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, The Principal Welfare Benefit Plan For Medicare Eligible Retirees is a benefit plan reported by Principal Financial Group, Inc. under EIN 42-1520346 and plan number 513. The latest loaded filing year is 2023. The filing reports 863 participants and $25,829,474 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,829,474
- Total liabilities (EOY)
- $380,531
- Net assets (EOY)
- $25,448,943
- Net assets (BOY)
- $23,930,928
Income & contributions
- Employer contributions
- $177,085
- Participant contributions
- $3,311
- Total contributions
- $180,396
- Total income / additions
- $3,437,197
Expenses & distributions
- Benefits paid
- $1,410,215
- Administrative expenses
- $508,967
- Total expenses
- $1,919,182
- Net increase / (decrease)
- $1,518,015