Principal Global Investors Trust Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Principal Global Investors Trust Company (EIN 27-5280363) is a plan sponsor located in Portland, OR with 14 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 27-5280363
- Location
- Portland, OR
- Loaded plans
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,377,117,111
- Total reported liabilities (EOY)
- $2,399,272
- Total reported net assets (EOY)
- $2,374,717,839
Contributions & income
- Total income / additions
- $349,304,797
Expenses & distributions
- Benefits paid / distributions
- $0
- Total expenses
- $7,193,539
- Net increase / (decrease)
- $342,111,258
Coverage
- Plans with financial statements
- 14
- Plans with provider compensation
- 0
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Principal Lifetime 2030 Cit | 003 | not reported in the loaded dataset | $608,312,277 | 2023 |
| Principal Lifetime 2050 Cit | 005 | not reported in the loaded dataset | $425,646,663 | 2023 |
| Principal Lifetime 2040 Cit | 004 | not reported in the loaded dataset | $398,530,316 | 2023 |
| Principal Lifetime 2020 Cit | 002 | not reported in the loaded dataset | $261,634,897 | 2023 |
| Principal Lifetime 2025 Cit | 009 | not reported in the loaded dataset | $118,666,240 | 2023 |
| Principal Lifetime 2035 Cit | 010 | not reported in the loaded dataset | $117,960,567 | 2023 |
| Principal Lifetime 2060 Cit | 007 | not reported in the loaded dataset | $102,916,389 | 2023 |
| Principal Lifetime Strategic Income Cit | 006 | not reported in the loaded dataset | $99,537,832 | 2023 |
| Principal Lifetime 2055 Cit | 012 | not reported in the loaded dataset | $98,270,947 | 2023 |
| Principal Lifetime 2045 Cit | 011 | not reported in the loaded dataset | $94,126,558 | 2023 |
| Principal Lifetime 2065 Cit | 013 | not reported in the loaded dataset | $33,711,778 | 2023 |
| Principal Lifetime 2015 Cit | 008 | not reported in the loaded dataset | $16,309,910 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Principal Lifetime 2010 Cit | not reported in the loaded dataset | H | 20241011122647NAL0044281458001 |
| 2023 | Principal Lifetime 2015 Cit | not reported in the loaded dataset | H | 20241011122801NAL0022736625001 |
| 2023 | Principal Lifetime 2020 Cit | not reported in the loaded dataset | H | 20241011122912NAL0010912723001 |
| 2023 | Principal Lifetime 2025 Cit | not reported in the loaded dataset | H | 20241011123013NAL0012484035001 |
| 2023 | Principal Lifetime 2030 Cit | not reported in the loaded dataset | H | 20241011123127NAL0038718528001 |
| 2023 | Principal Lifetime 2035 Cit | not reported in the loaded dataset | H | 20241011123227NAL0022741713001 |
| 2023 | Principal Lifetime 2040 Cit | not reported in the loaded dataset | H | 20241011123424NAL0043682322001 |
| 2023 | Principal Lifetime 2045 Cit | not reported in the loaded dataset | H | 20241011123538NAL0021863905001 |