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Filters:EIN 421520346 Clear all

Companies

companyPrincipal Financial Group, Inc.
$5.9Breported plan assets
EIN: 42-1520346Location: IAPlans: 5Participants: 40,820Latest: 2023
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Plans

planThe Principal Select Savings PlanFinancial statementProvider compensation2023 filing
$4.1Breported assets (EOY)
Sponsor: Principal Financial Group, Inc.EIN: 42-1520346Plan: 003Participants: 17,955Assets: $4,134,174,305Net assets: $4.1BAssets / participant: $230.3KLocation: Des Moines, IALatest: 2023
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planPrincipal Cash Balance PlanFinancial statementProvider compensation2023 filing
$1.7Breported assets (EOY)
Sponsor: Principal Financial Group, Inc.EIN: 42-1520346Plan: 005Participants: 18,231Assets: $1,699,129,128Net assets: $1.7BAssets / participant: $93.2KLocation: Des Moines, IALatest: 2023
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planPrincipal Pension Plan For Certain Former AgentsFinancial statementProvider compensation2023 filing
$27.9Mreported assets (EOY)
Sponsor: Principal Financial Group, Inc.EIN: 42-1520346Plan: 001Participants: 345Assets: $27,936,234Net assets: $27.9MAssets / participant: $81KLocation: Des Moines, IALatest: 2023
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planThe Principal Welfare Benefit Plan For Medicare Eligible RetireesFinancial statementProvider compensation2023 filing
$25.8Mreported assets (EOY)
Sponsor: Principal Financial Group, Inc.EIN: 42-1520346Plan: 513Participants: 863Assets: $25,829,474Net assets: $25.4MAssets / participant: $29.9KLocation: Des Moines, IALatest: 2023
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planPrincipal Financial Group, Inc. Section 125 Cafeteria PlanProvider compensation2023 filing
Sponsor: Principal Financial Group, Inc.EIN: 42-1520346Plan: 514Participants: 3,426Assets: not reported in the loaded datasetLocation: Des Moines, IALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Principal Pension Plan For Certain Former Agents
Sponsor: Principal Financial Group, Inc.EIN: 42-1520346Plan: 001Ack ID: 20241014100826NAL0053041906001
filing2023 Form 5500 — The Principal Select Savings Plan
Sponsor: Principal Financial Group, Inc.EIN: 42-1520346Plan: 003Ack ID: 20241014100442NAL0026980305001
filing2023 Form 5500 — Principal Cash Balance Plan
Sponsor: Principal Financial Group, Inc.EIN: 42-1520346Plan: 005Ack ID: 20241014100644NAL0045566384001
filing2023 Form 5500 — The Principal Welfare Benefit Plan For Medicare Eligible Retirees
Sponsor: Principal Financial Group, Inc.EIN: 42-1520346Plan: 513Ack ID: 20241014103022NAL0053121714001
filing2023 Form 5500 — Principal Financial Group, Inc. Section 125 Cafeteria Plan
Sponsor: Principal Financial Group, Inc.EIN: 42-1520346Plan: 514Ack ID: 20241014103103NAL0044158576001