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PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 401k Plan overview

Plan NamePRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS
Plan identification number 001

PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRINCIPAL FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRINCIPAL FINANCIAL GROUP, INC.
Employer identification number (EIN):421520346
NAIC Classification:524140

Additional information about PRINCIPAL FINANCIAL GROUP, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1998-10-01
Company Identification Number: P98000084575
Legal Registered Office Address: 8322 SW 103 AVE.

MIAMI

33173

More information about PRINCIPAL FINANCIAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01TAMMY DEHAAI PAUL FROMM2018-10-11
0012016-01-01TAMMY DEHAAI TAMMY DEHAAI2017-10-13
0012015-01-01ADELE BURNS ADELE BURNS2016-10-17
0012015-01-01TAMMY DEHAAI TAMMY DEHAAI2016-10-10
0012014-01-01PAUL FROMM TAMMY DEHAAI2015-10-14

Plan Statistics for PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS

401k plan membership statisitcs for PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS

Measure Date Value
2022: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2022 401k membership
Market value of plan assets2022-12-313,595,113,718
Acturial value of plan assets2022-12-313,459,222,182
Funding target for retired participants and beneficiaries receiving payment2022-12-311,198,359,140
Number of terminated vested participants2022-12-316,298
Fundng target for terminated vested participants2022-12-31362,447,964
Active participant vested funding target2022-12-31883,081,268
Number of active participants2022-12-3111,445
Total funding liabilities for active participants2022-12-31935,269,432
Total participant count2022-12-3124,697
Total funding target for all participants2022-12-312,496,076,536
Balance at beginning of prior year after applicable adjustments2022-12-31274,152,961
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31274,152,961
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3141,888,538
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3144,246,863
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31291,095,614
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3150,000,000
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3146,773,483
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3164,191,311
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3146,773,483
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0117,970
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01350
Total of all active and inactive participants2022-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01350
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01470
2021: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2021 401k membership
Market value of plan assets2021-12-313,451,707,793
Acturial value of plan assets2021-12-313,106,537,014
Funding target for retired participants and beneficiaries receiving payment2021-12-311,109,937,583
Number of terminated vested participants2021-12-316,117
Fundng target for terminated vested participants2021-12-31329,600,157
Active participant vested funding target2021-12-31822,996,412
Number of active participants2021-12-3110,659
Total funding liabilities for active participants2021-12-31880,102,134
Total participant count2021-12-3123,577
Total funding target for all participants2021-12-312,319,639,874
Balance at beginning of prior year after applicable adjustments2021-12-31231,900,661
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31231,900,661
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3169,975,405
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3173,789,065
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31274,152,961
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3145,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3141,888,538
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3160,341,306
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3141,888,538
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0116,932
Total number of active participants reported on line 7a of the Form 55002021-01-0112,024
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016,237
Total of all active and inactive participants2021-01-0118,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0166
Total participants2021-01-0118,327
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01308
2020: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2020 401k membership
Market value of plan assets2020-12-312,956,921,125
Acturial value of plan assets2020-12-312,797,016,933
Funding target for retired participants and beneficiaries receiving payment2020-12-311,101,660,638
Number of terminated vested participants2020-12-316,107
Fundng target for terminated vested participants2020-12-31334,832,979
Active participant vested funding target2020-12-31809,708,100
Number of active participants2020-12-3110,632
Total funding liabilities for active participants2020-12-31870,018,387
Total participant count2020-12-3123,436
Total funding target for all participants2020-12-312,306,512,004
Balance at beginning of prior year after applicable adjustments2020-12-31190,833,329
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31190,833,329
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3127,589,540
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3129,134,554
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31231,900,661
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3175,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3169,975,405
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3155,849,736
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3169,975,405
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0117,033
Total number of active participants reported on line 7a of the Form 55002020-01-0111,185
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016,072
Total of all active and inactive participants2020-01-0117,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0163
Total participants2020-01-0117,320
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01267
2019: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2019 401k membership
Market value of plan assets2019-12-312,496,165,525
Acturial value of plan assets2019-12-312,609,563,472
Funding target for retired participants and beneficiaries receiving payment2019-12-31958,309,869
Number of terminated vested participants2019-12-316,063
Fundng target for terminated vested participants2019-12-31316,977,578
Active participant vested funding target2019-12-31831,898,198
Number of active participants2019-12-3110,963
Total funding liabilities for active participants2019-12-31894,844,050
