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Original filing (PDF)20251015140343NAL0002415347001
TRANSAMERICA CORPORATION
Form 5500
FILING_RECEIVED
TRANSAMERICA PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
7,315
Accounts w/ balance
—
Plan assets (EOY)
$2.2B
Net assets (EOY)
$2.2B
How this plan invests
This plan
12 pooled trusts
Schedule D
87 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — 51% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSAMERICA CORPORATION.
Plan sponsor
Name
TRANSAMERICA CORPORATION
EIN
42-1484983
Address
EMPLOYEE SERVICES · 6400 C ST CW · CEDAR RAPIDS, IA · 52499
Phone
(319) 355-8737
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT CONSULTING | 30-0282430 | — | FIDUCIARY | $1.5M | — |
| CITIBANK | 13-5266470 | — | NONE | $45K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $43K | — |
| KKR PRISMA | 13-2857105 | — | NONE | $35K | — |
Investments
76 direct securities · 12 pooled funds· $2.8B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.3B
7 holdings
Uncategorized
$883.2M
74 holdings
Pooled Separate Account
$491.1M
5 holdings
Pooled Separate Accounts
$115.6M
1 holding
Common Stocks
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER ACTIVE LONG CORP FIXED INC MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $392.6M | $400.2M | 18.2% | |
| AEGON USA INVEST MGMT CIT MASSACHUSETTS FIDELITY TRUST COMPANY · EIN 42-0947998 / PN 001 | Common Collective Trust | — | — | $324.8M | 14.8% | |
| LONG CREDIT BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 831 | Pooled Separate Account | — | $268.6M | $297.2M | 13.5% | |
| U.S. LONG GOV BOND INDEX CLASS A STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 182 | Common Collective Trust | — | $281.0M | $265.4M | 12.1% | |
| AEGON LONG CREDIT BOND CIT (1) 17,913,631 units | — | — | $231.0M | $210.1M | 9.6% | |
| MERCER ACTIVE INTERMEDIATE CREDIT (1) 18,412,460 units | — | — | $174.1M | $190.0M | 8.6% | |
| MERCER ACT INT CRET FIXED INC PORT MERCER TRUST COMPANY LLC · EIN 85-2621954 / PN 048 | Common Collective Trust | — | — | $190.0M | 8.6% | |
| INTERMEDIATE CREDIT BOND FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 833 | Pooled Separate Account | — | — | $115.6M | 5.3% | |
| AEGON CASH MANAGEMENT (1)(2) 198 units 9 AEGON INTRMEDIATE CRDT BND FND (1)(2) 9,637,191 units | Pooled Separate Accounts | — | $96.4M | $115.6M | 5.3% | |
| Collective trusts AEGON INTERMEDIATE CREDIT BOND CIT (1) 7,084,527 units | — | — | $70.8M | $85.0M | 3.9% | |
| SEPARATE ACCOUNT FUND A TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 522 | Pooled Separate Account | — | $17.5M | $48.9M | 2.2% | |
| 20+ YEAR U.S. TREASURY STRIPS INDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 038 | Common Collective Trust | — | $51.4M | $37.9M | 1.7% | |
