TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT
| Measure | Date | Value |
|---|
| 2023 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $487,524 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $487,524 |
| Total transfer of assets to this plan | 2023-12-31 | $292,711 |
| Total transfer of assets from this plan | 2023-12-31 | $683,185 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $1 |
| Total income from all sources (including contributions) | 2023-12-31 | $487,524 |
| Value of total assets at end of year | 2023-12-31 | $2,395,955 |
| Value of total assets at beginning of year | 2023-12-31 | $2,298,906 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $1 |
| Value of net income/loss | 2023-12-31 | $487,524 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,395,955 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,298,905 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,395,955 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,298,906 |
| 2022 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-852,513 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-852,513 |
| Total transfer of assets to this plan | 2022-12-31 | $433,577 |
| Total transfer of assets from this plan | 2022-12-31 | $559,967 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1 |
| Total income from all sources (including contributions) | 2022-12-31 | $-852,513 |
| Value of total assets at end of year | 2022-12-31 | $2,298,906 |
| Value of total assets at beginning of year | 2022-12-31 | $3,277,809 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $1 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1 |
| Value of net income/loss | 2022-12-31 | $-852,513 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,298,905 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,277,808 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,298,906 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,277,809 |
| 2021 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $453,340 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $453,340 |
| Total transfer of assets to this plan | 2021-12-31 | $583,625 |
| Total transfer of assets from this plan | 2021-12-31 | $3,260,661 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1 |
| Total income from all sources (including contributions) | 2021-12-31 | $453,340 |
| Value of total assets at end of year | 2021-12-31 | $3,277,809 |
| Value of total assets at beginning of year | 2021-12-31 | $5,501,505 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1 |
| Value of net income/loss | 2021-12-31 | $453,340 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,277,808 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,501,504 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,277,809 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,501,505 |
| 2020 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $731,330 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $731,330 |
| Total transfer of assets to this plan | 2020-12-31 | $997,394 |
| Total transfer of assets from this plan | 2020-12-31 | $4,631,583 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1 |
| Total income from all sources (including contributions) | 2020-12-31 | $731,330 |
| Value of total assets at end of year | 2020-12-31 | $5,501,505 |
| Value of total assets at beginning of year | 2020-12-31 | $8,404,363 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1 |
| Value of net income/loss | 2020-12-31 | $731,330 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,501,504 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,404,363 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,501,505 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,404,363 |
| 2019 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $2,356,364 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $2,356,364 |
| Total transfer of assets to this plan | 2019-12-31 | $1,390,052 |
| Total transfer of assets from this plan | 2019-12-31 | $7,650,007 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,356,364 |
| Value of total assets at end of year | 2019-12-31 | $8,404,363 |
| Value of total assets at beginning of year | 2019-12-31 | $12,307,955 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1 |
| Value of net income/loss | 2019-12-31 | $2,356,364 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,404,363 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,307,954 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $8,404,363 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,307,955 |
| 2018 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-845,222 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-845,222 |
| Total transfer of assets to this plan | 2018-12-31 | $2,497,324 |
| Total transfer of assets from this plan | 2018-12-31 | $8,203,202 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,059 |
| Total income from all sources (including contributions) | 2018-12-31 | $-845,222 |
| Value of total assets at end of year | 2018-12-31 | $12,307,955 |
| Value of total assets at beginning of year | 2018-12-31 | $18,860,113 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $1 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,059 |
| Value of net income/loss | 2018-12-31 | $-845,222 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $12,307,954 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $18,859,054 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,307,955 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,860,113 |
| 2017 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $2,578,163 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $2,578,163 |
| Total transfer of assets to this plan | 2017-12-31 | $5,484,761 |
| Total transfer of assets from this plan | 2017-12-31 | $8,192,966 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,059 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $176,597 |
| Total income from all sources (including contributions) | 2017-12-31 | $2,578,163 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
| Value of total assets at end of year | 2017-12-31 | $18,860,113 |
| Value of total assets at beginning of year | 2017-12-31 | $19,165,693 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,059 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $176,597 |
| Value of net income/loss | 2017-12-31 | $2,578,163 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $18,859,054 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,989,096 |
| Investment advisory and management fees | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $18,860,113 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $19,165,693 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
| Income. Dividends from common stock | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $0 |
| 2016 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $936,326 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $936,326 |
| Total transfer of assets to this plan | 2016-12-31 | $5,964,252 |
| Total transfer of assets from this plan | 2016-12-31 | $7,576,003 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $176,597 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $936,326 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
| Value of total assets at end of year | 2016-12-31 | $19,165,693 |
| Value of total assets at beginning of year | 2016-12-31 | $19,664,521 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $27,158 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $176,597 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
| Value of net income/loss | 2016-12-31 | $936,326 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,989,096 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $19,664,521 |
| Investment advisory and management fees | 2016-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $19,165,693 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $19,637,363 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
| Income. Dividends from common stock | 2016-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $0 |
| 2015 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-1,254,586 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-1,254,586 |
| Total transfer of assets to this plan | 2015-12-31 | $19,208,345 |
| Total transfer of assets from this plan | 2015-12-31 | $3,398,780 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $-1,254,586 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
| Value of total assets at end of year | 2015-12-31 | $19,664,521 |
| Value of total assets at beginning of year | 2015-12-31 | $5,109,542 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $27,158 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $989,912 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
| Value of net income/loss | 2015-12-31 | $-1,254,586 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $19,664,521 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,109,542 |
| Investment advisory and management fees | 2015-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $19,637,363 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,119,630 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
| Income. Dividends from common stock | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $0 |
| 2014 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $233,554 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $233,554 |
| Total transfer of assets to this plan | 2014-12-31 | $4,938,944 |
| Total transfer of assets from this plan | 2014-12-31 | $338,177 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $233,554 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
| Value of total assets at end of year | 2014-12-31 | $5,109,542 |
| Value of total assets at beginning of year | 2014-12-31 | $275,221 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $989,912 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $263,326 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
| Value of net income/loss | 2014-12-31 | $233,554 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,109,542 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $275,221 |
| Investment advisory and management fees | 2014-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $4,119,630 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,895 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
| Income. Dividends from common stock | 2014-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $0 |
| 2013 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $308 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $308 |
| Total transfer of assets to this plan | 2013-12-31 | $274,914 |
| Total transfer of assets from this plan | 2013-12-31 | $1 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $308 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
| Value of total assets at end of year | 2013-12-31 | $275,221 |
| Value of total assets at beginning of year | 2013-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $263,326 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
| Value of net income/loss | 2013-12-31 | $308 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $275,221 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Investment advisory and management fees | 2013-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,895 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
| Income. Dividends from common stock | 2013-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $0 |
