State Street U.S. Bond 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 U.S. Bond Index Ret Opt is a benefit plan reported by Transamerica Life Insurance Company under EIN 39-0989781 and plan number 037. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $184,612,021 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
- 037
- Plan type
- 4
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $184,612,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240816111449NAL0024481248004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $184,612,021
- Net assets (EOY)
- $184,612,021
- Net assets (BOY)
- $173,943,976
Income & contributions
- Total income / additions
- $9,668,463
Expenses & distributions
- Administrative expenses
- $576,340
- Total expenses
- $576,340
- Net increase / (decrease)
- $9,092,123
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.