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BALANCED AGGRESSIVE GROWTH ACCOUNT CA 401k Plan overview

Plan NameBALANCED AGGRESSIVE GROWTH ACCOUNT CA
Plan identification number 043

BALANCED AGGRESSIVE GROWTH ACCOUNT CA Benefits

No plan benefit data available

401k Sponsoring company profile

SENTRY LIFE INSURANCE COMPANY OF NEW YORK has sponsored the creation of one or more 401k plans.

Company Name:SENTRY LIFE INSURANCE COMPANY OF NEW YORK
Employer identification number (EIN):160919109

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALANCED AGGRESSIVE GROWTH ACCOUNT CA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0432018-01-01
0432017-01-01
0432016-01-01KARA FISCHER
0432015-01-01KARA FISCHER
0432014-01-01KRISTIE GAGAS
0432013-01-01KRISTIE GAGAS
0432012-01-01KRISTIE GAGAS

Financial Data on BALANCED AGGRESSIVE GROWTH ACCOUNT CA

Measure Date Value
2018 : BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,200
Total unrealized appreciation/depreciation of assets2018-12-31$-1,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$939
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$667
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$11,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$26
Value of net income/loss2018-12-31$-11,163
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$1,472
Contributions received in cash from employer2018-12-31$667
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,076
2017 : BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$968
Total unrealized appreciation/depreciation of assets2017-12-31$968
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,148
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$95
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,479
Value of total assets at end of year2017-12-31$11,163
Value of total assets at beginning of year2017-12-31$8,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other income not declared elsewhere2017-12-31$457
Administrative expenses (other) incurred2017-12-31$70
Value of net income/loss2017-12-31$3,053
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,163
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16
Contributions received in cash from employer2017-12-31$1,479
Income. Dividends from common stock2017-12-31$228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25
2016 : BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$58
Total unrealized appreciation/depreciation of assets2016-12-31$58
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$663
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$66
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$386
Value of total assets at end of year2016-12-31$8,110
Value of total assets at beginning of year2016-12-31$7,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$59
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$112
Other income not declared elsewhere2016-12-31$96
Administrative expenses (other) incurred2016-12-31$59
Value of net income/loss2016-12-31$538
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,110
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11
Contributions received in cash from employer2016-12-31$386
Income. Dividends from common stock2016-12-31$112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$66
2015 : BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-889
Total unrealized appreciation/depreciation of assets2015-12-31$-889
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$206
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$74
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$367
Value of total assets at end of year2015-12-31$7,572
Value of total assets at beginning of year2015-12-31$7,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$57
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$90
Other income not declared elsewhere2015-12-31$625
Administrative expenses (other) incurred2015-12-31$57
Value of net income/loss2015-12-31$132
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,572
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$13
Contributions received in cash from employer2015-12-31$367
Income. Dividends from common stock2015-12-31$90
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17
2014 : BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-207
Total unrealized appreciation/depreciation of assets2014-12-31$-207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$644
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$96
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$425
Value of total assets at end of year2014-12-31$7,440
Value of total assets at beginning of year2014-12-31$6,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$54
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$162
Other income not declared elsewhere2014-12-31$232
Administrative expenses (other) incurred2014-12-31$54
Value of net income/loss2014-12-31$494
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,440
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$32
Contributions received in cash from employer2014-12-31$425
Income. Dividends from common stock2014-12-31$162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$96
2013 : BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$855
Total unrealized appreciation/depreciation of assets2013-12-31$855
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,444
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$288
Value of total assets at end of year2013-12-31$6,946
Value of total assets at beginning of year2013-12-31$5,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$48
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$125
Other income not declared elsewhere2013-12-31$117
Administrative expenses (other) incurred2013-12-31$48
Value of net income/loss2013-12-31$1,148
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,946
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$59
Contributions received in cash from employer2013-12-31$288
Income. Dividends from common stock2013-12-31$125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$248
2012 : BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$416
Total unrealized appreciation/depreciation of assets2012-12-31$416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,823
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$25
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,284
Value of total assets at end of year2012-12-31$5,798
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$122
Administrative expenses (other) incurred2012-12-31$25
Value of net income/loss2012-12-31$5,798
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,798
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1
Contributions received in cash from employer2012-12-31$5,284
Income. Dividends from common stock2012-12-31$122

Form 5500 Responses for BALANCED AGGRESSIVE GROWTH ACCOUNT CA

2018: BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2017: BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: BALANCED AGGRESSIVE GROWTH ACCOUNT CA 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo

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