2023 Form 5500 filing — Sentry Employee Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011114235NAL0022680801001) for Sentry Employee Retirement Plan, reported by Sentry Insurance Company under EIN 39-0333950 and plan number 001. It reports 7,100 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011114235NAL0022680801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sentry Insurance Company
- EIN
- 39-0333950
- Plan number
- 001
- Location
- Stevens Point, WI
- Participants
- 7,100
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,434,958,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,434,958,578
- Total income / additions
- $168,756,287
- Benefits paid
- $81,707,552
- Administrative expenses
- $912,775
- Total expenses
- $82,620,327
- Net increase / (decrease)
- $86,135,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | PLAN ACTUARY | $147,175 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | PLAN AUDITOR | $0 | not reported in the loaded dataset |