Total participant count2019-12-3123,314
Total funding target for all participants2019-12-312,170,131,497
Balance at beginning of prior year after applicable adjustments2019-12-31200,202,821
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31200,202,821
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31190,833,329
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3130,000,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3127,589,540
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3159,327,661
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3127,589,540
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0117,058
Total number of active participants reported on line 7a of the Form 55002019-01-0111,070
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016,220
Total of all active and inactive participants2019-01-0117,290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0160
Total participants2019-01-0117,350
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01319
2018: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2018 401k membership
Market value of plan assets2018-12-312,703,768,136
Acturial value of plan assets2018-12-312,538,653,726
Funding target for retired participants and beneficiaries receiving payment2018-12-31929,994,420
Number of terminated vested participants2018-12-315,941
Fundng target for terminated vested participants2018-12-31267,629,802
Active participant vested funding target2018-12-31762,362,668
Number of active participants2018-12-3110,807
Total funding liabilities for active participants2018-12-31824,419,055
Total participant count2018-12-3122,972
Total funding target for all participants2018-12-312,022,043,277
Balance at beginning of prior year after applicable adjustments2018-12-31171,318,519
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31171,318,519
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31152,479,295
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31161,597,557
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31200,202,821
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3158,658,718
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0116,828
Total number of active participants reported on line 7a of the Form 55002018-01-0111,244
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016,002
Total of all active and inactive participants2018-01-0117,246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0162
Total participants2018-01-0117,308
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01314
2017: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2017 401k membership
Market value of plan assets2017-12-312,257,700,416
Acturial value of plan assets2017-12-312,298,428,914
Funding target for retired participants and beneficiaries receiving payment2017-12-31799,249,838
Number of terminated vested participants2017-12-316,145
Fundng target for terminated vested participants2017-12-31258,253,853
Active participant vested funding target2017-12-31696,593,588
Number of active participants2017-12-3110,857
Total funding liabilities for active participants2017-12-31757,998,726
Total participant count2017-12-3122,844
Total funding target for all participants2017-12-311,815,502,417
Balance at beginning of prior year after applicable adjustments2017-12-31157,984,617
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31157,984,617
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3162,969,317
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3166,867,118
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31171,318,519
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31166,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31152,479,295
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3152,068,021
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31152,479,295
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0116,950
Total number of active participants reported on line 7a of the Form 55002017-01-0111,025
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015,854
Total of all active and inactive participants2017-01-0116,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0162
Total participants2017-01-0116,941
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01451
2016: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2016 401k membership
Market value of plan assets2016-12-312,225,106,172
Acturial value of plan assets2016-12-312,319,756,465
Funding target for retired participants and beneficiaries receiving payment2016-12-31757,470,221
Number of terminated vested participants2016-12-319,194
Fundng target for terminated vested participants2016-12-31368,472,792
Active participant vested funding target2016-12-31647,596,577
Number of active participants2016-12-3110,905
Total funding liabilities for active participants2016-12-31708,471,144
Total participant count2016-12-3125,519
Total funding target for all participants2016-12-311,834,414,157
Balance at beginning of prior year after applicable adjustments2016-12-31161,538,463
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31161,538,463
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31123,870,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31131,748,754
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31157,984,617
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3168,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3162,969,317
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3147,980,775
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3162,969,317
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0120,196
Total number of active participants reported on line 7a of the Form 55002016-01-0111,068
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015,983
Total of all active and inactive participants2016-01-0117,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0174
Total participants2016-01-0117,125
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01549
2015: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2015 401k membership
Total participants, beginning-of-year2015-01-01253
Total number of active participants reported on line 7a of the Form 55002015-01-01226
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01254
Number of participants with account balances2015-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2014 401k membership
Total participants, beginning-of-year2014-01-0121,321
Total number of active participants reported on line 7a of the Form 55002014-01-0111,314
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019,015
Total of all active and inactive participants2014-01-0120,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0169
Total participants2014-01-0120,398
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01418

Financial Data on PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS

Measure Date Value
2022 : PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-609,131,282
Total unrealized appreciation/depreciation of assets2022-12-31$-609,131,282
Total transfer of assets from this plan2022-12-31$1,544,305,575
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$22,935,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,392,919
Total income from all sources (including contributions)2022-12-31$-557,292,064
Total loss/gain on sale of assets2022-12-31$-65,891,598
Total of all expenses incurred2022-12-31$124,747,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$114,457,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$50,000,000
Value of total assets at end of year2022-12-31$50,000,000
Value of total assets at beginning of year2022-12-31$2,260,803,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,290,367
Total interest from all sources2022-12-31$71,673,682
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,177,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,177,781
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$6,123,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$12,149,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$22,935,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$7,392,919
Other income not declared elsewhere2022-12-31$137,692,456
Administrative expenses (other) incurred2022-12-31$1,556,104
Total non interest bearing cash at beginning of year2022-12-31$8,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-682,039,662
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,064,924
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,253,410,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at beginning of year2022-12-31$110,123,378
Investment advisory and management fees2022-12-31$6,851,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$73,982,568
Value of interest in pooled separate accounts at beginning of year2022-12-31$658,853,600
Interest earned on other investments2022-12-31$-1,651,389
Income. Interest from US Government securities2022-12-31$7,992,205
Income. Interest from corporate debt instruments2022-12-31$65,332,866
Asset value of US Government securities at beginning of year2022-12-31$280,639,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,173,720
Net investment gain/loss from pooled separate accounts2022-12-31$-141,639,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$50,000,000
Employer contributions (assets) at end of year2022-12-31$50,000,000
Employer contributions (assets) at beginning of year2022-12-31$45,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$114,457,231
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,073,922,056
Contract administrator fees2022-12-31$1,883,058
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$427,796,568
Aggregate carrying amount (costs) on sale of assets2022-12-31$493,688,166
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG, LLC
Accountancy firm EIN2022-12-31346565596
2021 : PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-39,892,576
Total unrealized appreciation/depreciation of assets2021-12-31$-39,892,576
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,392,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,135,639
Total income from all sources (including contributions)2021-12-31$261,696,790
Total loss/gain on sale of assets2021-12-31$-24,624,585
Total of all expenses incurred2021-12-31$163,643,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$151,974,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$45,000,000
Value of total assets at end of year2021-12-31$2,260,803,080
Value of total assets at beginning of year2021-12-31$2,162,492,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,668,519
Total interest from all sources2021-12-31$63,542,146
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,201,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,201,766
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,123,471
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,922,286
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$44,894,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$12,149,512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$8,244,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$7,392,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,135,639
Other income not declared elsewhere2021-12-31$3,198
Administrative expenses (other) incurred2021-12-31$1,435,770
Total non interest bearing cash at end of year2021-12-31$8,957
Total non interest bearing cash at beginning of year2021-12-31$8,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$98,053,480
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,253,410,161
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,155,356,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$110,123,378
Assets. partnership/joint venture interests at beginning of year2021-12-31$100,298,799
Investment advisory and management fees2021-12-31$7,991,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$73,982,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$63,791,402
Value of interest in pooled separate accounts at end of year2021-12-31$658,853,600
Value of interest in pooled separate accounts at beginning of year2021-12-31$949,791,371
Income. Interest from US Government securities2021-12-31$5,674,976
Income. Interest from corporate debt instruments2021-12-31$57,867,170
Asset value of US Government securities at end of year2021-12-31$280,639,538
Asset value of US Government securities at beginning of year2021-12-31$183,088,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,153,439
Net investment gain/loss from pooled separate accounts2021-12-31$202,313,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$45,000,000
Employer contributions (assets) at end of year2021-12-31$45,000,000
Employer contributions (assets) at beginning of year2021-12-31$75,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$107,080,146
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,073,922,056
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$778,347,573
Contract administrator fees2021-12-31$2,240,998
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$662,662,397
Aggregate carrying amount (costs) on sale of assets2021-12-31$687,286,982
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$112,821,493
Total unrealized appreciation/depreciation of assets2020-12-31$112,821,493
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,135,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,888,267
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$608,119,191
Total loss/gain on sale of assets2020-12-31$102,965,912
Total of all expenses incurred2020-12-31$262,733,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$253,488,938
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$75,000,000
Value of total assets at end of year2020-12-31$2,162,492,320
Value of total assets at beginning of year2020-12-31$1,814,859,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,244,332
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$46,071,915
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,629,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,629,501
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,922,286
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,311,207
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$149,746,234
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$8,244,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,963,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,135,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,888,267
Other income not declared elsewhere2020-12-31$278,758
Administrative expenses (other) incurred2020-12-31$1,393,321
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$8,154
Total non interest bearing cash at beginning of year2020-12-31$11,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$345,385,921
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,155,356,681
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,809,970,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Assets. partnership/joint venture interests at end of year2020-12-31$100,298,799
Assets. partnership/joint venture interests at beginning of year2020-12-31$80,235,336
Investment advisory and management fees2020-12-31$5,835,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$63,791,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$47,679,230
Value of interest in pooled separate accounts at end of year2020-12-31$949,791,371
Value of interest in pooled separate accounts at beginning of year2020-12-31$701,232,783
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$4,157,464
Income. Interest from corporate debt instruments2020-12-31$41,914,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$183,088,355
Asset value of US Government securities at beginning of year2020-12-31$295,365,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,494,557
Net investment gain/loss from pooled separate accounts2020-12-31$263,857,055
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$75,000,000
Employer contributions (assets) at end of year2020-12-31$75,000,000
Employer contributions (assets) at beginning of year2020-12-31$30,000,000
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$103,742,704
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$778,347,573
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$649,059,970
Contract administrator fees2020-12-31$2,015,839
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,522,944,241
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,419,978,329
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2020-12-31346565596
2019 : PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$196,952,482
Total unrealized appreciation/depreciation of assets2019-12-31$196,952,482
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,888,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,856,124
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$563,905,490
Total loss/gain on sale of assets2019-12-31$63,893,193
Total of all expenses incurred2019-12-31$256,518,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$247,431,088
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,000,000
Value of total assets at end of year2019-12-31$1,814,859,027
Value of total assets at beginning of year2019-12-31$1,507,440,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,087,650
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$53,940,886
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$937,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$937,951
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,311,207
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,828,224
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$154,234,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,963,078
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,146,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,888,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,856,124
Other income not declared elsewhere2019-12-31$95,330
Administrative expenses (other) incurred2019-12-31$1,354,956
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$11,454
Total non interest bearing cash at beginning of year2019-12-31$178,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$307,386,752
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,809,970,760
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,502,584,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$80,235,336
Assets. partnership/joint venture interests at beginning of year2019-12-31$73,007,375
Investment advisory and management fees2019-12-31$5,990,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$47,679,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$701,232,783
Value of interest in pooled separate accounts at beginning of year2019-12-31$569,564,946
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$8,058,325
Income. Interest from corporate debt instruments2019-12-31$45,882,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$295,365,969
Asset value of US Government securities at beginning of year2019-12-31$252,428,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,525,699
Net investment gain/loss from pooled separate accounts2019-12-31$215,559,949
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$30,000,000
Employer contributions (assets) at end of year2019-12-31$30,000,000
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$93,196,794
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$649,059,970
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$596,285,847
Contract administrator fees2019-12-31$1,742,531
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$872,794,344
Aggregate carrying amount (costs) on sale of assets2019-12-31$808,901,151
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-64,156,846
Total unrealized appreciation/depreciation of assets2018-12-31$-64,156,846
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,856,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,449,004
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-89,818,729
Total loss/gain on sale of assets2018-12-31$-57,930,767
Total of all expenses incurred2018-12-31$95,875,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$87,840,839
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$1,507,440,132
Value of total assets at beginning of year2018-12-31$1,692,727,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,034,739
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$50,644,745
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,828,224
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,010,170
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$11,146,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,194,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,856,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,449,004
Other income not declared elsewhere2018-12-31$27,435,834
Administrative expenses (other) incurred2018-12-31$1,230,768
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$178,894
Total non interest bearing cash at beginning of year2018-12-31$512,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-185,694,307
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,502,584,008
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,688,278,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Assets. partnership/joint venture interests at end of year2018-12-31$73,007,375
Assets. partnership/joint venture interests at beginning of year2018-12-31$73,141,116
Investment advisory and management fees2018-12-31$5,066,840
Value of interest in pooled separate accounts at end of year2018-12-31$569,564,946
Value of interest in pooled separate accounts at beginning of year2018-12-31$806,787,160
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$6,537,985
Income. Interest from corporate debt instruments2018-12-31$44,106,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$252,428,275
Asset value of US Government securities at beginning of year2018-12-31$174,278,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-45,811,695
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$166,000,000
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$87,840,839
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$596,285,847
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$463,803,552
Contract administrator fees2018-12-31$1,737,131
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$968,328,696
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,026,259,463
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2018-12-31346565596
2017 : PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$53,724,624
Total unrealized appreciation/depreciation of assets2017-12-31$53,724,624
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,449,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$249,474
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$541,661,144
Total loss/gain on sale of assets2017-12-31$15,143,326
Total of all expenses incurred2017-12-31$169,625,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$163,457,988
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$166,000,000
Value of total assets at end of year2017-12-31$1,692,727,319
Value of total assets at beginning of year2017-12-31$1,316,492,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,167,847
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$33,623,632
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,010,170
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,561,480
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$78,468,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,194,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,612,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,449,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$249,474
Other income not declared elsewhere2017-12-31$-34,215
Administrative expenses (other) incurred2017-12-31$1,161,477
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$512,497
Total non interest bearing cash at beginning of year2017-12-31$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$372,035,309
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,688,278,315
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,316,243,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Assets. partnership/joint venture interests at end of year2017-12-31$73,141,116
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$3,706,829
Value of interest in pooled separate accounts at end of year2017-12-31$806,787,160
Value of interest in pooled separate accounts at beginning of year2017-12-31$850,113,644
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$3,428,374
Income. Interest from corporate debt instruments2017-12-31$30,195,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$174,278,556
Asset value of US Government securities at beginning of year2017-12-31$129,379,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$273,203,777
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$166,000,000
Employer contributions (assets) at end of year2017-12-31$166,000,000
Employer contributions (assets) at beginning of year2017-12-31$68,000,000
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$84,989,690
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$463,803,552
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$263,825,127
Contract administrator fees2017-12-31$1,299,541
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$688,531,830
Aggregate carrying amount (costs) on sale of assets2017-12-31$673,388,504
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2017-12-31346565596
2016 : PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$19,511,602
Total unrealized appreciation/depreciation of assets2016-12-31$19,511,602
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$249,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,374,824
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$254,720,491
Total loss/gain on sale of assets2016-12-31$32,556,500
Total of all expenses incurred2016-12-31$314,748,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$309,612,935
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$68,000,000
Value of total assets at end of year2016-12-31$1,316,492,480
Value of total assets at beginning of year2016-12-31$1,381,645,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,135,403
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$27,283,695
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,561,480
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,200,214
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$92,586,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,612,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,312,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$249,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,374,824
Other income not declared elsewhere2016-12-31$-63,830
Administrative expenses (other) incurred2016-12-31$1,278,144
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$39
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-60,027,847
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,316,243,006
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,376,270,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$3,857,259
Value of interest in pooled separate accounts at end of year2016-12-31$850,113,644
Value of interest in pooled separate accounts at beginning of year2016-12-31$712,115,749
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$1,660,557
Income. Interest from corporate debt instruments2016-12-31$25,623,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$129,379,959
Asset value of US Government securities at beginning of year2016-12-31$184,794,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$107,432,524
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$68,000,000
Employer contributions (assets) at end of year2016-12-31$68,000,000
Employer contributions (assets) at beginning of year2016-12-31$60,000,000
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$217,026,382
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$263,825,127
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$411,222,906
Contract administrator fees2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$733,940,475
Aggregate carrying amount (costs) on sale of assets2016-12-31$701,383,975
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-60,253,025
Total unrealized appreciation/depreciation of assets2015-12-31$-60,253,025
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,374,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,174,254
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$86,852,834
Total loss/gain on sale of assets2015-12-31$-12,849,656
Total of all expenses incurred2015-12-31$79,971,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$74,048,653
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$130,810,000
Value of total assets at end of year2015-12-31$1,381,645,677
Value of total assets at beginning of year2015-12-31$1,373,563,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,922,354
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$36,322,853
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$315,760
Participant contributions at beginning of year2015-12-31$334,480
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,200,214
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,338,453
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,076,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,312,401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,902,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,374,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,174,254
Other income not declared elsewhere2015-12-31$-359,251
Administrative expenses (other) incurred2015-12-31$1,127,175
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$6,881,827
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,376,270,853
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,369,389,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$4,795,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,908,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,049,301
Value of interest in pooled separate accounts at end of year2015-12-31$712,115,749
Value of interest in pooled separate accounts at beginning of year2015-12-31$641,261,975
Interest on participant loans2015-12-31$12,238
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$967,584
Income. Interest from corporate debt instruments2015-12-31$35,355,281
Value of interest in common/collective trusts at end of year2015-12-31$14,745,422
Value of interest in common/collective trusts at beginning of year2015-12-31$15,128,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$570,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$570,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,352,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$873,103
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$184,794,407
Asset value of US Government securities at beginning of year2015-12-31$198,304,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-6,818,087
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$130,810,000
Employer contributions (assets) at end of year2015-12-31$60,000,000
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$72,972,282
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$411,222,906
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$519,185,486
Contract administrator fees2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$883,329,145
Aggregate carrying amount (costs) on sale of assets2015-12-31$896,178,801
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$110,458,120
Total unrealized appreciation/depreciation of assets2014-12-31$110,458,120
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,174,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,840,575
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$367,312,691
Total loss/gain on sale of assets2014-12-31$42,289,351
Total of all expenses incurred2014-12-31$424,506,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$418,334,951
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$115,000,000
Value of total assets at end of year2014-12-31$1,373,563,280
Value of total assets at beginning of year2014-12-31$1,431,423,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,171,801
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$40,526,588
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,338,453
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$9,402,524
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$349,988,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,902,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,528,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,174,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,840,575
Other income not declared elsewhere2014-12-31$61,896
Administrative expenses (other) incurred2014-12-31$1,042,622
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-57,194,061
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,369,389,026
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,426,583,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$5,129,179
Value of interest in pooled separate accounts at end of year2014-12-31$641,261,975
Value of interest in pooled separate accounts at beginning of year2014-12-31$670,987,983
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$431,967
Income. Interest from corporate debt instruments2014-12-31$40,094,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$570,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$69,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$69,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$198,304,837
Asset value of US Government securities at beginning of year2014-12-31$203,830,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$58,976,736
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$115,000,000
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$68,346,687
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$519,185,486
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$539,604,472
Contract administrator fees2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$960,327,619
Aggregate carrying amount (costs) on sale of assets2014-12-31$918,038,268
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596

