2023 Form 5500 filing — Columbia Acorn Ret 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 20240903155655NAL0009287299004) for Columbia Acorn Ret Opt, reported by Transamerica Life Insurance Company under EIN 39-0989781 and plan number 632. 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)$933.8KReported net assets$933,789
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240903155655NAL0009287299004
Plan sponsor
Transamerica Life Insurance Company
EIN
39-0989781
Plan number
632
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)$933.8K total assets
Net assets$933.8KLiabilities
Money in vs. money out
Total income / additions$188.1K
Total expenses$6.2K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$933,789
Net assets (EOY)
$933,789
Total income / additions
$188,121
Administrative expenses
$6,155
Total expenses
$6,155
Net increase / (decrease)
$181,966

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240903155655NAL0009287299004 cover?
It is the 2023 Form 5500 filing for Columbia Acorn Ret 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