Sean M. Jordan signed Principal Life Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Principal Life Insurance Company's EIN is 42-0127290.
Download the official 2024 Form 5500 (PDF) for Principal Life Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Principal Life Insurance Company's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS INSURANCE S | 33-0232417 | — | OTHER SERVICES | $0 | — |
| CETERA ADVISORS LLC | 84-0858799 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | CONSULTANT | $58K | — |
| AMERIPRISE FINANCIAL SERVICES LLC. | 38-2722519 | — | INVESTMENT ADVISORY | $49K | — |
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $46K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $41K | — |
| SYNOVUS SECURITIES, INC. | 58-1625031 | — | CONSULTANT | $35K | — |
| BARNES WEALTH MANAGEMENT GROUP | 80-0067281 | — | INVESTMENT ADVISORY | $27K |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRAGER METIS | 06-1667465 | — | ACCOUNTANT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
| AMERIPRISE FINANCIAL SERVICES INC | 41-0973005 | — | OTHER SERVICES | $0 | — |
| NORTHWESTERN MUTUAL INVESTMENT SERV | 52-2114207 | — | OTHER SERVICES | $0 | — |
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | OTHER SERVICES | $0 | — |
| NEW YORK LIFE SECURITIES | 27-0145686 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $63.2M | 9.7% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $61.4M | 9.4% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $61.0M | 9.4% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $60.4M | 9.3% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $60.3M | 9.3% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $51.8M | 8.0% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $50.0M | 7.7% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $42.6M | 6.6% | |
| Principal Life Insurance Company Total Pooled Separate Accounts | Pooled Separate Accounts | — | — | $38.8M | 6.0% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $30.1M | 4.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $19.2M | 3.0% | |
| * Principal Life Insurance Company Principal Guaranteed Option | Insurance Contracts | — | — | $17.3M | 2.7% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $16.3M | 2.5% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $12.8M | 2.0% | |
| Participants Participant Loans Rates from 3.25% to 11.75% | Bonds / Notes | — | — | $9.9M | 1.5% | |
| Dimensional Fund Advisors DFA US Large Cap Value I Fund | Mutual Funds | — | — | $9.8M | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $9.1M | 1.4% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $8.2M | 1.3% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $8.1M | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $7.0M | 1.1% | |
| T. Rowe Price Funds T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | Other securities | — | — | $6.6M | 1.0% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund | Mutual Funds | — | — | $6.3M | 1.0% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $5.4M | 0.8% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $5.2M | 0.8% | |
| Principal Global Investors Trust Co Principal Lifetime Hybrid Income Collective Investment Trust Class X | Common Collective Trusts | — | — | $5.2M | 0.8% | |
| PGIM Investments PGIM Total Return Bond R6 Fund | Other securities | — | — | $4.9M | 0.7% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $3.7M | 0.6% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $3.6M | 0.6% | |
| American Funds New World Fund Inc | Mutual Funds | — | — | $3.4M | 0.5% | |
| Registered Investment Companies American Funds Capital World Bond Fund | Mutual Funds | — | — | $2.7M | 0.4% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $2.1M | 0.3% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $1.4M | 0.2% | |
