Vanguard 500 Index 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, Vanguard 500 Index Ret Acct is a benefit plan reported by Transamerica Financial Life Insurance Company under EIN 83-1098532 and plan number 230. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $565,405 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$565.4KPlan net assets, end of year$565,405
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
- Plan sponsor
- Transamerica Financial Life Insurance Company
- EIN
- 83-1098532
- Plan number
- 230
- 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 | 20240829154852NAL0013714817001 |
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)$565.4K total assets
Net assets$565.4KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $565,405
- Net assets (EOY)
- $565,405
Income & contributions
- Total income / additions
- $38,306
Expenses & distributions
- Net increase / (decrease)
- $38,306
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.