2023 Form 5500 filing — State Street Target Retirement 2055 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 20241001142411NAL0003370835004) for State Street Target Retirement 2055 Ret Opt, reported by Transamerica Life Insurance Company under EIN 82-5217478 and plan number 084. 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)$25MReported net assets$25,018,685
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241001142411NAL0003370835004
Plan sponsor
Transamerica Life Insurance Company
EIN
82-5217478
Plan number
084
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)$25M total assets
Net assets$25MLiabilities$1
Money in vs. money out
Total income / additions$3.2M
Total expensesNot reported
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$25,018,686
Total liabilities (EOY)
$1
Net assets (EOY)
$25,018,685
Total income / additions
$3,176,162
Net increase / (decrease)
$3,176,162

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001142411NAL0003370835004 cover?
It is the 2023 Form 5500 filing for State Street Target Retirement 2055 Ret Opt, reported by Transamerica Life Insurance Company (EIN 82-5217478).
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