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Plan Name | COLUMBIA CONVERTIBLE SECURITIES INV ACCT |
Plan identification number | 176 |
Company Name: | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY |
Employer identification number (EIN): | 366071399 |
Additional information about TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Jurisdiction of Incorporation: | Georgia Department of States Corporations Division |
Incorporation Date: | 1955-11-17 |
Company Identification Number: | 734763 |
Legal Registered Office Address: |
4333 EDGEWOOD RD NE CEDAR RAPIDS United States of America (USA) 52499-0001 |
More information about TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
176 | 2016-01-01 | 2017-10-04 | |||
176 | 2015-01-01 | 2016-09-22 | |||
176 | 2014-01-01 | 2015-10-12 | |||
176 | 2013-01-01 | 2014-08-04 | |||
176 | 2012-01-01 | 2013-09-20 | |||
176 | 2011-01-01 | 2012-09-17 | |||
176 | 2009-01-01 | 2010-10-04 |
Measure | Date | Value |
---|---|---|
2012: COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2012 401k membership | ||
Total of all active and inactive participants | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
2011: COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2011 401k membership | ||
Total of all active and inactive participants | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
2009: COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,723 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,723 |
Total transfer of assets to this plan | 2016-12-31 | $3,225 |
Total transfer of assets from this plan | 2016-12-31 | $81,384 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,364 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $0 |
Value of total assets at beginning of year | 2016-12-31 | $74,795 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $641 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $64 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $3,364 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $74,795 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $74,731 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $641 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $0 |
2015 : COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-13,561 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-13,561 |
Total transfer of assets to this plan | 2015-12-31 | $30,047 |
Total transfer of assets from this plan | 2015-12-31 | $130,550 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $-3,546 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $74,795 |
Value of total assets at beginning of year | 2015-12-31 | $178,844 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,594 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $64 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $151 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $-3,546 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $74,795 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $178,844 |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $74,731 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $178,693 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $5,421 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $4,594 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $0 |
2014 : COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $527 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $527 |
Total transfer of assets to this plan | 2014-12-31 | $113,587 |
Total transfer of assets from this plan | 2014-12-31 | $22,702 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,183 |
Total income from all sources (including contributions) | 2014-12-31 | $7,678 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $178,844 |
Value of total assets at beginning of year | 2014-12-31 | $81,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,360 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $151 |
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 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $1,183 |
Value of net income/loss | 2014-12-31 | $7,678 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $178,844 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $80,281 |
Investment advisory and management fees | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $178,693 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $81,464 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,791 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $3,360 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $0 |
2013 : COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $14,280 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $14,280 |
Total transfer of assets to this plan | 2013-12-31 | $22,710 |
Total transfer of assets from this plan | 2013-12-31 | $27,483 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,183 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $182 |
Total income from all sources (including contributions) | 2013-12-31 | $15,958 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $81,464 |
Value of total assets at beginning of year | 2013-12-31 | $69,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,678 |
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 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $1,183 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $182 |
Value of net income/loss | 2013-12-31 | $15,958 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $80,281 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $69,096 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $81,464 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $69,278 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $1,678 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $0 |
2012 : COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $5,241 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $5,241 |
Total transfer of assets to this plan | 2012-12-31 | $23,112 |
Total transfer of assets from this plan | 2012-12-31 | $20,041 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $182 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $8,638 |
Total income from all sources (including contributions) | 2012-12-31 | $7,361 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $69,278 |
Value of total assets at beginning of year | 2012-12-31 | $67,302 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,120 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $182 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $8,638 |
Value of net income/loss | 2012-12-31 | $7,361 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $69,096 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $58,664 |
Investment advisory and management fees | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $69,278 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $67,302 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $2,120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $0 |
2011 : COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-7,173 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-7,173 |
Total transfer of assets to this plan | 2011-12-31 | $41,107 |
Total transfer of assets from this plan | 2011-12-31 | $25,731 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $8,638 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $131 |
Total income from all sources (including contributions) | 2011-12-31 | $-5,132 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $67,302 |
Value of total assets at beginning of year | 2011-12-31 | $48,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,041 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $8,638 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $131 |
Value of net income/loss | 2011-12-31 | $-5,132 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $58,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $48,420 |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $67,302 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $48,551 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $2,041 |
2010 : COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $5,293 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $5,293 |
Total transfer of assets to this plan | 2010-12-31 | $32,402 |
Total transfer of assets from this plan | 2010-12-31 | $23,508 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $131 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $6,926 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $48,551 |
Value of total assets at beginning of year | 2010-12-31 | $32,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,633 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $76 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $131 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $6,926 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $48,420 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $32,600 |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $48,551 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $32,524 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $1,633 |
2016: COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2015: COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2014: COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2013: COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2012: COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2011: COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2009: COLUMBIA CONVERTIBLE SECURITIES INV ACCT 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |