Principal Financial Group — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Principal Financial Group is reported as a service provider on 84 loaded Form 5500 filing(s) across 81 plan sponsor(s) and 84 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,823,533 and reported indirect compensation totals $107,048.
Reported compensation summary
- Reported direct compensation
- $4,823,533
- Reported indirect compensation
- $107,048
- Total reported compensation
- $4,930,581
- Filings
- 84
- Plan sponsors
- 81
- Plans
- 84
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Lumen Technologies, Inc. | LA | 1 | $907,624 |
| B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan | AZ | 1 | $481,877 |
| Ag Processing Inc | NE | 1 | $300,216 |
| Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi | MI | 1 | $298,262 |
| Mcwane, Inc. | AL | 3 | $165,539 |
| Good Samaritan Hospital | CA | 1 | $145,017 |
| Border States Industries, Inc. | ND | 1 | $128,097 |
| Pinnacle Solutions, LLC | AL | 1 | $114,517 |
| New Cooperative, Inc. | IA | 1 | $109,527 |
| Bd Of Trustees-Structural Iw #1 Pension Plan | IL | 1 | $105,148 |
State footprint
Plans reporting Principal Financial Group are sponsored in IA (20), CA (6), AL (6), MI (5), MO (4), NY (4), MN (3), IL (3), WI (3), DC (2), AZ (2), CO (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Lumen Technologies, Inc. | Lumen 401(K) Savings Plan | 2023 | $907,624 | not reported in the loaded dataset |
| B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan | Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan | 2023 | $481,877 | not reported in the loaded dataset |
| Ag Processing Inc | The Restated Ag Processing Inc Retirement Plan | 2023 | $300,216 | not reported in the loaded dataset |
| Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi | Construction Industry Retirement Fund Of Rockford | 2023 | $298,262 | not reported in the loaded dataset |
| Good Samaritan Hospital | Good Samaritan Hospital Pension Plan | 2023 | $145,017 | not reported in the loaded dataset |
| Border States Industries, Inc. | Border States Industries, Inc. Employee Stock Ownership Plan | 2023 | $128,097 | not reported in the loaded dataset |
| Pinnacle Solutions, LLC | Pinnacle Solutions, Inc. Employee Stock Ownership Plan | 2023 | $114,517 | not reported in the loaded dataset |
| New Cooperative, Inc. | The Restated Noncontributory Retirement Plan For Cooperatives | 2023 | $109,527 | not reported in the loaded dataset |
| Bd Of Trustees-Structural Iw #1 Pension Plan | Structural Iw Local #1 Pension Plan | 2023 | $0 | $105,148 |
| Mcwane, Inc. | Mcwane Pension Plan For Salaried Employees | 2023 | $84,676 | not reported in the loaded dataset |
| Mattel, Inc. | Mattel Cash Balance Plan | 2023 | $84,320 | not reported in the loaded dataset |
| Landus Cooperative | The Restated Contributory Retirement Plan For Cooperatives | 2023 | $82,342 | not reported in the loaded dataset |
| St. Lukes-Roosevelt Hospital Center | St. Lukes-Roosevelt Hospital Center Employees' Pension Plan | 2023 | $81,592 | not reported in the loaded dataset |
| Ccmsi Holdings, Inc. | Ccmsi Holdings, Inc. Employee Stock Ownership Plan | 2023 | $79,873 | not reported in the loaded dataset |
| Mortenson Family Dental Holdings, Inc. | Mortenson Dental Partners Employee Stock Ownership Plan | 2023 | $79,575 | not reported in the loaded dataset |
| The Graham Companies | The Graham Companies Pension Plan | 2023 | $71,900 | not reported in the loaded dataset |
| Messer Construction Co. | Messer Construction Co. Hourly Employees' Retirement Plan | 2023 | $71,666 | not reported in the loaded dataset |
