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Filters:EIN 366071399 Clear all

Companies

companyTransamerica Financial Life Insurance Company
$7.6Breported plan assets
EIN: 36-6071399Location: IAPlans: 719Latest: 2023
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Plans

planTa Vanguard Total Stock Market Index Ret AcctFinancial statement2023 filing
$479.5Mreported assets (EOY)
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 166Participants: not reported in the loaded datasetAssets: $479,542,852Net assets: $479.5MLocation: Cedar Rapids, IALatest: 2023
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planTransamerica Partners Stock Index Ret AcctFinancial statement2023 filing
$242.2Mreported assets (EOY)
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 139Participants: not reported in the loaded datasetAssets: $242,240,317Net assets: $242.2MLocation: Cedar Rapids, IALatest: 2023
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planTa Blackrock Lifepath Index 2035 Ret AcctFinancial statement2023 filing
$182.9Mreported assets (EOY)
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 837Participants: not reported in the loaded datasetAssets: $182,911,407Net assets: $182.9MLocation: Cedar Rapids, IALatest: 2023
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planState Street Russell Large Cap Growth Index Ret AcctFinancial statement2023 filing
$180.9Mreported assets (EOY)
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 173Participants: not reported in the loaded datasetAssets: $180,890,023Net assets: $180.9MLocation: Cedar Rapids, IALatest: 2023
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planAmerican Funds Balanced Ret AcctFinancial statement2023 filing
$168.9Mreported assets (EOY)
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 228Participants: not reported in the loaded datasetAssets: $168,882,947Net assets: $168.9MLocation: Cedar Rapids, IALatest: 2023
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planTa Blackrock Lifepath Index 2030 Ret AcctFinancial statement2023 filing
$161.1Mreported assets (EOY)
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 836Participants: not reported in the loaded datasetAssets: $161,104,290Net assets: $161.1MLocation: Cedar Rapids, IALatest: 2023
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planState Street S&P Mid Cap Index Ret AcctFinancial statement2023 filing
$157.5Mreported assets (EOY)
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 438Participants: not reported in the loaded datasetAssets: $157,481,289Net assets: $157.5MLocation: Cedar Rapids, IALatest: 2023
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planTa Blackrock Lifepath Index 2040 Ret AcctFinancial statement2023 filing
$146.5Mreported assets (EOY)
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 838Participants: not reported in the loaded datasetAssets: $146,488,250Net assets: $146.5MLocation: Cedar Rapids, IALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Jpmorgan Small Cap Growth Inv Acct
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 072Ack ID: 20240816102822NAL0024412976003
filing2023 Form 5500 — Jpmorgan Investor Growth Inv Acct
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 069Ack ID: 20240816102822NAL0024412976001
filing2023 Form 5500 — Jpmorgan Equity Income Inv Acct
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 063Ack ID: 20240816102822NAL0024412976002
filing2023 Form 5500 — American Century Mid Cap Value Ret Acct
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 276Ack ID: 20240819151510NAL0003671586001
filing2023 Form 5500 — Transamerica Small/Mid Cap Value Ret Acct
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 124Ack ID: 20240819124053NAL0001467681001
filing2023 Form 5500 — Alger Capital Appreciation Ret Acct
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 138Ack ID: 20240819124520NAL0000937075003
filing2023 Form 5500 — Thornburg Core Growth Ret Acct
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 126Ack ID: 20240819124520NAL0000937075002
filing2023 Form 5500 — Ta Vanguard Reit Index Ret Acct
Sponsor: Transamerica Financial Life Insurance CompanyEIN: 36-6071399Plan: 130Ack ID: 20240819124520NAL0000937075005