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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 271 insurance contracts in public Form 5500 Schedule A filings.

One of 6 offices of PRINCIPAL SECURITIES INC.

Contracts brokered
271
Book size
$1M+
Office state
IA

271 contracts on file name PRINCIPAL SECURITIES INC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

PRINCIPAL SECURITIES INC brokers 271 insured contracts for 201 employers, across 36 states, led by IA, MN, FL.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (267, about 99%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, MINNESOTA LIFE INSURANCE COMPANY, NATIONWIDE LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 53% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
SKYLINE PRODUCTS, INC.COLORADO SPRINGS, COPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
LEISURE LIVING MANAGEMENT, LLCGRAND RAPIDS, MIPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
ALBAUGH, LLCANKENY, IAPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
BUSINESS IMPACT GROUP, LLCCHANHASSEN, MNPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
AMPLIFIEDAG, INC.CHARLESTON, SCPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
Subscriber access
196

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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