TRANSAMERICA LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRANSAMERICA MID CAP VALUE OPPORTUNITIES RET OPT
| Measure | Date | Value |
|---|
| 2023 : TRANSAMERICA MID CAP VALUE OPPORTUNITIES RET OPT 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $114,161 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $114,161 |
| Total transfer of assets to this plan | 2023-12-31 | $1,340,718 |
| Total transfer of assets from this plan | 2023-12-31 | $448,430 |
| Total income from all sources (including contributions) | 2023-12-31 | $255,507 |
| Value of total assets at end of year | 2023-12-31 | $3,002,044 |
| Value of total assets at beginning of year | 2023-12-31 | $1,854,249 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $30,096 |
| Value of net income/loss | 2023-12-31 | $255,507 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $3,002,044 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,854,249 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $3,002,044 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,854,249 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $111,250 |
| Income. Dividends from common stock | 2023-12-31 | $30,096 |
| 2022 : TRANSAMERICA MID CAP VALUE OPPORTUNITIES RET OPT 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-188,385 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-188,385 |
| Total transfer of assets to this plan | 2022-12-31 | $1,478,052 |
| Total transfer of assets from this plan | 2022-12-31 | $201,382 |
| Total income from all sources (including contributions) | 2022-12-31 | $-77,941 |
| Value of total assets at end of year | 2022-12-31 | $1,854,249 |
| Value of total assets at beginning of year | 2022-12-31 | $655,520 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $19,247 |
| Value of net income/loss | 2022-12-31 | $-77,941 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,854,249 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $655,520 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,854,249 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $655,520 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $91,197 |
| Income. Dividends from common stock | 2022-12-31 | $19,247 |
| 2021 : TRANSAMERICA MID CAP VALUE OPPORTUNITIES RET OPT 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-52,897 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-52,897 |
| Total transfer of assets to this plan | 2021-12-31 | $408,189 |
| Total transfer of assets from this plan | 2021-12-31 | $50,497 |
| Total income from all sources (including contributions) | 2021-12-31 | $88,733 |
| Value of total assets at end of year | 2021-12-31 | $655,520 |
| Value of total assets at beginning of year | 2021-12-31 | $209,095 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,296 |
| Value of net income/loss | 2021-12-31 | $88,733 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $655,520 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $209,095 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $655,520 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $209,095 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $138,334 |
| Income. Dividends from common stock | 2021-12-31 | $3,296 |
| 2020 : TRANSAMERICA MID CAP VALUE OPPORTUNITIES RET OPT 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $28,043 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $28,043 |
| Total transfer of assets to this plan | 2020-12-31 | $199,214 |
| Total transfer of assets from this plan | 2020-12-31 | $20,181 |
| Total income from all sources (including contributions) | 2020-12-31 | $30,062 |
| Value of total assets at end of year | 2020-12-31 | $209,095 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,019 |
| Value of net income/loss | 2020-12-31 | $30,062 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $209,095 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $209,095 |
| Income. Dividends from common stock | 2020-12-31 | $2,019 |
