2023 Form 5500 filing — Small-Mid Cap Growth Account Cc

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002111210NAL0014842304001) for Small-Mid Cap Growth Account Cc, reported by Sentry Life Insurance Company under EIN 39-6040276 and plan number 058. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$34.9MReported net assets$34,927,945
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241002111210NAL0014842304001
Plan sponsor
Sentry Life Insurance Company
EIN
39-6040276
Plan number
058
Location
Stevens Point, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$34.9M total assets
Net assets$34.9MLiabilities$0
Money in vs. money out
Total income / additions$12.1M
Total expenses$10M
Benefits paid / distributions$9.8M
Contributions
Employer$7.4M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$34,927,945
Total liabilities (EOY)
$0
Net assets (EOY)
$34,927,945
Employer contributions
$7,391,511
Total income / additions
$12,130,297
Benefits paid
$9,778,662
Administrative expenses
$214,969
Total expenses
$9,993,631
Net increase / (decrease)
$2,136,666

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002111210NAL0014842304001 cover?
It is the 2023 Form 5500 filing for Small-Mid Cap Growth Account Cc, reported by Sentry Life Insurance Company (EIN 39-6040276).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages