2023 Form 5500 filing — Franklin Balance Sheet Investment Inv Opt

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 20240830074742NAL0008232771005) for Franklin Balance Sheet Investment Inv Opt, reported by Transamerica Life Insurance Company under EIN 39-0989781 and plan number 444. 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)$1.3MReported net assets$1,281,439
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240830074742NAL0008232771005
Plan sponsor
Transamerica Life Insurance Company
EIN
39-0989781
Plan number
444
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)$1.3M total assets
Net assets$1.3MLiabilities$1
Money in vs. money out
Total income / additions$119.2K
Total expensesNot reported
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$1,281,440
Total liabilities (EOY)
$1
Net assets (EOY)
$1,281,439
Total income / additions
$119,150
Net increase / (decrease)
$119,150

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830074742NAL0008232771005 cover?
It is the 2023 Form 5500 filing for Franklin Balance Sheet Investment Inv Opt, reported by Transamerica Life Insurance Company (EIN 39-0989781).
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