Transamerica Jpmorgan Tactical Allocation — Form 5500 plan (Transamerica Premier 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, Transamerica Jpmorgan Tactical Allocation is a benefit plan reported by Transamerica Premier Life Insurance Company under EIN 52-0419790 and plan number 009. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $222,166 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$222.2KPlan net assets, end of year$222,166
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
- Plan sponsor
- Transamerica Premier Life Insurance Company
- EIN
- 52-0419790
- Plan number
- 009
- Plan type
- 4
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241015112056NAL0014472451002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$222.2K total assets
Net assets$222.2KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $222,166
- Net assets (EOY)
- $222,166
- Net assets (BOY)
- $682,716
Income & contributions
- Total income / additions
- $21,500
Expenses & distributions
- Administrative expenses
- $9,667
- Total expenses
- $9,667
- Net increase / (decrease)
- $11,833
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.