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MFS LIFETIME INCOME RET OPT 401k Plan overview

Plan NameMFS LIFETIME INCOME RET OPT
Plan identification number 143

MFS LIFETIME INCOME RET OPT Benefits

No plan benefit data available

401k Sponsoring company profile

TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:TRANSAMERICA LIFE INSURANCE COMPANY
Employer identification number (EIN):825217478

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MFS LIFETIME INCOME RET OPT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1432023-01-01
1432022-01-01
1432021-01-01

Financial Data on MFS LIFETIME INCOME RET OPT

Measure Date Value
2023 : MFS LIFETIME INCOME RET OPT 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$20,181
Total unrealized appreciation/depreciation of assets2023-12-31$20,181
Total transfer of assets to this plan2023-12-31$806,623
Total transfer of assets from this plan2023-12-31$32,047
Total income from all sources (including contributions)2023-12-31$54,088
Value of total assets at end of year2023-12-31$923,576
Value of total assets at beginning of year2023-12-31$94,912
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$28,123
Value of net income/loss2023-12-31$54,088
Value of net assets at end of year (total assets less liabilities)2023-12-31$923,576
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$94,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$923,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$94,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,784
Income. Dividends from common stock2023-12-31$28,123
2022 : MFS LIFETIME INCOME RET OPT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-6,099
Total unrealized appreciation/depreciation of assets2022-12-31$-6,099
Total transfer of assets to this plan2022-12-31$96,257
Total transfer of assets from this plan2022-12-31$562
Total income from all sources (including contributions)2022-12-31$-3,017
Value of total assets at end of year2022-12-31$94,912
Value of total assets at beginning of year2022-12-31$2,234
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,509
Value of net income/loss2022-12-31$-3,017
Value of net assets at end of year (total assets less liabilities)2022-12-31$94,912
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$94,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$1,573
Income. Dividends from common stock2022-12-31$1,509
2021 : MFS LIFETIME INCOME RET OPT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-63
Total unrealized appreciation/depreciation of assets2021-12-31$-63
Total transfer of assets to this plan2021-12-31$2,200
Total transfer of assets from this plan2021-12-31$1
Total income from all sources (including contributions)2021-12-31$35
Value of total assets at end of year2021-12-31$2,234
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$47
Value of net income/loss2021-12-31$35
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$51
Income. Dividends from common stock2021-12-31$47

Form 5500 Responses for MFS LIFETIME INCOME RET OPT

2023: MFS LIFETIME INCOME RET OPT 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2022: MFS LIFETIME INCOME RET OPT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2021: MFS LIFETIME INCOME RET OPT 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01First time form 5500 has been submittedYes

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