Total Stock Index Account R — 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, Total Stock Index Account R is a benefit plan reported by Sentry Life Insurance Company under EIN 39-6040276 and plan number 018. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $161,869,053 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
- 018
- Plan type
- 4
- Location
- Stevens Point, WI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $161,869,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241002132601NAL0014388848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $161,869,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $161,869,053
- Net assets (BOY)
- $120,672,739
Income & contributions
- Employer contributions
- $47,363,082
- Total contributions
- $47,363,082
- Total income / additions
- $80,189,465
Expenses & distributions
- Benefits paid
- $38,249,961
- Administrative expenses
- $743,190
- Total expenses
- $38,993,151
- Net increase / (decrease)
- $41,196,314
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.