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Transamerica Institute is a private corporation based in CEDAR RAPIDS, IA. The foundation received its IRS ruling in 2025. The principal officer is % Amanda Trask-Tax Department. It holds total assets of $5M. Annual income is reported at $5.7M. CONDUCTED RESEARCH ON RETIREMENT SECURITY AND THE INTERSECTIONS OF HEALTH AND FINANCIAL WELL-BEING, INCLUDING SURVEYS AND SURVEY REPORTS OF WORKERS AND EMPLOYERS REGARDING WORKPLACE BENEFITS AND GENERAL RETIREMENT PREPAREDNESS. PRODUCED SIX RESEARCH REPORTS AND TWO BYLINE ARTICLES. Contributions to this foundation are tax-deductible.
CONDUCTED RESEARCH AND DEVELOPED EDUCATIONAL CONTENT FOCUSING ON RETIREMENT SECURITY SEE ATTCHED FOR ADDITIONAL DETAIL
Expenses: $370K
CONDUCTED OUTREACH TO EDUCATE THE AMERICAN PUBLIC ON TRENDS ISSUES AND OPPORTUNITIES RELATED TO SAVING AND PLANNING FOR RETIREMENT AND ACHIEVING FINANCIAL SECURITY IN RETIREMENT SEE ATTACHED FOR ADDITIONAL DETAIL
Expenses: $196K
CONDUCTED RESEARCH AND DEVELOPED EDUCATION CONTENT TO BRING CLARITY TO HEALTH INSURANCE COVERAGE HEALTH CARE OPTIONS AND WORKPLACE WELLNESS PROGRAMS SEE ATTACHED FOR ADDITIONAL DETAIL
Expenses: $80K
CONDUCTED OUTREACH TO HELP EDUCATE AMERICANS ABOUT HEALTH INSURANCE COVERAGE HEALTH CARE OPTIONS AND WELLNESS SEE ATTACHED FOR ADDITIONAL DETAIL
Expenses: $303K
CONDUCTED RESEARCH ON RETIREMENT SECURITY AND THE INTERSECTIONS OF HEALTH AND FINANCIAL WELL-BEING, INCLUDING SURVEYS AND SURVEY REPORTS OF WORKERS AND EMPLOYERS REGARDING WORKPLACE BENEFITS AND GENERAL RETIREMENT PREPAREDNESS. PRODUCED SIX RESEARCH REPORTS AND TWO BYLINE ARTICLES.
Transamerica Institute typically selects its grantees rather than accepting unsolicited proposals.
Transamerica Institute is headquartered in CEDAR RAPIDS, IA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Holly Waters | DIRECTOR | $0 | $0 | $0 |
| Catherine Collinson | CEO/PRES/DIR | $0 | $0 | $0 |
| Christopher Conrad | VICE PRESIDE | $0 | $0 | $0 |
| Steven D Weinberg | SECRETARY | $0 | $0 | $0 |
| Gregory E Miller-Breetz | DEPUTY SECRE | $0 | $0 | $0 |
Total Giving
$857K
Total Assets
$175K
Fair Market Value
$175K
Net Worth
$147K
Grants Paid
$0
Contributions
$904K
Net Investment Income
$0
Distribution Amount
$0
| Katie Helgens |
| TREASURER, D |
| $0 |
| $0 |
| $0 |
| Amanda Trask | ASSISTANT TR | $0 | $0 | $0 |
| Scott Albertson | DIRECTOR | $0 | $0 | $0 |
| Jolene Crittenden | DIRECTOR | $0 | $0 | $0 |
| Sean Cassidy | DIRECTOR | $0 | $0 | $0 |
| Phil Eckman | DIRECTOR | $0 | $0 | $0 |
| Maurice Perkins | DIRECTOR | $0 | $0 | $0 |
| Andrew Williams | DIRECTOR | $0 | $0 | $0 |
| Jamie Poston | DIRECTOR | $0 | $0 | $0 |
| Julie Quinlan | DIRECTOR | $0 | $0 | $0 |
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