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MFS UTILITIES RET OPT 401k Plan overview

Plan NameMFS UTILITIES RET OPT
Plan identification number 931

MFS UTILITIES 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 MFS UTILITIES RET OPT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
9312023-01-01
9312022-01-01
9312021-01-01
9312020-01-01
9312019-01-01
9312018-01-01
9312018-01-01

Financial Data on MFS UTILITIES RET OPT

Measure Date Value
2023 : MFS UTILITIES RET OPT 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-31,576
Total unrealized appreciation/depreciation of assets2023-12-31$-31,576
Total transfer of assets to this plan2023-12-31$88,426
Total transfer of assets from this plan2023-12-31$728,954
Total income from all sources (including contributions)2023-12-31$-23,342
Value of total assets at end of year2023-12-31$55,734
Value of total assets at beginning of year2023-12-31$719,604
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,364
Value of net income/loss2023-12-31$-23,342
Value of net assets at end of year (total assets less liabilities)2023-12-31$55,734
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$719,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$55,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$719,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,870
Income. Dividends from common stock2023-12-31$6,364
2022 : MFS UTILITIES RET OPT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-53,873
Total unrealized appreciation/depreciation of assets2022-12-31$-53,873
Total transfer of assets to this plan2022-12-31$295,287
Total transfer of assets from this plan2022-12-31$115,986
Total income from all sources (including contributions)2022-12-31$4,914
Value of total assets at end of year2022-12-31$719,604
Value of total assets at beginning of year2022-12-31$535,389
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$13,534
Value of net income/loss2022-12-31$4,914
Value of net assets at end of year (total assets less liabilities)2022-12-31$719,604
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$535,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$719,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$535,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$45,253
Income. Dividends from common stock2022-12-31$13,534
2021 : MFS UTILITIES RET OPT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$36,147
Total unrealized appreciation/depreciation of assets2021-12-31$36,147
Total transfer of assets to this plan2021-12-31$30,890
Total transfer of assets from this plan2021-12-31$51,885
Total income from all sources (including contributions)2021-12-31$66,311
Value of total assets at end of year2021-12-31$535,389
Value of total assets at beginning of year2021-12-31$490,073
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,292
Value of net income/loss2021-12-31$66,311
Value of net assets at end of year (total assets less liabilities)2021-12-31$535,389
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$490,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$535,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$490,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$21,872
Income. Dividends from common stock2021-12-31$8,292
2020 : MFS UTILITIES RET OPT 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,133
Total unrealized appreciation/depreciation of assets2020-12-31$2,133
Total transfer of assets to this plan2020-12-31$93,995
Total transfer of assets from this plan2020-12-31$9,598
Total income from all sources (including contributions)2020-12-31$30,538
Value of total assets at end of year2020-12-31$490,073
Value of total assets at beginning of year2020-12-31$375,138
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,600
Value of net income/loss2020-12-31$30,538
Value of net assets at end of year (total assets less liabilities)2020-12-31$490,073
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$375,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$490,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$375,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,805
Income. Dividends from common stock2020-12-31$9,600
2019 : MFS UTILITIES RET OPT 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$73,091
Total unrealized appreciation/depreciation of assets2019-12-31$73,091
Total transfer of assets to this plan2019-12-31$255,173
Total transfer of assets from this plan2019-12-31$58,150
Total income from all sources (including contributions)2019-12-31$99,731
Value of total assets at end of year2019-12-31$375,138
Value of total assets at beginning of year2019-12-31$78,384
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,042
Value of net income/loss2019-12-31$99,731
Value of net assets at end of year (total assets less liabilities)2019-12-31$375,138
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$78,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$375,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$78,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,598
Income. Dividends from common stock2019-12-31$11,042
2018 : MFS UTILITIES RET OPT 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,628
Total unrealized appreciation/depreciation of assets2018-12-31$-2,628
Total transfer of assets to this plan2018-12-31$80,729
Total transfer of assets from this plan2018-12-31$2,476
Total income from all sources (including contributions)2018-12-31$131
Value of total assets at end of year2018-12-31$78,384
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,481
Value of net income/loss2018-12-31$131
Value of net assets at end of year (total assets less liabilities)2018-12-31$78,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$78,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$1,278
Income. Dividends from common stock2018-12-31$1,481

Form 5500 Responses for MFS UTILITIES RET OPT

2023: MFS UTILITIES RET OPT 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2022: MFS UTILITIES RET OPT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2021: MFS UTILITIES RET OPT 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2020: MFS UTILITIES RET OPT 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2019: MFS UTILITIES RET OPT 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2018: MFS UTILITIES RET OPT 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedYes

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