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CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 401k Plan overview

Plan NameCLEARBRIDGE AGGRESSIVE GROWTH RET ACCT
Plan identification number 628

CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT Benefits

No plan benefit data available

401k Sponsoring company profile

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
6282022-01-01
6282021-01-01
6282020-01-01
6282019-01-01
6282018-01-01
6282017-01-012018-10-04
6282016-01-012017-10-09
6282015-01-012016-10-05
6282014-01-012015-10-12
6282013-01-012014-08-07

Financial Data on CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT

Measure Date Value
2022 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-852,513
Total unrealized appreciation/depreciation of assets2022-12-31$-852,513
Total transfer of assets to this plan2022-12-31$433,577
Total transfer of assets from this plan2022-12-31$559,967
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1
Total income from all sources (including contributions)2022-12-31$-852,513
Value of total assets at end of year2022-12-31$2,298,906
Value of total assets at beginning of year2022-12-31$3,277,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1
Value of net income/loss2022-12-31$-852,513
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,298,905
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,277,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,298,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,277,809
2021 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$453,340
Total unrealized appreciation/depreciation of assets2021-12-31$453,340
Total transfer of assets to this plan2021-12-31$583,625
Total transfer of assets from this plan2021-12-31$3,260,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1
Total income from all sources (including contributions)2021-12-31$453,340
Value of total assets at end of year2021-12-31$3,277,809
Value of total assets at beginning of year2021-12-31$5,501,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1
Value of net income/loss2021-12-31$453,340
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,277,808
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,501,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,277,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,501,505
2020 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$731,330
Total unrealized appreciation/depreciation of assets2020-12-31$731,330
Total transfer of assets to this plan2020-12-31$997,394
Total transfer of assets from this plan2020-12-31$4,631,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1
Total income from all sources (including contributions)2020-12-31$731,330
Value of total assets at end of year2020-12-31$5,501,505
Value of total assets at beginning of year2020-12-31$8,404,363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1
Value of net income/loss2020-12-31$731,330
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,501,504
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,404,363
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,501,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,404,363
2019 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,356,364
Total unrealized appreciation/depreciation of assets2019-12-31$2,356,364
Total transfer of assets to this plan2019-12-31$1,390,052
Total transfer of assets from this plan2019-12-31$7,650,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1
Total income from all sources (including contributions)2019-12-31$2,356,364
Value of total assets at end of year2019-12-31$8,404,363
Value of total assets at beginning of year2019-12-31$12,307,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1
Value of net income/loss2019-12-31$2,356,364
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,404,363
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,307,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,404,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,307,955
2018 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-845,222
Total unrealized appreciation/depreciation of assets2018-12-31$-845,222
Total transfer of assets to this plan2018-12-31$2,497,324
Total transfer of assets from this plan2018-12-31$8,203,202
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,059
Total income from all sources (including contributions)2018-12-31$-845,222
Value of total assets at end of year2018-12-31$12,307,955
Value of total assets at beginning of year2018-12-31$18,860,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,059
Value of net income/loss2018-12-31$-845,222
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,307,954
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,859,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,307,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,860,113
2017 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,578,163
Total unrealized appreciation/depreciation of assets2017-12-31$2,578,163
Total transfer of assets to this plan2017-12-31$5,484,761
Total transfer of assets from this plan2017-12-31$8,192,966
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$176,597
Total income from all sources (including contributions)2017-12-31$2,578,163
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$18,860,113
Value of total assets at beginning of year2017-12-31$19,165,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$176,597
Value of net income/loss2017-12-31$2,578,163
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,859,054
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,989,096
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,860,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,165,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$0
2016 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$936,326
Total unrealized appreciation/depreciation of assets2016-12-31$936,326
Total transfer of assets to this plan2016-12-31$5,964,252
Total transfer of assets from this plan2016-12-31$7,576,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$176,597
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$936,326
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$19,165,693
Value of total assets at beginning of year2016-12-31$19,664,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$27,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$176,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Value of net income/loss2016-12-31$936,326
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,989,096
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,664,521
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,165,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,637,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$0
2015 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,254,586
Total unrealized appreciation/depreciation of assets2015-12-31$-1,254,586
Total transfer of assets to this plan2015-12-31$19,208,345
Total transfer of assets from this plan2015-12-31$3,398,780
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$0
Total income from all sources (including contributions)2015-12-31$-1,254,586
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$19,664,521
Value of total assets at beginning of year2015-12-31$5,109,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$27,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$989,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Value of net income/loss2015-12-31$-1,254,586
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,664,521
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,109,542
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,637,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,119,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$0
2014 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$233,554
Total unrealized appreciation/depreciation of assets2014-12-31$233,554
Total transfer of assets to this plan2014-12-31$4,938,944
Total transfer of assets from this plan2014-12-31$338,177
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$0
Total income from all sources (including contributions)2014-12-31$233,554
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$5,109,542
Value of total assets at beginning of year2014-12-31$275,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$989,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$263,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Value of net income/loss2014-12-31$233,554
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,109,542
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$275,221
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,119,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$0
2013 : CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$308
Total unrealized appreciation/depreciation of assets2013-12-31$308
Total transfer of assets to this plan2013-12-31$274,914
Total transfer of assets from this plan2013-12-31$1
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
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$308
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$275,221
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$263,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Value of net income/loss2013-12-31$308
Value of net assets at end of year (total assets less liabilities)2013-12-31$275,221
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$0

Form 5500 Responses for CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT

2022: CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2021: CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2020: CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2019: CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2018: CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2017: CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: CLEARBRIDGE AGGRESSIVE GROWTH RET ACCT 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo

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