2023-06-09T06:44:27-07:00 2022-12-31 990 2022-01-01 411686703 The Principal Trust for Health Benefits for Individual Field and Non-Medica PRIN 5158786903 711 High Street Des Moines IA 50392 Mark Konrad Trustee, on Behalf of the Trustees 5158786903 2023-06-07 Mark Konrad XXX-XX-XXXX true 0 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Mark Konrad 711 High Street Des Moines IA 50392 0 false X N/A X 1992 IA Provide Health Insurance Benefits to Members 16 0 0 0 0 1888149 0 5245493 5340604 2521823 -9345818 211130 7767316 -3794084 0 9475665 9290970 0 0 0 3175980 1306540 12651645 10597510 -4884329 -14391594 92146794 77709333 93354 46792 92053440 77662541 Provide Health Insurance Benefits to Members false false 9290970 Benefits Paid to or for Members 594483 Taxes Paid on Investment Income of the Trust 712057 Administrative Fees Paid by the Trust 10597510 false false false false false false false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 true 0 true true false false false false false false false X 16 0 false false false false false false false true true false false true false false false false false false X Principal Life Insurance Company 5152475111 711 High Street Des Moines IA 50392 X Dennis Menken Investment Committee 1.00 X 0 0 0 Jack Bishop Investment Committee 1.00 X 0 0 0 Lisa Coulson Investment Committee 1.00 X 0 0 0 Kara Hoogenson Investment Committee 1.00 X 0 0 0 Kenneth McCullum Investment Committee 1.00 X 0 0 0 Joel Pitz Investment Committee 1.00 X 0 0 0 Dwight Soethout Investment Committee 1.00 X 0 0 0 Deanna Strable Investment Committee 1.00 X 0 0 0 Janis Winterhof Investment Committee 1.00 X 0 0 0 Lisa Coulson Administrative Committee 1.00 X 0 0 0 Joseph McCarty Administrative Committee 1.00 X 0 0 0 Nathan Schelhaas Administrative Committee 1.00 X 0 0 0 Jon Couture Administrative Committee 1.00 X 0 0 0 Andrew Dion Administrative Committee 1.00 X 0 0 0 Kevin Farley Administrative Committee 1.00 X 0 0 0 Gina Graham Administrative Committee 1.00 X 0 0 0 false false false Principal Life Contribution 900001 541352 0 541352 Employee Contributions 900001 3967932 0 3967932 Retiree Contributions 900001 831320 0 831320 5340604 1892149 0 1892149 -11237967 -11237967 -11237967 0 0 -11237967 Change in Accrued Interest 900001 211130 0 0 211130 211130 -3794084 0 0 -3794084 9290970 9290970 Federal Income Taxes 594324 594324 0 0 Foreign Taxes Paid 159 159 0 0 Administrative Fees 712057 712057 0 0 10597510 10597510 0 0 200409 109689 -632600 -361589 92478985 77861233 100000 100000 92146794 77709333 12 12 93342 46780 93354 46792 X 92053440 77662541 92053440 77662541 92146794 77709333 -14391594 695 X false false false Draft Suspense 803 Suspense - Unclaimed Property 45977 46780 Pt VI, Line 11b The governing body of the organization consists of the Benefit Plans Investment Committee ("Investment Committee") and the Benefit Plans Administration Committee ("Administration Committee"). The Investment Committee is the fiduciary responsible for the management of assets of the organization. The Administration Committee is the fiduciary responsible for the operation and administration of the plans to which the organization relates. Assets of the organization are held in trust by three trustees. The trustees are nondiscretionary trustees, subject to the direction of the Investment Committee and the Administration Committee. The Form 990 was reviewed by the Investment Committee and Administration Committee, each of which gave approval and direction to the trustees to sign the Form. Pt VI, Line 19 No documents available to the public. The Principal Trust for Health Bens for EEs and Non-Medicare Elig Rets 711 High Street Des Moines IA 50392 421364494 Health Benefits for members IA 501(c)(9) NA The Principal Trust for Life Insurance Benefits for Employees 711 High Street Des Moines IA 50392 450493921 Provide life insurance benefits for members IA 501(c)(9) NA The Principal Trust for Life Insurance Benefits for Individual Field 711 High Street Des Moines IA 50392 412113046 Provide life insurance benefits for members IA 501(c)(9) NA The Principal Trust for Individual Field Disability 711 High Street Des Moines IA 50392 426611161 Provide disability benefits for members IA 501(c)(9) NA The Principal Trust for the Select Savings Plan for Employees 711 High Street Des Moines IA 50392 450476835 401(k) IA 401(k) NA The Principal Trust for the Select Savings Plan for Individual Field 711 High Street Des Moines IA 50392 450476832 401(k) IA 401(k) NA The Principal Trust for the Principal Pension Plan 711 High Street Des Moines IA 50392 Pension IA 401(a) NA Principal Life Insurance Company 711 High Street Des Moines IA 50392 420127290 Life/health insurance annuities, investments IA NA C 0.00000 The Principal Trust for Certain Nonqualified Pension Benefits 711 High Street Des Moines IA 50392 421335190 Provide Pension Benefit IA NA T 0.00000 The Principal Trust for Excess Individual Field Disability 711 High Street Des Moines IA 50392 426611162 Provide disability benefit IA NA T 0.00000 false false false false false false false false false false false false false false false false false false false Part II Continuation Beginning with Tax-Exempt Organization Number 8 Name, address, and EIN (if applicable) of disregarded entity Primary activity - Legal domicile (state or foreign country) - Exempt Code section - Direct controlling entity *Public charity status (if Section 501 (c) (3)) and Section 512 (b) (13) controlled entity [Yes/No] columns not shown due to being blank* (8) The Principal Trust for Post-Ret Life Benefits for Employees - VEBA - 46-6578451 - 711 High Street, Des Moines, IA 50392-0001 Provide life insurance benefits to members - IA - 501 (c)(9) - N/A (9) The Principal Trust for Disability Benefits for Employees - VEBA - 46-6591529 - 711 High Street, Des Moines, IA 50392-0001 Provide disability benefits to members - IA - 501 (c) (9) - N/A (10) The Principal Trust for Disability Benefits for Ind Field - VEBA - 46-6594396 - 711 High Street, Des Moines, IA 50392-0001 Provide disability benefits to members - IA - 501 (c) (9) - N/A (11) Principal Trust for Medicare-Eligible Post-Retirement Medical Benefits - VEBA - 47-5094550 - 711 High Street, Des Moines, IA 50392-0001 Provide health benefits for members - IA - 501 (c) (9) - N/A