2023 Form 5500 filing — Balanced Income Account G

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 20241004094935NAL0011274801001) for Balanced Income Account G, reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 007. 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)$1.3MReported net assets$1,277,576
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241004094935NAL0011274801001
Plan sponsor
Sentry Life Insurance Company Of New York
EIN
16-0919109
Plan number
007
Location
Syracuse, NY
Received date
not reported in the loaded dataset
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)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions$144.5K
Total expenses$239.1K
Benefits paid / distributions$229.2K
Contributions
Employer$59.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,277,576
Total liabilities (EOY)
$0
Net assets (EOY)
$1,277,576
Employer contributions
$59,234
Total income / additions
$144,500
Benefits paid
$229,239
Administrative expenses
$9,880
Total expenses
$239,119
Net increase / (decrease)
-$94,619

Related Form 5500 pages