| Principal Life Insurance Company Principal Global Real Estate Securities Separate Account-Z | Pooled Separate Accounts | — | — | $1.4M | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| PGIM Investments PGIM High Yield Fund | Other securities | — | — | $882K | 0.1% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $53K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $32K | <0.1% | |
| FEDERATED HERM CAP PRES ISP FD FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| SIMA RETIREMENT SOLUTIONS, LLC | 81-3838017 | — | INVESTMENT ADVISORY | $26K | — |
| WILMINGTON TRUST,N.A. | 16-1486454 | — | INVESTMENT ADVISORY | $24K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $19K | — |
| CREATIVEONE SECURITIES, LLC | 27-1408998 | — | INVESTMENT ADVISORY | $18K | — |
| THURSTON SPRINGER ADVISORS | 84-3586652 | — | INVESTMENT ADVISORY | $18K | — |
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | INVESTMENT ADVISORY | $17K | — |
| EQUITABLE ADVISORS, LLC. | 13-4071393 | — | INVESTMENT ADVISORY | $17K | — |
| CADARET GRANT & CO INC | 22-2361254 | — | INVESTMENT ADVISORY | $13K | — |
| WELLS FARGO ADVISORS FIN NETWORK | 48-1305000 | — | INVESTMENT ADVISORY | $13K | — |
| SAX WEALTH ADVISORS, LLC | 22-3645620 | — | INVESTMENT ADVISORY | $13K | — |
| VALMARK SECURITIES INC | 34-1724087 | — | INVESTMENT ADVISORY | $13K | — |
| NORTHWESTERN MUTUAL WEALTH MGMT | 39-2018056 | — | INVESTMENT ADVISORY | $12K | — |
| ALERA INVESTMENT ADVISORS, LLC | 82-1301701 | — | INVESTMENT ADVISORY | $12K | — |
| SANCTUARY ADVISORS, LLC | 47-3162022 | — | INVESTMENT ADVISORY | $12K | — |
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $10K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $10K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $10K | — |
| GIRARD ADVISORY SERVICES, LLC | 23-2802378 | — | INVESTMENT ADVISORY | $9K | — |
| IMA ADVISORY SERVICES, INC. | 48-1233289 | — | INVESTMENT ADVISORY | $9K | — |
| CAPITAL ASSET ADVISORY SERVICES | 38-3470125 | — | INVESTMENT ADVISORY | $8K | — |
| LINDSEY FINANCIAL SOLUTIONS, LLC | 47-3183265 | — | INVESTMENT ADVISORY | $8K | — |
| SECURITIES AMERICA ADVISORS, INC. | 47-0648506 | — | INVESTMENT ADVISORY | $8K | — |
| COMPASS ADVISORY GROUP LLC | 82-1499251 | — | INVESTMENT ADVISORY | $8K | — |
| WEALTH ADVISORY GROUP, INC. | 23-2739506 | — | INVESTMENT ADVISORY | $7K | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 20-1665305 | — | INVESTMENT ADVISORY | $7K | — |
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $6K | — |
| STIFEL NICOLAUS & COMPANY INC | 43-0538770 | — | INVESTMENT ADVISORY | $4K | — |
| MML INVESTORS SERVICES LLC | 04-2746212 | — | INVESTMENT ADVISORY | $4K | — |
| FBL MARKETING SERVICES, LLC | 42-1411715 | — | INVESTMENT ADVISORY | $3K | — |
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | INVESTMENT ADVISORY | $2K | — |
| PARK AVENUE SECURITIES | 13-4023176 | — | INVESTMENT ADVISORY | $1K | — |
| JOHN MARCHETTI | 14-6708123 | — | INVESTMENT ADVISORY | $621 | — |
| AMERIPRISE FINANCIAL SERVICES INC | 51-6041053 | — | INVESTMENT ADVISORY | $77 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PURSHE KAPLAN STERLING INVESTMENTS | 13-3749682 | — | OTHER SERVICES | $0 | — |
| EQUITABLE NETWORK LLC | 06-1555494 | — | OTHER SERVICES | $0 | — |
| SANCTUARY SECURITIES INC | 36-2957364 | — | OTHER SERVICES | $0 | — |
| TRUIST INVESTMENT SERVICES INC | 58-1648698 | — | OTHER SERVICES | $0 | — |
| MML INSURANCE AGENCY LLC | 04-3109325 | — | OTHER SERVICES | $0 | — |
| HILLTOP SECURITIES INSURANCE AGENCY | 75-1653811 | — | OTHER SERVICES | $0 | — |
| GWN SECURITIES INC. | 65-0939556 | — | OTHER SERVICES | $0 | — |
| BELL-ANDERSON AGENCY, INC. | 91-0756278 | — | OTHER SERVICES | $0 | — |
| PRUDENTIAL INSURANCE AGENCY LLC | 36-4576911 | — | OTHER SERVICES | $0 | — |
| N P A INS AGENCY INC | 22-3421458 | — | OTHER SERVICES | $0 | — |
| EQUITY SERVICES, INC. | 03-0221141 | — | OTHER SERVICES | $0 | — |
| JANNEY MONTGOMERY SCOTT LLC | 23-0731260 | — | OTHER SERVICES | $0 | — |
| MT & W ASSOCIATES, INC. | 38-3070938 | — | OTHER SERVICES | $0 | — |
| ROBERT W. BAIRD & CO. INCORPORATED | 39-6037917 | — | OTHER SERVICES | $0 | — |
