PRINCIPLE LIFE INSURANCE COMPANY
37 known aliases resolved via the canonical alias map
Market position · 2024
Plans served26-1 YoYRank #579 of mapped providers
Assets under administration$32.2B0.0%Market share · rank #426
Fees received$3MMedian $69,254/planSum across Schedule C direct + indirect
Net wins YoY+06 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PRINCIPLE LIFE INSURANCE COMPANY plan look like?
Service mix · median fees per plan
Count of plans where PRINCIPLE LIFE INSURANCE COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant loan processing; Contract Administrator; Recordkeeping fees; Direct payment from the planCode 13 | 7 | $26,650 | |
Trustee (bank, trust company, or similar financial institution); Securities brokerage; Other servicesCode 21 | 6 | $40,763 | |
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan; Securities brokerage commissions and feesCode 28 | 5 | $137,399 | |
Trustee (discretionary); Direct payment from the planCode 24 | 3 | $227,676 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $341,360 | |
Direct payment from the plan; Investment advisory (plan); Consulting (pension)Code 17 | 1 | $2,317 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Trustee (directed); Custodial (other than securities); Float revenue; Custodial (securities)Code 18 | 1 | $134,817 | |
Direct payment from the plan; Trustee (directed)Code 25 | 1 | $364,378 |
Competitor overlap
Percent of PRINCIPLE LIFE INSURANCE COMPANY's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PRINCIPLE LIFE INSURANCE COMPANY.
| Sponsor | From | Assets |
|---|---|---|
RIVERSIDE MANAGMENT SERVICES, INCVA · 521241840-001 | PRINCIPAL LIFE INSURANCE COMPANY | $539M |
MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC.GA · 582057721-005 | EQUITABLE ADVISORS LLC | $395M |
D & H CORPORATE GROUP INC.PA · 882009462-002 | UHY LLP | $289M |
SUPERIOR ESSEX, INCGA · 200282396-003 | MERRILL LYNCH PIERCE FENNER & SMITH | $33M |
VERMEER SOUTHEAST SALES & SERVICE, INC.FL · 591156297-001 | NEWPORT GROUP, INC. | $28M |
VETERAN PIPELINE CONSTRUCTION INC.CA · 272556492-001 | PRINCIPAL LIFE INSURANCE COMPANY | $15M |
Plans lost in 2024
Appeared last year under PRINCIPLE LIFE INSURANCE COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
OPERATING ENGINEERS LOCAL NO. 825 PENSION FUNDNJ · 226033380-001 | PRINCIPAL LIFE INSURANCE COMPANY | $1.0B |
THE RANDALL GROUP, INC.OR · 931147033-002 | PRINCIPAL LIFE INSURANCE COMPANY | $62M |
NEW ORLEANS PELICANS, NBA, LLCLA · 561951282-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $16M |
MERCHANT & GOULD P.C.MN · 410991388-003 | (new plan) | $5M |
NORTHWESTERN OHIO COMMUNITY ACTION COMMISSIONOH · 340971599-002 | MUTUAL OF AMERICA SEC. CORP LLC | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $249,706 | 2y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $137,399 | 2y | - |
PENSION COMMITTEE UNDER TWIN CITY HOSPITALS - MINNESOTA NURSESMN · 416184922-001 | $2.4B | 33,805 | $124,996 | 3y | - |
MAIN LINE HEALTH, INC.PA · 232331531-001 | $1.6B | 19,375 | $39,364 | 3y | - |
WESTERN CONNECTICUT HEALTH NETWORK, INC.CT · 222594977-001 | $964M | 8,778 | $364,378 | 2y | - |
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | $884M | 8,480 | $8,239 | 10y | - |
INDEPENDENCE BLUE CROSS, LLCPA · 463867722-001 | $687M | 3,786 | $119,355 | 2y | - |
RIVERSIDE MANAGMENT SERVICES, INCVA · 521241840-001 | $539M | 6,235 | $341,360 | 1y | - |
LONG ISLAND ELECTRIC UTILITY SERVCO LLCNY · 454652143-001 | $513M | 2,637 | $176,130 | 4y | - |
MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC.GA · 582057721-005 | $395M | 5,204 | $1 | 1y | 2 |
Flag exposure
88.5%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (37)
Raw Schedule C names collapsed into PRINCIPLE LIFE INSURANCE COMPANY.
- DELAWAR CH GUAR&TRUST DBA PRINCIPAL
- DELAWARE CHARTER DBA PRINCIPALTRUST
- DELAWARE CHARTER PRINCIPAL TRUST CO
- PRINCIAL FINANCIAL GROUP
- PRINCIAL LIFE INSURANCE COMPAN
- PRINCIAL LIFE INSURANCE COMPANY
- PRINCIPAL ASSET MANAGEMENT
- PRINCIPAL BANK DBA PRINCIPAL CUS. S
- PRINCIPAL COSTODIAL SOLUTIONS
- PRINCIPAL CUSTODIAL SOLUTIONS
- PRINCIPAL GLOABL INVESTORS
- PRINCIPAL GLOABL INVESTORS, LLC
- PRINCIPAL GLOBAL (SPECTRUM ASSET)
- PRINCIPAL GLOBAL INV
- PRINCIPAL GLOBAL INVESTMENTS
- PRINCIPAL GLOBAL INVESTMENTS LLC
- PRINCIPAL GLOBAL INVESTMENTS, LLC
- PRINCIPAL GLOBAL INVESTO
- PRINCIPAL GLOBAL INVESTOR
- PRINCIPAL GLOBAL INVESTOR LLC
- PRINCIPAL MDCP S&P 400 IND INST
- PRINCIPAL MIDCAP S&P400 IDX R5
- PRINCIPAL REAL ESTATE INVESTORS LLC
- PRINCIPAL REAL ESTATE INVESTORS,LLC
- PRINCIPAL TRUST/PSC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PRINCIPLE LIFE INSURANCE COMPANY's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 3.85% | 1.71% | +2.13 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 7.69% | 1.76% | +5.93 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PRINCIPLE LIFE INSURANCE COMPANY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent