Principal Global Investors — 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 Global Investors is reported as a service provider on 15 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,695,836 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $8,695,836
- Reported indirect compensation
- $0
- Total reported compensation
- $8,695,836
- Filings
- 15
- Plan sponsors
- 14
- Plans
- 15
- 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 |
|---|---|---|---|
| Principal Financial Group, Inc. | IA | 1 | $6,002,958 |
| Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan | NJ | 1 | $796,195 |
| Trustees Of The National Electrical Annuity Plan | MD | 1 | $794,210 |
| Board Of Trustees Boilermakers National Annuity | MO | 1 | $334,449 |
| Trustees Of The National Electrical Benefit Fund | MD | 1 | $237,229 |
| Dominion Energy, Inc. | VA | 1 | $234,324 |
| Becton Dickinson And Company | NJ | 2 | $75,948 |
| Joint Board Of Trustees Plumbers & Pipefitters Local Unions | MI | 1 | $61,104 |
| Pacificorp | OR | 1 | $40,831 |
| Mattel, Inc. | CA | 1 | $39,000 |
State footprint
Plans reporting Principal Global Investors are sponsored in NJ (4), MD (2), MI (1), MO (1), NY (1), OR (1), RI (1), TX (1), CA (1), VA (1), IA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Principal Financial Group, Inc. | Principal Cash Balance Plan | 2023 | $6,002,958 | not reported in the loaded dataset |
| Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan | Nysa-Ila Pension Trust Fund & Plan | 2023 | $796,195 | not reported in the loaded dataset |
| Trustees Of The National Electrical Annuity Plan | National Electrical Annuity Plan | 2023 | $794,210 | $0 |
| Board Of Trustees Boilermakers National Annuity | Boilermakers National Annuity Trust | 2023 | $334,449 | $0 |
| Trustees Of The National Electrical Benefit Fund | National Electrical Benefit Fund | 2023 | $237,229 | $0 |
| Dominion Energy, Inc. | Dominion Energy, Inc. Defined Benefit Master Trust | 2023 | $234,324 | not reported in the loaded dataset |
| Joint Board Of Trustees Plumbers & Pipefitters Local Unions | Plumbers & Pipefitters Local Unions 502 & 633 Pens | 2023 | $61,104 | not reported in the loaded dataset |
| Pacificorp | Pacificorp Welfare Benefits Plan No. 534 | 2023 | $40,831 | not reported in the loaded dataset |
| Mattel, Inc. | Mattel, Inc. Personal Investment Plan | 2023 | $39,000 | not reported in the loaded dataset |
| Becton Dickinson And Company | Bd Retirement Plan | 2023 | $37,974 | not reported in the loaded dataset |
| Becton Dickinson And Company | Becton Dickinson And Company Master Retirement Trust | 2023 | $37,974 | not reported in the loaded dataset |
| Phillips 66 Company | Phillips 66 Retirement Plan | 2023 | $26,609 | $0 |
| Bbdo Detroit | Bbdo Detroit Pension And Cash Balance Plan | 2023 | $18,475 | not reported in the loaded dataset |
| Regional Otolaryngology Head And Neck Associates, LLC | Advanced Ent Cash Balance Plan | 2023 | $18,050 | not reported in the loaded dataset |
| Citizens Financial Group, Inc. | Investors Bank Pension Plan | 2023 | $16,454 | not reported in the loaded dataset |
Related Form 5500 pages
- Principal Cash Balance Plan (plan 005)
- Principal Financial Group, Inc. — all reported plans
- Nysa-Ila Pension Trust Fund & Plan (plan 001)
- Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan — all reported plans
- National Electrical Annuity Plan (plan 001)
- Trustees Of The National Electrical Annuity Plan — all reported plans
- Boilermakers National Annuity Trust (plan 001)
- Board Of Trustees Boilermakers National Annuity — all reported plans
- National Electrical Benefit Fund (plan 001)
- Trustees Of The National Electrical Benefit Fund — all reported plans
- Dominion Energy, Inc. Defined Benefit Master Trust (plan 047)
- Dominion Energy, Inc. — all reported plans
- Plumbers & Pipefitters Local Unions 502 & 633 Pens (plan 001)
- Joint Board Of Trustees Plumbers & Pipefitters Local Unions — all reported plans
- Pacificorp Welfare Benefits Plan No. 534 (plan 534)
- Pacificorp — all reported plans
- Mattel, Inc. Personal Investment Plan (plan 002)
- Mattel, Inc. — all reported plans
- Bd Retirement Plan (plan 004)
- Becton Dickinson And Company — all reported plans
- Becton Dickinson And Company Master Retirement Trust (plan 050)
- Phillips 66 Retirement Plan (plan 001)
- Phillips 66 Company — all reported plans
- Bbdo Detroit Pension And Cash Balance Plan (plan 001)
- Bbdo Detroit — all reported plans
- Advanced Ent Cash Balance Plan (plan 002)
- Regional Otolaryngology Head And Neck Associates, LLC — all reported plans
- Investors Bank Pension Plan (plan 014)
- Citizens Financial Group, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources