Jpmorgan Investor Growth Inv Acct — Form 5500 plan (Transamerica Financial Life Insurance Company)

Plain-English plan 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, Jpmorgan Investor Growth Inv Acct is a benefit plan reported by Transamerica Financial Life Insurance Company under EIN 36-6071399 and plan number 069. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $13,037 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transamerica Financial Life Insurance Company
EIN
36-6071399
Plan number
069
Plan type
4
Location
Cedar Rapids, IA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$13,037

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20240816102822NAL0024412976001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,037
Net assets (EOY)
$13,037
Net assets (BOY)
$7,658

Income & contributions

Total income / additions
$2,215

Expenses & distributions

Net increase / (decrease)
$2,215

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages