2025 Target Retirement Account Iv Id — 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 Iv Id is a benefit plan reported by Sentry Life Insurance Company Of New York under EIN 16-0919109 and plan number 080. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $8,141,670 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.1MPlan net assets, end of year$8,141,670
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
- Plan sponsor
- Sentry Life Insurance Company Of New York
- EIN
- 16-0919109
- Plan number
- 080
- 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 | 20241004101703NAL0019445968001 |
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)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,141,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,141,670
- Net assets (BOY)
- $6,982,465
Income & contributions
- Employer contributions
- $1,911,168
- Total contributions
- $1,911,168
- Total income / additions
- $2,797,784
Expenses & distributions
- Benefits paid
- $1,602,787
- Administrative expenses
- $35,792
- Total expenses
- $1,638,579
- Net increase / (decrease)
- $1,159,205
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.