American Century Heritage Inv Opt — Form 5500 plan (Transamerica 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, American Century Heritage Inv Opt is a benefit plan reported by Transamerica Life Insurance Company under EIN 39-0989781 and plan number 040. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,969,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transamerica Life Insurance Company
- EIN
- 39-0989781
- Plan number
- 040
- Plan type
- 4
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,969,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240816114558NAL0014508465002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,969,497
- Net assets (EOY)
- $1,969,497
- Net assets (BOY)
- $2,279,698
Income & contributions
- Total income / additions
- $398,730
Expenses & distributions
- Net increase / (decrease)
- $398,730
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.