Transamerica Financial Life Insurance Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Transamerica Financial Life Insurance Company (EIN 36-6071399) is a plan sponsor located in Cedar Rapids, IA with 609 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 36-6071399
- Location
- Cedar Rapids, IA
- Loaded plans
- 719
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $7,605,330,021
- Plans with financial data
- 714
- Plans with provider compensation
- 0
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Ta Vanguard Total Stock Market Index Ret Acct | 166 | not reported in the loaded dataset | $479,542,852 | 2023 |
| Transamerica Partners Stock Index Ret Acct | 139 | not reported in the loaded dataset | $242,240,317 | 2023 |
| Ta Blackrock Lifepath Index 2035 Ret Acct | 837 | not reported in the loaded dataset | $182,911,407 | 2023 |
| State Street Russell Large Cap Growth Index Ret Acct | 173 | not reported in the loaded dataset | $180,890,023 | 2023 |
| American Funds Balanced Ret Acct | 228 | not reported in the loaded dataset | $168,882,947 | 2023 |
| Ta Blackrock Lifepath Index 2030 Ret Acct | 836 | not reported in the loaded dataset | $161,104,290 | 2023 |
| State Street S&P Mid Cap Index Ret Acct | 438 | not reported in the loaded dataset | $157,481,289 | 2023 |
| Ta Blackrock Lifepath Index 2040 Ret Acct | 838 | not reported in the loaded dataset | $146,488,250 | 2023 |
| Ta Blackrock Lifepath Index 2025 Ret Acct | 835 | not reported in the loaded dataset | $142,701,665 | 2023 |
| Ta Blackrock Lifepath Index 2045 Ret Acct | 839 | not reported in the loaded dataset | $138,982,248 | 2023 |
| American Funds Growth Fund Of America Ret Acct | 975 | not reported in the loaded dataset | $138,097,264 | 2023 |
| State Street U.S. Bond Index Ret Acct | 416 | not reported in the loaded dataset | $115,784,181 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Invesco American Franchise Ret Acct | not reported in the loaded dataset | H | 20240815081130NAL0012894689001 |
| 2023 | Oppenheimer Global Ret Acct | not reported in the loaded dataset | H | 20240815081300NAL0022025392001 |
| 2023 | State Street International Index Ret Acct | not reported in the loaded dataset | H | 20240815081300NAL0022025392002 |
| 2023 | Ta Blackrock Lifepath Index 2025 Ret Acct | not reported in the loaded dataset | H | 20240815081300NAL0022025392003 |
| 2023 | Janus Henderson Research Ret Acct | not reported in the loaded dataset | H | 20240815081429NAL0012779729001 |
| 2023 | Transamerica Asset Allocation - Conservative Portfolio Ret Acct | not reported in the loaded dataset | H | 20240815081429NAL0012779729002 |
| 2023 | Ta Blackrock Lifepath Index 2035 Ret Acct | not reported in the loaded dataset | H | 20240815081429NAL0012779729003 |
| 2023 | Transamerica Asset Allocation - Moderate Growth Portfolio Ret Acct | not reported in the loaded dataset | H | 20240815081557NAL0012899345001 |