Filings through .
Filed May 4, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $91,088 |
4 funds of $250K or more; 18 lines in all, holding $81.8M of the plan's $83.4M. From the 2025 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| LargeCap S&P 500 Index Separate Account Manager not matched · Separate account Index | $27.4M | 33.5% |
| PIMCO Income Fund Class A PIMCO (Allianz) · Mutual fund Possible retail class A | $18.6M | 22.7% |
| Cost Value Separate accounts Capital Appreciation Separate Account Manager not matched · Separate account | $18.2M | 22.2% |
| Fixed income (continued) Bond Funds: Jpmorgan Core Plus Bond Fund CL R6 JPMorgan · Mutual fund Possible retail class A | $17.2M | 21.1% |
| Morgan Stanley Cap I Trust 2016-UBS9 CL A4 Morgan Stanley · Other | $138K | 0.2% |
| Principal Liquid Assets Separate Account Principal · Money market Recordkeeper's own fund | $91K | 0.1% |
| Small Business Admin Gtd Dev Partn Ser 2013-20 K Manager not matched · Other | $66K | <0.1% |
| Small Business Admin Gtd Dev Partn Ser 2013-20 I Manager not matched · Other | $20K | <0.1% |
| Small Business Admin Gtd Dev Partn Ser 2014-20 H Manager not matched · Other | $16K | <0.1% |
| Small Business Admin Gtd Dev Partn Ser 2013-20 J Manager not matched · Other | $16K | <0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Aida Domlija FSA, Ea, Maaa Segal 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.