Transamerica Financial Life Insurance Company (EIN 83-1098532) 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 387 filings report $5.4B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| International Growth RET ACCT | 433 | 0 | $301.4M |
| JPMorgan Large Cap Growth RET ACCT | 013 | 0 | $180.0M |
| PGIM Core Conservative Bond RET ACCT | 479 | 0 | $154.5M |
| Fidelity 500 Index Fund Institutional Premium Class | 135 | 0 | $150.4M |
| TA Blackrock Lifepath Index Retirement RET ACCT | 301 |
83-1098532 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?
| 0 |
| $129.3M |
| State Street Target Retirement 2035 RET ACCT | 418 | 0 | $118.6M |
| TA Blackrock Lifepath Index 2030 RET ACCT | 303 | 0 | $116.7M |
| State Street Target Retirement 2030 RET ACCT | 417 | 0 | $111.9M |
| State Street S&P 500 Index Class II RET ACCT | 405 | 0 | $109.4M |
| State Street Target Retirement 2040 RET ACCT | 419 | 0 | $105.5M |
| State Street Target Retirement 2045 RET ACCT | 420 | 0 | $105.0M |
| TA Blackrock Lifepath Index 2035 RET ACCT | 304 | 0 | $104.5M |
| TA Blackrock Lifepath Index 2045 RET ACCT | 306 | 0 | $99.1M |
| TA Blackrock Lifepath Index 2040 RET ACCT | 305 | 0 | $93.6M |
| State Street Target Retirement 2050 RET ACCT | 421 | 0 | $92.4M |
| Large Cap Value RET ACCT | 434 | 0 | $87.0M |
| TA Blackrock Lifepath Index 2050 RET ACCT | 307 | 0 | $80.2M |
| Mywayretirement Index Moderate 2035 RET ACCT | 068 | 0 | $77.8M |
| Mywayretirement Index Retirement Fund | 066 | 0 | $72.2M |
| State Street Target Retirement 2025 RET ACCT | 416 | 0 | $71.9M |
| Mywayretirement Index 2040 Fund | 058 | 0 | $70.8M |
| State Street Target Retirement 2055 RET ACCT | 422 | 0 | $69.5M |
| Columbia Contrarian Core RET ACCT | 025 | 0 | $69.2M |
| Inflation-Adjusted Bond Fund | 096 | 0 | $68.8M |
| Mywayretirement Index 2045 Fund | 069 | 0 | $62.1M |
| Mywayretirement Index 2030 Fund | 057 | 0 | $61.3M |
| MFS International Diversificationsm Fund | 123 | 0 | $59.3M |
| TA Blackrock Lifepath Index 2055 RET ACCT | 308 | 0 | $57.4M |
| American Funds 2030 Target DATE Retirement RET ACCT | 294 | 0 | $56.2M |
| American Funds 2035 Target DATE Retirement RET ACCT | 295 | 0 | $55.7M |
| Mywayretirement Index 2050 Fund | 065 | 0 | $54.8M |
| State Street Target Retirement 2060 RET ACCT | 423 | 0 | $53.4M |
| Mywayretirement Large Cap Growth RET ACCT | 349 | 0 | $49.4M |
| American Funds Europacific Growth RET ACCT | 051 | 0 | $48.8M |
| Pimco Income RET ACCT | 040 | 0 | $45.2M |
| State Street S&P Mid Cap Index RET ACCT | 410 | 0 | $44.6M |
| MFS Mid Cap Growth RET ACCT | 480 | 0 | $44.3M |
| Federated Hermes MDT Small Cap Core RET ACCT | 086 | 0 | $43.9M |
| TA Blackrock Lifepath Index 2060 RET ACCT | 309 | 0 | $43.8M |
| American Funds 2045 Target DATE Retirement RET ACCT | 297 | 0 | $43.3M |
| Mywayretirement Index 2055 Fund | 070 | 0 | $43.0M |
| American Innovation RET ACCT | 470 | 0 | $41.8M |
| JPMorgan Equity Income RET ACCT | 012 | 0 | $39.6M |
| Fidelity U.S. Bond Index Fund | 161 | 0 | $38.4M |
| American Funds 2025 Target DATE Retirement RET ACCT | 293 | 0 | $36.8M |
| PGIM Select Real Estate RET ACCT | 478 | 0 | $36.6M |
| American Funds 2040 Target DATE Retirement RET ACCT | 296 | 0 | $36.6M |
| MFS Massachusetts Investors Growth Stock RET ACCT | 039 | 0 | $35.3M |
| Blackrock Total Return RET ACCT | 046 | 0 | $34.9M |
| Martin Currie Emerging Markets RET ACCT | 477 | 0 | $34.5M |
| TA Vanguard Lifestrategy Moderate Growth RET OPT | 508 | 0 | $34.1M |
| Fidelity Advisor Growth Opportunities RET ACCT | 201 | 0 | $33.5M |
| First Eagle Global RET ACCT | 140 | 0 | $32.5M |
| Invesco Diversified Dividend RET ACCT | 008 | 0 | $31.5M |
| MFS Mid Cap Value RET ACCT | 043 | 0 | $31.3M |
| American Funds 2050 Target DATE Retirement RET ACCT | 298 | 0 | $30.4M |
| Mywayretirement Index 2060 Fund | 060 | 0 | $28.8M |
| Western Asset Core Plus Bond RET ACCT | 022 | 0 | $28.1M |
| Fidelity Mid Cap Index Fund | 138 | 0 | $27.4M |
| TA Vanguard Lifestrategy Growth RET OPT | 506 | 0 | $27.1M |
| State Street Target Retirement 2020 RET ACCT | 415 | 0 | $25.8M |
| Mywayretirement Large Cap Value RET ACCT | 361 | 0 | $25.8M |
| Blackrock Mid-Cap Growth Equity Fund Class K Shares | 098 | 0 | $25.0M |
| American Funds 2055 Target DATE Retirement RET ACCT | 299 | 0 | $24.7M |
| PGIM Total Return Bond RET ACCT | 016 | 0 | $24.5M |
| State Street U.S. Bond Index RET ACCT | 413 | 0 | $23.1M |
| Mid Cap Value RET ACCT | 429 | 0 | $22.0M |
| MFS Value RET ACCT | 044 | 0 | $21.2M |
| LORD Abbett Small Cap Growth Equity Trust RET ACCT | 476 | 0 | $20.4M |
| TA Vanguard Lifestrategy Conservative Growth RET OPT | 505 | 0 | $19.8M |
| Goalpath 2030 Conservative Portfolio RET ACCT | 173 | 0 | $19.7M |
| Alger Capital Appreciation Fund Class Y Shares | 091 | 0 | $19.2M |
| Mywayretirement Balanced RET ACCT | 356 | 0 | $18.8M |
| Goalpath 2040 Conservative Portfolio RET ACCT | 174 | 0 | $18.6M |
| American Funds 2060 Target DATE Retirement RET ACCT | 300 | 0 | $17.5M |
| State Street Target Retirement 2065 RET ACCT | 424 | 0 | $16.8M |
| State Street Russell Small Cap Index RET ACCT | 407 | 0 | $16.7M |
| T. Rowe Price US Small Cap Value Equity RET ACCT | 425 | 0 | $16.4M |
| Metropolitan West Total Return Bond RET ACCT | 018 | 0 | $16.1M |
| Columbia Trust Stable Government Admin RET ACCT | 481 | 0 | $15.7M |
| Fidelity Small Cap Index Fund Institutional Premium Class | 139 | 0 | $15.6M |
| Blackrock Mid Cap Equity Index RET ACCT | 357 | 0 | $14.8M |
| Blackrock EAFE Equity Index Fund | 053 | 0 | $14.5M |
| USAA Nasdaq 100 Index RET ACCT | 473 | 0 | $14.5M |
| Blackrock Russell 2000 Index Fund | 054 | 0 | $14.5M |
| State Street Target Retirement Income RET ACCT | 414 | 0 | $14.5M |
| State Street Global All Cap EX US Index RET ACCT | 409 | 0 | $14.1M |
| Transamerica Lifegoal 2065 With Blackrock RET ACCT | 403 | 0 | $13.5M |
| American Funds 2020 Target DATE Retirement RET ACCT | 292 | 0 | $13.3M |
| USAA Intermediate TERM Bond RET ACCT | 329 | 0 | $13.3M |
| Mywayretirement Mid Cap Growth RET ACCT | 348 | 0 | $13.3M |
| Mywayretirement Core Bond RET ACCT | 355 | 0 | $13.1M |
| Mywayretirement International Growth RET ACCT | 354 | 0 | $12.8M |
| LORD Abbett Bond Debenture RET ACCT | 451 | 0 | $12.0M |
| Goalpath 2050 Conservative Portfolio RET ACCT | 175 | 0 | $11.9M |
