Pimco Income Ret 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, Pimco Income Ret Acct is a benefit plan reported by Transamerica Financial Life Insurance Company under EIN 83-1098532 and plan number 040. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $42,396,503 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Transamerica Financial Life Insurance Company
EIN
83-1098532
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
$42,396,503

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241007112809NAL0015991425003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,396,503
Net assets (EOY)
$42,396,503
Net assets (BOY)
$41,803,200

Income & contributions

Total income / additions
$3,561,992

Expenses & distributions

Net increase / (decrease)
$3,561,992

Service provider compensation (Schedule C)

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

Related Form 5500 pages