Principal Financial — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Principal Financial is reported as a service provider on 8 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $421,477 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $421,477
- Reported indirect compensation
- $0
- Total reported compensation
- $421,477
- Filings
- 8
- Plan sponsors
- 7
- Plans
- 8
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Valmet, Inc. | GA | 1 | $127,361 |
| Seattle Times Company | WA | 2 | $113,038 |
| Healthcare Resource Group, Inc. | WA | 1 | $72,486 |
| Zealandia Holding Company, Inc. | NC | 1 | $54,294 |
| Cadmus Holding Company, Inc. | MA | 1 | $25,990 |
| Metropolitan Family Services | IL | 1 | $15,000 |
| Inspro, Inc | NE | 1 | $13,308 |
State footprint
Plans reporting Principal Financial are sponsored in WA (3), GA (1), IL (1), MA (1), NC (1), NE (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Valmet, Inc. | Valmet Inc, Defined Benefit Plan | 2023 | $127,361 | $0 |
| Seattle Times Company | The Seattle Times Pension Plan | 2023 | $86,373 | not reported in the loaded dataset |
| Healthcare Resource Group, Inc. | Healthcare Resource Group, Inc. Employee Stock Ownership Plan And Trust | 2023 | $72,486 | not reported in the loaded dataset |
| Zealandia Holding Company, Inc. | Zealandia Holding Company, Inc. Employee Stock Ownership Plan | 2023 | $54,294 | not reported in the loaded dataset |
| Seattle Times Company | Amended And Restated Blethen Maine Newspapers, Inc. Pension Plan | 2023 | $26,665 | not reported in the loaded dataset |
| Cadmus Holding Company, Inc. | The Cadmus Holding Company, Inc. Employee Stock Ownership Plan | 2023 | $25,990 | not reported in the loaded dataset |
| Metropolitan Family Services | Metropolitan Family Services Employees' Pension | 2023 | $15,000 | not reported in the loaded dataset |
| Inspro, Inc | Inspro, Inc. Profit Sharing Plan And Trust | 2023 | $13,308 | not reported in the loaded dataset |
Related Form 5500 pages
- Valmet Inc, Defined Benefit Plan (plan 333)
- Valmet, Inc. — all reported plans
- The Seattle Times Pension Plan (plan 002)
- Seattle Times Company — all reported plans
- Healthcare Resource Group, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Healthcare Resource Group, Inc. — all reported plans
- Zealandia Holding Company, Inc. Employee Stock Ownership Plan (plan 002)
- Zealandia Holding Company, Inc. — all reported plans
- Amended And Restated Blethen Maine Newspapers, Inc. Pension Plan (plan 009)
- The Cadmus Holding Company, Inc. Employee Stock Ownership Plan (plan 004)
- Cadmus Holding Company, Inc. — all reported plans
- Metropolitan Family Services Employees' Pension (plan 003)
- Metropolitan Family Services — all reported plans
- Inspro, Inc. Profit Sharing Plan And Trust (plan 002)
- Inspro, Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources