ALTITUDE HOLDINGS SERVICE INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE PRINCIPAL WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023 : THE PRINCIPAL WELFARE BENEFIT PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $12,133,284 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $12,133,284 |
| Total transfer of assets to this plan | 2023-12-31 | $94,286,124 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $49,300,502 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $27,168,917 |
| Total income from all sources (including contributions) | 2023-12-31 | $98,161,013 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $206,201,269 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $190,550,383 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $57,065,312 |
| Value of total assets at end of year | 2023-12-31 | $409,946,170 |
| Value of total assets at beginning of year | 2023-12-31 | $401,568,717 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $15,650,886 |
| Total interest from all sources | 2023-12-31 | $6,309,781 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $2,857,742 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $2,857,742 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $47,161,978 |
| Participant contributions at end of year | 2023-12-31 | $617,032 |
| Participant contributions at beginning of year | 2023-12-31 | $545,037 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $132,757,131 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $121,852,490 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $691,516 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $1,274,055 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $27,903,695 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $10,270,983 |
| Other income not declared elsewhere | 2023-12-31 | $19,794,894 |
| Administrative expenses (other) incurred | 2023-12-31 | $5,115,429 |
| Total non interest bearing cash at end of year | 2023-12-31 | $2,157,279 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $979,042 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-108,040,256 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $360,645,668 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $374,399,800 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $15,078 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $72,844,344 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $54,495,137 |
| Interest earned on other investments | 2023-12-31 | $250,442 |
| Income. Interest from US Government securities | 2023-12-31 | $2,278,500 |
| Income. Interest from corporate debt instruments | 2023-12-31 | $3,340,364 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $19,104,972 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $2,143,311 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $2,143,311 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $440,475 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $28,044,803 |
| Asset value of US Government securities at end of year | 2023-12-31 | $27,669,687 |
| Asset value of US Government securities at beginning of year | 2023-12-31 | $69,463,230 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $9,903,334 |
| Employer contributions (assets) at end of year | 2023-12-31 | $25,078,892 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $19,670,135 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $162,505,580 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-12-31 | $129,025,317 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-12-31 | $131,146,280 |
| Contract administrator fees | 2023-12-31 | $10,501,256 |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $21,396,807 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $16,897,934 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2023-12-31 | 346565596 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $12,133,284 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $12,133,284 |
| Total transfer of assets to this plan | 2023-01-01 | $94,286,124 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $49,300,502 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $27,168,917 |
| Total income from all sources (including contributions) | 2023-01-01 | $98,161,013 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $206,201,269 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $190,550,383 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $57,065,312 |
| Value of total assets at end of year | 2023-01-01 | $409,946,170 |
| Value of total assets at beginning of year | 2023-01-01 | $401,568,717 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $15,650,886 |
| Total interest from all sources | 2023-01-01 | $6,309,781 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $2,857,742 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $2,857,742 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $47,161,978 |
| Participant contributions at end of year | 2023-01-01 | $617,032 |
| Participant contributions at beginning of year | 2023-01-01 | $545,037 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $132,757,131 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $121,852,490 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $691,516 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $1,274,055 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $27,903,695 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $10,270,983 |
| Other income not declared elsewhere | 2023-01-01 | $19,794,894 |
| Administrative expenses (other) incurred | 2023-01-01 | $5,115,429 |
| Total non interest bearing cash at end of year | 2023-01-01 | $2,157,279 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $979,042 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-108,040,256 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $360,645,668 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $374,399,800 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $15,078 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $72,844,344 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $54,495,137 |
| Interest earned on other investments | 2023-01-01 | $250,442 |
| Income. Interest from US Government securities | 2023-01-01 | $2,278,500 |
| Income. Interest from corporate debt instruments | 2023-01-01 | $3,340,364 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $19,104,972 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $440,475 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $28,044,803 |
| Asset value of US Government securities at end of year | 2023-01-01 | $27,669,687 |
| Asset value of US Government securities at beginning of year | 2023-01-01 | $69,463,230 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $9,903,334 |
| Employer contributions (assets) at end of year | 2023-01-01 | $25,078,892 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $19,670,135 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $162,505,580 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-01-01 | $129,025,317 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-01-01 | $131,146,280 |
| Contract administrator fees | 2023-01-01 | $10,501,256 |
| Liabilities. Value of benefit claims payable at end of year | 2023-01-01 | $21,396,807 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-01-01 | $16,897,934 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2023-01-01 | 346565596 |
| 2022 : THE PRINCIPAL WELFARE BENEFIT PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-47,791,045 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-47,791,045 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $27,168,917 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $27,085,281 |
| Total income from all sources (including contributions) | 2022-12-31 | $-12,604,593 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $167,018,591 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $153,687,237 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $50,685,447 |
| Value of total assets at end of year | 2022-12-31 | $401,568,717 |
| Value of total assets at beginning of year | 2022-12-31 | $581,108,265 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,331,354 |
| Total interest from all sources | 2022-12-31 | $2,554,375 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $5,069,363 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $5,069,363 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $40,657,443 |
| Participant contributions at end of year | 2022-12-31 | $545,037 |
| Participant contributions at beginning of year | 2022-12-31 | $504,014 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $121,852,490 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $136,438,581 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,274,055 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $484,990 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $10,270,983 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $14,155,631 |
| Other income not declared elsewhere | 2022-12-31 | $-23,122,733 |
| Administrative expenses (other) incurred | 2022-12-31 | $2,628,755 |
| Total non interest bearing cash at end of year | 2022-12-31 | $979,042 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $904,731 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-179,623,184 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $374,399,800 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $554,022,984 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $79,435 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $54,495,137 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $427,608,474 |
| Interest earned on other investments | 2022-12-31 | $124,338 |
| Income. Interest from US Government securities | 2022-12-31 | $393,913 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $1,703,011 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2,143,311 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $333,113 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $9,527,966 |
| Asset value of US Government securities at end of year | 2022-12-31 | $69,463,230 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $10,028,004 |
| Employer contributions (assets) at end of year | 2022-12-31 | $19,670,135 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $15,167,475 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $144,159,271 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $131,146,280 |
| Contract administrator fees | 2022-12-31 | $10,623,164 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $16,897,934 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $12,929,650 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2022-12-31 | 346565596 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-47,791,045 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-47,791,045 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $27,168,917 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $27,085,281 |
| Total income from all sources (including contributions) | 2022-01-01 | $-12,604,593 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $167,018,591 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $153,687,237 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $50,685,447 |
| Value of total assets at end of year | 2022-01-01 | $401,568,717 |
| Value of total assets at beginning of year | 2022-01-01 | $581,108,265 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $13,331,354 |
| Total interest from all sources | 2022-01-01 | $2,554,375 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $5,069,363 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $5,069,363 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $40,657,443 |
| Participant contributions at end of year | 2022-01-01 | $545,037 |
| Participant contributions at beginning of year | 2022-01-01 | $504,014 |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $121,852,490 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $136,438,581 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $1,274,055 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $484,990 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $10,270,983 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $14,155,631 |
| Other income not declared elsewhere | 2022-01-01 | $-23,122,733 |
| Administrative expenses (other) incurred | 2022-01-01 | $2,628,755 |
| Total non interest bearing cash at end of year | 2022-01-01 | $979,042 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $904,731 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-179,623,184 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $374,399,800 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $554,022,984 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $79,435 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $54,495,137 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $427,608,474 |
| Interest earned on other investments | 2022-01-01 | $124,338 |
| Income. Interest from US Government securities | 2022-01-01 | $393,913 |
| Income. Interest from corporate debt instruments | 2022-01-01 | $1,703,011 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $2,143,311 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $333,113 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $9,527,966 |
| Asset value of US Government securities at end of year | 2022-01-01 | $69,463,230 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $10,028,004 |
| Employer contributions (assets) at end of year | 2022-01-01 | $19,670,135 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $15,167,475 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $144,159,271 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-01-01 | $131,146,280 |
| Contract administrator fees | 2022-01-01 | $10,623,164 |
| Liabilities. Value of benefit claims payable at end of year | 2022-01-01 | $16,897,934 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-01-01 | $12,929,650 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2022-01-01 | 346565596 |
| 2021 : THE PRINCIPAL WELFARE BENEFIT PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-9,549,705 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-9,549,705 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $27,085,281 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $22,447,712 |
| Total income from all sources (including contributions) | 2021-12-31 | $71,186,855 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $145,247,334 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $130,316,831 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $45,872,956 |
| Value of total assets at end of year | 2021-12-31 | $581,108,265 |
| Value of total assets at beginning of year | 2021-12-31 | $650,531,175 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $14,930,503 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $15,811,570 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $15,811,570 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $37,849,366 |
| Participant contributions at end of year | 2021-12-31 | $504,014 |
| Participant contributions at beginning of year | 2021-12-31 | $494,214 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $136,438,581 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $117,386,547 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $484,990 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $434,091 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $14,155,631 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $11,676,086 |
| Other income not declared elsewhere | 2021-12-31 | $19,052,034 |
| Administrative expenses (other) incurred | 2021-12-31 | $5,229,888 |
| Total non interest bearing cash at end of year | 2021-12-31 | $904,731 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $1,690,650 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-74,060,479 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $554,022,984 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $628,083,463 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $122,156 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $427,608,474 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $518,658,642 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $8,417,313 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $8,023,590 |
| Employer contributions (assets) at end of year | 2021-12-31 | $15,167,475 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $11,867,031 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $121,899,518 |
| Contract administrator fees | 2021-12-31 | $9,578,459 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $12,929,650 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $10,771,626 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2021-12-31 | 346565596 |
| 2020 : THE PRINCIPAL WELFARE BENEFIT PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $7,896,908 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $7,896,908 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $22,447,712 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $26,811,758 |
| Total income from all sources (including contributions) | 2020-12-31 | $155,794,192 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $113,846,021 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $101,241,550 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $106,876,007 |
| Value of total assets at end of year | 2020-12-31 | $650,531,175 |
| Value of total assets at beginning of year | 2020-12-31 | $612,947,050 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,604,471 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $25,463,365 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $25,463,365 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $36,105,569 |
| Participant contributions at end of year | 2020-12-31 | $494,214 |
| Participant contributions at beginning of year | 2020-12-31 | $411,285 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $117,386,547 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $101,828,635 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $434,091 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $11,676,086 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $14,195,857 |
| Other income not declared elsewhere | 2020-12-31 | $15,557,912 |
| Administrative expenses (other) incurred | 2020-12-31 | $4,114,312 |
| Total non interest bearing cash at end of year | 2020-12-31 | $1,690,650 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1,343,364 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $41,948,171 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $628,083,463 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $586,135,292 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $116,080 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $518,658,642 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $493,769,281 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $6,773,067 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $70,770,438 |
| Employer contributions (assets) at end of year | 2020-12-31 | $11,867,031 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $15,594,485 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $94,468,483 |
| Contract administrator fees | 2020-12-31 | $8,374,079 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $10,771,626 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $12,615,901 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2020-12-31 | 346565596 |
| 2019 : THE PRINCIPAL WELFARE BENEFIT PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $55,943,335 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $55,943,335 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $26,811,758 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $20,201,400 |
| Total income from all sources (including contributions) | 2019-12-31 | $205,240,313 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $136,810,033 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $112,731,282 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $120,322,093 |
| Value of total assets at end of year | 2019-12-31 | $612,947,050 |
| Value of total assets at beginning of year | 2019-12-31 | $537,906,412 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24,078,751 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $13,219,623 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $13,219,623 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $33,501,242 |
| Participant contributions at end of year | 2019-12-31 | $411,285 |
| Participant contributions at beginning of year | 2019-12-31 | $351,418 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $101,828,635 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $86,073,373 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $172,839 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $14,195,857 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $8,522,391 |
| Other income not declared elsewhere | 2019-12-31 | $15,755,262 |
| Administrative expenses (other) incurred | 2019-12-31 | $15,652,251 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,343,364 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $64,388 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $68,430,280 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $586,135,292 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $517,705,012 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $110,756 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $493,769,281 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $435,033,007 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $7,529,930 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $86,820,851 |
| Employer contributions (assets) at end of year | 2019-12-31 | $15,594,485 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $16,211,387 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $105,201,352 |
| Contract administrator fees | 2019-12-31 | $8,315,744 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $12,615,901 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $11,679,009 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2019-12-31 | 346565596 |
| 2018 : THE PRINCIPAL WELFARE BENEFIT PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-61,088,171 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-61,088,171 |
| Total transfer of assets to this plan | 2018-12-31 | $143,512 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $20,201,400 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $27,496,901 |
| Total income from all sources (including contributions) | 2018-12-31 | $95,586,299 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $128,599,976 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $112,604,987 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $118,635,119 |
| Value of total assets at end of year | 2018-12-31 | $537,906,412 |
| Value of total assets at beginning of year | 2018-12-31 | $578,072,078 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $15,994,989 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $35,019,017 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $35,019,017 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $30,305,417 |
| Participant contributions at end of year | 2018-12-31 | $351,418 |
| Participant contributions at beginning of year | 2018-12-31 | $301,663 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $86,073,373 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $93,151,601 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $172,839 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $8,522,391 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $17,053,019 |
| Other income not declared elsewhere | 2018-12-31 | $3,020,334 |
| Administrative expenses (other) incurred | 2018-12-31 | $7,535,269 |
| Total non interest bearing cash at end of year | 2018-12-31 | $64,388 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-33,013,677 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $517,705,012 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $550,575,177 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $111,822 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $435,033,007 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $468,556,751 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $7,668,963 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $88,329,702 |
| Employer contributions (assets) at end of year | 2018-12-31 | $16,211,387 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $16,062,063 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $104,936,024 |
| Contract administrator fees | 2018-12-31 | $8,347,898 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $11,679,009 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $10,443,882 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2018-12-31 | 346565596 |
| 2017 : THE PRINCIPAL WELFARE BENEFIT PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $28,784,384 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $28,784,384 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $27,496,901 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $16,379,960 |
| Total income from all sources (including contributions) | 2017-12-31 | $173,623,779 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $128,404,262 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $105,784,491 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $111,845,933 |
| Value of total assets at end of year | 2017-12-31 | $578,072,078 |
| Value of total assets at beginning of year | 2017-12-31 | $521,735,620 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $22,619,771 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $21,043,559 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $21,043,559 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $29,293,437 |
| Participant contributions at end of year | 2017-12-31 | $301,663 |
| Participant contributions at beginning of year | 2017-12-31 | $254,449 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $93,151,601 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $81,201,698 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $2,399,176 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $17,053,019 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $5,153,046 |
| Other income not declared elsewhere | 2017-12-31 | $11,949,903 |
| Administrative expenses (other) incurred | 2017-12-31 | $14,690,594 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $45,219,517 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $550,575,177 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $505,355,660 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $104,975 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $468,556,751 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $422,155,107 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $7,465,811 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $82,552,496 |
| Employer contributions (assets) at end of year | 2017-12-31 | $16,062,063 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $15,725,190 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $98,318,680 |
| Contract administrator fees | 2017-12-31 | $7,824,202 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $10,443,882 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $11,226,914 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2017-12-31 | 346565596 |
| 2016 : THE PRINCIPAL WELFARE BENEFIT PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $8,015,216 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $8,015,216 |
| Total transfer of assets from this plan | 2016-12-31 | $17,656,475 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $16,379,960 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $32,257,986 |
| Total income from all sources (including contributions) | 2016-12-31 | $132,888,423 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $111,907,416 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $94,515,284 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $104,592,400 |
| Value of total assets at end of year | 2016-12-31 | $521,735,620 |
| Value of total assets at beginning of year | 2016-12-31 | $534,289,114 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $17,392,132 |
| Total interest from all sources | 2016-12-31 | $172,419 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $8,613,277 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $8,613,277 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $28,671,499 |
| Participant contributions at end of year | 2016-12-31 | $254,449 |
| Participant contributions at beginning of year | 2016-12-31 | $418,487 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $81,201,698 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $81,223,642 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $2,399,176 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $5,153,046 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $21,926,036 |
| Other income not declared elsewhere | 2016-12-31 | $11,495,111 |
| Administrative expenses (other) incurred | 2016-12-31 | $8,869,573 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $20,981,007 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $505,355,660 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $502,031,128 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $101,141 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $422,155,107 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $404,495,303 |
