Mid-Cap Growth Account I N — 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, Mid-Cap Growth Account I N is a benefit plan reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 014. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $590,810 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$590.8KPlan net assets, end of year$590,810
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Sentry Life Insurance Company Of New York
EIN
16-0919109
Plan number
014
Plan type
4
Location
Syracuse, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    Participants not reported · 4Sch H
    View filing →
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)$590.8K total assets
Net assets$590.8KLiabilities$0
Money in vs. money out
Total income / additions$125.3K
Total expenses$10.3K
Benefits paid / distributions$6.4K
Contributions
Employer$27.8K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$590,810
Total liabilities (EOY)
$0
Net assets (EOY)
$590,810
Net assets (BOY)
$475,758

Income & contributions

Employer contributions
$27,811
Total contributions
$27,811
Total income / additions
$125,339

Expenses & distributions

Benefits paid
$6,368
Administrative expenses
$3,919
Total expenses
$10,287
Net increase / (decrease)
$115,052
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 assets2%Computed ratio
Benefits paid ÷ total income5%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages