PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. TRANSAMERICA CORPORATION
Sponsor portfolioTH

TRANSAMERICA CORPORATION

EIN 42-1484983-Finance and Insurance-Latest filing 2024
Plans
9
Retirement
5
$5.08B assets
Welfare
4
$15.9M premiums
Participants
83,409
EMPLOYEE SERVICES, 6400 C ST CW - CEDAR RAPIDS, IA 52499319-355-8737
Plans on this EIN
9 filings
#003401k-$2.72B - 14,137 part#002CashBalance-$2.20B - 29,045 part#004401k-$55.9M - 2,866 part#010401k-$53.1M - 3,224 part#008401k-$47.2M - 5,853 part#529Mixed-$15.8M - 11,423 lives#526Fully Insured-$35K - 7,691 lives#517Self Funded-0 lives#522Self Funded-0 lives

Retirement portfolio analytics

5 plans aggregated / $5.08B assets / 55,125 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • 401(K) RETIREMENT Savings (#003)54%
  • TRANSAMERICA PENSION (#002)43%
  • POOLED EMPLOYER PLAN (#004)1%
  • EMPLOYER PLAN III (#010)1%
  • EMPLOYER PLAN I (#008)1%
Total $5.08BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
98%top
  • (Not disclosed)98%
  • ADMIN. GROUP, LLC DBA TAG RESOURCES1%
  • TRANSAMERICA RETIREMENT SOLUTIONS1%
Total $5.08BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRANSAMERICA PENSION (#002)29,045
  • 401(K) RETIREMENT Savings (#003)14,137
  • EMPLOYER PLAN I (#008)5,853
  • EMPLOYER PLAN III (#010)3,224
  • POOLED EMPLOYER PLAN (#004)2,866
Total 55,125Click row to drill in

Benefits portfolio analytics

4 plans / $15.9M premiums / 19,114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$11.2M
  • Life$8.1M
  • Other$7.6M
  • Health$4.4M
  • Long-term disability$1.8M
  • Vision$780K
  • +1 more
Total $15.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • TRANSAMERICA LIFE INSURANCE COMPANY51%
  • KAISER FOUNDATION HEALTH PLAN INC27%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • +3 more
Total $15.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • HOUSE ACCTTEST66%
  • MERCER HEALTH AND BENEFITS, LLC32%
  • MJ INSURANCE0%
  • EOI SERVICE COMPANY INC0%
  • WINSTON FINANCIAL SERVICES0%
  • +3 more
Total $774K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$2.72B
Participants14,137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRANSAMERICA PENSION PLAN

CashBalance

Assets$2.20B
Participants29,045
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

EXCELWISE POOLED EMPLOYER PLAN

401k

Assets$55.9M
Participants2,866
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

CHOICE POOLED EMPLOYER PLAN III

401k

Assets$53.1M
Participants3,224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

CHOICE POOLED EMPLOYER PLAN I

401k

Assets$47.2M
Participants5,853
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#529

TRANSAMERICA WELFARE BENEFITS PROGRAM

Mixed - TRANSAMERICA LIFE INSURANCE COMPANY

Premiums$15.8M
Covered lives11,423
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526

TRANSAMERICA INTERNATIONAL TRAVELER MEDICAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE CO.

Premiums$35K
Covered lives7,691
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

TRANSAMERICA SEPARATION PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522

TRANSAMERICA HEALTH REIMBURSEMENT ARRANGEMENT FOR GRANDFATHERED RETIREES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
003TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN401k$2.72B14,1372024
002TRANSAMERICA PENSION PLANCashBalance$2.20B29,0452024
004EXCELWISE POOLED EMPLOYER PLAN401k$55.9M2,8662024
010CHOICE POOLED EMPLOYER PLAN III401k$53.1M3,2242024
008CHOICE POOLED EMPLOYER PLAN I401k$47.2M5,8532024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
529TRANSAMERICA WELFARE BENEFITS PROGRAMMixedTRANSAMERICA LIFE INSURANCE COMPANY$15.8M11,4232024
526TRANSAMERICA INTERNATIONAL TRAVELER MEDICAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE CO.$35K7,6912024
517TRANSAMERICA SEPARATION PAY PLANSelf Funded-$002024
522TRANSAMERICA HEALTH REIMBURSEMENT ARRANGEMENT FOR GRANDFATHERED RETIREESSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica