Diversified Income Account D — Form 5500 plan (Sentry Life Insurance Company Of New York)

Plain-English plan 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, Diversified Income Account D is a benefit plan reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $848,792 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$848.8KPlan net assets, end of year$848,792
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Sentry Life Insurance Company Of New York
EIN
16-0919109
Plan number
004
Plan type
4
Location
Syracuse, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    Participants not reported · 4Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$848.8K total assets
Net assets$848.8KLiabilities$0
Money in vs. money out
Total income / additions$202.2K
Total expenses$61.1K
Benefits paid / distributions$54K
Contributions
Employer$142.4K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$848,792
Total liabilities (EOY)
$0
Net assets (EOY)
$848,792
Net assets (BOY)
$707,692

Income & contributions

Employer contributions
$142,426
Total contributions
$142,426
Total income / additions
$202,170

Expenses & distributions

Benefits paid
$53,967
Administrative expenses
$7,103
Total expenses
$61,070
Net increase / (decrease)
$141,100
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages