PRINCIPAL TRUST FOR POST-RETIREMENT LIFE BENEFITS FOR EMPLOYEES

As filed

Subsection

09

NTEE code

Y43

Classification

1000

Street

711 HIGH ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

6 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• PRINCIPAL FINANCIAL GROUP FOUNDATION INC

  EIN 42-1312301

• PRINCIPAL TR FOR MEDICARE-ELIGIBLE POST-RETIREMENT MEDICAL BENEFITS

  EIN 47-5094550

• PRINCIPAL TRUST FOR LIFE INSURANCE BENEFITS FOR EMPLOYEES

  EIN 45-0493921

• PRINCIPAL TRUST FOR LIFE INSURANCE BENEFITS FOR INDIVIDUAL FIELD

  EIN 41-2113046

• ROYAL TEN CATE U S A INC HEALTH AND WELFARE TRUST

  EIN 58-6251367

• THE PRINCIPAL TRUST FOR HEALTH BENS FOR EES AND NON-MEDICARE ELIG RETS

  EIN 42-1364494

Mission and programs · 2024

• Benefits Paid to or for Members

  Expenses $923,715

• Taxes Paid on Investment Income of the Trust

  Expenses $159,527

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $463,901

  Expenses

  $1,083,242

  Contributions

  $0

  Grants paid

  $0

• 2023

  Revenue

  $453,820

  Expenses

  $1,033,965

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $534,594

  Expenses

  $758,460

  Contributions

  $0

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $1,142,694

  Expenses

  $705,735

  Assets (EOY)

  $11,327,422

• 2020 · 990

  Revenue

  $778,417

  Expenses

  $514,894

  Assets (EOY)

  $10,890,463

• 2020 · 990

  Revenue

  $778,417

  Expenses

  $514,894

  Assets (EOY)

  $10,890,463

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files