401k Plan data: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN plan

TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	003

TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRANSAMERICA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: TRANSAMERICA CORPORATION

Employer identification number (EIN): 421484983

NAIC Classification: 524140

Additional information about TRANSAMERICA CORPORATION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2057-11-27

Company Identification Number: 5921911

Legal Registered Office Address: 780 COMMERCIAL ST SE STE 100

SALEM
United States of America (USA)
97301

More information about TRANSAMERICA CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 MARK POLKING
003 2016-01-01 MARK POLKING

Plan Statistics for TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2023: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 14,466
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 7,759
Number of retired or separated participants receiving benefits 2023-01-01 872
Number of other retired or separated participants entitled to future benefits 2023-01-01 5,613
Total of all active and inactive participants 2023-01-01 14,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 210
Total participants 2023-01-01 14,454
Number of participants with account balances 2023-01-01 14,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 14,494
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6,999
Number of retired or separated participants receiving benefits 2022-01-01 889
Number of other retired or separated participants entitled to future benefits 2022-01-01 6,387
Total of all active and inactive participants 2022-01-01 14,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 191
Total participants 2022-01-01 14,466
Number of participants with account balances 2022-01-01 14,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 15,277
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7,262
Number of retired or separated participants receiving benefits 2021-01-01 877
Number of other retired or separated participants entitled to future benefits 2021-01-01 6,211
Total of all active and inactive participants 2021-01-01 14,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 144
Total participants 2021-01-01 14,494
Number of participants with account balances 2021-01-01 14,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 418
2020: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15,863
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7,636
Number of retired or separated participants receiving benefits 2020-01-01 534
Number of other retired or separated participants entitled to future benefits 2020-01-01 6,976
Total of all active and inactive participants 2020-01-01 15,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 111
Total participants 2020-01-01 15,257
Number of participants with account balances 2020-01-01 14,722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 432
2019: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16,967
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8,211
Number of retired or separated participants receiving benefits 2019-01-01 898
Number of other retired or separated participants entitled to future benefits 2019-01-01 6,621
Total of all active and inactive participants 2019-01-01 15,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 100
Total participants 2019-01-01 15,830
Number of participants with account balances 2019-01-01 15,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 549
2018: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 17,889
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8,462
Number of retired or separated participants receiving benefits 2018-01-01 890
Number of other retired or separated participants entitled to future benefits 2018-01-01 7,519
Total of all active and inactive participants 2018-01-01 16,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 96
Total participants 2018-01-01 16,967
Number of participants with account balances 2018-01-01 15,719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 554
2017: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18,820
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10,617
Number of retired or separated participants receiving benefits 2017-01-01 769
Number of other retired or separated participants entitled to future benefits 2017-01-01 6,415
Total of all active and inactive participants 2017-01-01 17,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 88
Total participants 2017-01-01 17,889
Number of participants with account balances 2017-01-01 17,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 874
2016: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18,896
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11,407
Number of retired or separated participants receiving benefits 2016-01-01 710
Number of other retired or separated participants entitled to future benefits 2016-01-01 6,622
Total of all active and inactive participants 2016-01-01 18,739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 81
Total participants 2016-01-01 18,820
Number of participants with account balances 2016-01-01 17,476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 632

