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TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN 401k Plan overview

Plan NameTRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN
Plan identification number 521

TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

AEGON USA, LLC has sponsored the creation of one or more 401k plans.

Company Name:AEGON USA, LLC
Employer identification number (EIN):421310237
NAIC Classification:524140

Additional information about AEGON USA, LLC

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1988-02-12
Company Identification Number: 120200
Legal Registered Office Address: 4333 EDGEWOOD RD NE

CEDAR RAPIDS
United States of America (USA)
52499

More information about AEGON USA, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5212015-01-01BRANDON RICHARDS BRANDON RICHARDS2016-09-13
5212013-01-01MARY TAIBER MARY TAIBER2014-10-14
5212012-01-01MARY TAIBER MARY TAIBER2013-10-10
5212011-01-01MARY TAIBER

Plan Statistics for TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN

401k plan membership statisitcs for TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN

Measure Date Value
2015: TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,555
Total number of active participants reported on line 7a of the Form 55002015-01-011,212
Total of all active and inactive participants2015-01-011,212
Total participants2015-01-011,212
2013: TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,549
Total number of active participants reported on line 7a of the Form 55002013-01-011,416
Total of all active and inactive participants2013-01-011,416
Total participants2013-01-011,416
2012: TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,331
Total number of active participants reported on line 7a of the Form 55002012-01-011,549
Total of all active and inactive participants2012-01-011,549
Total participants2012-01-011,549
2011: TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-013,331
Total of all active and inactive participants2011-01-013,331
Total participants2011-01-013,331

Form 5500 Responses for TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN

2015: TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2013: TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TRANSAMERICA EMPLOYEE VOLUNTARY INSURANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number4592
Policy instance 1
Insurance contract or identification number4592
Number of Individuals Covered1212
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,133
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCANCER
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,235,986
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameDWIGHT L PIERCE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number4592
Policy instance 1
Insurance contract or identification number4592
Number of Individuals Covered1416
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $28,275
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCANCER
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,353,176
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameEOI SERVICE COMPANY, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number4592
Policy instance 1
Insurance contract or identification number4592
Number of Individuals Covered1549
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $31,893
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $1,426,205
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,244
Additional information about fees paid to insurance brokerINSURANCE AGENT
Insurance broker organization code?3
Insurance broker nameWORLD FINANCIAL GROUP INS AGENCY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number4592
Policy instance 1
Insurance contract or identification number4592
Number of Individuals Covered3331
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $32,099
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $1,268,526
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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