2023 Form 5500 filing — Small Cap Blend Account I M

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 20241004112509NAL0020312080001) for Small Cap Blend Account I M, reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 013. 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)$1.5MReported net assets$1,462,466
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241004112509NAL0020312080001
Plan sponsor
Sentry Life Insurance Company Of New York
EIN
16-0919109
Plan number
013
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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$257.9K
Total expenses$201.9K
Benefits paid / distributions$192.7K
Contributions
Employer$99.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,462,466
Total liabilities (EOY)
$0
Net assets (EOY)
$1,462,466
Employer contributions
$99,534
Total income / additions
$257,925
Benefits paid
$192,676
Administrative expenses
$9,178
Total expenses
$201,854
Net increase / (decrease)
$56,071

Related Form 5500 pages