State Street S&P Mid Cap Index Ret Opt — Form 5500 plan (Transamerica 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 Opt is a benefit plan reported by Transamerica Life Insurance Company under EIN 39-0989781 and plan number 036. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $320,048,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transamerica Life Insurance Company
- EIN
- 39-0989781
- Plan number
- 036
- Plan type
- 4
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $320,048,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240816111449NAL0024481248003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $320,048,757
- Net assets (EOY)
- $320,048,757
- Net assets (BOY)
- $284,263,457
Income & contributions
- Total income / additions
- $45,936,296
Expenses & distributions
- Administrative expenses
- $1,330,123
- Total expenses
- $1,330,123
- Net increase / (decrease)
- $44,606,173
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.