Plan5500

Transamerica 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 Life Insurance Company (EIN 82-5217478) is a plan sponsor located in Cedar Rapids, IA with 278 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
82-5217478
Location
Cedar Rapids, IA
Loaded plans
291
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 Life Insurance Company

  • 291 loaded plans hold $3.3B in reported assets.
  • The largest, State Street Target Retirement 2030 Ret Opt, holds 4% of this company's reported plan assets.
  • 291 of 291 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.3BSummed across loaded plans$3,348,768,531
Total reported assets$3.3B$3,348,769,960
Total reported participantsNot reported
Total reported liabilities$1.4K$1,429

Reported net position

Reported assets = net assets + liabilities (summed)$3.3B total assets
Net assets$3.3BLiabilities$1.4K
Contributions & income
Total income / additions$390.7M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$68K
Net increase / (decrease)$390.7M

Data coverage

Plans with financial statements291 / 291 (100%)
Plans with provider compensation0 / 291 ()

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 assets4%State Street Target Retirement 2030 Ret Opt
Loaded plans291
Ranked by reported assets

Largest loaded plans

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

  1. 1
    State Street Target Retirement 2030 Ret Opt$133M
    Plan #459 · not reported in the loaded dataset participants · 2023
  2. 2
    State Street Target Retirement 2035 Ret Opt$130.9M
    Plan #530 · not reported in the loaded dataset participants · 2023
  3. 3
    State Street Securecourse 2040 By Transamerica Ret Opt$129.7M
    Plan #531 · not reported in the loaded dataset participants · 2023
  4. 4
    State Street S&P 500 Index Class Ii Ret Opt$121.8M
    Plan #447 · not reported in the loaded dataset participants · 2023
  5. 5
    State Street Target Retirement 2045 Ret Opt$113.1M
    Plan #463 · not reported in the loaded dataset participants · 2023
  6. 6
    State Street Target Retirement 2025 Ret Opt$102.3M
    Plan #458 · not reported in the loaded dataset participants · 2023
  7. 7
    State Street Target Retirement 2050 Ret Opt$101.3M
    Plan #464 · not reported in the loaded dataset participants · 2023
  8. 8
    Mywayretirement Index 2035 Fund$84.7M
    Plan #069 · not reported in the loaded dataset participants · 2023
  9. 9
    Mywayretirement Index 2040 Fund$74.7M
    Plan #059 · not reported in the loaded dataset participants · 2023
  10. 10
    State Street Target Retirement 2055 Ret Opt$74.5M
    Plan #465 · not reported in the loaded dataset participants · 2023
  11. 11
    Fidelity 500 Index Ret Opt$74.5M
    Plan #136 · not reported in the loaded dataset participants · 2023
  12. 12
    Mfs International Diversificationsm Fund Class R6 Shares$73.8M
    Plan #124 · 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 Life Insurance Company. Open one for its full reported snapshot.

  1. 2023
    Core Bond Ret OptParticipants not reported · 4Sch H
    View filing →
  2. 2023
    Clearbridge Intl Value Class IsParticipants not reported · 4Sch H
    View filing →
  3. 2023
    Columbia Quality IncomParticipants not reported · 4Sch H
    View filing →
  4. 2023
    Transamerica Cleartrack 2060 Ret OptParticipants not reported · 4Sch H
    View filing →
  5. 2023
    Columbia Dividend Income Fund Institutional 3 SharesParticipants not reported · 4Sch H
    View filing →
  6. 2023
    Columbia Balanced Fund Institutional 3 SharesParticipants not reported · 4Sch H
    View filing →
  7. 2023
    Emerging Market Fund R6 ClassParticipants not reported · 4Sch H
    View filing →
  8. 2023
    Transamerica Cleartrack 2055 Ret OptParticipants not reported · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Transamerica Life Insurance Company report on Form 5500?
Transamerica Life Insurance Company (EIN 82-5217478) reports 278 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Transamerica Life Insurance Company?
The Employer Identification Number (EIN) reported for Transamerica Life Insurance Company is 82-5217478.
What is the latest Form 5500 filing year for Transamerica Life Insurance Company?
The latest loaded Form 5500 filing year for Transamerica Life Insurance Company is 2023.

Related Form 5500 pages