| AEGON LONG TREASURY STRIPS CIT (1) 3,722,556 units | — | — | $52.6M | $29.6M | 1.3% | |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $29.8M | $29.6M | 1.3% | |
| LONG TREASURY STRIPS TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 829 | Pooled Separate Account | — | $39.8M | $29.3M | 1.3% | |
| JPMORGAN US GVT MM - MM 25,062,408 units | — | — | $25.1M | $25.1M | 1.1% | |
| GLOBAL ALL CAP EQUITY STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 299 | Common Collective Trust | — | $18.0M | $17.3M | 0.8% | |
| BALCERA FUND LTD 12,325 units | — | — | $13.4M | $17.2M | 0.8% | |
| Limited partnerships and other investments AG NET LEASE REALTY FUND III, L.P. | — | — | $14.3M | $15.9M | 0.7% | |
| Short-term securities GOVERNMENT MONEY MARKET - TRS (1) 14,034,545 units | — | — | $14.0M | $14.0M | 0.6% | |
| 0.625%, due August 15, 2030 | — | — | $12.2M | $12.3M | 0.6% | |
| Limited partnerships and other investments KH AGGREGATOR LP 965 KKR AMERICAS FUND XII L.P. | — | — | $8.1M | $12.3M | 0.6% | |
| STEPSTONE AEGON OPPS FUND, L.P. | — | — | $11.3M | $12.1M | 0.6% | |
| 0.625%, due May 15, 2030 | — | — | $11.9M | $11.9M | 0.5% | |
| LOVELL MINNICK EQUITY PARTNERS IV LP | — | — | $14.2M | $11.0M | 0.5% | |
| 3.875%, due December 31, 2029 | — | — | $10.3M | $10.5M | 0.5% | |
| METALMARK CAPITAL PARTNERS TE II, L.P. | — | — | $10.5M | $8.9M | 0.4% | |
| due May 15, 2032 | — | — | $8.9M | $8.9M | 0.4% | |
| JPMORGAN US GVT MM - NISA 8,457,442 units | — | — | $8.5M | $8.5M | 0.4% | |
| 1.375%, due November 15, 2040 | — | — | $7.8M | $7.8M | 0.4% | |
| due February 15, 2032 | — | — | $6.9M | $6.9M | 0.3% | |
| due May 31, 2027 | — | — | $6.6M | $6.7M | 0.3% | |
| GREEN EQUITY INVESTORS VII, L.P. | — | — | $5.2M | $6.6M | 0.3% | |
| due November 30, 2029 | — | — | $5.7M | $5.8M | 0.3% | |
| THE RESOLUTE FUND IV, L.P. (AND AIVS) | — | — | $1.7M | $5.7M | 0.3% | |
| MERIT MEZZANINE FUND VI, L.P. | — | — | $5.6M | $5.6M | 0.3% | |
| BLACKSTONE CAPITAL PARTNERS VII, L.P. | — | — | $4.7M | $5.5M | 0.3% | |
| THE RESOLUTE III CONTINUATION FUND, L.P. | — | — | $5.1M | $5.5M | 0.2% | |
| due February 15, 2036 | — | — | $5.3M | $5.3M | 0.2% | |
| due May 15, 2035 | — | — | $5.3M | $5.3M | 0.2% | |
| due August 15, 2034 | — | — | $5.3M | $5.3M | 0.2% | |
| STRATEGIC PARTNERS FUND VII, L.P. - | — | — | — | $5.0M | 0.2% | |
| due October 31, 2029 | — | — | $4.9M | $4.8M | 0.2% | |
| HARBOURVEST CO-INVESTMENT OPPS FUND L.P. | — | — | $2.3M | $4.5M | 0.2% | |
| CARLYLE PARTNERS VI, L.P. (AND AIVS) | — | — | $6.7M | $4.5M | 0.2% | |
| FRANCISCO PARTNERS V-B, L.P. | — | — | $2.5M | $4.5M | 0.2% | |
| APOLLO INVESTMENT FUND VIII, L.P. (AND AIVS) | — | — | $8.4M | $4.4M | 0.2% | |
| TPG PARTNERS VI, L.P. (AND AIVS) | — | — | — | $4.2M | 0.2% | |
| due February 28, 2030 | — | — | $4.2M | $4.1M | 0.2% | |
| APOLLO INVESTMENT FUND IX, L.P. (AND AIVS) | — | — | $3.0M | $4.1M | 0.2% | |
| AUDAX PRIVATE EQUITY FUND V-A, L.P. | — | — | $3.0M | $3.9M | 0.2% | |
| SILVERSTONE II, LLC | — | — | $2.0M | $3.8M | 0.2% | |
| MIDOCEAN PARTNERS V, L.P. | — | — | $2.7M | $3.7M | 0.2% | |
| MERIT MEZZANINE FUND V, L.P. | — | — | $7.7M | $3.6M | 0.2% | |
| PRIVATE EQUITY SOLUTIONS SCSP | — | — | $2.7M | $3.5M | 0.2% | |
| HARBOURVEST PARTNERS CO-INVST FUND V L.P. | — | — | $1.9M | $3.4M | 0.2% | |
| ASF VII INFRASTRUCTURE L.P. | — | — | $1.7M | $3.4M | 0.2% | |
| AUDAX PRIVATE EQUITY FUND VI-A, L.P. | — | — | $2.6M | $3.4M | 0.2% | |
| ARSENAL CAPITAL PARTNERS V, LP | — | — | $2.7M | $3.3M | 0.1% | |
| TPG PARTNERS VII, L.P. (AND AIVS) | — | — | $4.7M | $3.2M | 0.1% | |
| LITTLEJOHN FUND VI, L.P. | — | — | $2.0M | $3.2M | 0.1% | |
| ICG STRATEGIC EQUITY FUND III LP | — | — | $1.2M | $2.9M | 0.1% | |
| THE RESOLUTE FUND V, L.P. (AND AIVS) | — | — | $1.8M | $2.8M | 0.1% | |
| BLACKSTONE CAPITAL PARTNERS VIII, L.P. | — | — | $2.4M | $2.8M | 0.1% | |
| STEPSTONE SECONDARY OPPS FUND IV, L.P. | — | — | $2.2M | $2.8M | 0.1% | |
| FLEET HOLDINGS I LP 319 FRANCISCO PARTNERS AGILITY II-A, L.P. | — | — | $1.5M | $2.6M | 0.1% | |
| TRU TAJ LLC ESCROW (1) 3,437,000 units | Common Stocks | — | $3.4B | $2.5M | 0.1% | |
| FRANCISCO PARTNERS VI, L.P. | — | — | $1.8M | $2.5M | 0.1% | |
| due November 15, 2031 | — | — | $2.4M | $2.4M | 0.1% | |
| DAWSON GP FINANCE 1 LP | — | — | $1.8M | $2.4M | 0.1% | |
| CARLYLE PARTNERS V, L.P. (AND AIVS) | — | — | — | $2.3M | 0.1% | |
| BRIGHTSTAR CAPITAL PARTNERS FUND II, LP | — | — | $1.2M | $2.2M | <0.1% | |
| ARSENAL CAPITAL PARTNERS IV, LP | — | — | $2.1M | $2.1M | <0.1% | |
| ICG STRATEGIC EQUITY FUND IV LP | — | — | $1.6M | $2.0M | <0.1% | |
| CHARLESBANK CREDIT OPPS FUND II, LP | — | — | $1.8M | $2.0M | <0.1% | |
| DAWSON PORTFOLIO FINANCE 5 LP 982 FFL PARALLEL FUND V, L.P. | — | — | $1.7M | $2.0M | <0.1% | |
| TRF IV CFS CONTINUATION FUND, L.P. 454 YUKON CAPITAL PARTNERS II, L.P. | — | — | $2.4M | $2.0M | <0.1% | |
| DAWSON EQUITY 1 LP | — | — | $1.7M | $1.8M | <0.1% | |
| PLEXUS EQUITY FUND-A L.P. | — | — | $1.3M | $1.7M | <0.1% | |
| ARSENAL CAPITAL PARTNERS VI LP 895 667 ASF PATRIOT CO-INVEST L.P. 398 | — | — | — | $1.5M | <0.1% | |
| AG PRIVATE EQUITY PARTNERS II, L.P. - 44 AMPERSAND CF LP 472 | — | — | — | $1.4M | <0.1% | |
| MIDOCEAN PARTNERS VI, L.P. 948 707 OAKTREE PRINCIPAL FUND V, L.P. 55 | — | — | — | $1.4M | <0.1% | |
| DAWSON PORTFOLIO FINANCE 3 LP 955 | — | — | — | $1.2M | <0.1% | |
| GANDER HOLDINGS LP | — | — | — | $1.2M | <0.1% | |
| DAWSON PORTFOLIO FINANCE 4 LP 910 | — | — | — | $1.2M | <0.1% | |
| KKR NORTH AMERICA FUND XIII SCSP 971 | — | — | — | $1.1M | <0.1% | |
| RAPID HOLDINGS I LP | — | — | — | $1.0M | <0.1% | |
| AEGON CASH MANAGEMENT FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 105 | Pooled Separate Account | — | — | $9K | <0.1% |
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