2023 Form 5500 filing — Principal Lifetime Hybrid 2020 Cit
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241211144132NAL0007128371001) for Principal Lifetime Hybrid 2020 Cit, reported by Principal Global Investors Trust Company under EIN 26-6447574 and plan number 003. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241211144132NAL0007128371001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Principal Global Investors Trust Company
- EIN
- 26-6447574
- Plan number
- 003
- Location
- Portland, OR
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,390,721,751
- Total liabilities (EOY)
- $9,488,393
- Net assets (EOY)
- $3,381,233,358
- Total income / additions
- $379,042,727
- Benefits paid
- $0
- Administrative expenses
- $11,640,187
- Total expenses
- $11,640,187
- Net increase / (decrease)
- $367,402,540
- Schedule source
- Schedule H