Plan5500

Transamerica Pension Plan — Form 5500 plan (Transamerica Corporation)

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, Transamerica Pension Plan is a benefit plan reported by Transamerica Corporation under EIN 42-1484983 and plan number 002. The latest loaded filing year is 2023. The filing reports 29,524 participants and $2,323,730,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transamerica Corporation
EIN
42-1484983
Plan number
002
Plan type
2
Location
Cedar Rapids, IA
Latest filing year
2023
Participants
29,524
End-of-year plan assets
$2,323,730,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202329,524H, C20241011103758NAL0010826099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,323,730,661
Total liabilities (EOY)
$1,316,754
Net assets (EOY)
$2,322,413,907
Net assets (BOY)
$2,229,767,058

Income & contributions

Employer contributions
$150,000,000
Total contributions
$150,000,000
Total income / additions
$275,731,927

Expenses & distributions

Benefits paid
$171,279,888
Administrative expenses
$11,805,190
Total expenses
$183,085,078
Net increase / (decrease)
$92,646,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investment ConsultingFIDUCIARY$1,695,509not reported in the loaded dataset2023
CitibankNONE$42,663not reported in the loaded dataset2023
Kkr PrismaNONE$38,875not reported in the loaded dataset2023
State Street Global AdvisorsNONE$37,701not reported in the loaded dataset2023

Related Form 5500 pages