2023 Form 5500 filing — Transamerica Jpmorgan Tactical Allocation
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 20241015112056NAL0014472451002) for Transamerica Jpmorgan Tactical Allocation, reported by Transamerica Premier Life Insurance Company under EIN 52-0419790 and plan number 009. 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)$222.2KReported net assets$222,166
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241015112056NAL0014472451002
- Plan sponsor
- Transamerica Premier Life Insurance Company
- EIN
- 52-0419790
- Plan number
- 009
- Location
- Cedar Rapids, IA
- Received date
- not reported in the loaded dataset
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)$222.2K total assets
Net assets$222.2KLiabilities—
Full reported line items
- Total assets (EOY)
- $222,166
- Net assets (EOY)
- $222,166
- Total income / additions
- $21,500
- Administrative expenses
- $9,667
- Total expenses
- $9,667
- Net increase / (decrease)
- $11,833