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 83-1098532) is a plan sponsor located in Cedar Rapids, IA with 354 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
- 83-1098532
- Location
- Cedar Rapids, IA
- Loaded plans
- 354
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $4,157,903,228
- Plans with financial data
- 351
- 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 |
|---|---|---|---|---|
| Jpmorgan Large Cap Growth Ret Acct | 013 | not reported in the loaded dataset | $130,651,350 | 2023 |
| State Street Target Retirement 2030 Ret Acct | 417 | not reported in the loaded dataset | $115,163,385 | 2023 |
| State Street Target Retirement 2035 Ret Acct | 418 | not reported in the loaded dataset | $112,322,480 | 2023 |
| Ta Blackrock Lifepath Index 2030 Ret Acct | 303 | not reported in the loaded dataset | $106,063,160 | 2023 |
| State Street Target Retirement 2040 Ret Acct | 419 | not reported in the loaded dataset | $102,433,714 | 2023 |
| State Street Target Retirement 2045 Ret Acct | 420 | not reported in the loaded dataset | $96,682,438 | 2023 |
| State Street S&P 500 Index Class Ii Ret Acct | 405 | not reported in the loaded dataset | $92,792,927 | 2023 |
| Ta Blackrock Lifepath Index 2035 Ret Acct | 304 | not reported in the loaded dataset | $88,540,686 | 2023 |
| State Street Target Retirement 2050 Ret Acct | 421 | not reported in the loaded dataset | $86,627,623 | 2023 |
| Ta Blackrock Lifepath Index 2025 Ret Acct | 302 | not reported in the loaded dataset | $82,700,584 | 2023 |
| State Street Target Retirement 2025 Ret Acct | 416 | not reported in the loaded dataset | $80,898,143 | 2023 |
| Ta Blackrock Lifepath Index 2040 Ret Acct | 305 | not reported in the loaded dataset | $80,121,536 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Invesco Diversified Dividend Ret Acct | not reported in the loaded dataset | H | 20240820114328NAL0005819938001 |
| 2023 | Invesco American Value Fund Class R6 Shares | not reported in the loaded dataset | H | 20240821072913NAL0007885538001 |
| 2023 | Ivy International Core Equity Ret Acct | not reported in the loaded dataset | H | 20240821072913NAL0007885538002 |
| 2023 | Ab High Income Ret Acct | not reported in the loaded dataset | H | 20240821073041NAL0002242131001 |
| 2023 | Mainstay Large Cap Growth Ret Acct | not reported in the loaded dataset | H | 20240821073041NAL0002242131002 |
| 2023 | Mfs Utilities Ret Acct | not reported in the loaded dataset | H | 20240821073041NAL0002242131003 |
| 2023 | Neuberger Berman Real Estate Ret Acct | not reported in the loaded dataset | H | 20240821073041NAL0002242131004 |
| 2023 | Oak Ridge Small Cap Growth Ret Acct | not reported in the loaded dataset | H | 20240821073210NAL0007891442001 |