Plan5500

Principal Pension Plan For Certain Former Agents — Form 5500 plan (Principal Financial Group, Inc.)

Plain-English plan 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 Pension Plan For Certain Former Agents is a benefit plan reported by Principal Financial Group, Inc. under EIN 42-1520346 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $27,936,234 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Principal Financial Group, Inc.
EIN
42-1520346
Plan number
001
Plan type
2
Location
Des Moines, IA
Latest filing year
2023
Participants
345
End-of-year plan assets
$27,936,234

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20241014100826NAL0053041906001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,936,234
Total liabilities (EOY)
$0
Net assets (EOY)
$27,936,234
Net assets (BOY)
$27,064,924

Income & contributions

Total contributions
$0
Total income / additions
$1,678,688

Expenses & distributions

Benefits paid
$707,228
Administrative expenses
$100,150
Total expenses
$807,378
Net increase / (decrease)
$871,310

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$66,550$02023

Related Form 5500 pages