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PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 401k Plan overview

Plan NamePENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY
Plan identification number 003

PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:TRANSAMERICA LIFE INSURANCE COMPANY
Employer identification number (EIN):390989781
NAIC Classification:524140

Additional information about TRANSAMERICA LIFE INSURANCE COMPANY

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1976-06-30
Company Identification Number: 069666
Legal Registered Office Address: 6400 C ST SW

CEDAR RAPIDS
United States of America (USA)
52499

More information about TRANSAMERICA LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01
0032018-01-01
0032017-01-01MICHAEL SANTISTEVAN
0032016-01-01MICHAEL SANTISTEVAN
0032015-01-01MICHAEL SANTISTEVAN
0032014-01-01MICHAEL GUNNAR
0032013-01-01MICHAEL GUNNAR
0032012-01-01MICHAEL GUNNAR
0032011-01-01JEFF CARNAL
0032009-01-01JEFF CARNAL JEFF CARNAL2010-10-06
0032009-01-012010-09-30

Plan Statistics for PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY

401k plan membership statisitcs for PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY

Measure Date Value
2018: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2018 401k membership
Market value of plan assets2018-12-3190,753,610
Acturial value of plan assets2018-12-3181,920,962
Funding target for retired participants and beneficiaries receiving payment2018-12-3118,291,883
Number of terminated vested participants2018-12-31134
Fundng target for terminated vested participants2018-12-313,991,618
Active participant vested funding target2018-12-31210,635
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-31210,903
Total participant count2018-12-31750
Total funding target for all participants2018-12-3122,494,404
Balance at beginning of prior year after applicable adjustments2018-12-312,632,100
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-312,632,100
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-313,190,895
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3170,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01750
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2017 401k membership
Market value of plan assets2017-12-3177,194,470
Acturial value of plan assets2017-12-3176,118,743
Funding target for retired participants and beneficiaries receiving payment2017-12-3117,096,365
Number of terminated vested participants2017-12-31143
Fundng target for terminated vested participants2017-12-313,979,807
Active participant vested funding target2017-12-31189,450
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-31189,763
Total participant count2017-12-31776
Total funding target for all participants2017-12-3121,265,935
Balance at beginning of prior year after applicable adjustments2017-12-312,338,605
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-312,338,605
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-312,632,100
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3165,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01776
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-01473
Number of other retired or separated participants entitled to future benefits2017-01-01132
Total of all active and inactive participants2017-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01139
Total participants2017-01-01750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2016 401k membership
Market value of plan assets2016-12-3170,911,096
Acturial value of plan assets2016-12-3173,066,689
Funding target for retired participants and beneficiaries receiving payment2016-12-3116,635,115
Number of terminated vested participants2016-12-31157
Fundng target for terminated vested participants2016-12-314,250,165
Active participant vested funding target2016-12-31173,175
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-31173,483
Total participant count2016-12-31799
Total funding target for all participants2016-12-3121,058,763
Balance at beginning of prior year after applicable adjustments2016-12-312,340,712
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-312,340,712
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-312,338,605
Balance of prefunding at beginning of current year2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3165,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01799
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-01489
Number of other retired or separated participants entitled to future benefits2016-01-01140
Total of all active and inactive participants2016-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01141
Total participants2016-01-01776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2015 401k membership
Total participants, beginning-of-year2015-01-01831
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-01499
Number of other retired or separated participants entitled to future benefits2015-01-01156
Total of all active and inactive participants2015-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01138
Total participants2015-01-01799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2014 401k membership
Total participants, beginning-of-year2014-01-01852
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-01500
Number of other retired or separated participants entitled to future benefits2014-01-01190
Total of all active and inactive participants2014-01-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01135
Total participants2014-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2013 401k membership
Total participants, beginning-of-year2013-01-01875
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-01500
Number of other retired or separated participants entitled to future benefits2013-01-01204
Total of all active and inactive participants2013-01-01725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01127
Total participants2013-01-01852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2012 401k membership
Total participants, beginning-of-year2012-01-01907
Total number of active participants reported on line 7a of the Form 55002012-01-0124
Number of retired or separated participants receiving benefits2012-01-01507
Number of other retired or separated participants entitled to future benefits2012-01-01221
Total of all active and inactive participants2012-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01123
Total participants2012-01-01875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2011 401k membership
Total participants, beginning-of-year2011-01-01931
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-01518
Number of other retired or separated participants entitled to future benefits2011-01-01241
Total of all active and inactive participants2011-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01121
Total participants2011-01-01907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2009 401k membership
Total participants, beginning-of-year2009-01-01989
Total number of active participants reported on line 7a of the Form 55002009-01-0131
Number of retired or separated participants receiving benefits2009-01-01530
Number of other retired or separated participants entitled to future benefits2009-01-01289
Total of all active and inactive participants2009-01-01850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01121
Total participants2009-01-01971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY

