TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : MFS LIFETIME 2025 RET OPT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $79,711 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $79,711 |
| Total transfer of assets to this plan | 2023-12-31 | $2,655,163 |
| Total transfer of assets from this plan | 2023-12-31 | $1,204,702 |
| Total income from all sources (including contributions) | 2023-12-31 | $168,177 |
| Value of total assets at end of year | 2023-12-31 | $2,715,524 |
| Value of total assets at beginning of year | 2023-12-31 | $1,096,886 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $81,505 |
| Value of net income/loss | 2023-12-31 | $168,177 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,715,524 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,096,886 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,715,524 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,096,886 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $6,961 |
| Income. Dividends from common stock | 2023-12-31 | $81,505 |
| 2022 : MFS LIFETIME 2025 RET OPT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-191,213 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-191,213 |
| Total transfer of assets to this plan | 2022-12-31 | $252,813 |
| Total transfer of assets from this plan | 2022-12-31 | $11,853 |
| Total income from all sources (including contributions) | 2022-12-31 | $-129,279 |
| Value of total assets at end of year | 2022-12-31 | $1,096,886 |
| Value of total assets at beginning of year | 2022-12-31 | $985,205 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $31,755 |
| Value of net income/loss | 2022-12-31 | $-129,279 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,096,886 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $985,205 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,096,886 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $985,205 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $30,179 |
| Income. Dividends from common stock | 2022-12-31 | $31,755 |
| 2021 : MFS LIFETIME 2025 RET OPT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-49,918 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-49,918 |
| Total transfer of assets to this plan | 2021-12-31 | $911,996 |
| Total transfer of assets from this plan | 2021-12-31 | $14,273 |
| Total income from all sources (including contributions) | 2021-12-31 | $18,404 |
| Value of total assets at end of year | 2021-12-31 | $985,205 |
| Value of total assets at beginning of year | 2021-12-31 | $69,078 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $36,462 |
| Value of net income/loss | 2021-12-31 | $18,404 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $985,205 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $69,078 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $985,205 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $69,078 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $31,860 |
| Income. Dividends from common stock | 2021-12-31 | $36,462 |
| 2020 : MFS LIFETIME 2025 RET OPT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $6,200 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $6,200 |
| Total transfer of assets to this plan | 2020-12-31 | $63,021 |
| Total transfer of assets from this plan | 2020-12-31 | $2,161 |
| Total income from all sources (including contributions) | 2020-12-31 | $8,218 |
| Value of total assets at end of year | 2020-12-31 | $69,078 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,463 |
| Value of net income/loss | 2020-12-31 | $8,218 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $69,078 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $69,078 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $555 |
| Income. Dividends from common stock | 2020-12-31 | $1,463 |
