Our reporting capabilities on the plan sponsor secure website make it easier for you to get the information you need when you need it.


You’ll have access to a variety of reports to help you stay informed of activity within the DB plan, including:

Participant Census report

Provides basic demographic information. The information contained in this report is based on the data available in our records as of the previous day. 

Domestic Relations Orders report

Lists all participants with a Qualified Domestic Relations Order during the scheduled reporting period.

Address Changes report

Lists all participants who made an address change during the scheduled reporting period.

Benefit Plan report

A report produced for each participant after the annual benefit update. The report is posted to the participant’s secure website and can also be mailed directly to the participant’s home.

Display of Benefits report

An annual report that outlines participant accrued benefits and additional demographic information is made available and mailed to you.

Distributions & Withdrawals report

This report lists all participants who have taken a distribution and includes key distribution information.

Income Payment Summary report 

Posted annually in the audit section of the plan sponsor secure website. It includes details on all annuitants/retirees in pay status for the scheduled reporting period.

Through the Reports tab on the plan sponsor secure website, you can:

  • Create and save templates for custom reports by selecting the specific data points you want within the report, including the ability to select filters for the participants to be included in the report.
  • View reports immediately online or downloaded based on your timing preferences.
  • Format reports based on your personal preferences. For example, the Participant Data Report includes a variety of filters to help you pinpoint specific information and specific sets of participants.

If you have other existing reports, those will be available to you after the plan migrates to Principal. Contact your service team if you have additional reporting needs.