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Form 5500 · Retirement plan · CEDAR RAPIDS, IA

TRANSAMERICA CORPORATION

The filing calls this plan TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN.

TRANSAMERICA CORPORATION of CEDAR RAPIDS, IA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-1484983 · plan 003 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
14,754
Contracts on file
1
Contract value
$488,466,463
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.

The contracts held $488,466,463 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC13,910December$488,466,463$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
TRANSAMERICA CORPORATION
EIN 42-1484983
BEACON CAPITAL, LLC
SECURITIES BROKER · EIN 81-4841158
$14,738
paid directly by the plan
CHECK CAPITAL MANAGEMENT INC
SECURITIES BROKER · EIN 93-1019439
$13,725
paid directly by the plan
SIGNATURE ESTATE & INVESTMENT
SECURITIES BROKER · EIN 95-4806910
$7,773
paid directly by the plan
BRINKER CAPITAL INVESTMENTS LLC
SECURITIES BROKER · EIN 32-0070947
$6,891
paid directly by the plan
VALUE WEALTH MANAGEMENT LLC
SECURITIES BROKER · EIN 20-8152542
$6,061
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$2,720,479,704
Paid out in benefits
$206,141,146
Participants at the start of the year
14,754
Participants with account balances
13,910

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 44-0160260
FORVIS MAZARS, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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