Administrative Group, LLC Dba Transamerica Fiduciary Services — 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, Administrative Group, LLC Dba Transamerica Fiduciary Services (EIN 42-1484983) is a plan sponsor located in Cedar Rapids, IA with 1 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
- 42-1484983
- Location
- Cedar Rapids, IA
- Loaded plans
- 7
- Total reported participants
- 69,734
- Total reported plan assets (EOY)
- $4,749,330,775
- Plans with financial data
- 3
- Plans with provider compensation
- 2
- 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 |
|---|---|---|---|---|
| Transamerica 401(K) Retirement Savings Plan | 003 | 14,466 | $2,425,600,114 | 2023 |
| Transamerica Pension Plan | 002 | 29,524 | $2,323,730,661 | 2023 |
| Choice Pooled Employer Plan Ii | 402 | 0 | $0 | 2023 |
| Transamerica Welfare Benefits Program | 529 | 11,616 | not reported in the loaded dataset | 2023 |
| Transamerica International Traveler Medical Plan | 526 | 6,931 | not reported in the loaded dataset | 2023 |
| Transamerica Separation Pay Plan | 517 | 6,451 | not reported in the loaded dataset | 2023 |
| Transamerica Health Reimbursement Arrangement For Grandfathered Retirees | 522 | 746 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Transamerica Health Reimbursement Arrangement For Grandfathered Retirees | 746 | — | 20240507092017NAL0042364768001 |
| 2023 | Transamerica Separation Pay Plan | 6,451 | — | 20240507092153NAL0043091266001 |
| 2023 | Transamerica International Traveler Medical Plan | 6,931 | — | 20240507092242NAL0043093474001 |
| 2023 | Choice Pooled Employer Plan Ii | 0 | I | 20240910122533NAL0002985955001 |
| 2023 | Transamerica Welfare Benefits Program | 11,616 | — | 20241007141632NAL0007667795001 |
| 2023 | Transamerica Pension Plan | 29,524 | H, C | 20241011103758NAL0010826099001 |
| 2023 | Transamerica 401(K) Retirement Savings Plan | 14,466 | H, C | 20241011104652NAL0021697985002 |