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Original filing (PDF)20251014122145NAL0002877953001
TRANSATLANTIC HOLDINGS, INC.
Form 5500
FILING_RECEIVED
TRANSRE INCENTIVE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
428
Accounts w/ balance
575
Plan assets (EOY)
$233.8M
Net assets (EOY)
$233.8M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSATLANTIC HOLDINGS, INC..
Plan sponsor
Name
TRANSATLANTIC HOLDINGS, INC.
EIN
80-0795986
Address
ONE LIBERTY PLAZA, 165 BROADWAY · NEW YORK, NY · 10006
Phone
(212) 365-2200
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $25K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $23K | — |
Investments
27 direct securities · 1 pooled fund· $233.2M(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.
Uncategorized
$227.6M
27 holdings
Common Collective Trust
$5.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Inst'l Shares Registered Investment Company | — | — | — | $56.1M | 24.0% | |
| Vanguard PRIMECAP Fund Admiral Shares Registered Investment Company | — | — | — | $32.7M | 14.0% | |
| Vanguard Wellington Fund Admiral Shares Registered Investment Company | — | — | — | $17.1M | 7.3% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr Registered Investment Company | — | — | — | $16.0M | 6.8% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $12.4M | 5.3% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $11.8M | 5.0% | |
| Vanguard Total International Stock Index Fund: Inst'l Shr Registered Investment Company | — | — | — | $9.4M | 4.0% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Registered Investment Company | — | — | — | $7.8M | 3.3% | |
| T. Rowe Price Equity Income Fund; I Class Registered Investment Company | — | — | — | $7.5M | 3.2% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $6.9M | 3.0% | |
| Jensen Quality Growth Fund; Class Y Registered Investment Company | — | — | — | $6.0M | 2.6% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Registered Investment Company | — | — | — | $5.9M | 2.5% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $5.6M | 2.4% | |
| Vanguard International Growth Fund Admiral Shares Registered Investment Company | — | — | — | $5.2M | 2.2% | |
| Baron Small Cap Fund; Institutional Shares Registered Investment Company | — | — | — | $5.2M | 2.2% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $4.9M | 2.1% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $3.6M | 1.6% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $3.5M | 1.5% | |
| Janus Henderson Small Cap Value Fund; Class N Registered Investment Company | — | — | — | $3.2M | 1.4% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $3.1M | 1.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares Registered Investment Company | — | — | — | $2.3M | 1.0% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $2.2M | 0.9% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $1.5M | 0.7% | |
| PIMCO Total Return Fund; Institutional Class Registered Investment Company | — | — | — | $1.3M | 0.6% | |
| Loans to participants Participant Loans maturing in | — | — | — | $1.3M | 0.5% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $563K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $191K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Registered Investment Company | — | — | — | $10K | <0.1% |
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