Filings through .
Filed September 24, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP6 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $66,440 |
BANK OF NEW HAMPSHIRE5 years Filed as: BANK OF NEW HAMPSHIRE WEALTH Service code 27 · EIN 02-0155840 | Advisory (Plan) | $10,857 |
8 funds of $250K or more; 11 lines in all, holding $14.3M of the plan's $14.3M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Prin LgCp S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $6.1M | 42.4% |
| Principal Ldi Crp 25+ YR FD II Principal · Mutual fund Recordkeeper's own fund | $2.2M | 15.1% |
| Prin Ldi Long Duration Sa-Z Principal · Insurance contract Recordkeeper's own fund | $1.4M | 10.0% |
| Principal Ldi CR 15-25 YR II Principal · Collective trust Recordkeeper's own fund | $1.4M | 9.7% |
| Principal Ldi CR 5-15 YR FD II Principal · Collective trust Recordkeeper's own fund | $1.1M | 7.5% |
| Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund | $710K | 5.0% |
| Prin MidCap S&P 400 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $579K | 4.1% |
| Prin SmCap S&P 600 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $293K | 2.1% |
| Pooled Separate Accounts Principal Principal · Separate account Recordkeeper's own fund | $228K | 1.6% |
| Prin Intl Equity Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $220K | 1.5% |
Added 3 funds, dropped 7 funds.
| Fund | Year-end value |
|---|---|
| DroppedPrincipal LargeCap S&P 500 Index | $5.8M |
| DroppedPrincipal LDI Long Duration | $4.1M |
| AddedPrincipal Ldi Crp 25+ YR FD II | $2.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Donald H. Dowdy III Principal Financial Group Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.