Transamerica Financial Life Insurance Company (EIN 36-6071399) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 732 filings report $9.0B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| TA Vanguard Total Stock Market Index RET ACCT | 166 | 0 | $494.1M |
| Transamerica Partners Stock Index RET ACCT | 139 | 0 | $392.0M |
| State Street S&P Mid Cap Index RET ACCT | 438 | 0 | $295.4M |
| TA Blackrock Lifepath Index 2035 RET ACCT | 837 | 0 | $284.9M |
| TA Blackrock Lifepath Index 2030 RET ACCT |
36-6071399 is the Employer Identification Number (EIN) Transamerica Financial Life Insurance Company reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Iowa EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 836 |
| 0 |
| $244.2M |
| TA Blackrock Lifepath Index 2045 RET ACCT | 839 | 0 | $241.4M |
| TA Blackrock Lifepath Index 2040 RET ACCT | 838 | 0 | $240.7M |
| State Street Russell Large Cap Growth Index RET ACCT | 173 | 0 | $237.8M |
| American Funds Balanced RET ACCT | 228 | 0 | $197.5M |
| TA Blackrock Lifepath Index 2050 RET ACCT | 840 | 0 | $192.9M |
| TA Blackrock Lifepath Index 2025 RET ACCT | 835 | 0 | $169.5M |
| TA Blackrock Lifepath Index 2055 RET ACCT | 841 | 0 | $155.3M |
| American Funds Growth Fund of America RET ACCT | 975 | 0 | $152.9M |
| TA Vanguard Lifestrategy Moderate Growth RET ACCT | 504 | 0 | $143.7M |
| State Street Russell Large Cap Value Index RET ACCT | 171 | 0 | $119.6M |
| TA Blackrock Lifepath Index Retirement RET ACCT | 833 | 0 | $117.4M |
| TA Blackrock Lifepath Index 2060 RET ACCT | 842 | 0 | $116.5M |
| State Street U.S. Bond Index RET ACCT | 416 | 0 | $112.0M |
| State Street International Index RET ACCT | 004 | 0 | $110.7M |
| Goldman Sachs US Equity Insights RET ACCT | 769 | 0 | $108.8M |
| American Funds Balanced RET ACCT | 971 | 0 | $97.8M |
| Janus Henderson Balanced INV ACCT | 298 | 0 | $90.8M |
| American Funds Fundamental Investors RET ACCT | 973 | 0 | $89.1M |
| TA Blackrock Lifepath Index 2035 RET ACCT | 019 | 0 | $88.8M |
| TA Blackrock Lifepath Index 2030 RET ACCT | 163 | 0 | $86.4M |
| American Funds New Perspective RET ACCT | 255 | 0 | $85.7M |
| State Street Russell Small Cap Index RET ACCT | 437 | 0 | $82.9M |
| TA Blackrock Lifepath Index 2040 RET ACCT | 164 | 0 | $82.5M |
| Blackrock Equity Index RET ACCT | 909 | 0 | $79.1M |
| Transamerica Flexible Income RET ACCT | 784 | 0 | $78.4M |
| Transamerica Asset Allocation Intermediate Horizon RET ACCT | 497 | 0 | $74.0M |
| TA Vanguard Lifestrategy Growth RET ACCT | 502 | 0 | $73.7M |
| American Funds 2035 Target DATE Retirement RET ACCT | 689 | 0 | $68.1M |
| American Funds 2030 Target DATE Retirement RET ACCT | 688 | 0 | $65.4M |
| TA Blackrock Lifepath Index 2025 RET ACCT | 018 | 0 | $64.3M |
| TA Blackrock Lifepath Index 2050 RET ACCT | 165 | 0 | $64.2M |
| TA Blackrock Lifepath Index 2045 RET ACCT | 295 | 0 | $62.2M |
| TA Blackrock Lifepath Index Retirement RET ACCT | 417 | 0 | $61.0M |
| Loomis Sayles Investment Grade Bond RET ACCT | 094 | 0 | $54.0M |
| TA Vanguard REIT Index RET ACCT | 130 | 0 | $53.1M |
| American Funds 2040 Target DATE Retirement RET ACCT | 690 | 0 | $48.1M |
| American Funds Washington Mutual Investors RET ACCT | 972 | 0 | $48.0M |