Measure	Date	Value
2023: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	14,466
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7,759
Number of retired or separated participants receiving benefits	2023-01-01	872
Number of other retired or separated participants entitled to future benefits	2023-01-01	5,613
Total of all active and inactive participants	2023-01-01	14,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	210
Total participants	2023-01-01	14,454
Number of participants with account balances	2023-01-01	14,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	14,494
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6,999
Number of retired or separated participants receiving benefits	2022-01-01	889
Number of other retired or separated participants entitled to future benefits	2022-01-01	6,387
Total of all active and inactive participants	2022-01-01	14,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	191
Total participants	2022-01-01	14,466
Number of participants with account balances	2022-01-01	14,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	15,277
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7,262
Number of retired or separated participants receiving benefits	2021-01-01	877
Number of other retired or separated participants entitled to future benefits	2021-01-01	6,211
Total of all active and inactive participants	2021-01-01	14,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	144
Total participants	2021-01-01	14,494
Number of participants with account balances	2021-01-01	14,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	418
2020: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15,863
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7,636
Number of retired or separated participants receiving benefits	2020-01-01	534
Number of other retired or separated participants entitled to future benefits	2020-01-01	6,976
Total of all active and inactive participants	2020-01-01	15,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	111
Total participants	2020-01-01	15,257
Number of participants with account balances	2020-01-01	14,722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	432
2019: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16,967
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8,211
Number of retired or separated participants receiving benefits	2019-01-01	898
Number of other retired or separated participants entitled to future benefits	2019-01-01	6,621
Total of all active and inactive participants	2019-01-01	15,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	100
Total participants	2019-01-01	15,830
Number of participants with account balances	2019-01-01	15,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	549
2018: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	17,889
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8,462
Number of retired or separated participants receiving benefits	2018-01-01	890
Number of other retired or separated participants entitled to future benefits	2018-01-01	7,519
Total of all active and inactive participants	2018-01-01	16,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	96
Total participants	2018-01-01	16,967
Number of participants with account balances	2018-01-01	15,719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	554
2017: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18,820
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10,617
Number of retired or separated participants receiving benefits	2017-01-01	769
Number of other retired or separated participants entitled to future benefits	2017-01-01	6,415
Total of all active and inactive participants	2017-01-01	17,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	88
Total participants	2017-01-01	17,889
Number of participants with account balances	2017-01-01	17,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	874
2016: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18,896
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11,407
Number of retired or separated participants receiving benefits	2016-01-01	710
Number of other retired or separated participants entitled to future benefits	2016-01-01	6,622
Total of all active and inactive participants	2016-01-01	18,739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	81
Total participants	2016-01-01	18,820
Number of participants with account balances	2016-01-01	17,476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	632