Measure Date Value
2018 : PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2018 401k financial data
Total transfer of assets from this plan2018-12-31$83,242,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,444
Total income from all sources (including contributions)2018-12-31$-4,916,699
Total of all expenses incurred2018-12-31$2,586,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,531,438
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$90,758,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,500
Total interest from all sources2018-12-31$5,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,330
Administrative expenses (other) incurred2018-12-31$55,500
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$12,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,503,637
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$90,746,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$90,298,633
Interest earned on other investments2018-12-31$5,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$454,959
Net investment gain/loss from pooled separate accounts2018-12-31$-4,922,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,531,438
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2018-12-31134008324
2017 : PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,996
Total income from all sources (including contributions)2017-12-31$16,115,354
Total of all expenses incurred2017-12-31$2,554,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,486,345
Value of total assets at end of year2017-12-31$90,758,922
Value of total assets at beginning of year2017-12-31$77,197,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$68,488
Total interest from all sources2017-12-31$9,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,483
Administrative expenses (other) incurred2017-12-31$68,488
Liabilities. Value of operating payables at end of year2017-12-31$12,444
Liabilities. Value of operating payables at beginning of year2017-12-31$11,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,560,521
Value of net assets at end of year (total assets less liabilities)2017-12-31$90,746,478
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$77,185,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$90,298,633
Value of interest in pooled separate accounts at beginning of year2017-12-31$76,709,061
Interest earned on other investments2017-12-31$9,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$454,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$485,409
Net investment gain/loss from pooled separate accounts2017-12-31$16,105,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,486,345
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2017-12-31134008324
2016 : PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,686
Total income from all sources (including contributions)2016-12-31$8,744,354
Total of all expenses incurred2016-12-31$2,462,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,399,157
Value of total assets at end of year2016-12-31$77,197,953
Value of total assets at beginning of year2016-12-31$70,917,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$63,132
Total interest from all sources2016-12-31$11,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,482
Administrative expenses (other) incurred2016-12-31$63,132
Liabilities. Value of operating payables at end of year2016-12-31$11,996
Liabilities. Value of operating payables at beginning of year2016-12-31$13,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,282,065
Value of net assets at end of year (total assets less liabilities)2016-12-31$77,185,957
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$70,903,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$76,709,061
Value of interest in pooled separate accounts at beginning of year2016-12-31$70,075,940
Interest earned on other investments2016-12-31$11,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$485,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$835,156
Net investment gain/loss from pooled separate accounts2016-12-31$8,733,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,399,157
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2016-12-31134008324
2015 : PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,686
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,611
Total income from all sources (including contributions)2015-12-31$-67,796
Total of all expenses incurred2015-12-31$2,791,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,730,066
Value of total assets at end of year2015-12-31$70,917,578
Value of total assets at beginning of year2015-12-31$73,775,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$61,053
Total interest from all sources2015-12-31$13,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,482
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,908
Administrative expenses (other) incurred2015-12-31$61,053
Liabilities. Value of operating payables at end of year2015-12-31$13,686
Liabilities. Value of operating payables at beginning of year2015-12-31$12,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,858,915
Value of net assets at end of year (total assets less liabilities)2015-12-31$70,903,892
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$73,762,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$70,075,940
Value of interest in pooled separate accounts at beginning of year2015-12-31$73,357,775
Interest earned on other investments2015-12-31$13,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$835,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$410,735
Net investment gain/loss from pooled separate accounts2015-12-31$-81,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,730,066
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2015-12-31134008324
2014 : PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,655
Total income from all sources (including contributions)2014-12-31$8,134,428
Total of all expenses incurred2014-12-31$2,575,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,522,119
Value of total assets at end of year2014-12-31$73,775,418
Value of total assets at beginning of year2014-12-31$68,215,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$53,015
Total interest from all sources2014-12-31$11,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,579
Administrative expenses (other) incurred2014-12-31$53,015
Liabilities. Value of operating payables at end of year2014-12-31$12,611
Liabilities. Value of operating payables at beginning of year2014-12-31$11,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,559,294
Value of net assets at end of year (total assets less liabilities)2014-12-31$73,762,807
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$68,203,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$73,357,775
Value of interest in pooled separate accounts at beginning of year2014-12-31$67,684,468
Interest earned on other investments2014-12-31$11,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$410,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$523,121
Net investment gain/loss from pooled separate accounts2014-12-31$8,123,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,522,119
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2014-12-31134008324
2013 : PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$76,181
Total income from all sources (including contributions)2013-12-31$17,197,257
Total of all expenses incurred2013-12-31$2,386,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,325,630
Value of total assets at end of year2013-12-31$68,215,168
Value of total assets at beginning of year2013-12-31$53,468,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,409
Total interest from all sources2013-12-31$12,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$11,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$7,579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,867