| Blackrock Equity Dividend K Class K Shares | 935 | 0 | $47.3M |
| American Funds 2045 Target DATE Retirement RET ACCT | 691 | 0 | $46.3M |
| JPMorgan Large Cap Growth RET ACCT | 580 | 0 | $45.7M |
| American Funds 2050 Target DATE Retirement RET ACCT | 692 | 0 | $44.7M |
| MFS Massachusetts Investors Growth Stock RET ACCT | 663 | 0 | $44.5M |
| American Funds Washington Mutual Investors RET ACCT | 231 | 0 | $44.1M |
| Putnam Equity Income RET ACCT | 957 | 0 | $41.1M |
| American Funds Growth Fund of America RET ACCT | 246 | 0 | $40.3M |
| American Funds 2025 Target DATE Retirement RET ACCT | 687 | 0 | $38.9M |
| TA Blackrock Lifepath Index 2055 RET ACCT | 505 | 0 | $38.5M |
| TA Vanguard Small-Cap Index RET ACCT | 132 | 0 | $34.7M |
| TA Blackrock Lifepath Index 2035 RET ACCT | 675 | 0 | $34.5M |
| TA Vanguard Lifestrategy Income RET ACCT | 503 | 0 | $34.3M |
| American Funds New World RET ACCT | 625 | 0 | $34.1M |
| American Funds Growth Fund of America INV ACCT | 147 | 0 | $33.4M |
| Transamerica Large Cap Value RET ACCT | 789 | 0 | $33.1M |
| American Funds Europacific Growth RET ACCT | 076 | 0 | $32.6M |
| Government Fixed Fund | 009 | 0 | $32.0M |
| JPMorgan U.S. Equity RET ACCT | 978 | 0 | $31.8M |
| State Street Russell Small Cap Growth Index RET ACCT | 172 | 0 | $31.4M |
| TA Blackrock Lifepath Index 2060 RET ACCT | 607 | 0 | $31.3M |
| DFA Inflation-Protected Securities Portfolio RET ACCT | 526 | 0 | $31.3M |
| State Street Russell Small Cap Value Index RET ACCT | 355 | 0 | $31.3M |
| American Funds Amcap RET ACCT | 245 | 0 | $30.6M |
| Morgan Stanley Growth RET ACCT | 305 | 0 | $30.5M |
| TA Blackrock Lifepath Index 2030 RET ACCT | 674 | 0 | $30.2M |
| American Funds 2055 Target DATE Retirement RET ACCT | 693 | 0 | $29.3M |
| TA Blackrock Lifepath Index 2040 RET ACCT | 676 | 0 | $29.2M |
| TA Blackrock Lifepath Index 2025 RET ACCT | 673 | 0 | $28.0M |
| TA Blackrock Lifepath Index 2045 RET ACCT | 677 | 0 | $27.8M |
| State Street Emerging Markets Index RET ACCT | 169 | 0 | $27.1M |
| Janus Henderson Triton RET ACCT | 830 | 0 | $27.1M |
| Invesco Diversified Dividend RET ACCT | 574 | 0 | $25.5M |
| American Funds American Mutual RET ACCT | 751 | 0 | $24.6M |
| Blackrock High Income RET ACCT | 219 | 0 | $24.3M |
| Fidelity Advisor New Insights Fund Class Z Shares | 944 | 0 | $24.3M |
| JPMorgan Smartretirement 2055 RET ACCT | 657 | 0 | $23.5M |
| DFA U.S. Targeted Value Portfolio RET ACCT | 527 | 0 | $23.2M |
| Blackrock Equity Dividend RET ACCT | 236 | 0 | $22.5M |
| American Funds 2020 Target DATE Retirement RET ACCT | 686 | 0 | $22.1M |
| TA Blackrock Lifepath Index Retirement RET ACCT | 680 | 0 | $21.9M |
| Pioneer Strategic Income | 996 | 0 | $21.5M |
| TA Blackrock Lifepath Index 2050 RET ACCT | 678 | 0 | $21.1M |
| American Funds 2060 DATE Retirement | 817 | 0 | $20.9M |
| Blackrock Global Allocation RET ACCT | 864 | 0 | $20.6M |
| MFS Massachusetts Investors | 994 | 0 | $19.7M |
| Victory Sycamore Established Value RET ACCT | 608 | 0 | $19.5M |
| Invesco Comstock RET ACCT | 576 | 0 | $19.2M |
| Blackrock Global Allocation RET ACCT | 277 | 0 | $19.1M |
| American Funds Amcap RET ACCT | 974 | 0 | $18.5M |
| Transamerica Partners High Yield Bond RET ACCT | 102 | 0 | $18.3M |
| TA Blackrock Lifepath Index 2055 RET ACCT | 679 | 0 | $18.3M |
| JPMorgan Smartretirement 2045 RET ACCT | 655 | 0 | $17.5M |
| Transamerica Small/Mid Cap Value RET ACCT | 791 | 0 | $16.7M |
| Pimco Real Return RET ACCT | 995 | 0 | $16.6M |
| T. Rowe Price Growth Stock | 958 | 0 | $16.5M |
| JPMorgan Smartretirement 2035 RET ACCT | 653 | 0 | $16.3M |
| JPMorgan Smartretirement 2030 RET ACCT | 652 | 0 | $16.2M |
| Transamerica Asset Allocation - Moderate Growth Portfolio RET ACCT | 038 | 0 | $15.9M |
| Pioneer Growth | 927 | 0 | $15.9M |
| JPMorgan Smartretirement 2050 RET ACCT | 656 | 0 | $15.7M |
| Columbia Dividend Income Fund Institutional 3 Shares | 938 | 0 | $15.0M |
| American Funds Balanced INV ACCT | 158 | 0 | $15.0M |
| DFA U.S. Small Cap Portfolio RET ACCT | 722 | 0 | $14.9M |
| Sage Cash Balance Growth | 825 | 0 | $14.8M |
| Oppenheimer Global RET ACCT | 035 | 0 | $14.6M |
| JPMorgan Smartretirement Income RET ACCT | 658 | 0 | $14.6M |
| American Funds Fundamental Investors RET ACCT | 232 | 0 | $14.5M |
| JPMorgan Smartretirement 2040 RET ACCT | 654 | 0 | $14.3M |
| Janus Henderson Triton RET ACCT | 578 | 0 | $14.3M |
| DFA Emerging Markets Portfolio RET ACCT | 525 | 0 | $14.2M |
| Flexfit Moderate 2055 | 921 | 0 | $13.8M |
| Transamerica International Equity RET ACCT | 788 | 0 | $13.7M |
| Franklin Small Cap Value | 945 | 0 | $13.5M |
| Hartford Mid Cap RET ACCT | 726 | 0 | $13.5M |
| TA Blackrock Lifepath Index 2060 RET ACCT | 818 | 0 | $13.5M |
| Federated Institutional High Yield Bond | 942 | 0 | $13.2M |
| Manning & Napier Pro-Mix Maximum TERM RET ACCT | 387 | 0 | $13.2M |
| Pioneer Fundamental Growth RET ACCT | 595 | 0 | $13.1M |
| Blackrock Total Return RET ACCT | 715 | 0 | $12.8M |
| Flexfit Moderate 2035 | 919 | 0 | $12.7M |
| Alger Capital Appreciation RET ACCT | 138 | 0 | $12.4M |
| Flexfit Moderate 2045 | 920 | 0 | $12.3M |
| Pimco Long-TERM Credit | 822 | 0 | $12.2M |
| Hartford Small Cap Growth HLS RET ACCT | 644 | 0 | $11.9M |
| Large Value Fund | 007 | 0 | $11.8M |
| Blackrock U.S. DEBT Index RET ACCT | 911 | 0 | $11.8M |
| Pimco Income RET ACCT | 668 | 0 | $11.8M |
| Goldman Sachs Technology Opportunities RET ACCT | 265 | 0 | $11.2M |
| Blackrock Lifepath Index 2030 RET ACCT PX | 191 | 0 | $11.2M |
| TA Vanguard Small-Cap Value Index RET ACCT | 133 | 0 | $11.2M |
| Neuberger Berman Socially Responsive | 979 | 0 | $11.0M |
| Clearbridge Small Cap Growth | 990 | 0 | $10.9M |
| American Funds New Perspective INV ACCT | 155 | 0 | $10.4M |
| JPMorgan Equity Income RET ACCT | 579 | 0 | $10.4M |
| Aegon Bond RET ACCT | 312 | 0 | $10.3M |
| Blackrock Lifepath Index 2035 RET ACCT PX | 192 | 0 | $10.3M |
| IVY Mid Cap Growth RET ACCT | 515 | 0 | $10.2M |
| Loomis Sayles Bond RET ACCT | 107 | 0 | $10.1M |
| Blackrock Health Sciences OPS RET ACCT | 365 | 0 | $9.9M |
| Pioneer Select Mid Cap Growth | 956 | 0 | $9.9M |
| JPMorgan Smartretirement 2025 RET ACCT | 651 | 0 | $9.8M |
| Dreyfus/Standish Global Fixed Income | 968 | 0 | $9.8M |
| Blackrock Lifepath Index 2040 RET ACCT PX | 193 | 0 | $9.8M |
| Oakmark International RET ACCT | 539 | 0 | $9.7M |
