Y โ€” Mutual & Membership BenefitEIN: 450493921ยท Ruling Year: 2004

Principal Trust For Life Insurance Benefits For Employees

Des Moines, Iowa

BHealth Score
57B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

๐Ÿ’ฐ
$9.2M
Total Revenue
๐Ÿ“Š
$10.7M
Total Expenses
๐Ÿฆ
$44.0M
Net Assets
๐Ÿ“‹
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+6.2%
Year-over-year change (2022 โ†’ 2023)
Net Margin
-15.6%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$9,239,342โ†‘6%$10,684,989โ†‘11%$44,015,795โ†‘42%
2022$8,701,370โ†“9%$9,638,797โ†‘14%$31,045,128โ†“3%
2021$9,538,284โ†‘26%$8,467,462โ†‘26%$31,982,554โ†‘3%
2020$7,589,997โ†‘30%$6,713,413$30,911,731โ†‘2%
2019$5,857,581โ†“25%$6,694,827โ†“4%$30,384,521โ†“3%
2018$7,784,674โ†‘8%$6,940,245โ†‘23%$31,210,366โ†‘3%
2017$7,206,420โ†“23%$5,623,209โ†“23%$30,361,698โ†‘5%
2016$9,405,013โ†‘34%$7,344,734โ†‘19%$28,785,718โ†‘8%
2015$7,044,721โ†“21%$6,179,714โ†“10%$26,713,692โ†‘3%
2014$8,865,876โ†‘9%$6,880,229โ†‘4%$25,902,675โ†‘8%
2013$8,150,522โ†‘23%$6,632,378โ†“2%$23,900,574โ†‘7%
2012$6,604,819โ†‘2%$6,777,747โ†“1%$22,392,404โ†“1%
2011$6,449,213$6,872,284$22,561,954

Frequently Asked Questions

What does Principal Trust For Life Insurance Benefits For Employees do?โ–ผ

Principal Trust For Life Insurance Benefits For Employees is a mutual & membership benefit nonprofit organization based in Iowa. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Principal Trust For Life Insurance Benefits For Employees financially healthy?โ–ผ

Based on our 9-metric Financial Health Score model, Principal Trust For Life Insurance Benefits For Employees has a score of 57/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Principal Trust For Life Insurance Benefits For Employees generate?โ–ผ

Principal Trust For Life Insurance Benefits For Employees reports $10.2M in annual revenue and holds $42.8M in total assets, based on IRS filings.

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Principal Trust For Life Insurance Benefits For Employees โ€” Des Moines, IA | GiveScope