2035 Target Retirement Account Iv If — 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, 2035 Target Retirement Account Iv If is a benefit plan reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 082. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $4,680,657 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.7MPlan net assets, end of year$4,680,657
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Sentry Life Insurance Company Of New York
EIN
16-0919109
Plan number
082
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 datasetH20241004111049NAL0022548274001
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)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$716.6K
Benefits paid / distributions$695.7K
Contributions
Employer$1.2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$4,680,657
Total liabilities (EOY)
$0
Net assets (EOY)
$4,680,657
Net assets (BOY)
$3,563,526

Income & contributions

Employer contributions
$1,192,428
Total contributions
$1,192,428
Total income / additions
$1,833,747

Expenses & distributions

Benefits paid
$695,686
Administrative expenses
$20,930
Total expenses
$716,616
Net increase / (decrease)
$1,117,131
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 assets15%Computed ratio
Benefits paid ÷ total income38%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages