2023 Form 5500 filing — Mfs Lifetime 2050 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 20241002144353NAL0008468449003) for Mfs Lifetime 2050 Ret Opt, reported by Transamerica Life Insurance Company under EIN 82-5217478 and plan number 150. 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)$2.8MReported net assets$2,783,457
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241002144353NAL0008468449003
Plan sponsor
Transamerica Life Insurance Company
EIN
82-5217478
Plan number
150
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)$2.8M total assets
Net assets$2.8MLiabilities
Money in vs. money out
Total income / additions$297K
Total expensesNot reported
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$2,783,457
Net assets (EOY)
$2,783,457
Total income / additions
$296,993
Net increase / (decrease)
$296,993

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002144353NAL0008468449003 cover?
It is the 2023 Form 5500 filing for Mfs Lifetime 2050 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