Sentry Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sentry Management, Inc. (EIN 59-1625937) is a plan sponsor located in Longwood, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-1625937
Location
Longwood, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,992,936
Total reported liabilities (EOY)
$519
Total reported net assets (EOY)
$8,992,417

Contributions & income

Employer contributions
$44,052
Participant contributions
$1,325,856
Total income / additions
$2,635,335

Expenses & distributions

Benefits paid / distributions
$1,322,757
Total expenses
$1,394,346
Net increase / (decrease)
$1,240,989

Coverage

Total reported participants
1,819
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sentry Management, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sentry Management, Inc. 401(K) Plan001982$8,992,9362023
Sentry Management, Inc. Health Benefit Plan501837not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sentry Management, Inc.
YearPlanParticipantsSchedulesFiling
2023Sentry Management, Inc. Health Benefit Plan83720240605153206NAL0021071825001
2023Sentry Management, Inc. 401(K) Plan982H, C20241105084224NAL0007628273001

Related Form 5500 pages