Transamerica 401(K) Retirement Savings Plan — Form 5500 plan (Transamerica Corporation)
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, Transamerica 401(K) Retirement Savings Plan is a benefit plan reported by Transamerica Corporation under EIN 42-1484983 and plan number 003. The latest loaded filing year is 2023. The filing reports 14,466 participants and $2,425,600,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transamerica Corporation
- EIN
- 42-1484983
- Plan number
- 003
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 14,466
- End-of-year plan assets
- $2,425,600,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,466 | H, C | 20241011104652NAL0021697985002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,425,600,114
- Net assets (EOY)
- $2,425,600,114
- Net assets (BOY)
- $2,116,061,137
Income & contributions
- Employer contributions
- $30,097,400
- Participant contributions
- $71,815,029
- Total contributions
- $124,460,154
- Total income / additions
- $493,352,529
Expenses & distributions
- Benefits paid
- $183,669,638
- Administrative expenses
- $15,840
- Total expenses
- $183,813,552
- Net increase / (decrease)
- $309,538,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brinker Capital Investments, LLC | SECURITIES BROKER | $15,404 | not reported in the loaded dataset | 2023 |
| Value Wealth Management, LLC | SECURITIES BROKER | $11,454 | not reported in the loaded dataset | 2023 |
| Joseph P Lucia & Associates, LLC | SECURITIES BROKER | $8,245 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $7,607 | $0 | 2023 |
| Signature Estate & Investment | SECURITIES BROKER | $6,233 | not reported in the loaded dataset | 2023 |
| Kondracki Advisory, LLC | SECURITIES BROKER | $5,395 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Transamerica Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Brinker Capital Investments, LLC — Schedule C compensation
- Value Wealth Management, LLC — Schedule C compensation
- Joseph P Lucia & Associates, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Signature Estate & Investment — Schedule C compensation
- Kondracki Advisory, LLC — Schedule C compensation