2023 Form 5500 filing — Total Bond Index Account W

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 20241004121515NAL0011405953001) for Total Bond Index Account W, reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 031. 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)$3.7MReported net assets$3,688,014
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241004121515NAL0011405953001
Plan sponsor
Sentry Life Insurance Company Of New York
EIN
16-0919109
Plan number
031
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$707.9K
Benefits paid / distributions$693.4K
Contributions
Employer$2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,688,014
Total liabilities (EOY)
$0
Net assets (EOY)
$3,688,014
Employer contributions
$1,992,582
Total income / additions
$2,193,089
Benefits paid
$693,365
Administrative expenses
$14,563
Total expenses
$707,928
Net increase / (decrease)
$1,485,161

Related Form 5500 pages