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 83-1098532) is a plan sponsor located in Cedar Rapids, IA with 354 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
83-1098532
Location
Cedar Rapids, IA
Loaded plans
354
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

  • 354 loaded plans hold $4.2B in reported assets.
  • The largest, Jpmorgan Large Cap Growth Ret Acct, holds 3% of this company's reported plan assets.
  • 351 of 354 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2BSummed across loaded plans$4,157,903,220
Total reported assets$4.2B$4,157,903,228
Total reported participantsNot reported
Total reported liabilities$8

Reported net position

Reported assets = net assets + liabilities (summed)$4.2B total assets
Net assets$4.2BLiabilities$8
Contributions & income
Total income / additions$576.6M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$576.6M

Data coverage

Plans with financial statements351 / 354 (99%)
Plans with provider compensation0 / 354 ()

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 assets3%Jpmorgan Large Cap Growth Ret Acct
Loaded plans354
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Jpmorgan Large Cap Growth Ret Acct$130.7M
    Plan #013 · not reported in the loaded dataset participants · 2023
  2. 2
    State Street Target Retirement 2030 Ret Acct$115.2M
    Plan #417 · not reported in the loaded dataset participants · 2023
  3. 3
    State Street Target Retirement 2035 Ret Acct$112.3M
    Plan #418 · not reported in the loaded dataset participants · 2023
  4. 4
    Ta Blackrock Lifepath Index 2030 Ret Acct$106.1M
    Plan #303 · not reported in the loaded dataset participants · 2023
  5. 5
    State Street Target Retirement 2040 Ret Acct$102.4M
    Plan #419 · not reported in the loaded dataset participants · 2023
  6. 6
    State Street Target Retirement 2045 Ret Acct$96.7M
    Plan #420 · not reported in the loaded dataset participants · 2023
  7. 7
    State Street S&P 500 Index Class Ii Ret Acct$92.8M
    Plan #405 · not reported in the loaded dataset participants · 2023
  8. 8
    Ta Blackrock Lifepath Index 2035 Ret Acct$88.5M
    Plan #304 · not reported in the loaded dataset participants · 2023
  9. 9
    State Street Target Retirement 2050 Ret Acct$86.6M
    Plan #421 · not reported in the loaded dataset participants · 2023
  10. 10
    Ta Blackrock Lifepath Index 2025 Ret Acct$82.7M
    Plan #302 · not reported in the loaded dataset participants · 2023
  11. 11
    State Street Target Retirement 2025 Ret Acct$80.9M
    Plan #416 · not reported in the loaded dataset participants · 2023
  12. 12
    Ta Blackrock Lifepath Index 2040 Ret Acct$80.1M
    Plan #305 · 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 Diversified Dividend Ret AcctParticipants not reported · 4Sch H
    View filing →
  2. 2023
    Invesco American Value Fund Class R6 SharesParticipants not reported · 4Sch H
    View filing →
  3. 2023
    Ivy International Core Equity Ret AcctParticipants not reported · 4Sch H
    View filing →
  4. 2023
    Ab High Income Ret AcctParticipants not reported · 4Sch H
    View filing →
  5. 2023
    Mainstay Large Cap Growth Ret AcctParticipants not reported · 4Sch H
    View filing →
  6. 2023
    Mfs Utilities Ret AcctParticipants not reported · 4Sch H
    View filing →
  7. 2023
    Neuberger Berman Real Estate Ret AcctParticipants not reported · 4Sch H
    View filing →
  8. 2023
    Oak Ridge Small Cap Growth 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 83-1098532) reports 354 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 83-1098532.
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