2025-11-07T12:35:23-08:00 2024-12-31 990 2024-01-01 421364494 The Principal Trust for Health and Disability Benefits for Active and Non-M PRIN 5152475111 711 High Street Des Moines IA 50392 Mark Konrad Trustee, on Behalf of the Trustees 5152475111 2025-03-05 true 2024 2025-03-06 01:10:19Z Mark Konrad 711 High Street Des Moines IA 50392 77203470 false X N/A X 1992 IA Provide Health Insurance and Disability Benefits to Members 15 0 0 0 5415379 5285746 0 48218658 53824825 8315749 5994542 19902069 17384103 76436476 77203470 0 180180358 179547309 0 0 0 10370976 10937184 190551334 190484493 -114114858 -113281023 313502723 201726564 311067 1815931 313191656 199910633 Provide Health Insurance and Disability Benefits to Members false false 179547309 Benefits Paid to or for Members 2121182 Taxes Paid on Investment Income of the Trust 8816002 Administrative Fees Paid by Trust 190484493 false false false false false false false false false false false false true true false false true false false false false false false false false false false false true false false false false false false false false false false false true false false false true 0 0 true 0 true true false false false false false false false X 15 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 X Binay Chandgothia Investment Committee 1.00 X 0 0 0 Jack Bishop Investment Committee 1.00 X 0 0 0 Staci Cunningham Investment Committee 1.00 X 0 0 0 Kara Hoogensen 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 Janis Benson 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 Jon Couture Administrative Committee 1.00 X 0 0 0 Andy Schafer Administrative Committee 1.00 X 0 0 0 Brian Ness 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 Dennis Menken Investment Committee 1.00 X 0 0 0 Deanna Strable Investment Committee 1.00 X 0 0 0 Shea Treadway Administrative Committee 1.00 X 0 0 0 true false false Principal Life Contributions 900001 7615846 0 0 Employee Contributions 900001 40603916 0 0 Retiree Contributions 900001 5605063 0 0 53824825 5868910 5868910 0 125632 125632 125632 0 125632 0 Change in Cash Surrender 900001 17499805 0 0 17499805 Death Benefit 900001 463461 0 0 463461 Change in Accrued Interest 900001 -579163 0 -579163 0 17384103 77203470 53824825 5415379 17963266 179547309 179547309 Federal Income Taxes 2115767 2115767 0 0 Foreign Taxes Paid 5415 5415 0 0 Administrative Fees 8816002 8816002 0 0 190484493 190484493 0 0 -15151517 681183 579163 0 197202271 52672770 130872806 148372611 313502723 201726564 0 1498869 311067 317062 311067 1815931 X 313191656 199910633 313191656 199910633 313502723 201726564 -113281023 X false false false Trust Owned Life Insurance 147382611 Deposits with Insurance Company 990000 148372611 Draft Suspense 0 Suspense - Unclaimed Property 354220 General Suspense -37158 Suspense Claim - Other 0 317062 false false false Dennis Menken 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Deanna Strable 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Shea Treadway 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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. Individuals serving on the Investment Committee and the Administration Committee are employees of Principal Workforce, LLC, which is not a Sponsoring Organization or Contributing Employer of the VEBA as defined by the Instructions to Form 990 Schedule R. The individuals receive compensation from Principal Workforce, LLC for their regular employment duties and are not compensated for serving on the Investment or Administration Committees. 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 Life Insurance Benefits for Employees 711 High Street Des Moines IA 50392 450493921 Provide life insurance benefits to members IA 501(c)(9) NA false The Principal Trust for Post-Retirement Life Insurance Benefits 711 High Street Des Moines IA 50392 466578451 Provide life insurance benefits for members IA 501(c)(9) NA false The Principal Trust for Medicare-Eligible Post-Retirement Medical Benefits 711 High Street Des Moines IA 50392 475094550 Provide medical benefits to members IA 501(c)(9) NA false The Principal Select Savings Plan Trust 711 High Street Des Moines IA 50392 450476835 401(k) IA 401(k) NA false The Principal Trust for The Principal Cash Balance Plan 711 High Street Des Moines IA 50392 Pensions IA 401(a) NA false The Principal Trust for Certain Non qualified Pension Benefits 711 High Street Des Moines IA 50392 421335190 Provide Pension Benefits IA NA T 0.00000 false Principal Life Insurance Company 711 High Street Des Moines IA 50392 420127290 Life/Health Insurance annuities, investments IA NA C 0.00000 false false false false false false false false false false false false false false false false false false false true