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← The Principal Trust for Disability Benefits for Individual Field

Form 990 for tax year 2022

Filed by The Principal Trust for Disability Benefits for Individual Field.

Totals

Total revenue
$15,003
Total expenses
$310,626
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$15,003
Other revenue
$0
Total assets, end of year
$1,882,783
Total liabilities, end of year
-$4,016
Net assets or fund balances, end of year
$1,886,799
Program services expenses (Part IX)
$310,626
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$310,626

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.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $33,814 · unrelated business $0 · excluded $33,814

  • 7a · Gross sales of assets other than inventory

    securities -$18,811

  • 7c · Gain or loss

    securities -$18,811

  • 7d · Net gain or loss

    total -$18,811 · related or exempt $0 · unrelated business $0 · excluded -$18,811

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $300,343 · program services $300,343

  • 24a · Other expenses: Federal Income Taxes

    total $10,283 · program services $10,283 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $112,298 · end of year $51,671

  • 11 · Investments: publicly traded securities

    beginning of year $2,066,107 · end of year $1,831,112

  • 17 · Accounts payable and accrued expenses

    beginning of year -$4,016 · end of year -$4,016

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,182,421 · end of year $1,886,799

Mission and programs · 2022

Mission

Provide Disability Benefits to Members

  • Benefits Paid to or for Members

    Expenses $300,343

  • Taxes Paid on Investment Income of the Trust

    Expenses $10,283

As filed on the 2022 return.

Listed in Part VII

  • Dennis Menken

    Investment Committee

    Total calculated
    $0
    Hours/week
    1

  • Jack Bishop

    Investment Committee

    Total calculated
    $0
    Hours/week
    1

  • Lisa Coulson

    Investment Committee

    Total calculated
    $0
    Hours/week
    1

  • Kara Hoogensen

    Investment Committee

    Total calculated
    $0
    Hours/week
    1

  • Kenneth McCullum

    Investment Committee

    Total calculated
    $0
    Hours/week
    1

  • Joel Pitz

    Investment Committee

    Total calculated
    $0
    Hours/week
    1

  • Dwight Soethout

    Investment Committee

    Total calculated
    $0
    Hours/week
    1

  • Deanna Strable

    Investment Committee

    Total calculated
    $0
    Hours/week
    1

  • Janis Winterhof

    Investment Committee

    Total calculated
    $0
    Hours/week
    1

  • Lisa Coulson

    Administration Committee

    Total calculated
    $0
    Hours/week
    1

  • Joseph McCarty

    Administration Committee

    Total calculated
    $0
    Hours/week
    1

  • Nathan Schelhaas

    Administration Committee

    Total calculated
    $0
    Hours/week
    1

  • Jon Couture

    Administration Committee

    Total calculated
    $0
    Hours/week
    1

  • Andrew Dion

    Administration Committee

    Total calculated
    $0
    Hours/week
    1

  • Kevin Farley

    Administration Committee

    Total calculated
    $0
    Hours/week
    1

  • Gina Graham

    Administration Committee

    Total calculated
    $0
    Hours/week
    1

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.

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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Principal Life Insurance Company

    C · Life/Health insurance annuities, investments · IA · 0% owned

    Directly controlled by NA

  • The Principal Trust for Certain Nonqualified Pension Benefits

    T · Provide Pension Benefits · IA · 0% owned

    Directly controlled by NA

  • The Principal Trust for Excess Individual Field Disability

    T · Provide Disability benefits · IA · 0% owned

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
7 June 2023
IRS schema version
2022v5.0
Source object
202341609349300414

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