Transamerica 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 Life Insurance Company (EIN 82-5217478) is a plan sponsor located in Cedar Rapids, IA with 278 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
- 82-5217478
- Location
- Cedar Rapids, IA
- Loaded plans
- 291
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $3,348,769,960
- Plans with financial data
- 291
- 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 |
|---|---|---|---|---|
| State Street Target Retirement 2030 Ret Opt | 459 | not reported in the loaded dataset | $132,967,769 | 2023 |
| State Street Target Retirement 2035 Ret Opt | 530 | not reported in the loaded dataset | $130,880,436 | 2023 |
| State Street Securecourse 2040 By Transamerica Ret Opt | 531 | not reported in the loaded dataset | $129,697,167 | 2023 |
| State Street S&P 500 Index Class Ii Ret Opt | 447 | not reported in the loaded dataset | $121,753,762 | 2023 |
| State Street Target Retirement 2045 Ret Opt | 463 | not reported in the loaded dataset | $113,148,970 | 2023 |
| State Street Target Retirement 2025 Ret Opt | 458 | not reported in the loaded dataset | $102,252,790 | 2023 |
| State Street Target Retirement 2050 Ret Opt | 464 | not reported in the loaded dataset | $101,267,612 | 2023 |
| Mywayretirement Index 2035 Fund | 069 | not reported in the loaded dataset | $84,742,697 | 2023 |
| Mywayretirement Index 2040 Fund | 059 | not reported in the loaded dataset | $74,679,266 | 2023 |
| State Street Target Retirement 2055 Ret Opt | 465 | not reported in the loaded dataset | $74,490,240 | 2023 |
| Fidelity 500 Index Ret Opt | 136 | not reported in the loaded dataset | $74,460,435 | 2023 |
| Mfs International Diversificationsm Fund Class R6 Shares | 124 | not reported in the loaded dataset | $73,825,584 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Core Bond Ret Opt | not reported in the loaded dataset | H | 20241001133514NAL0004043475003 |
| 2023 | Clearbridge Intl Value Class Is | not reported in the loaded dataset | H | 20241001133514NAL0004043475005 |
| 2023 | Columbia Quality Incom | not reported in the loaded dataset | H | 20241001133643NAL0013847666001 |
| 2023 | Transamerica Cleartrack 2060 Ret Opt | not reported in the loaded dataset | H | 20241001133643NAL0013847666003 |
| 2023 | Columbia Dividend Income Fund Institutional 3 Shares | not reported in the loaded dataset | H | 20241001133812NAL0011769376002 |
| 2023 | Columbia Balanced Fund Institutional 3 Shares | not reported in the loaded dataset | H | 20241001133812NAL0011769376003 |
| 2023 | Emerging Market Fund R6 Class | not reported in the loaded dataset | H | 20241001133812NAL0011769376004 |
| 2023 | Transamerica Cleartrack 2055 Ret Opt | not reported in the loaded dataset | H | 20241001134110NAL0014203026002 |