Plans listing this provider
389
0.69% of the 56,420 plans with Schedule H financials; 427 in 2023
Providers › Transamerica Financial Life INS Co
Transamerica Financial Life INS Co
- Service provider, as named on Schedule C
- EIN 366071399
- Plan year 2024
- Direct compensation reported $23,910,619
Assets of those plans
$10,939,324,674
0.14% of all Schedule H plan assets
Plans where it is the recordkeeper
387
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$104.97
across 361 plans that pay it a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 386 |
| 52 | Investment management fees paid indirectly by plan | 386 |
| 62 | Float revenue | 386 |
| 64 | Recordkeeping fees | 385 |
| 67 | Other insurance wrap fees | 385 |
| 37 | Participant loan processing | 384 |
| 28 | Investment management | 2 |
| 22 | Insurance agents and brokers | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Discover Financial Services 401(k) Plan | Discover Financial Services | $3,212,387,200 | 26,671 | $7,618 |
| AGC Select 401(k) PEPrecordkeeper | Plan Professionals | $610,534,700 | 10,079 | $245,249 |
| Isolved 401-k Planrecordkeeper | Plan Professionals | $465,689,331 | 24,264 | $1,883,370 |
| Group Management Services, Inc. 401(k) Profit Sharing Plan & Trustrecordkeeper | Group Management Services | $419,619,916 | 9,911 | $1,022,523 |
| Helpside Inc. 401(k) Planrecordkeeper | Helpside | $233,939,411 | 7,907 | $613,684 |
| Employer Flexible 401(k) Planrecordkeeper | Employer Flexible | $215,367,350 | 4,861 | $1,206,173 |
| ACE Retail Savings Plan 401(k)recordkeeper | ACE Hardware | $188,209,099 | 4,122 | $150,751 |
| AGC of America, SD Chapter, Inc. 401(k) Profit Sharing Planrecordkeeper | AGC of America SD Chapter Inc. 401(k) Profit Sharing Plan | $170,662,607 | 3,706 | $70,176 |
| SMX 401(k) Planrecordkeeper | Smartronix | $169,839,465 | 1,756 | $171,145 |
| Marine Industry Retirement Planrecordkeeper | National Marine Manufacturers Association | $136,192,495 | 3,410 | $245,953 |
| Fox Management Rehabilitation Services LLC 401(k) Planrecordkeeper | Fox Management Rehabilitation Services | $122,053,658 | 4,250 | $179,337 |
| Texo Members 401(k) Planrecordkeeper | Texo Abc-agc | $117,075,362 | 2,149 | $452,610 |
| Empower HR Retirement Savings Planrecordkeeper | Empower HR | $114,765,592 | 3,715 | $579,533 |
| Carolina Dealerships Inc. 401(k) Planrecordkeeper | Carolina Dealerships | $112,244,086 | 2,866 | $286,031 |
| Richline Group, Inc. 401(k) Profit Sharing Planrecordkeeper | Richline Group | $88,522,692 | 1,821 | $34,401 |
| Plansource Financial Services, Inc. Retirement Savings Planrecordkeeper | Plansource Financial Services | $80,712,865 | 2,641 | $323,473 |
| ABO 401(k) Planrecordkeeper | America's Back Office | $80,263,468 | 2,528 | $376,298 |
| My HR Pros 401(k) Planrecordkeeper | My HR Pros | $79,627,249 | 2,266 | $98,529 |
| Bronx Center Healthcare Systems 401(k) Planrecordkeeper | Bronx Center for Rehabilitation & Healthcare | $77,454,836 | 1,808 | $264,322 |
| The Alliance of State Retail Associations 401(k) Plan & Trustrecordkeeper | Retail Association of Maine | $76,854,948 | 1,827 | $9,913 |
| Pipeline Health System 401(k) Planrecordkeeper | Pipeline Health System Holdings | $76,043,024 | 1,346 | $218,412 |
| Avma Life Trust, LLC 401(k) Planrecordkeeper | Avma Life Trust | $74,700,282 | 2,083 | $335,911 |
| I3 Verticals Management Services, Inc. 401(k) Planrecordkeeper | I3 Verticals Management Services | $67,433,920 | 968 | $174,725 |
| AGS Payroll Services LLC 401(k) Planrecordkeeper | AGS Payroll Services | $65,283,908 | 3,064 | $105,544 |
| Stratus.hr Retirement Planrecordkeeper | Stratus.hr | $63,668,675 | 3,058 | $286,769 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.