Plan5500

2023 Form 5500 filing — Transamerica 401(K) Retirement Savings Plan

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 20241011104652NAL0021697985002) for Transamerica 401(K) Retirement Savings Plan, reported by Transamerica Corporation under EIN 42-1484983 and plan number 003. It reports 14,466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011104652NAL0021697985002
Filing year
2023
Form type
2
Plan sponsor
Transamerica Corporation
EIN
42-1484983
Plan number
003
Location
Cedar Rapids, IA
Participants
14,466
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,425,600,114
Net assets (EOY)
$2,425,600,114
Employer contributions
$30,097,400
Participant contributions
$71,815,029
Total income / additions
$493,352,529
Benefits paid
$183,669,638
Administrative expenses
$15,840
Total expenses
$183,813,552
Net increase / (decrease)
$309,538,977
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Brinker Capital Investments, LLCSECURITIES BROKER$15,404not reported in the loaded dataset
Value Wealth Management, LLCSECURITIES BROKER$11,454not reported in the loaded dataset
Joseph P Lucia & Associates, LLCSECURITIES BROKER$8,245not reported in the loaded dataset
Charles Schwab & Co., Inc.SECURITIES BROKER$7,607$0
Signature Estate & InvestmentSECURITIES BROKER$6,233not reported in the loaded dataset
Kondracki Advisory, LLCSECURITIES BROKER$5,395not reported in the loaded dataset

Related Form 5500 pages