Form 5500 Responses for PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS

2022: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRINCIPAL PENSION PLAN FOR CERTAIN FORMER AGENTS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number728954
Policy instance 3
Insurance contract or identification number728954
Number of Individuals Covered350
Insurance policy start date2022-12-31
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408464
Policy instance 2
Insurance contract or identification number408464
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408463
Policy instance 1
Insurance contract or identification number408463
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408464
Policy instance 2
Insurance contract or identification number408464
Number of Individuals Covered1125
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408463
Policy instance 1
Insurance contract or identification number408463
Number of Individuals Covered17202
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408464
Policy instance 2
Insurance contract or identification number408464
Number of Individuals Covered1185
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408463
Policy instance 1
Insurance contract or identification number408463
Number of Individuals Covered16135
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408463
Policy instance 1
Insurance contract or identification number408463
Number of Individuals Covered16111
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408464
Policy instance 2
Insurance contract or identification number408464
Number of Individuals Covered1239
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408464
Policy instance 2
Insurance contract or identification number408464
Number of Individuals Covered1299
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408463
Policy instance 1
Insurance contract or identification number408463
Number of Individuals Covered16009
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408464
Policy instance 2
Insurance contract or identification number408464
Number of Individuals Covered1367
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408463
Policy instance 1
Insurance contract or identification number408463
Number of Individuals Covered15574
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number460794
Policy instance 2
Insurance contract or identification number460794
Number of Individuals Covered254
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,864
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,864
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBB&T SECURITIES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered254
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,026
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,026
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBB&T SECURITIES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408464
Policy instance 2
Insurance contract or identification number408464
Number of Individuals Covered2125
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number408463
Policy instance 1
Insurance contract or identification number408463
Number of Individuals Covered18273
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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