| Heartland Co-Op | The Restated Contributory Retirement Plan For Cooperatives | 2023 | $67,866 | not reported in the loaded dataset |
| Gn Hearing Care Corporation | Beltone Electronics Corporation Retirement Plan | 2023 | $58,250 | $0 |
| Messer Inc. | Messer Inc. Employee Stock Ownership Plan | 2023 | $56,313 | not reported in the loaded dataset |
| Mcwane, Inc. | Mcwane Master Trust | 2023 | $53,789 | not reported in the loaded dataset |
| First State Bancorp, Inc. | First State Bancorp, Inc. Combined Retirement Benefit Plan | 2023 | $52,259 | not reported in the loaded dataset |
| Richmond Santa Rosa-Vallejo Newspaper | Richmond Santa Rosa Vallejo Newspaper Guild Retirement Plan | 2023 | $51,977 | not reported in the loaded dataset |
| Innovative Ag Services Co. | The Restated Noncontributory Retirement Plan For Cooperatives | 2023 | $51,800 | not reported in the loaded dataset |
| Bonney Forge Corporation | Bonney Forge Corp. Pension Plan For Employees Of Huntingdon Machine Usw Local 6521 | 2023 | $49,491 | not reported in the loaded dataset |
| Hydril Company | Hydril Company Retirement Plan | 2023 | $48,939 | not reported in the loaded dataset |
| Roseburg Forest Products Company | Master Trust For Roseburg Forest Products Co. | 2023 | $47,050 | not reported in the loaded dataset |
| Wilson Electric Services Corp Esop | Wilson Electric Services Corp. Employee Stock Ownership Plan | 2023 | $46,875 | not reported in the loaded dataset |
| Roeslein & Associates, Inc. | Roeslein & Associates, Inc. Retirement Savings Plan | 2023 | $45,111 | not reported in the loaded dataset |
| The Bank Of Nova Scotia | Scotiabank Pension Plan (United States) | 2023 | $45,000 | not reported in the loaded dataset |
| Wm. A. Straub, Inc. | Wm. A. Straub, Inc. 401(K) Plan | 2023 | $44,322 | $0 |
| Glaziers Local 387 Pension Plan | Glaziers Local 387 Pension Plan | 2023 | $41,872 | not reported in the loaded dataset |
| Opto 22 | Opto 22 Money Purchase Pension Plan And Trust | 2023 | $39,983 | not reported in the loaded dataset |
| Board Of Trustees Of The Bac Staff 401(K) Plan | Bricklayers And Allied Craftworkers Staff 401(K) Plan | 2023 | $39,693 | not reported in the loaded dataset |
| Massachusetts Teachers Association | Massachusetts Teachers Association Retirement Plan | 2023 | $35,721 | not reported in the loaded dataset |
| United Way Of The Bay Area | Pension Plan Of United Way Of The Bay Area | 2023 | $35,177 | not reported in the loaded dataset |
| The Christman Company | The Christman Employee Stock Ownership Plan | 2023 | $34,187 | not reported in the loaded dataset |
| Potlatchdeltic Corporation | Potlatchdeltic Retirement Plan | 2023 | $31,568 | not reported in the loaded dataset |
| Five Star Cooperative | The Restated Contributory Retirement Plan For Cooperatives | 2023 | $31,462 | not reported in the loaded dataset |
| Bricklayers And Trowel Trades International Pension Fund | Bricklayers And Trowel Trades Int'L Retirement Savings Plan | 2023 | $28,724 | not reported in the loaded dataset |
| Gold-Eagle Cooperative | The Restated Noncontributory Retirement Plan For Cooperatives | 2023 | $28,195 | not reported in the loaded dataset |
| Fcstone Group, Inc. | The Restated Noncontributory Retirement Plan For Cooperatives | 2023 | $28,051 | not reported in the loaded dataset |
| Mcwane, Inc. | Mcwane Salaried Pension Plan | 2023 | $27,074 | not reported in the loaded dataset |
| Mclaughlin Body Company | Mclaughlin Body Company Hourly Employees' Pension Plan | 2023 | $26,819 | not reported in the loaded dataset |
| Sonalysts, Inc | Sonalysts, Inc. Employee Stock Ownership Plan | 2023 | $26,382 | not reported in the loaded dataset |
| General Air Service & Supply | General Air Service & Supply Co. Employee Stock Ownership Plan | 2023 | $25,950 | not reported in the loaded dataset |
| Umpqua Community Health Center Inc Dba Aviva Health | Umpqua Community Health Center Inc 403(B) Retirement Savings Plan | 2023 | $25,261 | $0 |
| Employers Council | Mountain States Employers Council, Inc. Pension Plan And Trust | 2023 | $24,875 | not reported in the loaded dataset |
| Cooperative Farmers Elevator | The Restated Noncontributory Retirement Plan For Cooperatives | 2023 | $23,408 | not reported in the loaded dataset |
| Central Valley Ag | The Modified Contributory Retirement Plan For Cooperatives | 2023 | $21,992 | not reported in the loaded dataset |
Related Form 5500 pages
- Lumen 401(K) Savings Plan (plan 010)
- Lumen Technologies, Inc. — all reported plans
- Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan (plan 002)
- B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan — all reported plans
- The Restated Ag Processing Inc Retirement Plan (plan 020)
- Ag Processing Inc — all reported plans
- Construction Industry Retirement Fund Of Rockford (plan 001)
- Joint Board Of Trustees Of Construction Industry Of Rockford, Illinoi — all reported plans
- Good Samaritan Hospital Pension Plan (plan 001)
- Good Samaritan Hospital — all reported plans
- Border States Industries, Inc. Employee Stock Ownership Plan (plan 002)
- Border States Industries, Inc. — all reported plans
- Pinnacle Solutions, Inc. Employee Stock Ownership Plan (plan 002)
- Pinnacle Solutions, LLC — all reported plans
- The Restated Noncontributory Retirement Plan For Cooperatives (plan 020)
- New Cooperative, Inc. — all reported plans
- Structural Iw Local #1 Pension Plan (plan 001)
- Bd Of Trustees-Structural Iw #1 Pension Plan — all reported plans
- Mcwane Pension Plan For Salaried Employees (plan 035)
- Mcwane, Inc. — all reported plans
- Mattel Cash Balance Plan (plan 013)
- Mattel, Inc. — all reported plans
- The Restated Contributory Retirement Plan For Cooperatives (plan 020)
- Landus Cooperative — all reported plans
- St. Lukes-Roosevelt Hospital Center Employees' Pension Plan (plan 001)
- St. Lukes-Roosevelt Hospital Center — all reported plans
- Ccmsi Holdings, Inc. Employee Stock Ownership Plan (plan 002)
- Ccmsi Holdings, Inc. — all reported plans
- Mortenson Dental Partners Employee Stock Ownership Plan (plan 002)
- Mortenson Family Dental Holdings, Inc. — all reported plans
- The Graham Companies Pension Plan (plan 001)
- The Graham Companies — all reported plans
- Messer Construction Co. Hourly Employees' Retirement Plan (plan 002)
- Messer Construction Co. — all reported plans
- The Restated Contributory Retirement Plan For Cooperatives (plan 020)
- Heartland Co-Op — all reported plans
- Beltone Electronics Corporation Retirement Plan (plan 001)
- Gn Hearing Care Corporation — all reported plans
- Messer Inc. Employee Stock Ownership Plan (plan 001)
- Messer Inc. — all reported plans
- Mcwane Master Trust (plan 017)
- First State Bancorp, Inc. Combined Retirement Benefit Plan (plan 003)
- First State Bancorp, Inc. — all reported plans
- Richmond Santa Rosa Vallejo Newspaper Guild Retirement Plan (plan 001)
- Richmond Santa Rosa-Vallejo Newspaper — all reported plans
- The Restated Noncontributory Retirement Plan For Cooperatives (plan 020)
- Innovative Ag Services Co. — all reported plans
- Bonney Forge Corp. Pension Plan For Employees Of Huntingdon Machine Usw Local 6521 (plan 002)
- Bonney Forge Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources