2 | $43,375 | |
Participant communicationCode 38 | 2 | $27,243 | |
Custodial (securities); ActuarialCode 11 | 1 | $85,435 |
Competitor overlap
Percent of Prudential Retirement Insurance & Annuity Co.'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 & Annuity Co..
| Sponsor | From | Assets |
|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | Wilson McShane Corporation | $4.5B |
ESSENTIA HEALTHMN · 200360007-002 | Empower | $2.2B |
BOARD OF TRUSTEES OF THE NECA-IBEW PENSION BENEFIT TRUST FUNDMO · 436184756-001 | ASB Capital Management | $917M |
SHELTER MUTUAL INSURANCE COMPANYMO · 430613000-002 | BSEP | $596M |
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITYOH · 316108920-001 | INNOVATIVE SOFTWARE SOLUTIONS INC | $476M |
BW NHHC HOLDCO INC., DBA ELARA CARINGTX · 475221330-002 | Global Retirement Partners LLC | $186M |
GENESIS HEALTHCARE SYSTEMOH · 311480941-008 | PRI Financial Advisors Inc | $40M |
AGREX, INC.KS · 480803402-001 | Woodbury Financial Services Inc. | $24M |
AGENCY FOR COMMUNITY EMPOWERMENT OF NEPAPA · 231649434-001 | Prudential Trust Company | $10M |
ECONOMIC DEVELOPMENT COUNCIL OF NORTHEASTERN PENNSYLVANIA ALLIANCEPA · 231652755-001 | (new plan) | $10M |
Plans lost in 2024
Appeared last year under Prudential Retirement Insurance & Annuity Co.; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE CIGNA GROUPPA · 824991898-002 | Empower | $13.0B |
PHILIPS NORTH AMERICA LLCMA · 133429115-005 | Deloitte | $5.8B |
CIGNA HOLDING COMPANYPA · 061059331-001 | Groom Law Group, Chartered | $4.1B |
HEALTHCARE SERVICE CORPORATIONTX · 361236610-005 | Empower | $3.4B |
MEDSTAR HEALTH, INC.MD · 522087445-003 | Empower | $3.0B |
MUFG BANK, LTDNY · 135611741-015 | Empower | $2.9B |
LIFEPOINT HEALTH, INC.TN · 270500485-001 | Empower | $2.3B |
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | Jefferies LLC | $1.9B |
TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUNDMO · 436032286-001 | Empower | $1.7B |
SEALED AIR CORPORATIONNC · 650654331-002 | Fidelity Investments | $1.5B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $285,760 | 4y | 1 |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $128,760 | 1y | - |
ESSENTIA HEALTHMN · 200360007-002 | $2.2B | 20,507 | $6,127 | 1y | 1 |
CC SERVICES, INC.IL · 813990245-334 | $2.0B | 6,523 | $328,408 | 2y | - |
ALASKA AIRLINES, INC.WA · 920009235-003 | $1.2B | 1,761 | $37,500 | 10y | - |
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLANMD · 516029896-001 | $928M | 5,626 | $483,569 | 10y | - |
JOINT ANNUITY FUND LOCAL 164 IBEWNJ · 226031200-002 | $925M | 3,793 | $440,665 | 7y | - |
GEORGIA STEVEDORE ASSOC. INT'L LONGSHOREMEN'S ASSOC.GA · 586106340-001 | $753M | 4,168 | $712,178 | 6y | - |
TOLL BROS., INC.PA · 232417123-002 | $728M | 6,814 | $20,089 | 3y | - |
SHELTER MUTUAL INSURANCE COMPANYMO · 430613000-002 | $596M | 3,330 | $21,681 | 1y | - |
Flag exposure
82.0%Market: 89.1%
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 (228)
Raw Schedule C names collapsed into Prudential Retirement Insurance & Annuity Co..
- GROVE' WEALTH MANAGEMENT PARTNERS
- GROVESNOR OCF
- GROWTH CATALYST PARTNERS III
- GROWTH FUND OF AMERICA
- GRP ADVISOR ALLIANCE
- GRP FBO STONESTREET RENAISSANCE
- GRP FINANCIAL C/O BLAKE THIBAULT
- GRP FINANCIAL DBA SEQUOIA BENEFITS
- GRP HUB RETIREMENT WEALTH MGMT
- GRT CAPITAL PARTNERS
- GRT CAPITAL PARTNERS LLC
- GRUBB & ELLIS MGMT SERVICES, INC
- GRUBB & ELLIS MGT. SVS.
- GRUBER & ASSOCIATES
- GRUBER AND ASSOCIATES
- GRUBERMAN, SANDRA
- GRUENSTERN, TINA M.
- GRUGGENHEIM PARTNERS INVESTMENT MGT
- GRUNDFOS PUMPS CORPORATION
- GRX HOLDING LLC
- GRX HOLDINGS LLC
- GRX HOLDINGS, LLC
- GRYPHON
- GRYPHON INT INVESTMENT CORPORATION
- GRYPHON INT'L INV. CORP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 & Annuity Co.'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 | 2 | 4.00% | 7.76% | -3.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 8.00% | 1.71% | +6.29 pp |
| Failed to provide benefit | 1 | 2.00% | 0.14% | +1.86 pp |
| Corrective distributions | 4 | 8.00% | 1.76% | +6.24 pp |
| Loss discovered | 1 | 2.00% | 0.00% | +2.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Prudential Retirement Insurance & Annuity Co.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Prudential Retirement Insurance & Annuity Co.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Crescent Capital Group LP | 5 | 10.0% |
| Reynolds Consulting Services, LLC | 5 | 10.0% |
| ULLICO Inc | 5 | 10.0% |
| Boyd Watterson Asset Management LLC | 4 | 8.0% |
| The Segal Company | 4 | 8.0% |
| Segal Marco Advisors | 4 | 8.0% |
| Columbia Investment Management | 3 | 6.0% |
| ASB Capital Management | 2 | 4.0% |
| Basil Castrovinc Associates Inc. | 2 | 4.0% |
| Chartwell Investment Partners | 2 | 4.0% |