TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JPMORGAN SMARTRETIREMENT 2050 RET OPT
| Measure | Date | Value |
|---|
| 2023 : JPMORGAN SMARTRETIREMENT 2050 RET OPT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $824,223 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $824,223 |
| Total transfer of assets to this plan | 2023-12-31 | $3,805,480 |
| Total transfer of assets from this plan | 2023-12-31 | $728,294 |
| Total income from all sources (including contributions) | 2023-12-31 | $824,223 |
| Value of total assets at end of year | 2023-12-31 | $6,648,280 |
| Value of total assets at beginning of year | 2023-12-31 | $2,746,871 |
| Value of net income/loss | 2023-12-31 | $824,223 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $6,648,280 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,746,871 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $6,648,280 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,746,871 |
| 2022 : JPMORGAN SMARTRETIREMENT 2050 RET OPT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-359,501 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-359,501 |
| Total transfer of assets to this plan | 2022-12-31 | $1,508,554 |
| Total transfer of assets from this plan | 2022-12-31 | $392,218 |
| Total income from all sources (including contributions) | 2022-12-31 | $-359,501 |
| Value of total assets at end of year | 2022-12-31 | $2,746,871 |
| Value of total assets at beginning of year | 2022-12-31 | $1,990,036 |
| Value of net income/loss | 2022-12-31 | $-359,501 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,746,871 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,990,036 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,746,871 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,990,036 |
| 2021 : JPMORGAN SMARTRETIREMENT 2050 RET OPT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $726,890 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $726,890 |
| Total transfer of assets to this plan | 2021-12-31 | $1,195,471 |
| Total transfer of assets from this plan | 2021-12-31 | $4,084,373 |
| Total income from all sources (including contributions) | 2021-12-31 | $726,890 |
| Value of total assets at end of year | 2021-12-31 | $1,990,036 |
| Value of total assets at beginning of year | 2021-12-31 | $4,152,048 |
| Value of net income/loss | 2021-12-31 | $726,890 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,990,036 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,152,048 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,990,036 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,152,048 |
| 2020 : JPMORGAN SMARTRETIREMENT 2050 RET OPT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $600,141 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $600,141 |
| Total transfer of assets to this plan | 2020-12-31 | $2,804,968 |
| Total transfer of assets from this plan | 2020-12-31 | $177,855 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1 |
| Total income from all sources (including contributions) | 2020-12-31 | $614,576 |
| Value of total assets at end of year | 2020-12-31 | $4,152,048 |
| Value of total assets at beginning of year | 2020-12-31 | $910,360 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $14,435 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $1 |
| Value of net income/loss | 2020-12-31 | $614,576 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,152,048 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $910,359 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,152,048 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $910,360 |
| Income. Dividends from common stock | 2020-12-31 | $14,435 |
| 2019 : JPMORGAN SMARTRETIREMENT 2050 RET OPT 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $75,117 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $75,117 |
| Total transfer of assets to this plan | 2019-12-31 | $459,496 |
| Total transfer of assets from this plan | 2019-12-31 | $274,352 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1 |
| Total income from all sources (including contributions) | 2019-12-31 | $154,198 |
| Value of total assets at end of year | 2019-12-31 | $910,360 |
| Value of total assets at beginning of year | 2019-12-31 | $571,017 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $16,234 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1 |
| Value of net income/loss | 2019-12-31 | $154,198 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $910,359 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $571,017 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $910,360 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $571,017 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $62,847 |
| Income. Dividends from common stock | 2019-12-31 | $16,234 |
| 2018 : JPMORGAN SMARTRETIREMENT 2050 RET OPT 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-82,336 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-82,336 |
| Total transfer of assets to this plan | 2018-12-31 | $719,481 |
| Total transfer of assets from this plan | 2018-12-31 | $92,846 |
| Total income from all sources (including contributions) | 2018-12-31 | $-55,618 |
| Value of total assets at end of year | 2018-12-31 | $571,017 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $13,635 |
| Value of net income/loss | 2018-12-31 | $-55,618 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $571,017 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $571,017 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $13,083 |
| Income. Dividends from common stock | 2018-12-31 | $13,635 |
