TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : MFS LIFETIME 2040 RET OPT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $195,358 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $195,358 |
| Total transfer of assets to this plan | 2023-12-31 | $1,734,666 |
| Total transfer of assets from this plan | 2023-12-31 | $201,627 |
| Total income from all sources (including contributions) | 2023-12-31 | $289,995 |
| Value of total assets at end of year | 2023-12-31 | $2,675,872 |
| Value of total assets at beginning of year | 2023-12-31 | $852,838 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $52,600 |
| Value of net income/loss | 2023-12-31 | $289,995 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,675,872 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $852,838 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,675,872 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $852,838 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $42,037 |
| Income. Dividends from common stock | 2023-12-31 | $52,600 |
| 2022 : MFS LIFETIME 2040 RET OPT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-124,627 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-124,627 |
| Total transfer of assets to this plan | 2022-12-31 | $644,871 |
| Total transfer of assets from this plan | 2022-12-31 | $16,453 |
| Total income from all sources (including contributions) | 2022-12-31 | $-71,534 |
| Value of total assets at end of year | 2022-12-31 | $852,838 |
| Value of total assets at beginning of year | 2022-12-31 | $295,954 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $22,300 |
| Value of net income/loss | 2022-12-31 | $-71,534 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $852,838 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $295,954 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $852,838 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $295,954 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $30,793 |
| Income. Dividends from common stock | 2022-12-31 | $22,300 |
| 2021 : MFS LIFETIME 2040 RET OPT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-3,898 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-3,898 |
| Total transfer of assets to this plan | 2021-12-31 | $217,736 |
| Total transfer of assets from this plan | 2021-12-31 | $7,104 |
| Total income from all sources (including contributions) | 2021-12-31 | $20,209 |
| Value of total assets at end of year | 2021-12-31 | $295,954 |
| Value of total assets at beginning of year | 2021-12-31 | $65,113 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $13,806 |
| Value of net income/loss | 2021-12-31 | $20,209 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $295,954 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $65,113 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $295,954 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $65,113 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $10,301 |
| Income. Dividends from common stock | 2021-12-31 | $13,806 |
| 2020 : MFS LIFETIME 2040 RET OPT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $8,846 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $8,846 |
| Total transfer of assets to this plan | 2020-12-31 | $54,376 |
| Total transfer of assets from this plan | 2020-12-31 | $51 |
| Total income from all sources (including contributions) | 2020-12-31 | $10,788 |
| Value of total assets at end of year | 2020-12-31 | $65,113 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $929 |
| Value of net income/loss | 2020-12-31 | $10,788 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $65,113 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $65,113 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,013 |
| Income. Dividends from common stock | 2020-12-31 | $929 |
