2023 Form 5500 filing — Transamerica Pension Plan
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 20241011103758NAL0010826099001) for Transamerica Pension Plan, reported by Transamerica Corporation under EIN 42-1484983 and plan number 002. It reports 29,524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103758NAL0010826099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Transamerica Corporation
- EIN
- 42-1484983
- Plan number
- 002
- Location
- Cedar Rapids, IA
- Participants
- 29,524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,323,730,661
- Total liabilities (EOY)
- $1,316,754
- Net assets (EOY)
- $2,322,413,907
- Employer contributions
- $150,000,000
- Total income / additions
- $275,731,927
- Benefits paid
- $171,279,888
- Administrative expenses
- $11,805,190
- Total expenses
- $183,085,078
- Net increase / (decrease)
- $92,646,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Consulting | FIDUCIARY | $1,695,509 | not reported in the loaded dataset |
| Citibank | NONE | $42,663 | not reported in the loaded dataset |
| Kkr Prisma | NONE | $38,875 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $37,701 | not reported in the loaded dataset |