| Interest earned on other investments | 2016-12-31 | $172,419 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $33,007,726 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $6,401,102 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $75,920,901 |
| Employer contributions (assets) at end of year | 2016-12-31 | $15,725,190 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $15,143,956 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $88,114,182 |
| Contract administrator fees | 2016-12-31 | $8,421,418 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $11,226,914 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $10,331,950 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2016-12-31 | 346565596 |
| 2015 : THE PRINCIPAL WELFARE BENEFIT PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-19,603,788 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-19,603,788 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $32,257,986 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $44,523,325 |
| Total income from all sources (including contributions) | 2015-12-31 | $120,077,200 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $115,393,554 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $99,960,459 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $105,838,211 |
| Value of total assets at end of year | 2015-12-31 | $534,289,114 |
| Value of total assets at beginning of year | 2015-12-31 | $541,870,807 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,433,095 |
| Total interest from all sources | 2015-12-31 | $1,431,217 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $21,587,049 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $21,587,049 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $50,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $28,688,872 |
| Participant contributions at end of year | 2015-12-31 | $418,487 |
| Participant contributions at beginning of year | 2015-12-31 | $461,896 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $81,223,642 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $81,267,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $21,926,036 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $34,088,379 |
| Other income not declared elsewhere | 2015-12-31 | $10,824,511 |
| Administrative expenses (other) incurred | 2015-12-31 | $6,842,233 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $731,297 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $4,683,646 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $502,031,128 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $497,347,482 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $105,477 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $404,495,303 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $409,949,017 |
| Interest earned on other investments | 2015-12-31 | $1,431,217 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $33,007,726 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $35,426,721 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $6,279,749 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $77,149,339 |
| Employer contributions (assets) at end of year | 2015-12-31 | $15,143,956 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $14,034,736 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $93,680,710 |
| Contract administrator fees | 2015-12-31 | $8,485,385 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $10,331,950 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $10,434,946 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2015-12-31 | 346565596 |
| 2014 : THE PRINCIPAL WELFARE BENEFIT PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-3,515,109 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-3,515,109 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $44,523,325 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $40,296,838 |
| Total income from all sources (including contributions) | 2014-12-31 | $133,818,209 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $111,259,281 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $95,967,328 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $102,167,730 |
| Value of total assets at end of year | 2014-12-31 | $541,870,807 |
| Value of total assets at beginning of year | 2014-12-31 | $515,085,392 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $15,291,953 |
| Total interest from all sources | 2014-12-31 | $1,473,153 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $30,099,154 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $30,099,154 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $27,648,757 |
| Participant contributions at end of year | 2014-12-31 | $461,896 |
| Participant contributions at beginning of year | 2014-12-31 | $487,140 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $81,267,140 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $77,673,859 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $34,088,379 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $30,586,044 |
| Other income not declared elsewhere | 2014-12-31 | $3,593,281 |
| Administrative expenses (other) incurred | 2014-12-31 | $7,260,900 |
| Total non interest bearing cash at end of year | 2014-12-31 | $731,297 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $1,283,342 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $22,558,928 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $497,347,482 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $474,788,554 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $409,949,017 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $387,760,728 |
| Interest earned on other investments | 2014-12-31 | $1,473,153 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $35,426,721 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $37,506,095 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $5,927,512 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $74,518,973 |
| Employer contributions (assets) at end of year | 2014-12-31 | $14,034,736 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $10,374,228 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $90,039,816 |
| Contract administrator fees | 2014-12-31 | $8,031,053 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $10,434,946 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $9,710,794 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2014-12-31 | 346565596 |
| 2013 : THE PRINCIPAL WELFARE BENEFIT PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $38,439,441 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $38,439,441 |
| Total transfer of assets to this plan | 2013-12-31 | $673,597 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $40,296,838 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $22,978,050 |
| Total income from all sources (including contributions) | 2013-12-31 | $180,785,978 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $120,520,485 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $90,629,023 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $97,827,172 |
| Value of total assets at end of year | 2013-12-31 | $515,085,392 |
