2023 Form 5500 filing — Principal Lifetime 2040 Separate Account
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916091210NAL0003285906001) for Principal Lifetime 2040 Separate Account, reported by Principal Life Insurance Company under EIN 42-0127290 and plan number 078. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240916091210NAL0003285906001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Principal Life Insurance Company
- EIN
- 42-0127290
- Plan number
- 078
- Location
- Des Moines, IA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,766,292,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,766,292,798
- Total income / additions
- $433,766,012
- Administrative expenses
- $8,766,338
- Total expenses
- $8,766,338
- Net increase / (decrease)
- $424,999,674
- Schedule source
- Schedule H