2023 Form 5500 filing — Sentry 401k 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 20241011124855NAL0036948192001) for Sentry 401k Plan, reported by Sentry Insurance Company under EIN 39-0333950 and plan number 003. It reports 7,811 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124855NAL0036948192001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sentry Insurance Company
- EIN
- 39-0333950
- Plan number
- 003
- Location
- Stevens Point, WI
- Participants
- 7,811
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,806,594,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,806,594,385
- Employer contributions
- $31,165,197
- Participant contributions
- $41,585,288
- Total income / additions
- $278,124,536
- Benefits paid
- $94,551,916
- Administrative expenses
- $174,969
- Total expenses
- $94,726,885
- Net increase / (decrease)
- $183,397,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISOR | $130,221 | $0 |
| Sentry Life Insurance Company | PARTY IN INTEREST | $44,820 | $0 |