Financial Data on TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$493,352,529
Total of all expenses incurred	2023-12-31	$183,813,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$183,669,638
Expenses. Certain deemed distributions of participant loans	2023-12-31	$77,287
Value of total corrective distributions	2023-12-31	$50,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$124,460,154
Value of total assets at end of year	2023-12-31	$2,425,600,114
Value of total assets at beginning of year	2023-12-31	$2,116,061,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$15,840
Total interest from all sources	2023-12-31	$20,202,409
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$12,370,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$12,370,292
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$71,815,029
Participant contributions at end of year	2023-12-31	$22,844,946
Participant contributions at beginning of year	2023-12-31	$20,851,191
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$248,824,937
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$220,155,498
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$22,547,725
Other income not declared elsewhere	2023-12-31	$44,164,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$309,538,977
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$2,425,600,114
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$2,116,061,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$703,242,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$622,495,183
Interest on participant loans	2023-12-31	$1,056,204
Interest earned on other investments	2023-12-31	$19,146,205
Value of interest in common/collective trusts at end of year	2023-12-31	$905,905,458
Value of interest in common/collective trusts at beginning of year	2023-12-31	$687,466,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$1,099,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$851,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$851,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$505,168,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$530,118,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$126,018,589
Net investment gain or loss from common/collective trusts	2023-12-31	$166,136,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$38,513,661
Assets. Invements in employer securities at beginning of year	2023-12-31	$34,122,748
Contributions received in cash from employer	2023-12-31	$30,097,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$183,669,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	FORVIS MAZARS, LLP
Accountancy firm EIN	2023-12-31	440160260
2022 : TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$3,026,347
Total income from all sources (including contributions)	2022-12-31	$-264,860,230
Total of all expenses incurred	2022-12-31	$185,232,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$185,195,665
Expenses. Certain deemed distributions of participant loans	2022-12-31	$21,185
Value of total corrective distributions	2022-12-31	$3,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$138,308,562
Value of total assets at end of year	2022-12-31	$2,116,061,137
Value of total assets at beginning of year	2022-12-31	$2,563,127,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$12,320
Total interest from all sources	2022-12-31	$17,919,485
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$13,270,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$13,270,116
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$71,127,296
Participant contributions at end of year	2022-12-31	$20,851,191
Participant contributions at beginning of year	2022-12-31	$21,456,736
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$220,155,498
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$264,485,450
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$36,683,473
Other income not declared elsewhere	2022-12-31	$-36,649,527
Administrative expenses (other) incurred	2022-12-31	$12,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-450,092,424
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,116,061,137
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,563,127,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$622,495,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$745,931,419
Interest on participant loans	2022-12-31	$803,957
Interest earned on other investments	2022-12-31	$17,115,528
Value of interest in common/collective trusts at end of year	2022-12-31	$687,466,228
Value of interest in common/collective trusts at beginning of year	2022-12-31	$987,226,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$851,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,047,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,047,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$530,118,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$507,818,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-148,118,672
Net investment gain or loss from common/collective trusts	2022-12-31	$-249,590,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$34,122,748
Assets. Invements in employer securities at beginning of year	2022-12-31	$35,160,934
Contributions received in cash from employer	2022-12-31	$30,497,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$185,195,665
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$424,728,153
Total of all expenses incurred	2021-12-31	$208,763,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$208,668,475
Expenses. Certain deemed distributions of participant loans	2021-12-31	$71,970
Value of total corrective distributions	2021-12-31	$8,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$111,476,898
Value of total assets at end of year	2021-12-31	$2,563,127,214
Value of total assets at beginning of year	2021-12-31	$2,347,162,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$14,200
Total interest from all sources	2021-12-31	$17,731,995
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$11,197,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$11,197,687
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$63,681,557
Participant contributions at end of year	2021-12-31	$21,456,736
Participant contributions at beginning of year	2021-12-31	$22,973,642
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$264,485,450
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$223,882,956
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$27,035,011
Other income not declared elsewhere	2021-12-31	$49,167,941
Administrative expenses (other) incurred	2021-12-31	$14,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$215,964,896
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,563,127,214
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,347,162,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$745,931,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$631,983,921
Interest on participant loans	2021-12-31	$893,381
Interest earned on other investments	2021-12-31	$16,838,614
Value of interest in common/collective trusts at end of year	2021-12-31	$987,226,354
Value of interest in common/collective trusts at beginning of year	2021-12-31	$912,785,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,047,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$859,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$859,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$507,818,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$525,412,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$125,587,687
Net investment gain or loss from common/collective trusts	2021-12-31	$109,565,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$35,160,934
Assets. Invements in employer securities at beginning of year	2021-12-31	$29,263,812
Contributions received in cash from employer	2021-12-31	$20,760,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$208,668,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$463,878,529
Total of all expenses incurred	2020-12-31	$137,682,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$137,633,480
Expenses. Certain deemed distributions of participant loans	2020-12-31	$14,986
Value of total corrective distributions	2020-12-31	$9,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$101,135,862
Value of total assets at end of year	2020-12-31	$2,347,162,318
Value of total assets at beginning of year	2020-12-31	$2,020,965,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,240
Total interest from all sources	2020-12-31	$18,254,880
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$9,647,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$9,647,258
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$65,138,820
Participant contributions at end of year	2020-12-31	$22,973,642
Participant contributions at beginning of year	2020-12-31	$23,301,025
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$223,882,956
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$77,857,060
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$13,406,093
Other income not declared elsewhere	2020-12-31	$30,466,553
Administrative expenses (other) incurred	2020-12-31	$24,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$326,196,413
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,347,162,318
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,020,965,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$631,983,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$590,918,615
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$820,107,467
Interest on participant loans	2020-12-31	$1,059,875
Interest earned on other investments	2020-12-31	$17,195,005
Value of interest in common/collective trusts at end of year	2020-12-31	$912,785,446
Value of interest in common/collective trusts at beginning of year	2020-12-31	$20,743,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$859,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$785,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$785,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$525,412,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$453,474,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$85,000,906
Net investment gain/loss from pooled separate accounts	2020-12-31	$6,461,141
Net investment gain or loss from common/collective trusts	2020-12-31	$212,911,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$29,263,812
Assets. Invements in employer securities at beginning of year	2020-12-31	$33,777,922
Contributions received in cash from employer	2020-12-31	$22,590,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$137,633,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2020-12-31	410746749
2019 : TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$422,242,565
Total of all expenses incurred	2019-12-31	$140,849,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$140,791,573
Expenses. Certain deemed distributions of participant loans	2019-12-31	$21,504
Value of total corrective distributions	2019-12-31	$13,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$98,098,035
Value of total assets at end of year	2019-12-31	$2,020,965,905
Value of total assets at beginning of year	2019-12-31	$1,739,573,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,400
Total interest from all sources	2019-12-31	$18,540,616
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$11,071,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$11,071,459
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$62,313,947
Participant contributions at end of year	2019-12-31	$23,301,025
Participant contributions at beginning of year	2019-12-31	$23,917,413
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$77,857,060
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$63,748,332
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$13,644,160
Other income not declared elsewhere	2019-12-31	$15,939,749
Administrative expenses (other) incurred	2019-12-31	$23,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$281,392,877
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,020,965,905
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,739,573,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$590,918,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$463,367,119
Value of interest in pooled separate accounts at end of year	2019-12-31	$820,107,467
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$701,388,143
Interest on participant loans	2019-12-31	$1,068,900
Interest earned on other investments	2019-12-31	$17,471,716
Value of interest in common/collective trusts at end of year	2019-12-31	$20,743,777
Value of interest in common/collective trusts at beginning of year	2019-12-31	$15,284,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$785,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,051,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,051,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$453,474,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$436,898,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$116,394,805
Net investment gain/loss from pooled separate accounts	2019-12-31	$157,833,091
Net investment gain or loss from common/collective trusts	2019-12-31	$4,364,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$33,777,922
Assets. Invements in employer securities at beginning of year	2019-12-31	$33,916,881
Contributions received in cash from employer	2019-12-31	$22,139,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$140,791,573
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2019-12-31	134008324
2018 : TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$34,780,236
Total of all expenses incurred	2018-12-31	$200,399,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$200,341,627
Expenses. Certain deemed distributions of participant loans	2018-12-31	$29,066
Value of total corrective distributions	2018-12-31	$443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$96,391,859
Value of total assets at end of year	2018-12-31	$1,739,573,028
Value of total assets at beginning of year	2018-12-31	$1,905,192,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$28,435
Total interest from all sources	2018-12-31	$18,159,085
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$9,758,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$9,758,912
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$60,897,722
Participant contributions at end of year	2018-12-31	$23,917,413
Participant contributions at beginning of year	2018-12-31	$28,444,949
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$63,748,332
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$69,488,225
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$12,808,825
Other income not declared elsewhere	2018-12-31	$-14,871,094
Administrative expenses (other) incurred	2018-12-31	$28,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-165,619,335
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,739,573,028
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,905,192,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$463,367,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$505,698,307
Value of interest in pooled separate accounts at end of year	2018-12-31	$701,388,143
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$813,588,028
Interest on participant loans	2018-12-31	$1,004,411
Interest earned on other investments	2018-12-31	$17,154,674
Value of interest in common/collective trusts at end of year	2018-12-31	$15,284,697
Value of interest in common/collective trusts at beginning of year	2018-12-31	$17,083,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,051,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,268,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,268,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$436,898,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$422,961,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-36,766,129
