Plan5500

Principal Lifetime Strategic Income Cit — Form 5500 plan (Principal Global Investors Trust Company)

Plain-English plan 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, Principal Lifetime Strategic Income Cit is a benefit plan reported by Principal Global Investors Trust Company under EIN 27-5280363 and plan number 006. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $99,537,832 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$99.5MPlan net assets, end of year$99,454,161
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Principal Global Investors Trust Company
EIN
27-5280363
Plan number
006
Plan type
4
Location
Portland, OR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    Participants not reported · 4Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$99.5M total assets
Net assets$99.5MLiabilities$83.7K
Money in vs. money out
Total income / additions$8.4M
Total expenses$274.3K
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$99,537,832
Total liabilities (EOY)
$83,671
Net assets (EOY)
$99,454,161
Net assets (BOY)
$49,033,005

Income & contributions

Total contributions
$0
Total income / additions
$8,401,967

Expenses & distributions

Benefits paid
$0
Administrative expenses
$274,310
Total expenses
$274,310
Net increase / (decrease)
$8,127,657
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages