2023 Form 5500 filing — Ta Blackrock Lifepath Index 2040 Ret 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 20240903163827NAL0010669043001) for Ta Blackrock Lifepath Index 2040 Ret Opt, reported by Transamerica Life Insurance Company under EIN 39-0989781 and plan number 679. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240903163827NAL0010669043001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Transamerica Life Insurance Company
- EIN
- 39-0989781
- Plan number
- 679
- 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)
- $335,405,918
- Net assets (EOY)
- $335,405,918
- Total income / additions
- $46,407,599
- Administrative expenses
- $731,770
- Total expenses
- $731,770
- Net increase / (decrease)
- $45,675,829
- Schedule source
- Schedule H