Principal Smallcap S&P 600 Index Separate Account M — Form 5500 plan (Principal Life Insurance 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 Smallcap S&P 600 Index Separate Account M is a benefit plan reported by Principal Life Insurance Company under EIN 42-0127290 and plan number 028. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $4,785,786,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Principal Life Insurance Company
- EIN
- 42-0127290
- Plan number
- 028
- Plan type
- 4
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $4,785,786,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240916082716NAL0001318785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,785,786,226
- Total liabilities (EOY)
- -$8,055,315
- Net assets (EOY)
- $4,793,841,541
- Net assets (BOY)
- $4,322,253,600
Income & contributions
- Total income / additions
- $659,206,097
Expenses & distributions
- Administrative expenses
- $9,893,981
- Total expenses
- $9,893,981
- Net increase / (decrease)
- $649,312,116
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.