2023 Form 5500 filing — Principal Lifetime 2025 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 20240916094215NAL0003567826001) for Principal Lifetime 2025 Separate Account, reported by Principal Life Insurance Company under EIN 42-0127290 and plan number 111. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$1.2BReported net assets$1,195,936,903
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240916094215NAL0003567826001
Plan sponsor
Principal Life Insurance Company
EIN
42-0127290
Plan number
111
Location
Des Moines, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.2B total assets
Net assets$1.2BLiabilities$0
Money in vs. money out
Total income / additions$144.6M
Total expenses$4.9M
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$1,195,936,903
Total liabilities (EOY)
$0
Net assets (EOY)
$1,195,936,903
Total income / additions
$144,610,773
Administrative expenses
$4,925,457
Total expenses
$4,925,457
Net increase / (decrease)
$139,685,316

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916094215NAL0003567826001 cover?
It is the 2023 Form 5500 filing for Principal Lifetime 2025 Separate Account, reported by Principal Life Insurance Company (EIN 42-0127290).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages