Global Large Cap Account K — 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, Global Large Cap Account K is a benefit plan reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 011. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,577,035 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6MPlan net assets, end of year$1,577,035
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Sentry Life Insurance Company Of New York
EIN
16-0919109
Plan number
011
Plan type
4
Location
Syracuse, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241004111954NAL0011353249001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$455.3K
Total expenses$110.9K
Benefits paid / distributions$99.9K
Contributions
Employer$159.2K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,577,035
Total liabilities (EOY)
$0
Net assets (EOY)
$1,577,035
Net assets (BOY)
$1,232,644

Income & contributions

Employer contributions
$159,214
Total contributions
$159,214
Total income / additions
$455,290

Expenses & distributions

Benefits paid
$99,947
Administrative expenses
$10,952
Total expenses
$110,899
Net increase / (decrease)
$344,391
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income22%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages