LISA Coulson signed Principal Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Principal Financial Group, Inc.'s EIN is 42-1520346.
Download the official 2024 Form 5500 (PDF) for Principal Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Principal Financial Group, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $67K | — |
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.
| % of plan | |||
|---|---|---|---|
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | $20.5M | 76.3% |
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | $5.3M | 19.6% |
| PRIN LDI INTRM DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 128 | Pooled Separate Account | $1.1M | 4.1% |
| PRIN LDI EXT DUR SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 129 | Pooled Separate Account | $0 | <0.1% |
