Plan5500

Sentry Employee Retirement Plan — Form 5500 plan (Sentry Insurance Company)

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, Sentry Employee Retirement Plan is a benefit plan reported by Sentry Insurance Company under EIN 39-0333950 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,100 participants and $1,434,958,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sentry Insurance Company
EIN
39-0333950
Plan number
001
Plan type
2
Location
Stevens Point, WI
Latest filing year
2023
Participants
7,100
End-of-year plan assets
$1,434,958,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,100H, C20241011114235NAL0022680801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,434,958,578
Total liabilities (EOY)
$0
Net assets (EOY)
$1,434,958,578
Net assets (BOY)
$1,348,822,618

Income & contributions

Total contributions
$0
Total income / additions
$168,756,287

Expenses & distributions

Benefits paid
$81,707,552
Administrative expenses
$912,775
Total expenses
$82,620,327
Net increase / (decrease)
$86,135,960

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerPLAN ACTUARY$147,175not reported in the loaded dataset2023
Cliftonlarsonallen LlpPLAN AUDITOR$0not reported in the loaded dataset2023

Related Form 5500 pages