Filings through .
Filed February 11, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $12,581 |
5 funds of $250K or more; 6 lines in all, holding $10.9M of the plan's $11.7M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Columbia Dividend Income Ameriprise (Columbia Threadneedle) · Insurance contract | $3.4M | 30.8% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $3.0M | 27.9% |
| JPMorgan Core Bond Return JPMorgan · Insurance contract | $2.1M | 18.9% |
| MFS Intl Diversification MFS (Sun Life) · Insurance contract | $1.2M | 11.2% |
| JPMorgan Long Duration Return JPMorgan · Insurance contract | $1.0M | 9.4% |
| Transamerica Stable value fund Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $206K | 1.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Peter J. Cullen Via Actuarial Solutions Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.