State Street S&P Mid Cap Index Ret Acct — Form 5500 plan (Transamerica Financial Life Insurance Company)
Plain-English plan 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, State Street S&P Mid Cap Index Ret Acct is a benefit plan reported by Transamerica Financial Life Insurance Company under EIN 36-6071399 and plan number 438. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $157,481,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transamerica Financial Life Insurance Company
- EIN
- 36-6071399
- Plan number
- 438
- Plan type
- 4
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $157,481,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240821104801NAL0001937987003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,481,289
- Net assets (EOY)
- $157,481,289
- Net assets (BOY)
- $138,513,866
Income & contributions
- Total income / additions
- $22,206,496
Expenses & distributions
- Net increase / (decrease)
- $22,206,496
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.