2023 Form 5500 filing — Large Cap Value Account Ii Na

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 20241002121513NAL0004779187001) for Large Cap Value Account Ii Na, reported by Sentry Life Insurance Company under EIN 39-6040276 and plan number 113. 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)$16.3MReported net assets$16,257,244
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241002121513NAL0004779187001
Plan sponsor
Sentry Life Insurance Company
EIN
39-6040276
Plan number
113
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)$16.3M total assets
Net assets$16.3MLiabilities$0
Money in vs. money out
Total income / additions$9.5M
Total expenses$3.2M
Benefits paid / distributions$3.1M
Contributions
Employer$8.2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$16,257,244
Total liabilities (EOY)
$0
Net assets (EOY)
$16,257,244
Employer contributions
$8,205,318
Total income / additions
$9,464,941
Benefits paid
$3,101,455
Administrative expenses
$81,168
Total expenses
$3,182,623
Net increase / (decrease)
$6,282,318

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002121513NAL0004779187001 cover?
It is the 2023 Form 5500 filing for Large Cap Value Account Ii Na, 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