Plan5500

Transamerica Financial Life Insurance Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Financial Life Insurance Company (EIN 36-6071399) is a plan sponsor located in Cedar Rapids, IA with 609 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-6071399
Location
Cedar Rapids, IA
Loaded plans
719
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Transamerica Financial Life Insurance Company

  • 719 loaded plans hold $7.6B in reported assets.
  • The largest, Ta Vanguard Total Stock Market Index Ret Acct, holds 6% of this company's reported plan assets.
  • 714 of 719 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.6BSummed across loaded plans$7,605,188,694
Total reported assets$7.6B$7,605,330,021
Total reported participantsNot reported
Total reported liabilities$141.3K$141,327

Reported net position

Reported assets = net assets + liabilities (summed)$7.6B total assets
Net assets$7.6BLiabilities$141.3K
Contributions & income
Total income / additions$1.2B
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$779.3K
Net increase / (decrease)$1.2B

Data coverage

Plans with financial statements714 / 719 (99%)
Plans with provider compensation0 / 719 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets6%Ta Vanguard Total Stock Market Index Ret Acct
Loaded plans719
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ta Vanguard Total Stock Market Index Ret Acct$479.5M
    Plan #166 · not reported in the loaded dataset participants · 2023
  2. 2
    Transamerica Partners Stock Index Ret Acct$242.2M
    Plan #139 · not reported in the loaded dataset participants · 2023
  3. 3
    Ta Blackrock Lifepath Index 2035 Ret Acct$182.9M
    Plan #837 · not reported in the loaded dataset participants · 2023
  4. 4
    State Street Russell Large Cap Growth Index Ret Acct$180.9M
    Plan #173 · not reported in the loaded dataset participants · 2023
  5. 5
    American Funds Balanced Ret Acct$168.9M
    Plan #228 · not reported in the loaded dataset participants · 2023
  6. 6
    Ta Blackrock Lifepath Index 2030 Ret Acct$161.1M
    Plan #836 · not reported in the loaded dataset participants · 2023
  7. 7
    State Street S&P Mid Cap Index Ret Acct$157.5M
    Plan #438 · not reported in the loaded dataset participants · 2023
  8. 8
    Ta Blackrock Lifepath Index 2040 Ret Acct$146.5M
    Plan #838 · not reported in the loaded dataset participants · 2023
  9. 9
    Ta Blackrock Lifepath Index 2025 Ret Acct$142.7M
    Plan #835 · not reported in the loaded dataset participants · 2023
  10. 10
    Ta Blackrock Lifepath Index 2045 Ret Acct$139M
    Plan #839 · not reported in the loaded dataset participants · 2023
  11. 11
    American Funds Growth Fund Of America Ret Acct$138.1M
    Plan #975 · not reported in the loaded dataset participants · 2023
  12. 12
    State Street U.S. Bond Index Ret Acct$115.8M
    Plan #416 · not reported in the loaded dataset participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Transamerica Financial Life Insurance Company. Open one for its full reported snapshot.

  1. 2023
    Invesco American Franchise Ret AcctParticipants not reported · 4Sch H
    View filing →
  2. 2023
    Oppenheimer Global Ret AcctParticipants not reported · 4Sch H
    View filing →
  3. 2023
    State Street International Index Ret AcctParticipants not reported · 4Sch H
    View filing →
  4. 2023
    Ta Blackrock Lifepath Index 2025 Ret AcctParticipants not reported · 4Sch H
    View filing →
  5. 2023
    Janus Henderson Research Ret AcctParticipants not reported · 4Sch H
    View filing →
  6. 2023
    Transamerica Asset Allocation - Conservative Portfolio Ret AcctParticipants not reported · 4Sch H
    View filing →
  7. 2023
    Ta Blackrock Lifepath Index 2035 Ret AcctParticipants not reported · 4Sch H
    View filing →
  8. 2023
    Transamerica Asset Allocation - Moderate Growth Portfolio Ret AcctParticipants not reported · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Transamerica Financial Life Insurance Company report on Form 5500?
Transamerica Financial Life Insurance Company (EIN 36-6071399) reports 609 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Transamerica Financial Life Insurance Company?
The Employer Identification Number (EIN) reported for Transamerica Financial Life Insurance Company is 36-6071399.
What is the latest Form 5500 filing year for Transamerica Financial Life Insurance Company?
The latest loaded Form 5500 filing year for Transamerica Financial Life Insurance Company is 2023.

Related Form 5500 pages