Filings through .
Filed November 20, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $87,418 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,815 |
PRINCIPAL FINANCIAL GROUP4 years Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $11,583 |
4 funds hold $17.7M of the plan's $17.7M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Pooled Separate Accounts Insurance Company LDI Interm Duration Sep Acct-Z Principal · Insurance contract Recordkeeper's own fund | $12.8M | 72.0% |
| Principal Pooled Separate Accounts Insurance Company LDI Long Duration SA-Z Principal · Insurance contract Recordkeeper's own fund | $3.1M | 17.7% |
| Principal Pooled Separate Accounts Insurance Company LargeCap S&P 500 Index SA-Z Principal · Insurance contract IndexRecordkeeper's own fund | $1.3M | 7.4% |
| Principal Pooled Separate Accounts Insurance Company Diversified Intl Sep SA-Z Principal · Insurance contract Recordkeeper's own fund | $517K | 2.9% |
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 |
|---|---|---|
David A. Stocklas 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.
The auditor signed off without reservation. This is the cleanest opinion.