2025 Target Retirement Account Iv Id — 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, 2025 Target Retirement Account Iv Id is a benefit plan reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 080. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $8,141,670 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
080
Plan type
4
Location
Syracuse, NY
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$8,141,670

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241004101703NAL0019445968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,141,670
Total liabilities (EOY)
$0
Net assets (EOY)
$8,141,670
Net assets (BOY)
$6,982,465

Income & contributions

Employer contributions
$1,911,168
Total contributions
$1,911,168
Total income / additions
$2,797,784

Expenses & distributions

Benefits paid
$1,602,787
Administrative expenses
$35,792
Total expenses
$1,638,579
Net increase / (decrease)
$1,159,205

Service provider compensation (Schedule C)

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

Related Form 5500 pages