2023 Form 5500 filing — American Funds Balanced Ret Acct
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819133715NAL0003338386002) for American Funds Balanced Ret Acct, reported by Transamerica Financial Life Insurance Company under EIN 36-6071399 and plan number 228. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240819133715NAL0003338386002
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Transamerica Financial Life Insurance Company
- EIN
- 36-6071399
- Plan number
- 228
- Location
- Cedar Rapids, IA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $168,882,947
- Total liabilities (EOY)
- $1
- Net assets (EOY)
- $168,882,946
- Total income / additions
- $20,658,493
- Net increase / (decrease)
- $20,658,493
- Schedule source
- Schedule H