2023 Form 5500 filing — Franklin Utilities Inv Opt

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240816114429NAL0008270947002) for Franklin Utilities Inv Opt, reported by Transamerica Life Insurance Company under EIN 39-0989781 and plan number 045. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20240816114429NAL0008270947002
Filing year
2023
Form type
4
Plan sponsor
Transamerica Life Insurance Company
EIN
39-0989781
Plan number
045
Location
Cedar Rapids, IA
Participants
not reported in the loaded dataset
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,083,865
Net assets (EOY)
$3,083,865
Total income / additions
-$212,930
Net increase / (decrease)
-$212,930
Schedule source
Schedule H

Related Form 5500 pages