Fidelity 500 Index Fund Institutional Premium Class — 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, Fidelity 500 Index Fund Institutional Premium Class is a benefit plan reported by Transamerica Financial Life Insurance Company under EIN 83-1098532 and plan number 135. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $71,141,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transamerica Financial Life Insurance Company
- EIN
- 83-1098532
- Plan number
- 135
- Plan type
- 4
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $71,141,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240828151333NAL0024792066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,141,829
- Net assets (EOY)
- $71,141,829
- Net assets (BOY)
- $37,222,825
Income & contributions
- Total income / additions
- $12,068,567
Expenses & distributions
- Net increase / (decrease)
- $12,068,567
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.