Report Name
Need Additional Data?
We can build a personalized report for you.
(there may be a cost associated with running a custom report for your plan)
Select the data that you would like to include in your report from the list below.
Note : Default will be all available columns if you choose not to select any column from below.
| Select Columns | Data Description | |
|---|---|---|
| Basic employee information - Select all | ||
| First name | Employee's first name | |
| Participant ID | Participant ID | |
| Last name | Employee's last name | |
| Middle initial | Initial of employee's middle name | |
| Partial SSN | Employee's partial social security number | |
| Street address 1 | Employee's street address Line 1 | |
| Street address 2 | Employee's street address Line 2 | |
| Street address 3 | Employee's street address Line 3 | |
| Street address 4 | Employee's street address Line 4 | |
| City | Employee's city of residence | |
| Country | Employee's country of residence | |
| Alternate ID | Employee's alternative unique ID | |
| Birth date | Employee's date of birth | |
| Current age | Employee's current age | |
| Participant location | Workplace location of the employee | |
| Zip code | Employee's Zip Code | |
| State | Employee's state of residence | |
| Work email ID | Employee's work email ID | |
| Participant account balance | Participant account balance as of previous month end | |
| Employment Information - Select All | ||
| Date of hire | Date the employee began employment | |
| Highly compensated status | Whether or not the employee is considered Highly Compensated | |
| Key status | Whether or not the employee is considered Key | |
| Plan entry date | Date the employee entered into the plan | |
| Rehire date | Date the employee was rehired | |
| Participant status | Employee's status in the plan | |
| Termination date | Date the employee was terminated | |
| Normal retirement date | Date the employee would normally retire | |
| Beneficiary information - Select all | ||
| Designation effective date | Date of beneficiary designation | |
| Beneficiary name | Beneficiary name | |
| Beneficiary percentage | Beneficiary designation percentage | |
| Relationship | Beneficiary's relationship to the employee | |
| Beneficiary type | Type of beneficiary | |
Can't find what you're looking for? Principal can build a personalized report for you. Please note there may be a cost associated with running a custom report for your plan.
Need Additional Data?
We can build a personalized report for you.
(there may be a cost associated with running a custom report for your plan)
Drag and drop the columns in the order you would like to see them in the report.
- First name
- Last name
- Participant ID
- State
- Date of hire
Need Additional Data?
We can build a personalized report for you.
(there may be a cost associated with running a custom report for your plan)
Refine the data you would like within the report.
Note: Hold "Ctrl" to select multiple items
Need Additional Data?
We can build a personalized report for you.
(there may be a cost associated with running a custom report for your plan)
| First name | Last name | Participant ID | State | Date of hire |
|---|---|---|---|---|
| John | Customer | XXX-XX-0003 | IA | 01/14/1950 |
Data included in any downloaded report(s) is considered authentic only as of the exact date and time it is downloaded. Principal no longer guarantees the authenticity of this information once the information has been moved into a CSV or Excel file.