2023 Form 5500 filing — Morgan Stanley Growth 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 20240820110623NAL0001682787001) for Morgan Stanley Growth Ret Acct, reported by Transamerica Financial Life Insurance Company under EIN 36-6071399 and plan number 305. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$32.9MReported net assets$32,878,309
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240820110623NAL0001682787001
Plan sponsor
Transamerica Financial Life Insurance Company
EIN
36-6071399
Plan number
305
Location
Cedar Rapids, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$32.9M total assets
Net assets$32.9MLiabilities
Money in vs. money out
Total income / additions$12.2M
Total expensesNot reported
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$32,878,309
Net assets (EOY)
$32,878,309
Total income / additions
$12,164,300
Net increase / (decrease)
$12,164,300

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820110623NAL0001682787001 cover?
It is the 2023 Form 5500 filing for Morgan Stanley Growth Ret Acct, reported by Transamerica Financial Life Insurance Company (EIN 36-6071399).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages