Benefits brokerage · 6 offices
PRINCIPAL SECURITIES INC
PRINCIPAL SECURITIES INC is named as the broker of record on 275 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| DES MOINES | IA | 271 |
| EDEN PRAIRIE | MN | 1 |
| GRAND RAPIDS | MI | 1 |
| HOPKINS | MN | 1 |
| MAITLAND | FL | 1 |
| WINTER PARK | FL | 1 |
Book profile
PRINCIPAL SECURITIES INC brokers 275 insured contracts for 205 employers, across 36 states, led by IA, MN, FL.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (267, about 97%); EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, EMPOWER ANNUITY 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.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| SKYLINE PRODUCTS, INC. | COLORADO SPRINGS, CO | DES MOINES, IA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| LEISURE LIVING MANAGEMENT, LLC | GRAND RAPIDS, MI | DES MOINES, IA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| ALBAUGH, LLC | ANKENY, IA | DES MOINES, IA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| BUSINESS IMPACT GROUP, LLC | CHANHASSEN, MN | DES MOINES, IA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| AMPLIFIEDAG, INC. | CHARLESTON, SC | DES MOINES, IA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
more employers in PRINCIPAL SECURITIES INC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
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)