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Providers › Recordkeeping and administration

Service provider · Schedule C, plan year 2024

Transamerica Life Insurance Company

Most often reported for recordkeeping and administration

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

339plans naming this provider
210,326participant records in those plans
$9.2Mcompensation reported, direct and indirect
$42.68median reported per participant337 plans with an amount

For plan year 2024, 339 retirement plans with 100 or more participants reported paying Transamerica Life Insurance Company $5,000 or more. Those plans cover 210,326 participant records, and the service most often reported is recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $9.2M. Per plan, the median was $42.68 per participant, with the middle half of plans between $18.60 and $90.92. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in California (62), Texas (17) and Georgia (17).

In 2009 it appeared on 772 such filings; in 2024, 350 (down 55%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$18.60$42.68$90.92
Compensation as a share of plan net assets0.07%0.20%0.47%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 7722010: 8212011: 8552012: 9942013: 1,0132014: 1,0102015: 1,0122016: 9792017: 9682018: 9112019: 8282020: 7392021: 6442022: 5922023: 4042024: 3507721,01335020092012201620202024
Plans with 100+ participants naming this provider
2009: $17.2M2010: $18.4M2011: $22.2M2012: $17.9M2013: $17.8M2014: $18.7M2015: $18.1M2016: $13.9M2017: $13.6M2018: $12.2M2019: $12.2M2020: $10.1M2021: $11.6M2022: $11.7M2023: $10.0M2024: $10.0M$17.2M$22.2M$10.0M20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Recordkeeping and information management336
Participant loan processing336
Claims processing2
Investment management2
Participant communication2
Investment advisory (plan)1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Proservice Hawaii 401(k) PlanProservice Pacific, LLC DBA Proservice HawaiiHI18,512$413M$1.3M
The Connectme 401(k) PlanModern HR, Inc.CA13,470$108M$378K
Allied Universal Cbu 401(k) PlanUniversal Services of America, LPCA11,115$18.9M$260K
Paramount Staffing Perm, LLC 401(k) PlanParamount Staffing Perm, LLCIL9,479$3.2M$19K
Choice Pooled Employer Plan IAdministrative Group, LLC DBA Transamerica Fiduciary ServicesTN5,853$47.0M$72K
Cantex Continuing Care Network Employees Savings TrustCantex Continuing Care Network, LLCTX4,367$24.0M$2,359
Madison Services Group, LLC 401(k) PlanMadison Services Group, LLCGA3,738$19.1M$124K
Agua Caliente Band of Cahuilla Indians/spa Hotel & Casino 401(k) PlanAgua Caliente Band of Cahuilla IndiansCA3,440$98.8M$81K
Not-For-Profit Retirement Savings PlanCommunity Living Options, Inc.IL3,327$30.2M$13K
First Coast Security Services, Inc. 401(k) PlanFirst Coast Security Services, Inc.FL3,207$3.3M$31K
Beacon Specialized Living 401(k) PlanBeacon Specialized Living Services, Inc.MI2,964$15.7M$101K
El Pollo Loco, Inc. 401(k) PlanEl Pollo Loco, Inc.CA2,959$27.9M$49K
M S International, Inc. 401(k) Profit Sharing PlanM S International, Inc.CA2,340$100M$28K
Concept 2001, Inc. 401(k) PlanConcept 2001, Inc.SC2,334$31.2M$70K
Grease Monkey International 401(k) PlanGrease Monkey International LLCCO2,155$5.6M$29K
Rensko Holdings, LLC Retirement Savings PlanRensko Holdings, LLCOH2,133$662K$7,819
Wiley Sanders Truck Lines, Inc. 401(k) Profit Sharing PlanWiley Sanders Truck Lines, Inc.AL2,114$43.3M$43K
Food 4 Less Salary Savings PlanPaq, Inc. DBA Food 4 LessCA1,856$85.1M$21K
Porto's Bakery, Inc. 401(k) PlanPorto's Bakery, Inc.CA1,714$10.0M$6,332
Good Times Restaurants, Inc. 401(k) Savings & Investment PlanGood Times Restaurants, Inc.CO1,670$6.8M$17K
Renhill Staffing Service 401(k) PlanRenhill Staffing ServiceTX1,511$2.4M$2,946
HSC 401(k) PlanHealthcare Staffing & Consultants, LLCNJ1,439$8.3M$35K
PR Management, Corp. Retirement PlanPR Management, Corp.MA1,436$10.8M$7,215
Sterling BV, Inc. 401(k) PlanSterling BV, Inc.TX1,357$4.2M$14K
McDougall and Sons, Inc. Retirement PlanMcDougall and Sons, Inc.WA1,316$29.2M$57K
Eastern Warehouse Distributors, LLC 401(k) PlanEastern Warehouse Distributors, LLCPA1,280$14.3M$16K
Continuum Healthcare, LLC 401(k) PlanContinuum Healthcare, LLCNJ1,180$4.2M$48K
Gerrity's Supermarket, Inc. Retirement PlanGerrity's Supermarket, Inc.PA1,175$21.8M$5,666
Daiohs USA, Inc. 401(k) Savings and Profit Sharing PlanDaiohs USA, Inc.IL1,097$23.3M$57K
Cohn Restaurant Group, Inc. 401(k) PlanCohn Restaurant Group, Inc.CA1,013$8.6M$26K
Heartland Food Products Group 401(k) PlanTC Heartland, LLC DBA Heartland Food Products GroupIN1,002$29.1M$23K
Foresight Energy LLC 401(k) PlanForesight Energy LLCMO945$68.0M$84K
Progressivehealth 401(k) PlanProgressivehealth Rehabilitation, Inc.IN943$34.6M$47K
Tris Pharma 401(k) PlanTris Pharma, Inc.NJ910$49.7M$18K
Ormat 401(k) PlanOrmat Technologies, Inc. and SubsidiariesNV897$79.6M$38K
Weifield Group 401(k) Retirement PlanWeifield Group Holdings, LLCCO872$18.6M$87K
Taco Aloha, Inc. 401(k) PlanTaco Aloha, Inc.HI862$14.4M$27K
Clarity Telecom, LLC 401(k) PlanClarity Telecom, LLC DBA BluepeakCO855$20.4M$17K
Lyons Group 401(k) PlanLyons Group Ltd.MA827$8.0M$8,975
The Weber Retirement PlanWeber Enterprises, Inc. DBA Eugene Taco BellOR824$5.2M$3,821

Questions and answers

How many plans does Transamerica Life Insurance Company serve?

339 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Transamerica Life Insurance Company?

The median plan reported $42.68 per participant in direct and indirect compensation (337 plans reporting an amount), or 0.20% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Recordkeeping and information management (336 plans), Participant loan processing (336 plans), Claims processing (2 plans) and Investment management (2 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.