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  1. Companies/
  2. PRINCIPAL FINANCIAL GROUP, INC.
Sponsor portfolioTH

PRINCIPAL FINANCIAL GROUP, INC.

EIN 42-1520346-financial services-Latest filing 2024
Plans
5
Retirement
3
$6.07B assets
Welfare
2
$230K premiums
Participants
43,978
711 HIGH STREET - DES MOINES, IA 503921200800-986-3343principalam.comLinkedIn10001+ employeesfinancial services
Plans on this EIN
5 filings
#003ESOP-$4.58B - 17,643 part#005CashBalance-$1.47B - 18,478 part#001CashBalance-$26.8M - 273 part#513Mixed-$230K - 326 lives#514Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $6.07B assets / 36,394 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PRINCIPAL SELECT Savings (#003)75%
  • CASH BALANCE PLAN (#005)24%
  • CERTAIN FORMER AGENTS (#001)0%
Total $6.07BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#005)18,478
  • PRINCIPAL SELECT Savings (#003)17,643
  • CERTAIN FORMER AGENTS (#001)273
Total 36,394Click row to drill in

Benefits portfolio analytics

2 plans / $230K premiums / 326 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $230K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE PRINCIPAL SELECT SAVINGS PLAN

ESOP

Assets$4.58B
Participants17,643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

PRINCIPAL CASH BALANCE PLAN

CashBalance

Assets$1.47B
Participants18,478
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS

CashBalance

Assets$26.8M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

THE PRINCIPAL WELFARE BENEFIT PLAN FOR MEDICARE ELIGIBLE RETIREES

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$230K
Covered lives326
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

PRINCIPAL FINANCIAL GROUP, INC. SECTION 125 CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003THE PRINCIPAL SELECT SAVINGS PLANESOP$4.58B17,6432024
005PRINCIPAL CASH BALANCE PLANCashBalance$1.47B18,4782024
001PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTSCashBalance$26.8M2732024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
513THE PRINCIPAL WELFARE BENEFIT PLAN FOR MEDICARE ELIGIBLE RETIREESMixedPRINCIPAL LIFE INSURANCE COMPANY$230K3262024
514PRINCIPAL FINANCIAL GROUP, INC. SECTION 125 CAFETERIA PLANSelf Funded-$002024
Retirement plans
Welfare plans
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