Filings through .
Filed October 13, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL FINANCIAL GROUP11+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $226,894 |
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $24,984 |
7 funds of $250K or more; 8 lines in all, holding $55.6M of the plan's $55.6M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LDI Long Duration Separate Account Principal · Separate account Recordkeeper's own fund | $43.8M | 78.8% |
| Principal LargeCap S&P 500 Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $3.7M | 6.6% |
| Principal LDI Intermediate Duration Sep. Account Principal · Separate account Recordkeeper's own fund | $2.5M | 4.5% |
| Principal International Equity Index Separate Account Principal · Separate account IndexRecordkeeper's own fund | $2.1M | 3.8% |
| Principal LDI Extendend Duration Separate Account Principal · Separate account Recordkeeper's own fund | $1.7M | 3.0% |
| Principal U.S. Property Separate Account Principal · Separate account Recordkeeper's own fund | $1.2M | 2.2% |
| Principal Mid Cap S&P 400 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $421K | 0.8% |
| Principal Small Cap S&P 600 Index Fund Principal · Separate account IndexRecordkeeper's own fund | $206K | 0.4% |
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 |
|---|---|---|
Steward Sainvil 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.