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Original filing (PDF)20250715161511NAL0001771603001
PRUDENTIAL OVERALL SUPPLY
Form 5500
FILING_RECEIVED
PRUDENTIAL OVERALL SUPPLY EMPLOYEE WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
~18679 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,176
Accounts w/ balance
—
Plan assets (EOY)
$443K
Net assets (EOY)
$443K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 18679 bps in Schedule C fees — 11722% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRUDENTIAL OVERALL SUPPLY.
Plan sponsor
Name
PRUDENTIAL OVERALL SUPPLY
EIN
95-6542231
Address
PO BOX 11210 · SANTA ANA, CA · 92711
Phone
(949) 250-4855
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS LIFE AND HEALTH | 95-4331852 | — | NONE | $827K | — |
| INGENIORX, INC. | 82-3062245 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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