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Benefits broker of record · DES MOINES, IA

PRINCIPAL SECURITIES INC

PRINCIPAL SECURITIES INC of DES MOINES, IA is named as the broker of record on 273 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
273
Book size
$1M+
States
IA

Book profile

PRINCIPAL SECURITIES INC brokers 273 insured contracts for 199 employers covering 424,737 people, across at least 6 states, led by IA, MN, FL.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (261, about 96%); LINCOLN NATIONAL LIFE INSURANCE CO., MINNESOTA LIFE INSURANCE COMPANY, NATIONWIDE LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 87% of contracts — so most of the book comes up for review at once.

Clients on file

EmployerLocationCarrierRenews
KYLE ENTERPRISES, LLCDELAVAN, WIPRINCIPAL LIFE INSURANCE COMPANYDecember
BRILLIANCE MOTOR SALES, INC.CRYSTAL LAKE, ILPRINCIPAL LIFE INSURANCE COMPANYDecember
SANTA CRUZ COMMUNITY HEALTH CENTERSSANTA CRUZ, CAPRINCIPAL LIFE INSURANCE COMPANYDecember
SUCCESS MORTGAGE PARTNERS, INC.PLYMOUTH, MIPRINCIPAL LIFE INSURANCE COMPANYDecember
GALEN MEDICAL GROUP EMPLOYEESHIXSON, TNPRINCIPAL LIFE INSURANCE COMPANYDecember
Subscriber access
261

more plans in PRINCIPAL SECURITIES INC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A