Transamerica Retirement — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Transamerica Retirement is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $18,002 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$18KDirect + indirect, across loaded filings$18,002
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$18K
Indirect compensation$0

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Transamerica Retirement. Bars show relative scale.

  1. 1
    PA · 1 plan(s)
  2. 2
    VA · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Transamerica Retirement are sponsored, by plan count.

  1. 1
    PA1 plan(s)
  2. 2
    VA1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Case Management UnitCase Management 401(K) Savings Plan2023$18,002$0
United Way WorldwideUnited Way Worldwide Tax Deferred Savings Plan2023$0$0

Related Form 5500 pages