2035 Target Retirement Account Iv If — Form 5500 plan (Sentry Life 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, 2035 Target Retirement Account Iv If is a benefit plan reported by Sentry Life Insurance Company under EIN 39-6040276 and plan number 106. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $402,227,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sentry Life Insurance Company
- EIN
- 39-6040276
- Plan number
- 106
- Plan type
- 4
- Location
- Stevens Point, WI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $402,227,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241002115654NAL0003994675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $402,227,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $402,227,215
- Net assets (BOY)
- $334,085,396
Income & contributions
- Employer contributions
- $73,582,639
- Total contributions
- $73,582,639
- Total income / additions
- $130,770,776
Expenses & distributions
- Benefits paid
- $60,321,267
- Administrative expenses
- $2,307,690
- Total expenses
- $62,628,957
- Net increase / (decrease)
- $68,141,819
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.