Sentry 401k Plan — Form 5500 plan (Sentry Insurance Company)

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, Sentry 401k Plan is a benefit plan reported by Sentry Insurance Company under EIN 39-0333950 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,811 participants and $1,806,594,385 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sentry Insurance Company
EIN
39-0333950
Plan number
003
Plan type
2
Location
Stevens Point, WI
Latest filing year
2023
Participants
7,811
End-of-year plan assets
$1,806,594,385

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,811H, C20241011124855NAL0036948192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,806,594,385
Total liabilities (EOY)
$0
Net assets (EOY)
$1,806,594,385
Net assets (BOY)
$1,623,196,734

Income & contributions

Employer contributions
$31,165,197
Participant contributions
$41,585,288
Total contributions
$81,784,291
Total income / additions
$278,124,536

Expenses & distributions

Benefits paid
$94,551,916
Administrative expenses
$174,969
Total expenses
$94,726,885
Net increase / (decrease)
$183,397,651

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morningstar Investment ManagementINVESTMENT ADVISOR$130,221$02023
Sentry Life Insurance CompanyPARTY IN INTEREST$44,820$02023

Related Form 5500 pages