Aggressive Growth Account H — Form 5500 plan (Sentry Life Insurance Company Of New York)
Plain-English plan 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, Aggressive Growth Account H is a benefit plan reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 008. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $6,625,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sentry Life Insurance Company Of New York
- EIN
- 16-0919109
- Plan number
- 008
- Plan type
- 4
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $6,625,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241004100529NAL0019436208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,625,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,625,720
- Net assets (BOY)
- $4,398,838
Income & contributions
- Employer contributions
- $451,440
- Total contributions
- $451,440
- Total income / additions
- $2,406,138
Expenses & distributions
- Benefits paid
- $139,848
- Administrative expenses
- $39,408
- Total expenses
- $179,256
- Net increase / (decrease)
- $2,226,882
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.