Form 990 for tax year 2023

Totals

Total revenue

$453,820

Total expenses

$1,033,965

Contributions and grants received

$0

Grants paid

$0

Program service revenue

$0

Investment income

$453,820

Other revenue

$0

Total assets, end of year

$10,523,371

Total liabilities, end of year

$0

Net assets or fund balances, end of year

$10,523,371

Program services expenses (Part IX)

$1,033,965

Management and general expenses

$0

Fundraising expenses

$0

Program service expenses (Part III)

$1,033,965

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• Benefits Paid to or for Members

  Expenses $946,048

• Taxes Paid on Investment Income of the Trust

  Expenses $87,959

• Misc Expenses - one time, non-reoccuring item

  Expenses -$42

As filed on the 2023 return.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• The Principal Trust for Health Bens for EEs and Non-Medicare Elig Rets

  501(c)(9) · Provide health benefits to members · IA

  Directly controlled by NA

• The Principal Trust for Health Benefits for Individual Field

  501(c)(9) · Provide health benefits to members · IA

  Directly controlled by NA

• ThePrincipal Trust for Life Insurance Benefits for Employees

  501(c)(9) · Provide life insurance benefits to members · IA

  Directly controlled by NA

• The Principal Trust for Life Insurance Benefits for Individual Field

  501(c)(9) · Provide life insurance benefits to members · IA

  Directly controlled by NA

• The Principal Trust for the Select Savings Plan for Employees

  401(k) · 401(k) · IA

  Directly controlled by NA

• The Principal Trust for the Select Savings Plan for Individual Field

  401(k) · 401(k) · IA

  Directly controlled by NA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

5 September 2024

IRS schema version

2023v5.1

Source object

202422719349300032

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