Plan Name | MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT |
Plan identification number | 068 |
Company Name: | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY |
Employer identification number (EIN): | 831098532 |
Additional information about TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Jurisdiction of Incorporation: | Georgia Department of States Corporations Division |
Incorporation Date: | 1955-11-17 |
Company Identification Number: | 734763 |
Legal Registered Office Address: |
4333 EDGEWOOD RD NE CEDAR RAPIDS United States of America (USA) 52499-0001 |
More information about TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
068 | 2023-01-01 | ||||
068 | 2022-01-01 | ||||
068 | 2021-01-01 | ||||
068 | 2020-01-01 | ||||
068 | 2019-01-01 | ||||
068 | 2018-01-01 |
Measure | Date | Value |
---|---|---|
2023 : MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT 2023 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $8,183,310 |
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $8,183,310 |
Total transfer of assets to this plan | 2023-12-31 | $22,027,235 |
Total transfer of assets from this plan | 2023-12-31 | $7,177,611 |
Total income from all sources (including contributions) | 2023-12-31 | $8,183,310 |
Value of total assets at end of year | 2023-12-31 | $65,935,759 |
Value of total assets at beginning of year | 2023-12-31 | $42,902,825 |
Value of net income/loss | 2023-12-31 | $8,183,310 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $65,935,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $42,902,825 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $65,935,759 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $42,902,825 |
2022 : MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-6,137,213 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-6,137,213 |
Total transfer of assets to this plan | 2022-12-31 | $22,004,105 |
Total transfer of assets from this plan | 2022-12-31 | $4,727,892 |
Total income from all sources (including contributions) | 2022-12-31 | $-6,137,213 |
Value of total assets at end of year | 2022-12-31 | $42,902,825 |
Value of total assets at beginning of year | 2022-12-31 | $31,763,825 |
Value of net income/loss | 2022-12-31 | $-6,137,213 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $42,902,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $31,763,825 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $42,902,825 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $31,763,825 |
2021 : MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $3,225,477 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $3,225,477 |
Total transfer of assets to this plan | 2021-12-31 | $14,582,188 |
Total transfer of assets from this plan | 2021-12-31 | $6,344,604 |
Total income from all sources (including contributions) | 2021-12-31 | $3,225,477 |
Value of total assets at end of year | 2021-12-31 | $31,763,825 |
Value of total assets at beginning of year | 2021-12-31 | $20,300,764 |
Value of net income/loss | 2021-12-31 | $3,225,477 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $31,763,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $20,300,764 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $31,763,825 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $20,300,764 |
2020 : MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $4,411,491 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $4,411,491 |
Total transfer of assets to this plan | 2020-12-31 | $13,736,737 |
Total transfer of assets from this plan | 2020-12-31 | $2,614,247 |
Total income from all sources (including contributions) | 2020-12-31 | $4,411,491 |
Value of total assets at end of year | 2020-12-31 | $20,300,764 |
Value of total assets at beginning of year | 2020-12-31 | $4,766,783 |
Value of net income/loss | 2020-12-31 | $4,411,491 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $20,300,764 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,766,783 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $20,300,764 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,766,783 |
2019 : MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $440,752 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $440,752 |
Total transfer of assets to this plan | 2019-12-31 | $6,578,360 |
Total transfer of assets from this plan | 2019-12-31 | $2,262,329 |
Total income from all sources (including contributions) | 2019-12-31 | $440,752 |
Value of total assets at end of year | 2019-12-31 | $4,766,783 |
Value of total assets at beginning of year | 2019-12-31 | $10,000 |
Value of net income/loss | 2019-12-31 | $440,752 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,766,783 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,766,783 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,000 |
2018 : MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT 2018 401k financial data | ||
Total transfer of assets to this plan | 2018-12-31 | $10,000 |
Value of total assets at end of year | 2018-12-31 | $10,000 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,000 |
2023: MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2022: MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2021: MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2020: MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2019: MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2018: MYWAYRETIREMENT INDEX MODERATE 2035 RET ACCT 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2018-01-01 | First time form 5500 has been submitted | Yes |