Net investment gain/loss from pooled separate accounts	2018-12-31	$-36,645,469
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,246,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$33,916,881
Assets. Invements in employer securities at beginning of year	2018-12-31	$46,659,312
Contributions received in cash from employer	2018-12-31	$22,685,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$200,341,627
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2018-12-31	134008324
2017 : TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$340,056,267
Total of all expenses incurred	2017-12-31	$157,915,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$157,878,627
Expenses. Certain deemed distributions of participant loans	2017-12-31	$9,621
Value of total corrective distributions	2017-12-31	$6,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$97,259,522
Value of total assets at end of year	2017-12-31	$1,905,192,363
Value of total assets at beginning of year	2017-12-31	$1,723,051,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,760
Total interest from all sources	2017-12-31	$15,065,322
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$8,612,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$8,612,155
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$63,431,778
Participant contributions at end of year	2017-12-31	$28,444,949
Participant contributions at beginning of year	2017-12-31	$29,068,284
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$69,488,225
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$59,247,829
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$10,325,785
Other income not declared elsewhere	2017-12-31	$20,797,004
Administrative expenses (other) incurred	2017-12-31	$20,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$182,140,479
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,905,192,363
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,723,051,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$505,698,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$391,274,547
Value of interest in pooled separate accounts at end of year	2017-12-31	$813,588,028
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$744,822,525
Interest on participant loans	2017-12-31	$1,006,853
Interest earned on other investments	2017-12-31	$14,058,469
Value of interest in common/collective trusts at end of year	2017-12-31	$17,083,350
Value of interest in common/collective trusts at beginning of year	2017-12-31	$17,157,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,268,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,292,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,292,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$422,961,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$436,741,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$75,119,611
Net investment gain/loss from pooled separate accounts	2017-12-31	$122,334,681
Net investment gain or loss from common/collective trusts	2017-12-31	$867,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$46,659,312
Assets. Invements in employer securities at beginning of year	2017-12-31	$43,446,810
Contributions received in cash from employer	2017-12-31	$23,501,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$157,878,627
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2017-12-31	134008324
2016 : TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$801,601
Total income from all sources (including contributions)	2016-12-31	$220,256,796
Total of all expenses incurred	2016-12-31	$137,462,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$137,370,609
Expenses. Certain deemed distributions of participant loans	2016-12-31	$66,038
Value of total corrective distributions	2016-12-31	$11,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$110,790,067
Value of total assets at end of year	2016-12-31	$1,723,051,884
Value of total assets at beginning of year	2016-12-31	$1,639,455,809
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$14,430
Total interest from all sources	2016-12-31	$14,680,493
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$7,577,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$7,577,268
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$64,617,500
Participant contributions at end of year	2016-12-31	$29,068,284
Participant contributions at beginning of year	2016-12-31	$29,118,880
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$59,247,829
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$57,245,645
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$21,126,274
Other income not declared elsewhere	2016-12-31	$6,174,568
Administrative expenses (other) incurred	2016-12-31	$14,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$82,794,474
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,723,051,884
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,639,455,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$391,274,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$340,488,517
Value of interest in pooled separate accounts at end of year	2016-12-31	$744,822,525
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$726,159,826
Interest on participant loans	2016-12-31	$991,531
Interest earned on other investments	2016-12-31	$13,688,962
Value of interest in common/collective trusts at end of year	2016-12-31	$17,157,985
Value of interest in common/collective trusts at beginning of year	2016-12-31	$15,494,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,292,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$436,741,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$426,342,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$31,802,052
Net investment gain/loss from pooled separate accounts	2016-12-31	$48,689,136
Net investment gain or loss from common/collective trusts	2016-12-31	$543,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$43,446,810
Assets. Invements in employer securities at beginning of year	2016-12-31	$44,605,845
Contributions received in cash from employer	2016-12-31	$25,046,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$137,370,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	PRICEWATERHOUSECOOPERS
Accountancy firm EIN	2016-12-31	134008324

Form 5500 Responses for TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN

2023: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

AE61167

Policy instance

Insurance contract or identification number	AE61167
Number of Individuals Covered	14168
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

AE61167

Policy instance

Insurance contract or identification number	AE61167
Number of Individuals Covered	14280
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

AE61167

Policy instance

Insurance contract or identification number	AE61167
Number of Individuals Covered	14065
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

AE61167

Policy instance

Insurance contract or identification number	AE61167
Number of Individuals Covered	14722
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

AE61167

Policy instance

Insurance contract or identification number	AE61167
Number of Individuals Covered	15140
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

AE61167

Policy instance

Insurance contract or identification number	AE61167
Number of Individuals Covered	15719
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

AE61167

Policy instance

Insurance contract or identification number	AE61167
Number of Individuals Covered	17011
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	TRANSAMERICA CORPORATION
Employer identification number (EIN):	421484983
NAIC Classification:	524140

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2057-11-27
Company Identification Number:	5921911
Legal Registered Office Address:	780 COMMERCIAL ST SE STE 100 SALEM United States of America (USA) 97301