2025 Target Retirement Account Iii Yc — 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, 2025 Target Retirement Account Iii Yc is a benefit plan reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 024. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $6,061,838 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.1MPlan net assets, end of year$6,061,838
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Sentry Life Insurance Company Of New York
EIN
16-0919109
Plan number
024
Plan type
4
Location
Syracuse, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241004122233NAL0012203233001
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)$6.1M total assets
Net assets$6.1MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$711.2K
Benefits paid / distributions$683.3K
Contributions
Employer$2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$6,061,838
Total liabilities (EOY)
$0
Net assets (EOY)
$6,061,838
Net assets (BOY)
$4,183,862

Income & contributions

Employer contributions
$2,016,338
Total contributions
$2,016,338
Total income / additions
$2,589,207

Expenses & distributions

Benefits paid
$683,328
Administrative expenses
$27,903
Total expenses
$711,231
Net increase / (decrease)
$1,877,976
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 assets12%Computed ratio
Benefits paid ÷ total income26%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages