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COLUMBIA BALANCED RET ACCT 401k Plan overview

Plan NameCOLUMBIA BALANCED RET ACCT
Plan identification number 630

COLUMBIA BALANCED RET ACCT Benefits

No plan benefit data available

401k Sponsoring company profile

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Employer identification number (EIN):366071399

Additional information about TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1955-11-17
Company Identification Number: 734763
Legal Registered Office Address: 4333 EDGEWOOD RD NE

CEDAR RAPIDS
United States of America (USA)
52499-0001

More information about TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBIA BALANCED RET ACCT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
6302023-01-01
6302022-01-01
6302021-01-01
6302020-01-01
6302019-01-01
6302018-01-01
6302017-01-012018-10-04
6302016-01-012017-10-09
6302015-01-012016-09-27
6302014-01-012015-10-14

Financial Data on COLUMBIA BALANCED RET ACCT

Measure Date Value
2023 : COLUMBIA BALANCED RET ACCT 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$102,506
Total unrealized appreciation/depreciation of assets2023-12-31$102,506
Total transfer of assets to this plan2023-12-31$194,225
Total transfer of assets from this plan2023-12-31$31,641
Total income from all sources (including contributions)2023-12-31$102,506
Value of total assets at end of year2023-12-31$670,765
Value of total assets at beginning of year2023-12-31$405,675
Value of net income/loss2023-12-31$102,506
Value of net assets at end of year (total assets less liabilities)2023-12-31$670,765
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$405,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$670,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$405,675
2022 : COLUMBIA BALANCED RET ACCT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-124,769
Total unrealized appreciation/depreciation of assets2022-12-31$-124,769
Total transfer of assets to this plan2022-12-31$46,938
Total transfer of assets from this plan2022-12-31$239,426
Total income from all sources (including contributions)2022-12-31$-124,769
Value of total assets at end of year2022-12-31$405,675
Value of total assets at beginning of year2022-12-31$722,932
Value of net income/loss2022-12-31$-124,769
Value of net assets at end of year (total assets less liabilities)2022-12-31$405,675
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$722,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$405,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$722,932
2021 : COLUMBIA BALANCED RET ACCT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$115,819
Total unrealized appreciation/depreciation of assets2021-12-31$115,819
Total transfer of assets to this plan2021-12-31$55,870
Total transfer of assets from this plan2021-12-31$286,318
Total income from all sources (including contributions)2021-12-31$115,819
Value of total assets at end of year2021-12-31$722,932
Value of total assets at beginning of year2021-12-31$837,561
Value of net income/loss2021-12-31$115,819
Value of net assets at end of year (total assets less liabilities)2021-12-31$722,932
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$837,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$722,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$837,561
2020 : COLUMBIA BALANCED RET ACCT 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$153,534
Total unrealized appreciation/depreciation of assets2020-12-31$153,534
Total transfer of assets to this plan2020-12-31$225,087
Total transfer of assets from this plan2020-12-31$2,032,848
Total income from all sources (including contributions)2020-12-31$153,534
Value of total assets at end of year2020-12-31$837,561
Value of total assets at beginning of year2020-12-31$2,491,788
Value of net income/loss2020-12-31$153,534
Value of net assets at end of year (total assets less liabilities)2020-12-31$837,561
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,491,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$837,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,491,788
2019 : COLUMBIA BALANCED RET ACCT 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$452,966
Total unrealized appreciation/depreciation of assets2019-12-31$452,966
Total transfer of assets to this plan2019-12-31$203,441
Total transfer of assets from this plan2019-12-31$219,546
Total income from all sources (including contributions)2019-12-31$452,966
Value of total assets at end of year2019-12-31$2,491,788
Value of total assets at beginning of year2019-12-31$2,054,927
Value of net income/loss2019-12-31$452,966
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,491,788
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,054,927
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,491,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,054,927
2018 : COLUMBIA BALANCED RET ACCT 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-97,013
Total unrealized appreciation/depreciation of assets2018-12-31$-97,013
Total transfer of assets to this plan2018-12-31$230,535
Total transfer of assets from this plan2018-12-31$1,885,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-97,013
Value of total assets at end of year2018-12-31$2,054,927
Value of total assets at beginning of year2018-12-31$3,806,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$11,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Value of net income/loss2018-12-31$-97,013
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,054,927
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,806,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,054,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,794,869
2017 : COLUMBIA BALANCED RET ACCT 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$391,768
Total unrealized appreciation/depreciation of assets2017-12-31$391,768
Total transfer of assets to this plan2017-12-31$2,887,632
Total transfer of assets from this plan2017-12-31$1,444,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,581
Total income from all sources (including contributions)2017-12-31$391,768
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$3,806,476
Value of total assets at beginning of year2017-12-31$1,973,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$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 year2017-12-31$11,607
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,581
Value of net income/loss2017-12-31$391,768
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,806,476
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,972,045
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,794,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,973,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$0
2016 : COLUMBIA BALANCED RET ACCT 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$58,713
Total unrealized appreciation/depreciation of assets2016-12-31$58,713
Total transfer of assets to this plan2016-12-31$2,343,160
Total transfer of assets from this plan2016-12-31$762,710
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,581
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$58,713
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$1,973,626
Value of total assets at beginning of year2016-12-31$332,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$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 year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Value of net income/loss2016-12-31$58,713
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,972,045
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$332,882
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,973,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$328,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$0
2015 : COLUMBIA BALANCED RET ACCT 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,706
Total unrealized appreciation/depreciation of assets2015-12-31$2,706
Total transfer of assets to this plan2015-12-31$247,153
Total transfer of assets from this plan2015-12-31$204,516
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$2,706
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$332,882
Value of total assets at beginning of year2015-12-31$287,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$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 year2015-12-31$4,753
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Value of net income/loss2015-12-31$2,706
Value of net assets at end of year (total assets less liabilities)2015-12-31$332,882
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$287,539
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$328,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$287,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$0
2014 : COLUMBIA BALANCED RET ACCT 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,098
Total unrealized appreciation/depreciation of assets2014-12-31$7,098
Total transfer of assets to this plan2014-12-31$303,324
Total transfer of assets from this plan2014-12-31$22,883
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$7,098
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$287,539
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$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 year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Value of net income/loss2014-12-31$7,098
Value of net assets at end of year (total assets less liabilities)2014-12-31$287,539
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$287,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$0

Form 5500 Responses for COLUMBIA BALANCED RET ACCT

2023: COLUMBIA BALANCED RET ACCT 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2022: COLUMBIA BALANCED RET ACCT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2021: COLUMBIA BALANCED RET ACCT 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2020: COLUMBIA BALANCED RET ACCT 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2019: COLUMBIA BALANCED RET ACCT 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2018: COLUMBIA BALANCED RET ACCT 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2017: COLUMBIA BALANCED RET ACCT 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: COLUMBIA BALANCED RET ACCT 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: COLUMBIA BALANCED RET ACCT 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: COLUMBIA BALANCED RET ACCT 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo

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