Cause IQ vendor profile

Principal Financial Group


Principal Financial Group is a firm that provides actuarial services, insurance, investment management, commercial bank, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).

Most Principal Financial Group clients are hospitals, credit unions, and trade associations with revenues ranging from $21 million to $345 million.

Primary location:
Des Moines, IA
Clients in:
NY, IA
Identified clients:
210
Avg client size:
$146 mil revenue
Median client size:
$43 mil revenue

Principal Financial Group client list

  Name Type Location
1 American College of Surgeons (ACS) 501(c)(3) Chicago, IL
2 Sierra Club 501(c)(4) Oakland, CA
3 American Speech-Language-Hearing Association (ASHA) 501(c)(6) Rockville, MD
4 Easter Seals 501(c)(3) Chicago, IL
5 Pennsylvania Horticultural Society (PHS) 501(c)(3) Philadelphia, PA
6 U.S. Tire Manufacturers Association (USTMA) 501(c)(6) Washington, DC
7 Aluminum Association 501(c)(6) Arlington, VA
8 Easterseals Southern California 501(c)(3) Irvine, CA
9 John T Mather Memorial Hospital 501(c)(3) Westbury, NY
10 United Way Worldwide 501(c)(3) Alexandria, VA
... and 200 more Principal Financial Group not-for-profit tax-exempt clients identified by Cause IQ

Principal Financial Group competitors

Competitors to Principal Financial Group in the nonprofit sector include Transamerica Retirement Solutions, Capfinancial Partners, LLC, Minnesota Life Insurance Company, JP Morgan Chase, Great West Life and Annuity Company, Fidelity Investments, Ascensus, Gallagher Benefit Services Inc, Wells Fargo Bank, and Stancorp Financial Group.

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