Balanced Income Account G — 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, Balanced Income Account G is a benefit plan reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 007. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,277,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sentry Life Insurance Company Of New York
- EIN
- 16-0919109
- Plan number
- 007
- Plan type
- 4
- Location
- Syracuse, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241004094935NAL0011274801001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,277,576
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,277,576
- Net assets (BOY)
- $1,372,195
Income & contributions
- Employer contributions
- $59,234
- Total contributions
- $59,234
- Total income / additions
- $144,500
Expenses & distributions
- Benefits paid
- $229,239
- Administrative expenses
- $9,880
- Total expenses
- $239,119
- Net increase / (decrease)
- -$94,619
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.