Civic Intelligence

The Principal Trust for Disability Benefits for Employees

EIN 46-6591529 • 501(c)9 • Des Moines, IA

Profile

Provide Disability Benefits to Members

711 High StreetDes Moines, IA 50392
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,952,328 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $2,815,217 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$0

Up $375,256 (+100%) from 2022

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0-$10MAssets 2011: $20,335,031Liabilities 2011: $3,412Net Assets 2011: $20,331,6192011Assets 2012: $18,096,027Liabilities 2012: -$26,354Net Assets 2012: $18,122,3812012Assets 2013: $16,239,441Liabilities 2013: $7,079Net Assets 2013: $16,232,3622013Assets 2014: $15,000,636Liabilities 2014: $3,849Net Assets 2014: $14,996,7872014Assets 2015: $13,922,412Liabilities 2015: -$2,937Net Assets 2015: $13,925,3492015Assets 2016: $14,270,398Liabilities 2016: -$3,141Net Assets 2016: $14,273,5392016Assets 2017: $13,805,191Liabilities 2017: -$32,967Net Assets 2017: $13,838,1582017Assets 2018: $13,292,925Liabilities 2018: $37,245Net Assets 2018: $13,255,6802018Assets 2019: $10,978,368Liabilities 2019: -$65,897Net Assets 2019: $11,044,2652019Assets 2020: $10,122,146Liabilities 2020: -$4,344Net Assets 2020: $10,126,4902020Assets 2021: $7,910,842Liabilities 2021: $2,742Net Assets 2021: $7,908,1002021Assets 2022: $2,952,328Liabilities 2022: $137,111Net Assets 2022: $2,815,2172022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$5.0M$0-$5.0M-$10MRevenue 2011: $1,408,159Expenses 2011: $3,199,218Net Income 2011: -$1,791,0592011Revenue 2012: $811,439Expenses 2012: $3,020,678Net Income 2012: -$2,209,2392012Revenue 2013: $1,357,648Expenses 2013: $3,247,667Net Income 2013: -$1,890,0192013Revenue 2014: $1,564,035Expenses 2014: $2,799,610Net Income 2014: -$1,235,5752014Revenue 2015: $1,750,758Expenses 2015: $2,822,196Net Income 2015: -$1,071,4382015Revenue 2016: $3,374,377Expenses 2016: $3,026,186Net Income 2016: $348,1912016Revenue 2017: $2,488,583Expenses 2017: $2,923,964Net Income 2017: -$435,3812017Revenue 2018: $2,637,221Expenses 2018: $3,219,699Net Income 2018: -$582,4782018Revenue 2019: $347,047Expenses 2019: $2,558,462Net Income 2019: -$2,211,4152019Revenue 2020: $1,731,339Expenses 2020: $2,649,114Net Income 2020: -$917,7752020Revenue 2021: $92,719Expenses 2021: $2,311,109Net Income 2021: -$2,218,3902021Revenue 2022: -$375,256Expenses 2022: $4,717,627Net Income 2022: -$5,092,8832022Revenue 2023: $02023

Highlighted filing

2023

Revenue$0
Expenses-
Net Income-
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$0
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.14$2.82$0.38$4.72$5.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.91$0.00$7.91$0.09$2.31$2.22
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.73$2.65$0.92
2019Summary only. Only limited summary data is available for this year.$11.0$0.07$11.0$0.35$2.56$2.21
2018Summary only. Only limited summary data is available for this year.$13.3$0.04$13.3$2.64$3.22$0.58
2017Summary only. Only limited summary data is available for this year.$13.8$0.03$13.8$2.49$2.92$0.44
2016Summary only. Only limited summary data is available for this year.$14.3$0.00$14.3$3.37$3.03$0.35
2015Summary only. Only limited summary data is available for this year.$13.9$0.00$13.9$1.75$2.82$1.07
2014Summary only. Only limited summary data is available for this year.$15.0$0.00$15.0$1.56$2.80$1.24
2013Summary only. Only limited summary data is available for this year.$16.2$0.01$16.2$1.36$3.25$1.89
2012Summary only. Only limited summary data is available for this year.$18.1$0.03$18.1$0.81$3.02$2.21
2011Summary only. Only limited summary data is available for this year.$20.3$0.00$20.3$1.41$3.20$1.79
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 7, 2023
Return Version
2022v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

Provide Disability Benefits to Members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,908,100$2,815,217▼ $5,092,883
Investments in Publicly Traded Securities$7,627,721$2,452,465▼ $5,175,256
Cash and Non-Interest-Bearing Accounts$283,308$500,050▲ $216,742
Accounts Receivable$-187$-187→ $0
Total Assets$7,910,842$2,952,328▼ $4,958,514
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,742$137,111▲ $134,369
Accounts Payable and Accrued Expenses$0$0→ $0
Total Liabilities$2,742$137,111▲ $134,369
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,908,100$2,815,217▼ $5,092,883
Total Liabilities and Net Assets / Fund Balance$7,910,842$2,952,328▼ $4,958,514
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Andrew DionAdministration Committee
Gina GrahamAdministration Committee
Jon CoutureAdministration Committee
Joseph McCartyAdministration Committee
Kevin FarleyAdministration Committee
Lisa CoulsonAdministration Committee
Nathan SchelhaasAdministration Committee
Deanna StrableInvestment Committee
Dennis MenkenInvestment Committee
Dwight SoethoutInvestment Committee
Jack BishopInvestment Committee
Janis WinterhofInvestment Committee
Joel PitzInvestment Committee
Kara HoogensenInvestment Committee
Kenneth McCullumInvestment Committee
Lisa CoulsonInvestment Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-375,256
Other Revenue
$0
Change in Net Assets
$-5,092,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,041
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$4,678,586--$4,678,586
Other Expenses$39,041$0$0$39,041
Total Functional Expenses$4,717,627$0$0$4,717,627
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Draft Suspense$146,664
Suspense - Unclaimed Property$4,274
General Suspense$-13,827
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Principal Trust for Disability Benefits for Employees
EIN
46-6591529
Phone
5158786903
Address
711 High Street, Des Moines, IA 50392

Signing Officer

Name
Mark Konrad
Title
Trustee, on Behalf of the Trustees
Phone
5158786903
Signed
2023-06-07

Organization Details

Principal Officer
Mark Konrad
Formed
2011
Legal Domicile
Ia
Voting Board Members
16
Independent Board Members
0
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

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”

