Principal Financial Group Institution
Cite this
Plain text Principal Financial Group. furp.org, person profile, tax years 2014–2025. https://furp.org/person/principal-financial-group-33609. Retrieved 2026-11-03.
APA furp.org. (n.d.). Principal Financial Group [Person profile; tax years 2014–2025]. Retrieved November 3, 2026, from https://furp.org/person/principal-financial-group-33609
MLA “Principal Financial Group.” furp.org, tax years 2014–2025, https://furp.org/person/principal-financial-group-33609. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2014–2025. Data: furp.org, CC BY 4.0.
This is an organization, such as a bank or trust company acting as trustee, not an individual. Pay shown is what the filing reported paying it, often trustee fees.
- States
- AZ, CA, CO, IA, ID, MA, MN, NE, OH, OK, TX, VA
- Years active
- 2014-2025
- Organizations
- 52
- Filings
- 136
- Most recent title
- VICE-CHAIR
- Lifetime reported pay
- $3,557,111
Data currently covers tax years 2010 to 2025.
Securities registration
No investment adviser registration on record under this name. Broker-only registrations aren’t in any public bulk file: check BrokerCheck.
Search the official records: BrokerCheck (FINRA) ↗ · Investment Adviser Public Disclosure (SEC) ↗. Matches here are by name (and state for people) only. From the SEC’s IAPD compilation reports and its monthly list of active broker-dealers.
Nonprofit filings (Form 990)
Each filing: the organization on one row, the title and pay on the row beneath. Pay as reported: from the organization, from related organizations, and other compensation (benefits, deferred pay, expense accounts). Greyed filings are superseded by a later return for the same period and are left out of the totals.
| Title | Hrs/wk | From org | From related | Other | Total |
|---|---|---|---|---|---|
| BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350 | |||||
| TRUSTEE | 1 | $54,895 | - | - | $54,895 |
| CAISO WELFARE BENEFIT PLANS TRUST | |||||
| TRUSTEE | 1 | $0 | $0 | $0 | $0 |
| COOPER-HANSEN FOUNDATION | |||||
| TRUSTEE | 1 | $107,541 | $0 | $0 | $107,541 |
| LIFE AND HEALTH INSURANCE PROTECTION ASSOCIATION | |||||
| VICE-CHAIR | 1 | $0 | $0 | $0 | $0 |
| WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST | |||||
| Institutional Trustee | - | $0 | $0 | $0 | $0 |
| Total, excluding superseded returns | $162,436 | $0 | $0 | $162,436 | |
| Title | Hrs/wk | From org | From related | Other | Total |
|---|---|---|---|---|---|
| LIFE AND HEALTH INSURANCE PROTECTION ASSOCIATION | |||||
| SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 |
| PDS VEBA TR | |||||
| TRUSTEE | 1 | $0 | $0 | $0 | $0 |
| Total, excluding superseded returns | $0 | $0 | $0 | $0 | |
| Title | Hrs/wk | From org | From related | Other | Total |
|---|---|---|---|---|---|
| LIFE AND HEALTH INSURANCE PROTECTION ASSOCIATION | |||||
| SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 |
| MASSACHUSETTS LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATION | |||||
| DIRECTOR | 1 | $0 | $0 | $0 | $0 |
| Total, excluding superseded returns | $0 | $0 | $0 | $0 | |
| Title | Hrs/wk | From org | From related | Other | Total |
|---|---|---|---|---|---|
| LIFE AND HEALTH INSURANCE PROTECTION ASSOCIATION | |||||
| SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 |
| Total, excluding superseded returns | $0 | $0 | $0 | $0 | |
| Title | Hrs/wk | From org | From related | Other | Total |
|---|---|---|---|---|---|
| LIFE AND HEALTH INSURANCE PROTECTION ASSOCIATION | |||||
| SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 |
| Total, excluding superseded returns | $0 | $0 | $0 | $0 | |
| Title | Hrs/wk | From org | From related | Other | Total |
|---|---|---|---|---|---|
| LIFE AND HEALTH INSURANCE PROTECTION ASSOCIATION | |||||
| DIRECTOR | 1 | $0 | $0 | $0 | $0 |
| Total, excluding superseded returns | $0 | $0 | $0 | $0 | |
Totals by year
| Year | From org | From related | Other | Total |
|---|---|---|---|---|
| 2025 | $162,436 | $0 | $0 | $162,436 |
| 2024 | $623,124 | $0 | $0 | $623,124 |
| 2023 | $787,081 | $0 | $0 | $787,081 |
| 2022 | $795,914 | $1,830 | $1,663 | $799,407 |
| 2021 | $1,185,063 | $0 | $0 | $1,185,063 |
| 2020 | $0 | $0 | $0 | $0 |
| 2019 | $0 | $0 | $0 | $0 |
| 2018 | $0 | $0 | $0 | $0 |
| 2017 | $0 | $0 | $0 | $0 |
| 2014 | $0 | $0 | $0 | $0 |
| Lifetime | $3,553,618 | $1,830 | $1,663 | $3,557,111 |
Serves alongside
Not shown for institutions and very large records: they appear on too many filings for the list to mean much.
Why these are linked
- One institution: 52 records under the same name once suffixes like N.A. and Trustee are dropped (Principal Financial Group).
- Same name at organizations that share a street address: EMMA ECCLES JONES ENDOWMENT FUND; PORTLAND GENERAL ELECTRIC COMPANY VEBA FOR HEALTH REIMBURSEMENT ARRA; SCHOOL DISTRICT OF MAPLE VEBA TR; SHELL OIL DENTAL ASSISTANCE PLAN; WELLS FARGO & COMPANY EMPLOYEE BENEFIT TRUST; WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST.
- Same name and same personal address on filings of: BEN B & IRIS MARGOLIS PRIVATE FDN FOR MEDICAL RESEARCH 068350; FOUNDATION FOR HOSPICE NORTHERN UT; VAL A BROWNING ST JOSEPHS HIGH SCHOOL FOUNDATION; VAL A BROWNING TRUST FBO UNION STATION 580-0349902.
- Serves alongside up to 7 of the same people (A M Nolte, Cynthia A Deere, John M Esquivel, Julian Dalzell) at: SHELL MEDICAL PLAN; SHELL OIL DENTAL ASSISTANCE PLAN.
Records with the same name are kept apart unless evidence links them. Not the same person? Report it.
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