Capital Appreciation Account A — Form 5500 plan (Sentry Life 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, Capital Appreciation Account A is a benefit plan reported by Sentry Life Insurance Company under EIN 39-6040276 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $233,281,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sentry Life Insurance Company
- EIN
- 39-6040276
- Plan number
- 001
- Plan type
- 4
- Location
- Stevens Point, WI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $233,281,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241002065705NAL0007977777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $233,281,580
- Total liabilities (EOY)
- $74,600
- Net assets (EOY)
- $233,206,980
- Net assets (BOY)
- $227,531,119
Income & contributions
- Total contributions
- $0
- Total income / additions
- $56,769,565
Expenses & distributions
- Benefits paid
- $50,000,000
- Administrative expenses
- $1,093,704
- Total expenses
- $51,093,704
- Net increase / (decrease)
- $5,675,861
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.