Raw XML AppendixShowing 400 of 478 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt0-187
IRS990/AccountsReceivableGrp/EOYAmt0-187
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide Disability Benefits to Members
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt04678586
IRS990/BenefitsToMembersGrp/TotalAmt04678586
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Principal Life Insurance Company
IRS990/BooksInCareOfDetail/PhoneNum05152475111
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0711 High Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Des Moines
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050392
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0283308
IRS990/CashNonInterestBearingGrp/EOYAmt0500050
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt04678586
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-375256
IRS990/CYOtherExpensesAmt039041
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-5092883
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04717627
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-375256
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Benefits Paid to or for Members
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt04678586
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0Dennis Menken
IRS990/Form990PartVIISectionAGrp/PersonNm1Jack Bishop
IRS990/Form990PartVIISectionAGrp/PersonNm2Lisa Coulson
IRS990/Form990PartVIISectionAGrp/PersonNm3Kara Hoogensen
IRS990/Form990PartVIISectionAGrp/PersonNm4Kenneth McCullum
IRS990/Form990PartVIISectionAGrp/PersonNm5Joel Pitz
IRS990/Form990PartVIISectionAGrp/PersonNm6Dwight Soethout
IRS990/Form990PartVIISectionAGrp/PersonNm7Deanna Strable
IRS990/Form990PartVIISectionAGrp/PersonNm8Janis Winterhof
IRS990/Form990PartVIISectionAGrp/PersonNm9Lisa Coulson
IRS990/Form990PartVIISectionAGrp/PersonNm10Joseph McCarty
IRS990/Form990PartVIISectionAGrp/PersonNm11Nathan Schelhaas
IRS990/Form990PartVIISectionAGrp/PersonNm12Jon Couture
IRS990/Form990PartVIISectionAGrp/PersonNm13Andrew Dion
IRS990/Form990PartVIISectionAGrp/PersonNm14Kevin Farley
IRS990/Form990PartVIISectionAGrp/PersonNm15Gina Graham
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Administration Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Administration Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Administration Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Administration Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Administration Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Administration Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Administration Committee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-457894
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0-457894
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt082638
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt082638
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07627721
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02452465
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide Disability Benefits to Members
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07908100
IRS990/NetAssetsOrFundBalancesEOYAmt02815217
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-457894
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-457894
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt078638
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherExpensesGrp/Desc0Federal Income Tax
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt039041
IRS990/OtherExpensesGrp/TotalAmt039041
IRS990/OtherLiabilitiesGrp/BOYAmt02742
IRS990/OtherLiabilitiesGrp/EOYAmt0137111
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Mark Konrad
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Taxes Paid on Investment Income of the Trust
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt039041
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02613376
IRS990/PYInvestmentIncomeAmt092719
IRS990/PYOtherExpensesAmt0-302267
IRS990/PYRevenuesLessExpensesAmt0-2218390
IRS990/PYTotalExpensesAmt02311109
IRS990/PYTotalRevenueAmt092719
IRS990/ReconcilationRevenueExpnssAmt0-5092883
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07908100
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02815217
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0-13827
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1146664
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24274
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0General Suspense
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Draft Suspense
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Suspense - Unclaimed Property
IRS990ScheduleD/TotalLiabilityAmt0137111
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0420127290
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1421335190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2426611162
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt2T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct10.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct20.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Life/Health insurance annuities, investments
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Provide Pension benefits
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2Provide disability benefits
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Principal Life Insurance Company
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1The Principal Trust for Certain Nonqualified Pension Benefits
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2The Principal Trust for Excess Individual Field Disability
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0711 High Street
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1711 High Street
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt2711 High Street
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Des Moines
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1Des Moines
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm2Des Moines
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd2IA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd050392
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd150392
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd250392
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt6NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Principal Trust for Health Bens for EEs and Non-Medicare Elig Rets
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1The Principal Trust for Health Benefits for Individual Field
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2The Principal Trust for Life Insurance Benefits for Employees
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3The Principal Trust for Life Insurance Benefits for Individual Field
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4The Principal Trust for Individual Field Disability
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5The Principal Trust for the Select Savings Plan for Employees
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6The Principal Trust for the Select Savings Plan for Individual Field
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0421364494
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1411686703
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2450493921
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3412113046
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4426611161
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5450476835
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6450476832
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5401(k)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6401(k)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd6IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Provides health benefits to members
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Provides health benefits to members
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Provide Life insurance benefits to members
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3Provide Life insurance benefits to members
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4Provide disability benefits to members
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5401(k)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6401(k)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0711 High Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1711 High Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2711 High Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3711 High Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4711 High Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt5711 High Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt6711 High Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Des Moines
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Des Moines
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Des Moines
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3Des Moines
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4Des Moines
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm5Des Moines
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm6Des Moines
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd5IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd6IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd050392
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd150392
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd250392
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd350392
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd450392
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd550392
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd650392
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0Beginning with Tax-Exempt Organization Number 8
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt1Primary activity - Legal domicile (state or foreign country) - Exempt Code section - Direct controlling entity
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt2(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 the Principal Pension Plan - 711 High Street, Des
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt3Pensions - IA - 401 (a) - N/A (9) The Principal Trust for Post-Retirement Life Benefits for Employees - VEBA
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt4Provide life insurance benefits to members - IA - 501 (c)(9) - N/A (10) The Principal Trust for Disability Benefits for Ind Field - VEBA - 46-6594396
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt5Provide disability benefits to members - IA - 501 (c) (9) - N/A (11) Principal Trust for Medicare-Eligible Post-Retirement Medical Benefits
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt6Provide health benefits for members - IA - 501 (c) (9) - N/A
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II Continuation
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc1Name, address, and EIN (if applicable) of disregarded entity

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