401k Plan data: TRANSAMERICA JPMORGAN CORE BOND plan

TRANSAMERICA JPMORGAN CORE BOND 401k Plan overview

Plan Name	TRANSAMERICA JPMORGAN CORE BOND
Plan identification number	002

TRANSAMERICA JPMORGAN CORE BOND Benefits

No plan benefit data available

401k Sponsoring company profile

WESTERN RESERVE LIFE ASSURANCE CO OF OHIO has sponsored the creation of one or more 401k plans.

Company Name: WESTERN RESERVE LIFE ASSURANCE CO OF OHIO

Employer identification number (EIN): 431162657

Additional information about WESTERN RESERVE LIFE ASSURANCE CO OF OHIO

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 737052

More information about WESTERN RESERVE LIFE ASSURANCE CO OF OHIO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRANSAMERICA JPMORGAN CORE BOND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 2018-10-11
002 2016-01-01 2017-10-13
002 2015-01-01 2016-10-07
002 2014-01-01 2015-09-04
002 2013-01-01 2014-09-30
002 2012-01-01 2013-08-28
002 2011-01-01 2012-09-06
002 2009-01-01 2010-09-22

Plan id#	Filing Submission Date	Date Administrator Signed
002	2017-01-01	2018-10-11
002	2016-01-01	2017-10-13
002	2015-01-01	2016-10-07
002	2014-01-01	2015-09-04
002	2013-01-01	2014-09-30
002	2012-01-01	2013-08-28
002	2011-01-01	2012-09-06
002	2009-01-01	2010-09-22

Financial Data on TRANSAMERICA JPMORGAN CORE BOND

Measure	Date	Value
2017 : TRANSAMERICA JPMORGAN CORE BOND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$11,652
Total unrealized appreciation/depreciation of assets	2017-12-31	$11,652
Total transfer of assets to this plan	2017-12-31	$57,947
Total transfer of assets from this plan	2017-12-31	$494,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$8
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$8
Total income from all sources (including contributions)	2017-12-31	$21,678
Total loss/gain on sale of assets	2017-12-31	$-4,375
Total of all expenses incurred	2017-12-31	$10,014
Value of total assets at end of year	2017-12-31	$517,266
Value of total assets at beginning of year	2017-12-31	$941,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,014
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$14,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$8
Administrative expenses (other) incurred	2017-12-31	$10,014
Value of net income/loss	2017-12-31	$11,664
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$517,258
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$941,751
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$517,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$941,759
Income. Dividends from common stock	2017-12-31	$14,401
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$4,375
2016 : TRANSAMERICA JPMORGAN CORE BOND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$2,094
Total unrealized appreciation/depreciation of assets	2016-12-31	$2,094
Total transfer of assets to this plan	2016-12-31	$56,648
Total transfer of assets from this plan	2016-12-31	$78,958
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$8
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$9
Total income from all sources (including contributions)	2016-12-31	$23,381
Total loss/gain on sale of assets	2016-12-31	$986
Total of all expenses incurred	2016-12-31	$15,766
Value of total assets at end of year	2016-12-31	$941,759
Value of total assets at beginning of year	2016-12-31	$956,455
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,766
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$20,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$9
Administrative expenses (other) incurred	2016-12-31	$15,766
Value of net income/loss	2016-12-31	$7,615
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$941,751
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$956,446
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$941,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$956,455
Income. Dividends from common stock	2016-12-31	$20,301
Aggregate proceeds on sale of assets	2016-12-31	$986
2015 : TRANSAMERICA JPMORGAN CORE BOND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-13,559
Total unrealized appreciation/depreciation of assets	2015-12-31	$-13,559
Total transfer of assets to this plan	2015-12-31	$135,241
Total transfer of assets from this plan	2015-12-31	$133,359
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$9
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$8
Total income from all sources (including contributions)	2015-12-31	$6,520
Total of all expenses incurred	2015-12-31	$15,475
Value of total assets at end of year	2015-12-31	$956,455
Value of total assets at beginning of year	2015-12-31	$963,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$15,475
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$20,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$8
Administrative expenses (other) incurred	2015-12-31	$15,475
Value of net income/loss	2015-12-31	$-8,955
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$956,446
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$963,519
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$956,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$963,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$46
Income. Dividends from common stock	2015-12-31	$20,033
2014 : TRANSAMERICA JPMORGAN CORE BOND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$33,423
Total unrealized appreciation/depreciation of assets	2014-12-31	$33,423
Total transfer of assets to this plan	2014-12-31	$166,116
Total transfer of assets from this plan	2014-12-31	$206,214
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$8
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$8
Total income from all sources (including contributions)	2014-12-31	$49,511
Total loss/gain on sale of assets	2014-12-31	$-2,110
Total of all expenses incurred	2014-12-31	$15,321
Value of total assets at end of year	2014-12-31	$963,527
Value of total assets at beginning of year	2014-12-31	$969,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,321
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$18,198
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$8
Administrative expenses (other) incurred	2014-12-31	$15,321
Value of net income/loss	2014-12-31	$34,190
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$963,519
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$969,427
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$963,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$969,435
Income. Dividends from common stock	2014-12-31	$18,198
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$2,110
2013 : TRANSAMERICA JPMORGAN CORE BOND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-71,216
Total unrealized appreciation/depreciation of assets	2013-12-31	$-71,216
Total transfer of assets to this plan	2013-12-31	$165,120
Total transfer of assets from this plan	2013-12-31	$946,258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$8
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$-27,512
Total loss/gain on sale of assets	2013-12-31	$2,685
Total of all expenses incurred	2013-12-31	$22,967
Value of total assets at end of year	2013-12-31	$969,435
Value of total assets at beginning of year	2013-12-31	$1,801,044
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$22,967
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$41,019
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$22,967
Value of net income/loss	2013-12-31	$-50,479
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$969,427
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,801,044
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$969,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,800,895
Income. Dividends from common stock	2013-12-31	$41,019
Aggregate proceeds on sale of assets	2013-12-31	$2,685
2012 : TRANSAMERICA JPMORGAN CORE BOND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-11,093
Total unrealized appreciation/depreciation of assets	2012-12-31	$-11,093
Total transfer of assets to this plan	2012-12-31	$472,742
Total transfer of assets from this plan	2012-12-31	$1,197,840
Total income from all sources (including contributions)	2012-12-31	$92,999
Total loss/gain on sale of assets	2012-12-31	$58,727
Total of all expenses incurred	2012-12-31	$31,932
Value of total assets at end of year	2012-12-31	$1,801,044
Value of total assets at beginning of year	2012-12-31	$2,465,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$31,932
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$45,365
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$17
Administrative expenses (other) incurred	2012-12-31	$31,932
Value of net income/loss	2012-12-31	$61,067
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,801,044
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,465,075
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,800,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,465,058
Income. Dividends from common stock	2012-12-31	$45,365
Aggregate proceeds on sale of assets	2012-12-31	$58,727
2011 : TRANSAMERICA JPMORGAN CORE BOND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-43,013
Total unrealized appreciation/depreciation of assets	2011-12-31	$-43,013
Total transfer of assets to this plan	2011-12-31	$740,198
Total transfer of assets from this plan	2011-12-31	$1,930,000
Total income from all sources (including contributions)	2011-12-31	$231,664
Total loss/gain on sale of assets	2011-12-31	$140,096
Total of all expenses incurred	2011-12-31	$51,811
Value of total assets at end of year	2011-12-31	$2,465,075
Value of total assets at beginning of year	2011-12-31	$3,475,024
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$51,811
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$134,581
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$17
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$169
Administrative expenses (other) incurred	2011-12-31	$51,811
Value of net income/loss	2011-12-31	$179,853
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,465,075
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,475,024
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,465,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,474,855
Income. Dividends from common stock	2011-12-31	$134,581
Aggregate proceeds on sale of assets	2011-12-31	$140,096
2010 : TRANSAMERICA JPMORGAN CORE BOND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$-33,775
Total unrealized appreciation/depreciation of assets	2010-12-31	$-33,775
Total transfer of assets to this plan	2010-12-31	$603,921
Total transfer of assets from this plan	2010-12-31	$799,466
Total income from all sources (including contributions)	2010-12-31	$266,926
Total loss/gain on sale of assets	2010-12-31	$87,477
Total of all expenses incurred	2010-12-31	$57,289
Value of total assets at end of year	2010-12-31	$3,475,024
Value of total assets at beginning of year	2010-12-31	$3,460,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$57,289
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$213,224
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$213
Administrative expenses (other) incurred	2010-12-31	$57,289
Value of net income/loss	2010-12-31	$209,637
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,475,024
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,460,932
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,474,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,460,719
Income. Dividends from common stock	2010-12-31	$213,224
Aggregate proceeds on sale of assets	2010-12-31	$87,477

Form 5500 Responses for TRANSAMERICA JPMORGAN CORE BOND

2017: TRANSAMERICA JPMORGAN CORE BOND 2017 form 5500 responses
2017-01-01	Type of plan entity	DFE (Diect Filing Entity)
2016: TRANSAMERICA JPMORGAN CORE BOND 2016 form 5500 responses
2016-01-01	Type of plan entity	DFE (Diect Filing Entity)
2015: TRANSAMERICA JPMORGAN CORE BOND 2015 form 5500 responses
2015-01-01	Type of plan entity	DFE (Diect Filing Entity)
2014: TRANSAMERICA JPMORGAN CORE BOND 2014 form 5500 responses
2014-01-01	Type of plan entity	DFE (Diect Filing Entity)
2013: TRANSAMERICA JPMORGAN CORE BOND 2013 form 5500 responses
2013-01-01	Type of plan entity	DFE (Diect Filing Entity)
2012: TRANSAMERICA JPMORGAN CORE BOND 2012 form 5500 responses
2012-01-01	Type of plan entity	DFE (Diect Filing Entity)
2011: TRANSAMERICA JPMORGAN CORE BOND 2011 form 5500 responses
2011-01-01	Type of plan entity	DFE (Diect Filing Entity)
2009: TRANSAMERICA JPMORGAN CORE BOND 2009 form 5500 responses
2009-01-01	Type of plan entity	DFE (Diect Filing Entity)

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Company Name:	WESTERN RESERVE LIFE ASSURANCE CO OF OHIO
Employer identification number (EIN):	431162657

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	737052