Transamerica Systematic Small/Mid Cap Value — 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 Systematic Small/Mid Cap Value is a benefit plan reported by Transamerica Premier Life Insurance Company under EIN 52-0419790 and plan number 016. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $607,504 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$607.5KPlan net assets, end of year$607,504
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Transamerica Premier Life Insurance Company
EIN
52-0419790
Plan number
016
Plan type
4
Location
Cedar Rapids, IA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241015112523NAL0029393585009
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)$607.5K total assets
Net assets$607.5KLiabilities$0
Money in vs. money out
Total income / additions$74.5K
Total expenses$9.9K
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$607,504
Total liabilities (EOY)
$0
Net assets (EOY)
$607,504
Net assets (BOY)
$631,278

Income & contributions

Total income / additions
$74,497

Expenses & distributions

Administrative expenses
$9,909
Total expenses
$9,909
Net increase / (decrease)
$64,588
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages