Small Cap Blend Account I M — 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, Small Cap Blend Account I M is a benefit plan reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 013. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,462,466 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.5MPlan net assets, end of year$1,462,466
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Sentry Life Insurance Company Of New York
EIN
16-0919109
Plan number
013
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 datasetH20241004112509NAL0020312080001
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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$257.9K
Total expenses$201.9K
Benefits paid / distributions$192.7K
Contributions
Employer$99.5K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,462,466
Total liabilities (EOY)
$0
Net assets (EOY)
$1,462,466
Net assets (BOY)
$1,406,395

Income & contributions

Employer contributions
$99,534
Total contributions
$99,534
Total income / additions
$257,925

Expenses & distributions

Benefits paid
$192,676
Administrative expenses
$9,178
Total expenses
$201,854
Net increase / (decrease)
$56,071
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 assets14%Computed ratio
Benefits paid ÷ total income75%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages