Principal Trust Co. — 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 Trust Co. is reported as a service provider on 10 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $813,582 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $813,582
- Reported indirect compensation
- $0
- Total reported compensation
- $813,582
- Filings
- 10
- Plan sponsors
- 8
- Plans
- 10
- 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 |
|---|---|---|---|
| Bronxcare Health System | NY | 2 | $414,037 |
| Ameriprise Financial, Inc. | MN | 2 | $255,179 |
| Con Ind & Laborers Joint Pension Trust Board Of Trustees | NV | 1 | $64,876 |
| Board Of Trustees Iuoe Local 98 Pension Plan | MA | 1 | $45,613 |
| Board Of Trustees Cement Masons And Plasterers Joint Pension Plan | NV | 1 | $19,709 |
| Const Ind & Laborers Defined Contribution Pension Plan | NV | 1 | $5,661 |
| Laborers Local 872 Board Of Trustees Health & Welfare Trust | NV | 1 | $5,109 |
| Const Ind & Laborers Savings And Disability Plan Board Of Trustees | NV | 1 | $3,398 |
State footprint
Plans reporting Principal Trust Co. are sponsored in NV (5), MN (2), NY (2), MA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bronxcare Health System | The Pension Plan And Trust For The Employees Of Bronxcare Health System | 2023 | $365,775 | not reported in the loaded dataset |
| Ameriprise Financial, Inc. | Ameriprise Financial 401(K) Plan | 2023 | $149,459 | $0 |
| Ameriprise Financial, Inc. | Ameriprise Financial Retirement Plan | 2023 | $105,720 | $0 |
| Con Ind & Laborers Joint Pension Trust Board Of Trustees | Construction Industry And Laborers Joint Pension Trust For So Nevada, Plan A | 2023 | $64,876 | $0 |
| Bronxcare Health System | The Frozen Pension Plan And Trust For The Employees Of Bronxcare Health System | 2023 | $48,262 | not reported in the loaded dataset |
| Board Of Trustees Iuoe Local 98 Pension Plan | Iuoe Local 98 Pension Plan | 2023 | $45,613 | $0 |
| Board Of Trustees Cement Masons And Plasterers Joint Pension Plan | Cement Masons And Plasterers Joint Pension Plan | 2023 | $19,709 | $0 |
| Const Ind & Laborers Defined Contribution Pension Plan | Construction Industry And Laborers Defined Contribution Pension Plan | 2023 | $5,661 | $0 |
| Laborers Local 872 Board Of Trustees Health & Welfare Trust | Construction Industry And Laborers Health And Welfare Trust | 2023 | $5,109 | $0 |
| Const Ind & Laborers Savings And Disability Plan Board Of Trustees | Construction Industry And Laborers Savings And Disability Plan | 2023 | $3,398 | $0 |
Related Form 5500 pages
- The Pension Plan And Trust For The Employees Of Bronxcare Health System (plan 003)
- Bronxcare Health System — all reported plans
- Ameriprise Financial 401(K) Plan (plan 001)
- Ameriprise Financial, Inc. — all reported plans
- Ameriprise Financial Retirement Plan (plan 002)
- Construction Industry And Laborers Joint Pension Trust For So Nevada, Plan A (plan 001)
- Con Ind & Laborers Joint Pension Trust Board Of Trustees — all reported plans
- The Frozen Pension Plan And Trust For The Employees Of Bronxcare Health System (plan 001)
- Iuoe Local 98 Pension Plan (plan 001)
- Board Of Trustees Iuoe Local 98 Pension Plan — all reported plans
- Cement Masons And Plasterers Joint Pension Plan (plan 001)
- Board Of Trustees Cement Masons And Plasterers Joint Pension Plan — all reported plans
- Construction Industry And Laborers Defined Contribution Pension Plan (plan 001)
- Const Ind & Laborers Defined Contribution Pension Plan — all reported plans
- Construction Industry And Laborers Health And Welfare Trust (plan 502)
- Laborers Local 872 Board Of Trustees Health & Welfare Trust — all reported plans
- Construction Industry And Laborers Savings And Disability Plan (plan 501)
- Const Ind & Laborers Savings And Disability Plan Board Of Trustees — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources