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Sponsor portfolio

THE PRINCIPIA CORPORATION

EIN 43-0652667-Latest filing 2025
Plans
2
Retirement
1
$130.1M assets
Welfare
1
$709K premiums
Participants
1,693
13201 CLAYTON ROAD - ST. LOUIS, MO 63131314-434-2100
Plans on this EIN
2 filings
#001403b-$130.1M - 1,147 part#511Mixed-$709K - 546 lives

Benefits portfolio analytics

1 plan / $709K premiums / 546 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$709K
  • Vision$709K
  • Life$709K
  • Long-term disability$709K
  • Other$709K
Total $709K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $709K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $49K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY & STAFF

403b

Assets$130.1M
Participants1,147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

THE PRINCIPIA CORPORATION WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$709K
Covered lives546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PRINCIPIA CORPORATION RETIREMENT PLAN FOR FACULTY & STAFF403b$130.1M1,1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511THE PRINCIPIA CORPORATION WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$709K5462025
Retirement plans
Welfare plans
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