TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SAGE CASH BALANCE MODERATE RET OPT
| Measure | Date | Value |
|---|
| 2023 : SAGE CASH BALANCE MODERATE RET OPT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $1,561,533 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $1,561,533 |
| Total transfer of assets to this plan | 2023-12-31 | $7,892,866 |
| Total transfer of assets from this plan | 2023-12-31 | $4,774,178 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,561,533 |
| Value of total assets at end of year | 2023-12-31 | $23,068,432 |
| Value of total assets at beginning of year | 2023-12-31 | $18,388,211 |
| Value of net income/loss | 2023-12-31 | $1,561,533 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $23,068,432 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $18,388,211 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $23,068,432 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $18,388,211 |
| 2022 : SAGE CASH BALANCE MODERATE RET OPT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,376,772 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,376,772 |
| Total transfer of assets to this plan | 2022-12-31 | $6,481,547 |
| Total transfer of assets from this plan | 2022-12-31 | $10,053,255 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,376,772 |
| Value of total assets at end of year | 2022-12-31 | $18,388,211 |
| Value of total assets at beginning of year | 2022-12-31 | $23,336,691 |
| Value of net income/loss | 2022-12-31 | $-1,376,772 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,388,211 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $23,336,691 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $18,388,211 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $23,336,691 |
| 2021 : SAGE CASH BALANCE MODERATE RET OPT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $490,317 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $490,317 |
| Total transfer of assets to this plan | 2021-12-31 | $8,688,092 |
| Total transfer of assets from this plan | 2021-12-31 | $5,665,217 |
| Total income from all sources (including contributions) | 2021-12-31 | $490,317 |
| Value of total assets at end of year | 2021-12-31 | $23,336,691 |
| Value of total assets at beginning of year | 2021-12-31 | $19,823,499 |
| Value of net income/loss | 2021-12-31 | $490,317 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $23,336,691 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,823,499 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $23,336,691 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $19,823,499 |
| 2020 : SAGE CASH BALANCE MODERATE RET OPT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $945,413 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $945,413 |
| Total transfer of assets to this plan | 2020-12-31 | $4,641,259 |
| Total transfer of assets from this plan | 2020-12-31 | $3,189,398 |
| Total income from all sources (including contributions) | 2020-12-31 | $945,413 |
| Value of total assets at end of year | 2020-12-31 | $19,823,499 |
| Value of total assets at beginning of year | 2020-12-31 | $17,426,225 |
| Value of net income/loss | 2020-12-31 | $945,413 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,823,499 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,426,225 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $19,823,499 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,426,225 |
| 2019 : SAGE CASH BALANCE MODERATE RET OPT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $649,414 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $649,414 |
| Total transfer of assets to this plan | 2019-12-31 | $14,974,105 |
| Total transfer of assets from this plan | 2019-12-31 | $1,511,941 |
| Total income from all sources (including contributions) | 2019-12-31 | $649,414 |
| Value of total assets at end of year | 2019-12-31 | $17,426,225 |
| Value of total assets at beginning of year | 2019-12-31 | $3,314,647 |
| Value of net income/loss | 2019-12-31 | $649,414 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,426,225 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,314,647 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,426,225 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,314,647 |
| 2018 : SAGE CASH BALANCE MODERATE RET OPT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-66,458 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-66,458 |
| Total transfer of assets to this plan | 2018-12-31 | $3,438,410 |
| Total transfer of assets from this plan | 2018-12-31 | $57,305 |
| Total income from all sources (including contributions) | 2018-12-31 | $-66,458 |
| Value of total assets at end of year | 2018-12-31 | $3,314,647 |
| Value of net income/loss | 2018-12-31 | $-66,458 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,314,647 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,314,647 |