| Blackrock Capital Appreciation RET ACCT | 248 | 0 | $9.6M |
| Wells Fargo Special Cap Value | 965 | 0 | $9.6M |
| Aegon Cash Reserve RET ACCT | 056 | 0 | $9.5M |
| LORD Abbett Total Return RET ACCT | 584 | 0 | $9.5M |
| IVY Science & Technology RET ACCT | 267 | 0 | $9.4M |
| Franklin Growth | 847 | 0 | $9.3M |
| Fidelity Advisor New Insights RET ACCT | 327 | 0 | $9.2M |
| Blackrock Lifepath Index 2050 RET ACCT PX | 195 | 0 | $9.1M |
| JPMorgan U.S. Equity RET ACCT | 334 | 0 | $9.1M |
| Pimco Total Return | 982 | 0 | $9.0M |
| Blackrock Lifepath Index 2045 RET ACCT PX | 194 | 0 | $9.0M |
| Janus Henderson Balanced RET ACCT | 227 | 0 | $9.0M |
| DFA Emerging Markets Core Equity RET ACCT | 759 | 0 | $9.0M |
| Wells Fargo Precious Metals RET ACCT | 272 | 0 | $8.9M |
| Janus Henderson Enterprise RET ACCT | 881 | 0 | $8.9M |
| Transamerica Asset Allocation - Moderate Portfolio RET ACCT | 037 | 0 | $8.7M |
| Goldman Sachs Mid-Cap Opportunities RET ACCT | 446 | 0 | $8.7M |
| Flexfit Moderate Retirement | 917 | 0 | $8.5M |
| Columbia Dividend Income RET ACCT | 632 | 0 | $8.5M |
| Transamerica Asset Allocation - Growth Portfolio RET ACCT | 039 | 0 | $8.4M |
| American Funds Fundamental Investors INV ACCT | 141 | 0 | $8.4M |
| Transamerica Partners Mid Value RET ACCT | 495 | 0 | $8.4M |
| Manning & Napier Pro-Mix Extended TERM RET ACCT | 386 | 0 | $8.3M |
| Pimco Total Return RET ACCT | 349 | 0 | $8.3M |
| MFS International Value RET ACCT | 518 | 0 | $8.1M |
| Janus Henderson Balanced | 970 | 0 | $8.0M |
| Invesco Stable Value Trust RET ACCT | 377 | 0 | $7.8M |
| American Funds 2010 Target DATE Retirement RET ACCT | 684 | 0 | $7.7M |
| Prudential Total Return Bond RET ACCT | 597 | 0 | $7.4M |
| Blackrock Health Sciences Opportunities | 844 | 0 | $7.4M |
| Thornburg International Value | 969 | 0 | $7.4M |
| Ridgeworth Ceredex Mid-Cap Value Equity RET ACCT | 339 | 0 | $7.3M |
| Franklin Small-Mid Cap Growth RET ACCT | 358 | 0 | $7.3M |
| Manning & Napier Pro-Mix Moderate TERM RET ACCT | 388 | 0 | $7.3M |
| MFS International Diversification RET ACCT | 662 | 0 | $7.2M |
| American Funds Capital World Growth & Income RET ACCT | 752 | 0 | $7.0M |
| IVY Science and Technology RET ACCT | 848 | 0 | $7.0M |
| DFA Global Equity Portfolio RET ACCT | 719 | 0 | $7.0M |
| Blackrock Lifepath Index Retirement RET ACCT PX | 186 | 0 | $6.9M |
| Aegon Balanced RET ACCT | 310 | 0 | $6.7M |
| Transamerica Asset Allocation - Conservative Portfolio RET ACCT | 036 | 0 | $6.7M |
| TA Vanguard Small-Cap Growth Index RET ACCT | 131 | 0 | $6.6M |
| Virtus Ceredex Mid-Cap Value Equity RET ACCT | 980 | 0 | $6.6M |
| Stock Index Fund | 021 | 0 | $6.6M |
| Blackrock Lifepath Index 2025 RET ACCT PX | 190 | 0 | $6.3M |
| Transamerica Small/Mid Cap Value RET ACCT | 124 | 0 | $6.2M |
| Janus Forty RET ACCT | 360 | 0 | $6.2M |
| TA Vanguard Lifestrategy Conservative Growth RET ACCT | 501 | 0 | $6.1M |
| Prudential Jennison Small Company | 997 | 0 | $6.1M |
| Clearbridge Appreciation | 988 | 0 | $6.0M |
| American Funds 2015 Target DATE Retirement RET ACCT | 685 | 0 | $6.0M |
| Franklin Growth Series RET ACCT | 530 | 0 | $6.0M |
| American Century One Choice 2030 RET ACCT | 435 | 0 | $5.9M |
