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COLUMBIA SMALL/MID CAP VALUE RET OPT 401k Plan overview

Plan NameCOLUMBIA SMALL/MID CAP VALUE RET OPT
Plan identification number 303

COLUMBIA SMALL/MID CAP VALUE 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

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: 400 E COURT AVE

DES MOINES
United States of America (USA)
50309

More information about TRANSAMERICA LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBIA SMALL/MID CAP VALUE RET OPT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3032016-01-012017-10-04
3032015-01-012016-09-23
3032014-01-012015-10-12
3032014-01-012015-12-08
3032013-01-012014-07-30
3032012-01-012013-09-20
3032011-01-012012-09-18
3032009-01-012010-09-23

Plan Statistics for COLUMBIA SMALL/MID CAP VALUE RET OPT

401k plan membership statisitcs for COLUMBIA SMALL/MID CAP VALUE RET OPT

Measure Date Value
2012: COLUMBIA SMALL/MID CAP VALUE RET OPT 2012 401k membership
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: COLUMBIA SMALL/MID CAP VALUE RET OPT 2011 401k membership
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
2009: COLUMBIA SMALL/MID CAP VALUE 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 COLUMBIA SMALL/MID CAP VALUE RET OPT

Measure Date Value
2016 : COLUMBIA SMALL/MID CAP VALUE RET OPT 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$37,558
Total unrealized appreciation/depreciation of assets2016-12-31$37,558
Total transfer of assets to this plan2016-12-31$72,551
Total transfer of assets from this plan2016-12-31$988,129
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$37,558
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,035
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$0
Value of total assets at beginning of year2016-12-31$882,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,035
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$24,021
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$33,523
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$882,055
Investment advisory and management fees2016-12-31$4,035
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$858,034
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$0
2015 : COLUMBIA SMALL/MID CAP VALUE RET OPT 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-103,319
Total unrealized appreciation/depreciation of assets2015-12-31$-103,319
Total transfer of assets to this plan2015-12-31$407,249
Total transfer of assets from this plan2015-12-31$588,698
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$0
Total income from all sources (including contributions)2015-12-31$-53,504
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,134
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$882,055
Value of total assets at beginning of year2015-12-31$1,124,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,134
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$24,021
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,056
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$0
Value of net income/loss2015-12-31$-60,638
Value of net assets at end of year (total assets less liabilities)2015-12-31$882,055
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,124,142
Investment advisory and management fees2015-12-31$7,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$858,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,123,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$49,815
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$0
2014 : COLUMBIA SMALL/MID CAP VALUE RET OPT 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-97,973
Total unrealized appreciation/depreciation of assets2014-12-31$-97,973
Total transfer of assets to this plan2014-12-31$388,443
Total transfer of assets from this plan2014-12-31$261,090
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$17,058
Total income from all sources (including contributions)2014-12-31$64,571
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,771
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$1,124,142
Value of total assets at beginning of year2014-12-31$956,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,771
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,887
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,056
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$17,058
Value of net income/loss2014-12-31$57,800
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,124,142
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$938,989
Investment advisory and management fees2014-12-31$6,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,123,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$956,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$160,657
Net investment gain/loss from pooled separate accounts2014-12-31$0
Income. Dividends from common stock2014-12-31$1,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$0
2013 : COLUMBIA SMALL/MID CAP VALUE RET OPT 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$178,652
Total unrealized appreciation/depreciation of assets2013-12-31$178,652
Total transfer of assets to this plan2013-12-31$429,554
Total transfer of assets from this plan2013-12-31$387,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$760
Total income from all sources (including contributions)2013-12-31$256,347
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$956,047
Value of total assets at beginning of year2013-12-31$647,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,908
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,429
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 end of year2013-12-31$17,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$760
Value of net income/loss2013-12-31$250,439
Value of net assets at end of year (total assets less liabilities)2013-12-31$938,989
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$646,505
Investment advisory and management fees2013-12-31$5,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$956,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$647,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$65,266
Net investment gain/loss from pooled separate accounts2013-12-31$0
Income. Dividends from common stock2013-12-31$12,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$0
2012 : COLUMBIA SMALL/MID CAP VALUE RET OPT 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$98,420
Total unrealized appreciation/depreciation of assets2012-12-31$98,420
Total transfer of assets to this plan2012-12-31$476,417
Total transfer of assets from this plan2012-12-31$372,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,186
Total income from all sources (including contributions)2012-12-31$104,364
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,628
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$647,265
Value of total assets at beginning of year2012-12-31$443,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,628
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,944
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$760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,186
Value of net income/loss2012-12-31$99,736
Value of net assets at end of year (total assets less liabilities)2012-12-31$646,505
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$442,380
Investment advisory and management fees2012-12-31$4,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$647,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$443,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$0
Income. Dividends from common stock2012-12-31$5,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$0
2011 : COLUMBIA SMALL/MID CAP VALUE RET OPT 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-33,705
Total unrealized appreciation/depreciation of assets2011-12-31$-33,705
Total transfer of assets to this plan2011-12-31$207,951
Total transfer of assets from this plan2011-12-31$202,889
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$608
Total income from all sources (including contributions)2011-12-31$-31,574
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,160
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$443,566
Value of total assets at beginning of year2011-12-31$472,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,160
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,131
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$1,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$608
Value of net income/loss2011-12-31$-34,734
Value of net assets at end of year (total assets less liabilities)2011-12-31$442,380
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$472,052
Investment advisory and management fees2011-12-31$3,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$443,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$472,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Income. Dividends from common stock2011-12-31$2,131
2010 : COLUMBIA SMALL/MID CAP VALUE RET OPT 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$84,833
Total unrealized appreciation/depreciation of assets2010-12-31$84,833
Total transfer of assets to this plan2010-12-31$405,653
Total transfer of assets from this plan2010-12-31$149,902
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$89,306
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,067
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$472,660
Value of total assets at beginning of year2010-12-31$129,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,067
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,473
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$7
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Value of net income/loss2010-12-31$87,239
Value of net assets at end of year (total assets less liabilities)2010-12-31$472,052
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$129,062
Investment advisory and management fees2010-12-31$2,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$472,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$129,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Income. Dividends from common stock2010-12-31$4,473

Form 5500 Responses for COLUMBIA SMALL/MID CAP VALUE RET OPT

2016: COLUMBIA SMALL/MID CAP VALUE 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 filingYes
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 SMALL/MID CAP VALUE 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: COLUMBIA SMALL/MID CAP VALUE RET OPT 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedYes
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: COLUMBIA SMALL/MID CAP VALUE 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: COLUMBIA SMALL/MID CAP VALUE 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: COLUMBIA SMALL/MID CAP VALUE 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
2009: COLUMBIA SMALL/MID CAP VALUE 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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