TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : JPMORGAN SMARTRETIREMENT 2060 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $384,509 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $384,509 |
| Total transfer of assets to this plan | 2023-12-31 | $1,136,136 |
| Total transfer of assets from this plan | 2023-12-31 | $877,358 |
| Total income from all sources (including contributions) | 2023-12-31 | $384,509 |
| Total of all expenses incurred | 2023-12-31 | $17,712 |
| Value of total assets at end of year | 2023-12-31 | $2,639,844 |
| Value of total assets at beginning of year | 2023-12-31 | $2,014,269 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $17,712 |
| Value of net income/loss | 2023-12-31 | $366,797 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,639,844 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,014,269 |
| Investment advisory and management fees | 2023-12-31 | $17,712 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,639,844 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,014,269 |
| 2022 : JPMORGAN SMARTRETIREMENT 2060 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-268,613 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-268,613 |
| Total transfer of assets to this plan | 2022-12-31 | $1,166,304 |
| Total transfer of assets from this plan | 2022-12-31 | $426,796 |
| Total income from all sources (including contributions) | 2022-12-31 | $-268,613 |
| Total of all expenses incurred | 2022-12-31 | $11,907 |
| Value of total assets at end of year | 2022-12-31 | $2,014,269 |
| Value of total assets at beginning of year | 2022-12-31 | $1,555,281 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $11,907 |
| Value of net income/loss | 2022-12-31 | $-280,520 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,014,269 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,555,281 |
| Investment advisory and management fees | 2022-12-31 | $11,907 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,014,269 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,555,281 |
| 2021 : JPMORGAN SMARTRETIREMENT 2060 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $195,085 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $195,085 |
| Total transfer of assets to this plan | 2021-12-31 | $706,258 |
| Total transfer of assets from this plan | 2021-12-31 | $297,825 |
| Total income from all sources (including contributions) | 2021-12-31 | $195,085 |
| Total of all expenses incurred | 2021-12-31 | $9,561 |
| Value of total assets at end of year | 2021-12-31 | $1,555,281 |
| Value of total assets at beginning of year | 2021-12-31 | $961,324 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $9,561 |
| Value of net income/loss | 2021-12-31 | $185,524 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,555,281 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $961,324 |
| Investment advisory and management fees | 2021-12-31 | $9,561 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,555,281 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $961,324 |
| 2020 : JPMORGAN SMARTRETIREMENT 2060 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $199,339 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $199,339 |
| Total transfer of assets to this plan | 2020-12-31 | $713,824 |
| Total transfer of assets from this plan | 2020-12-31 | $542,176 |
| Total income from all sources (including contributions) | 2020-12-31 | $200,608 |
| Total of all expenses incurred | 2020-12-31 | $2,894 |
| Value of total assets at end of year | 2020-12-31 | $961,324 |
| Value of total assets at beginning of year | 2020-12-31 | $591,962 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,894 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,269 |
| Value of net income/loss | 2020-12-31 | $197,714 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $961,324 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $591,962 |
| Investment advisory and management fees | 2020-12-31 | $2,894 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $961,324 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $591,962 |
| Income. Dividends from common stock | 2020-12-31 | $1,269 |
| 2019 : JPMORGAN SMARTRETIREMENT 2060 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $41,858 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $41,858 |
| Total transfer of assets to this plan | 2019-12-31 | $556,839 |
| Total transfer of assets from this plan | 2019-12-31 | $103,131 |
| Total income from all sources (including contributions) | 2019-12-31 | $62,434 |
| Total of all expenses incurred | 2019-12-31 | $887 |
| Value of total assets at end of year | 2019-12-31 | $591,962 |
| Value of total assets at beginning of year | 2019-12-31 | $76,707 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $887 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $8,749 |
| Value of net income/loss | 2019-12-31 | $61,547 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $591,962 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $76,707 |
| Investment advisory and management fees | 2019-12-31 | $887 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $591,962 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $76,707 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $11,827 |
| Income. Dividends from common stock | 2019-12-31 | $8,749 |
| 2018 : JPMORGAN SMARTRETIREMENT 2060 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-5,588 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-5,588 |
| Total transfer of assets to this plan | 2018-12-31 | $83,900 |
| Total transfer of assets from this plan | 2018-12-31 | $3,162 |
| Total income from all sources (including contributions) | 2018-12-31 | $-4,004 |
| Total of all expenses incurred | 2018-12-31 | $27 |
| Value of total assets at end of year | 2018-12-31 | $76,707 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $27 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,325 |
| Value of net income/loss | 2018-12-31 | $-4,031 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $76,707 |
| Investment advisory and management fees | 2018-12-31 | $27 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $76,707 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $259 |
| Income. Dividends from common stock | 2018-12-31 | $1,325 |