| Value of total assets at beginning of year | 2013-12-31 | $436,827,514 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $29,891,462 |
| Total interest from all sources | 2013-12-31 | $1,815,792 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $24,409,038 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $24,409,038 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $26,607,928 |
| Participant contributions at end of year | 2013-12-31 | $487,140 |
| Participant contributions at beginning of year | 2013-12-31 | $484,324 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $77,673,859 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $59,379,324 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $30,586,044 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $13,697,338 |
| Other income not declared elsewhere | 2013-12-31 | $18,294,535 |
| Administrative expenses (other) incurred | 2013-12-31 | $22,490,608 |
| Total non interest bearing cash at end of year | 2013-12-31 | $1,283,342 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $1,228,785 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $60,265,493 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $474,788,554 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $413,849,464 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $387,760,728 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $326,104,996 |
| Interest earned on other investments | 2013-12-31 | $1,815,792 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $37,506,095 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $40,404,405 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $5,667,436 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $71,219,244 |
| Employer contributions (assets) at end of year | 2013-12-31 | $10,374,228 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $9,225,680 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $84,961,587 |
| Contract administrator fees | 2013-12-31 | $7,400,854 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $9,710,794 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $9,280,712 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2013-12-31 | 346565596 |
| 2012 : THE PRINCIPAL WELFARE BENEFIT PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $31,685,171 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $31,685,171 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $22,978,050 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $12,043,122 |
| Total income from all sources (including contributions) | 2012-12-31 | $141,128,277 |
| Total of all expenses incurred | 2012-12-31 | $108,255,642 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $87,592,996 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $100,459,203 |
| Value of total assets at end of year | 2012-12-31 | $436,827,514 |
| Value of total assets at beginning of year | 2012-12-31 | $393,019,951 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $20,662,646 |
| Total interest from all sources | 2012-12-31 | $1,939,344 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $7,044,559 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $7,044,559 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $24,814,075 |
| Participant contributions at end of year | 2012-12-31 | $484,324 |
| Participant contributions at beginning of year | 2012-12-31 | $1,677,046 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $59,379,324 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $51,577,611 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $13,697,338 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,171,118 |
| Administrative expenses (other) incurred | 2012-12-31 | $13,228,814 |
| Total non interest bearing cash at end of year | 2012-12-31 | $1,228,785 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $636,219 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $32,872,635 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $413,849,464 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $380,976,829 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $326,104,996 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $289,256,028 |
| Interest earned on other investments | 2012-12-31 | $1,939,344 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $40,404,405 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $40,565,395 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $-1,151,518 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $75,645,128 |
| Employer contributions (assets) at end of year | 2012-12-31 | $9,225,680 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $9,307,652 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $88,744,514 |
| Contract administrator fees | 2012-12-31 | $7,433,832 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $9,280,712 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $10,872,004 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2012-12-31 | 346565596 |
| 2011 : THE PRINCIPAL WELFARE BENEFIT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-2,702,442 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-2,702,442 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $12,043,122 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $12,366,692 |
| Total income from all sources (including contributions) | 2011-12-31 | $99,883,207 |
| Total of all expenses incurred | 2011-12-31 | $102,439,767 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $100,781,775 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $94,507,545 |
| Value of total assets at end of year | 2011-12-31 | $393,019,951 |
| Value of total assets at beginning of year | 2011-12-31 | $395,900,081 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,657,992 |
| Total interest from all sources | 2011-12-31 | $2,226,346 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $24,401,598 |
| Participant contributions at end of year | 2011-12-31 | $1,677,046 |
| Participant contributions at beginning of year | 2011-12-31 | $1,737,212 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $51,577,611 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $54,094,217 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $725,929 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,171,118 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $1,263,660 |
| Administrative expenses (other) incurred | 2011-12-31 | $850,521 |
| Total non interest bearing cash at end of year | 2011-12-31 | $636,219 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $805,882 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-2,556,560 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $380,976,829 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $383,533,389 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $289,256,028 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $287,441,077 |
| Interest earned on other investments | 2011-12-31 | $2,226,346 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $40,565,395 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $42,218,603 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $8,659,749 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $5,851,758 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $69,380,018 |
| Employer contributions (assets) at end of year | 2011-12-31 | $9,307,652 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $9,603,090 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $92,122,026 |
| Contract administrator fees | 2011-12-31 | $807,471 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $10,872,004 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $11,103,032 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2011-12-31 | 346565596 |
| 2010 : THE PRINCIPAL WELFARE BENEFIT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $32,922,177 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $32,922,177 |
| Total transfer of assets to this plan | 2010-12-31 | $2,820,000 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $17,232,831 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $12,456,347 |
| Total income from all sources (including contributions) | 2010-12-31 | $148,445,723 |
| Total of all expenses incurred | 2010-12-31 | $104,636,094 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $90,775,627 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $107,877,464 |
| Value of total assets at end of year | 2010-12-31 | $400,766,220 |
| Value of total assets at beginning of year | 2010-12-31 | $352,180,107 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13,860,467 |
| Total interest from all sources | 2010-12-31 | $2,415,945 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $24,476,370 |
| Participant contributions at end of year | 2010-12-31 | $1,737,212 |
| Participant contributions at beginning of year | 2010-12-31 | $1,960,401 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $54,094,217 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $47,064,241 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,820,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $5,116,712 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $6,129,799 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $23,786 |
| Administrative expenses (other) incurred | 2010-12-31 | $13,510,742 |
| Total non interest bearing cash at end of year | 2010-12-31 | $805,882 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $527,727 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $43,809,629 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $383,533,389 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $339,723,760 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $287,441,077 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $249,484,196 |
| Interest earned on other investments | 2010-12-31 | $2,415,945 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $42,218,603 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $42,696,319 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $-469,018 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,230,137 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $80,581,094 |
| Employer contributions (assets) at end of year | 2010-12-31 | $14,469,229 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $5,330,511 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $91,244,645 |
| Contract administrator fees | 2010-12-31 | $349,725 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $11,103,032 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $12,432,561 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
| Accountancy firm EIN | 2010-12-31 | 346565596 |
| 2023: THE PRINCIPAL WELFARE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-06-01 | Type of plan entity | Single employer plan |
| 2023-06-01 | Plan funding arrangement – Insurance | Yes |
| 2023-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-04-01 | Type of plan entity | Single employer plan |
| 2023-04-01 | Submission has been amended | No |
| 2023-04-01 | This submission is the final filing | No |
| 2023-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-04-01 | Plan is a collectively bargained plan | No |
| 2023-04-01 | Plan funding arrangement – Insurance | Yes |
| 2023-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: THE PRINCIPAL WELFARE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Submission has been amended | No |
| 2022-04-01 | This submission is the final filing | No |
| 2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-04-01 | Plan is a collectively bargained plan | No |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: THE PRINCIPAL WELFARE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Submission has been amended | No |
| 2021-04-01 | This submission is the final filing | No |
| 2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-04-01 | Plan is a collectively bargained plan | No |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: THE PRINCIPAL WELFARE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | First time form 5500 has been submitted | Yes |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | No |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: THE PRINCIPAL WELFARE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: THE PRINCIPAL WELFARE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Submission has been amended | No |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | First time form 5500 has been submitted | Yes |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: THE PRINCIPAL WELFARE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | First time form 5500 has been submitted | Yes |
| 2017-10-01 | Submission has been amended | No |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | First time form 5500 has been submitted | Yes |
| 2017-09-01 | Submission has been amended | No |
| 2017-09-01 | This submission is the final filing | No |
| 2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-09-01 | Plan is a collectively bargained plan | No |
| 2017-09-01 | Plan funding arrangement – Insurance | Yes |
| 2017-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: THE PRINCIPAL WELFARE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | First time form 5500 has been submitted | Yes |
| 2016-09-01 | Submission has been amended | No |
| 2016-09-01 | This submission is the final filing | Yes |
| 2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-09-01 | Plan is a collectively bargained plan | No |
| 2016-09-01 | Plan funding arrangement – Insurance | Yes |
| 2016-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: THE PRINCIPAL WELFARE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | First time form 5500 has been submitted | Yes |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: THE PRINCIPAL WELFARE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | First time form 5500 has been submitted | Yes |
| 2014-10-01 | Submission has been amended | No |
| 2014-10-01 | This submission is the final filing | No |
| 2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-10-01 | Plan is a collectively bargained plan | No |
| 2014-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: THE PRINCIPAL WELFARE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | First time form 5500 has been submitted | Yes |
| 2013-10-01 | Submission has been amended | No |
| 2013-10-01 | This submission is the final filing | No |
| 2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-10-01 | Plan is a collectively bargained plan | No |
| 2013-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE PRINCIPAL WELFARE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE PRINCIPAL WELFARE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE PRINCIPAL WELFARE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