| Fidelity Advisor Total Bond RET ACCT | 203 | 0 | $11.7M |
| Goalpath 2020 Conservative Portfolio RET ACCT | 172 | 0 | $11.2M |
| Hartford Dividend and Growth Fund | 108 | 0 | $10.8M |
| Mywayretirement Mid Cap Value RET ACCT | 362 | 0 | $10.7M |
| JPMorgan Smartretirement 2060 RET ACCT | 090 | 0 | $10.4M |
| Hartford International Opportunities RET ACCT | 027 | 0 | $10.3M |
| Mywayretirement Small Cap Growth RET ACCT | 353 | 0 | $10.0M |
| American Funds Bond Fund of America RET ACCT | 365 | 0 | $10.0M |
| Wells Fargo Special Mid Cap Value RET ACCT | 050 | 0 | $9.9M |
| Schwab Indexed Retirement 2030 RET ACCT | 258 | 0 | $9.3M |
| Vanguard FTSE Social Index Fund Admiral RET ACCT | 408 | 0 | $9.0M |
| Fidelity Total International Index RET ACCT | 160 | 0 | $8.9M |
| Mywayretirement Multisector Bond RET ACCT | 347 | 0 | $8.8M |
| Mywayretirement Emerging Markets RET ACCT | 436 | 0 | $8.5M |
| Mywayretirement Index 2065 RET ACCT | 351 | 0 | $8.4M |
| Federated Total Return Bond Fund | 104 | 0 | $8.4M |
| Fidelity Global EX U.S. Index Fund | 158 | 0 | $7.9M |
| American Century Heritage RET ACCT | 023 | 0 | $7.8M |
| Mainstay Large Cap Growth RET ACCT | 005 | 0 | $7.4M |
| State Street Target Retirement 2035 RET ACCT | 079 | 0 | $7.4M |
| AB Large Cap Growth RET ACCT | 136 | 0 | $7.4M |
| IVY Mid Cap Growth Fund | 115 | 0 | $7.1M |
| American Funds 2015 Target DATE Retirement RET ACCT | 291 | 0 | $7.1M |
| Fidelity International Index RET ACCT | 270 | 0 | $7.0M |
| Mywayretirement Small Cap Value RET ACCT | 352 | 0 | $7.0M |
| MFS Lifetime 2040 RET ACCT | 147 | 0 | $7.0M |
| Wells Fargo Core Plus Bond Fund Class R6 | 129 | 0 | $7.0M |
| Blackrock U.S. TIPS Index RET ACCT | 344 | 0 | $6.8M |
| Schwab Indexed Retirement 2045 RET ACCT | 261 | 0 | $6.7M |
| State Street Target Retirement 2030 RET ACCT | 078 | 0 | $6.6M |
| Hartford Mid Cap RET ACCT | 047 | 0 | $6.5M |
| Deutsche Real Estate Securities RET ACCT | 026 | 0 | $6.2M |
| MFS Lifetime 2045 RET ACCT | 148 | 0 | $6.2M |
| VOYA Intermediate Bond Fund Class R6 Shares | 127 | 0 | $6.1M |
| Pimco Stockplus International (US Dollar Hedged) RET ACCT | 041 | 0 | $5.9M |
| JPMorgan Core Plus Bond Fund | 117 | 0 | $5.9M |
| LORD Abbett Total Return Fund | 122 | 0 | $5.9M |
| Schwab Indexed Retirement 2020 RET ACCT | 256 | 0 | $5.8M |
| Goalpath 2060 Conservative Portfolio RET ACCT | 176 | 0 | $5.6M |
| Columbia Overseas Value RET ACCT | 240 | 0 | $5.6M |
| Schwab Indexed Retirement 2050 RET ACCT | 262 | 0 | $5.6M |
| State Street Target Retirement 2040 RET ACCT | 080 | 0 | $5.3M |
| Schwab Indexed Retirement 2025 RET ACCT | 257 | 0 | $5.3M |
| Pioneer Fundamental Growth RET ACCT | 015 | 0 | $5.3M |
| Transamerica Retireontrack 2065 With American Funds RET ACCT | 402 | 0 | $5.1M |
| American Century Mid Cap Value RET ACCT | 194 | 0 | $5.1M |
| Schwab Indexed Retirement 2035 RET ACCT | 259 | 0 | $4.8M |
| Blackrock Advantage Small Cap Core RET ACCT | 195 | 0 | $4.8M |
| TA Vanguard Lifestrategy Income RET OPT | 507 | 0 | $4.8M |
| Invesco Equally-Weighted S&P 500 Fund | 114 | 0 | $4.7M |
| JPMorgan Smartretirement 2030 RET ACCT | 313 | 0 | $4.7M |
| T. Rowe Price Blue CHIP Growth RET ACCT | 187 | 0 | $4.4M |
| Franklin Utilities Fund Class R6 | 087 | 0 | $4.4M |
| Schwab Indexed Retirement 2040 RET ACCT | 260 | 0 | $4.4M |
| JPMorgan U.S. Small Company RET ACCT | 011 | 0 | $4.4M |
| American Funds 2010 Target DATE Retirement RET ACCT | 290 | 0 | $4.3M |
| MFS Lifetime 2030 RET ACCT | 145 | 0 | $4.3M |
| Mywayretirement Real Estate RET ACCT | 360 | 0 | $4.2M |
| BNY Mellon Dynamic Value Fund | 100 | 0 | $4.1M |
| MFS Lifetime 2055 RET ACCT | 150 | 0 | $4.1M |
| MFS Lifetime 2060 RET ACCT | 151 | 0 | $3.9M |
| JPMorgan Mid Cap Growth RET ACCT | 379 | 0 | $3.8M |
| AB High Income RET ACCT | 001 | 0 | $3.8M |
| MFS Growth RET ACCT | 383 | 0 | $3.8M |
| AB Global Bond RET ACCT | 045 | 0 | $3.7M |
| State Street Target Retirement 2050 RET ACCT | 082 | 0 | $3.7M |
| Diversified Bond Fund | 095 | 0 | $3.6M |
| JPMorgan Smartretirement 2035 RET ACCT | 314 | 0 | $3.6M |
| Fidelity Advisor International Capital Appreciation RET ACCT | 202 | 0 | $3.6M |
| State Street Target Retirement 2045 RET ACCT | 081 | 0 | $3.6M |
| Invesco Growth and Income RET ACCT | 048 | 0 | $3.5M |
| JPMorgan Smartretirement 2050 RET ACCT | 317 | 0 | $3.4M |
| Hartford Schroders International Multi-Cap Value Fund | 110 | 0 | $3.4M |
| LORD Abbett High Yield RET ACCT | 038 | 0 | $3.4M |
| Wilmington/Putnam Equity Income Large Cap Value RET ACCT | 215 | 0 | $3.3M |
| MFS Lifetime 2035 RET ACCT | 146 | 0 | $3.3M |
| Neuberger Berman Real Estate RET ACCT | 006 | 0 | $3.3M |
| Mywayretirement Global Bond RET ACCT | 359 | 0 | $3.2M |
| Victory Sycamore Established Value RET ACCT | 021 | 0 | $3.2M |
| Pioneer Equity Income RET ACCT | 042 | 0 | $3.1M |
| Alger Small Cap Focus Fund Class Y Shares | 092 | 0 | $3.1M |
| MFS Lifetime 2050 RET ACCT | 149 | 0 | $3.0M |
| Invesco Comstock RET ACCT | 010 | 0 | $3.0M |
| State Street Target Retirement 2060 RET ACCT | 084 | 0 | $3.0M |
| T. Rowe Price International Discovery RET ACCT | 019 | 0 | $2.9M |
| State Street Target Retirement 2025 RET ACCT | 077 | 0 | $2.9M |
| Janus Henderson Global Research Fund | 116 | 0 | $2.8M |
| MFS Lifetime 2025 RET ACCT | 144 | 0 | $2.8M |
| Blackrock Core Bond RET ACCT | 196 | 0 | $2.8M |
| DFA Global Real Estate Securities RET ACCT | 156 | 0 | $2.8M |
| Hartford Core Equity RET ACCT | 204 | 0 | $2.7M |
| State Street Equity 500 Index RET ACCT | 131 | 0 | $2.7M |
| Invesco Oppenheimer Main Street Mid Cap Fund Class I Shares | 089 | 0 | $2.6M |
| JPMorgan Smartretirement 2045 RET ACCT | 316 | 0 | $2.6M |
| American Funds 2065 Target DATE Retirement RET ACCT | 455 | 0 | $2.6M |
| Schwab Indexed Retirement 2060 RET ACCT | 264 | 0 | $2.4M |
| Clearbridge Large Cap Growth RET ACCT | 214 | 0 | $2.4M |
| MFS Lifetime Income RET ACCT | 142 | 0 | $2.4M |
| Allianzgi NFJ Mid-Cap Value Fund | 094 | 0 | $2.3M |
| Schwab Indexed Retirement 2055 RET ACCT | 263 | 0 | $2.3M |
| Invesco Core Plus Bond Fund | 113 | 0 | $2.3M |
| JPMorgan Smartretirement 2040 RET ACCT | 315 | 0 | $2.2M |
| State Street Target Retirement 2020 RET ACCT | 076 | 0 | $2.2M |
| Hartford Total Return Bond RET ACCT | 111 | 0 | $2.1M |
| Transamerica Intermediate Bond RET ACCT | 188 | 0 | $2.0M |