Administrative expenses (other) incurred2013-12-31$48,909
Liabilities. Value of operating payables at end of year2013-12-31$11,655
Liabilities. Value of operating payables at beginning of year2013-12-31$76,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,811,218
Value of net assets at end of year (total assets less liabilities)2013-12-31$68,203,513
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$53,392,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$67,684,468
Value of interest in pooled separate accounts at beginning of year2013-12-31$52,750,127
Interest earned on other investments2013-12-31$12,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$523,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$711,482
Net investment gain/loss from pooled separate accounts2013-12-31$17,184,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,325,630
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$76,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$83,044
Total income from all sources (including contributions)2012-12-31$7,824,265
Total of all expenses incurred2012-12-31$2,183,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,060,286
Value of total assets at end of year2012-12-31$53,468,476
Value of total assets at beginning of year2012-12-31$47,834,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$123,466
Total interest from all sources2012-12-31$12,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$30,700
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,867
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,789
Administrative expenses (other) incurred2012-12-31$89,874
Liabilities. Value of operating payables at end of year2012-12-31$76,181
Liabilities. Value of operating payables at beginning of year2012-12-31$83,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,640,513
Value of net assets at end of year (total assets less liabilities)2012-12-31$53,392,295
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,751,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,892
Value of interest in pooled separate accounts at end of year2012-12-31$52,750,127
Value of interest in pooled separate accounts at beginning of year2012-12-31$47,138,709
Interest earned on other investments2012-12-31$12,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$711,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$692,328
Net investment gain/loss from pooled separate accounts2012-12-31$7,811,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,060,286
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,493,435
Total unrealized appreciation/depreciation of assets2011-12-31$4,493,435
Total transfer of assets to this plan2011-12-31$89,503,733
Total transfer of assets from this plan2011-12-31$62,945,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,632,751
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,239,413
Total income from all sources (including contributions)2011-12-31$4,493,435
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,127,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$216,577,253
Value of total assets at beginning of year2011-12-31$185,259,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,127,567
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$24,200
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,632,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,239,413
Administrative expenses (other) incurred2011-12-31$160,175
Liabilities. Value of operating payables at end of year2011-12-31$83,044
Liabilities. Value of operating payables at beginning of year2011-12-31$76,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,365,868
Value of net assets at end of year (total assets less liabilities)2011-12-31$213,944,502
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$184,020,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,127,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$216,577,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$185,259,918
Value of interest in pooled separate accounts at end of year2011-12-31$47,138,709
Value of interest in pooled separate accounts at beginning of year2011-12-31$50,224,368
Interest earned on other investments2011-12-31$15,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$692,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$646,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-695,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,090,462
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$23,067,308
Total unrealized appreciation/depreciation of assets2010-12-31$23,067,308
Total transfer of assets to this plan2010-12-31$47,862,876
Total transfer of assets from this plan2010-12-31$38,937,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$76,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$90,242
Total income from all sources (including contributions)2010-12-31$11,300,808
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,316,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,974,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$50,874,215
Value of total assets at beginning of year2010-12-31$41,903,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$342,022
Total interest from all sources2010-12-31$12,232
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$461,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$23,200
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,239,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,932,536
Administrative expenses (other) incurred2010-12-31$168,416
Liabilities. Value of operating payables at end of year2010-12-31$76,669
Liabilities. Value of operating payables at beginning of year2010-12-31$90,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,984,288
Value of net assets at end of year (total assets less liabilities)2010-12-31$50,797,546
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,813,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$150,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$185,259,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$154,090,645
Value of interest in pooled separate accounts at end of year2010-12-31$50,224,368
Value of interest in pooled separate accounts at beginning of year2010-12-31$41,250,650
Interest earned on other investments2010-12-31$12,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$646,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$645,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$11,288,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$461,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,974,498
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY

2018: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Submission has been amendedYes
2017: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: PENSION PLAN FOR U.S. AGENTS OF TRANSAMERICA LIFE INSURANCE COMPANY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number50144-000
Policy instance 1
Insurance contract or identification number50144-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number50144-000
Policy instance 1
Insurance contract or identification number50144-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number50144-000
Policy instance 1
Insurance contract or identification number50144-000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number50144-000
Policy instance 1
Insurance contract or identification number50144-000
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number50144-000
Policy instance 1
Insurance contract or identification number50144-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number50144-000
Policy instance 1
Insurance contract or identification number50144-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number50144-000
Policy instance 1
Insurance contract or identification number50144-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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