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FIDELITY ADVISOR EQUITY INCOME RET OPT 401k Plan overview

Plan NameFIDELITY ADVISOR EQUITY INCOME RET OPT
Plan identification number 233

FIDELITY ADVISOR EQUITY INCOME RET OPT Benefits

No plan benefit data available

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 FIDELITY ADVISOR EQUITY INCOME RET OPT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
2332017-01-012018-10-11
2332016-01-012017-10-04
2332015-01-012016-09-22
2332014-01-012015-08-04
2332013-01-012014-07-10
2332012-01-012013-09-11
2332011-01-012012-09-13
2332010-01-012011-10-15
2332009-01-012010-10-11

Plan Statistics for FIDELITY ADVISOR EQUITY INCOME RET OPT

401k plan membership statisitcs for FIDELITY ADVISOR EQUITY INCOME RET OPT

Measure Date Value
2009: FIDELITY ADVISOR EQUITY INCOME RET OPT 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-010
Total of all active and inactive participants2009-01-010
Total participants2009-01-010

Financial Data on FIDELITY ADVISOR EQUITY INCOME RET OPT

Measure Date Value
2017 : FIDELITY ADVISOR EQUITY INCOME RET OPT 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$6
Total unrealized appreciation/depreciation of assets2017-12-31$6
Total transfer of assets to this plan2017-12-31$202
Total transfer of assets from this plan2017-12-31$208
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$0
Total income from all sources (including contributions)2017-12-31$6
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$0
Value of total assets at beginning of year2017-12-31$0
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$0
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$0
Value of net income/loss2017-12-31$6
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
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$0
2016 : FIDELITY ADVISOR EQUITY INCOME RET OPT 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-450
Total unrealized appreciation/depreciation of assets2016-12-31$-450
Total transfer of assets to this plan2016-12-31$-4,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$-404
Total of all expenses incurred2016-12-31$1
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$4,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1
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$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Value of net income/loss2016-12-31$-405
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,761
Investment advisory and management fees2016-12-31$1
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$46
2015 : FIDELITY ADVISOR EQUITY INCOME RET OPT 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-673
Total unrealized appreciation/depreciation of assets2015-12-31$-673
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
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$0
Total income from all sources (including contributions)2015-12-31$-208
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$23
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$4,761
Value of total assets at beginning of year2015-12-31$4,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$154
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
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$0
Value of net income/loss2015-12-31$-231
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,761
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,992
Investment advisory and management fees2015-12-31$23
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$311
Net investment gain/loss from pooled separate accounts2015-12-31$0
Income. Dividends from common stock2015-12-31$154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$0
2014 : FIDELITY ADVISOR EQUITY INCOME RET OPT 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$146
Total unrealized appreciation/depreciation of assets2014-12-31$146
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
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$396
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$23
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$4,992
Value of total assets at beginning of year2014-12-31$4,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$121
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning 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$373
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,992
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,619
Investment advisory and management fees2014-12-31$23
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$129
Net investment gain/loss from pooled separate accounts2014-12-31$0
Income. Dividends from common stock2014-12-31$121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$0
2013 : FIDELITY ADVISOR EQUITY INCOME RET OPT 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$920
Total unrealized appreciation/depreciation of assets2013-12-31$920
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6
Total income from all sources (including contributions)2013-12-31$1,011
Total of all expenses incurred2013-12-31$24
Value of total assets at end of year2013-12-31$4,619
Value of total assets at beginning of year2013-12-31$3,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$91
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6
Value of net income/loss2013-12-31$987
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,619
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,632
Investment advisory and management fees2013-12-31$24
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,638
Income. Dividends from common stock2013-12-31$91
2012 : FIDELITY ADVISOR EQUITY INCOME RET OPT 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$435
Total unrealized appreciation/depreciation of assets2012-12-31$435
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6
Total income from all sources (including contributions)2012-12-31$534
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$21
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$3,638
Value of total assets at beginning of year2012-12-31$3,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$95
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6
Value of net income/loss2012-12-31$513
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,632
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,119
Investment advisory and management fees2012-12-31$21
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4
Net investment gain/loss from pooled separate accounts2012-12-31$0
Income. Dividends from common stock2012-12-31$95
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$0
2011 : FIDELITY ADVISOR EQUITY INCOME RET OPT 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$121
Total unrealized appreciation/depreciation of assets2011-12-31$121
Total transfer of assets from this plan2011-12-31$3,284
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1
Total income from all sources (including contributions)2011-12-31$193
Total of all expenses incurred2011-12-31$22
Value of total assets at end of year2011-12-31$3,125
Value of total assets at beginning of year2011-12-31$6,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$72
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$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1
Value of net income/loss2011-12-31$171
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,119
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,232
Investment advisory and management fees2011-12-31$22
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,233
Interest earned on other investments2011-12-31$0
Income. Dividends from common stock2011-12-31$72
2010 : FIDELITY ADVISOR EQUITY INCOME RET OPT 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$658
Total unrealized appreciation/depreciation of assets2010-12-31$658
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8
Total income from all sources (including contributions)2010-12-31$740
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$24
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
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$6,233
Value of total assets at beginning of year2010-12-31$5,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$82
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$8
Value of net income/loss2010-12-31$716
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,232
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,516
Investment advisory and management fees2010-12-31$24
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Income. Dividends from common stock2010-12-31$82

Form 5500 Responses for FIDELITY ADVISOR EQUITY INCOME RET OPT

2017: FIDELITY ADVISOR EQUITY INCOME RET OPT 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: FIDELITY ADVISOR EQUITY INCOME RET OPT 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: FIDELITY ADVISOR EQUITY INCOME RET OPT 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: FIDELITY ADVISOR EQUITY INCOME RET OPT 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
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
2013: FIDELITY ADVISOR EQUITY INCOME RET OPT 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: FIDELITY ADVISOR EQUITY INCOME RET OPT 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: FIDELITY ADVISOR EQUITY INCOME RET OPT 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2010: FIDELITY ADVISOR EQUITY INCOME RET OPT 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2009: FIDELITY ADVISOR EQUITY INCOME RET OPT 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
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

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