SENTRY LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 2025 TARGET RETIREMENT ACCOUNT III YC
| Measure | Date | Value |
|---|
| 2022 : 2025 TARGET RETIREMENT ACCOUNT III YC 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-33,051,070 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-33,051,070 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $66,158,014 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $31,828,615 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $30,971,047 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $95,426,602 |
| Value of total assets at end of year | 2022-12-31 | $169,274,084 |
| Value of total assets at beginning of year | 2022-12-31 | $134,944,685 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $857,568 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,636,546 |
| Other income not declared elsewhere | 2022-12-31 | $1,244,311 |
| Administrative expenses (other) incurred | 2022-12-31 | $857,568 |
| Value of net income/loss | 2022-12-31 | $34,329,399 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $169,274,084 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $134,944,685 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $169,274,084 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $134,944,685 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,098,375 |
| Contributions received in cash from employer | 2022-12-31 | $95,426,602 |
| Income. Dividends from common stock | 2022-12-31 | $3,636,546 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $30,971,047 |
| 2021 : 2025 TARGET RETIREMENT ACCOUNT III YC 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-11,805,475 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-11,805,475 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $42,668,167 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $24,527,955 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $23,565,060 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $31,009,158 |
| Value of total assets at end of year | 2021-12-31 | $134,944,685 |
| Value of total assets at beginning of year | 2021-12-31 | $116,804,473 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $962,895 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,509,904 |
| Other income not declared elsewhere | 2021-12-31 | $16,384,002 |
| Administrative expenses (other) incurred | 2021-12-31 | $962,895 |
| Value of net income/loss | 2021-12-31 | $18,140,212 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $134,944,685 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $116,804,473 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $134,944,685 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $116,804,473 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,570,578 |
| Contributions received in cash from employer | 2021-12-31 | $31,009,158 |
| Income. Dividends from common stock | 2021-12-31 | $2,509,904 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $23,565,060 |
| 2020 : 2025 TARGET RETIREMENT ACCOUNT III YC 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $6,531,919 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $6,531,919 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $31,269,477 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $29,108,254 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $28,286,245 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $18,224,177 |
| Value of total assets at end of year | 2020-12-31 | $116,804,473 |
| Value of total assets at beginning of year | 2020-12-31 | $114,643,250 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $822,009 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,847,703 |
| Other income not declared elsewhere | 2020-12-31 | $3,018,034 |
| Administrative expenses (other) incurred | 2020-12-31 | $822,009 |
| Value of net income/loss | 2020-12-31 | $2,161,223 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $116,804,473 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $114,643,250 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $116,804,473 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $114,643,250 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,647,644 |
| Contributions received in cash from employer | 2020-12-31 | $18,224,177 |
| Income. Dividends from common stock | 2020-12-31 | $1,847,703 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $28,286,245 |
| 2019 : 2025 TARGET RETIREMENT ACCOUNT III YC 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $16,455,502 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $16,455,502 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $40,943,438 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $31,596,690 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $30,755,565 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $21,238,221 |
| Value of total assets at end of year | 2019-12-31 | $114,643,250 |
| Value of total assets at beginning of year | 2019-12-31 | $105,296,502 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $841,125 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,869,436 |
| Administrative expenses (other) incurred | 2019-12-31 | $841,125 |
| Value of net income/loss | 2019-12-31 | $9,346,748 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $114,643,250 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $105,296,502 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $114,643,250 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $105,296,502 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $380,279 |
| Contributions received in cash from employer | 2019-12-31 | $21,238,221 |
| Income. Dividends from common stock | 2019-12-31 | $2,869,436 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $30,755,565 |
| 2018 : 2025 TARGET RETIREMENT ACCOUNT III YC 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-8,935,405 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-8,935,405 |
| 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 | $14,987,033 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $30,766,686 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $29,870,990 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $20,686,918 |
| Value of total assets at end of year | 2018-12-31 | $105,296,502 |
| Value of total assets at beginning of year | 2018-12-31 | $121,076,155 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $895,696 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,605,467 |
| Other income not declared elsewhere | 2018-12-31 | $601,723 |
| Administrative expenses (other) incurred | 2018-12-31 | $895,696 |
| Value of net income/loss | 2018-12-31 | $-15,779,653 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $105,296,502 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $121,076,155 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $105,296,502 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $121,076,155 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $28,330 |
| Contributions received in cash from employer | 2018-12-31 | $20,686,918 |
| Income. Dividends from common stock | 2018-12-31 | $2,605,467 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $29,870,990 |
| 2017 : 2025 TARGET RETIREMENT ACCOUNT III YC 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-86,098 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-86,098 |
| 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 | $126,564,715 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $5,488,560 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,370,112 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $123,685,271 |
| Value of total assets at end of year | 2017-12-31 | $121,076,155 |
| Value of total assets at beginning of year | 2017-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $118,448 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,360,675 |
| Other income not declared elsewhere | 2017-12-31 | $560,604 |
| Administrative expenses (other) incurred | 2017-12-31 | $118,448 |
| Value of net income/loss | 2017-12-31 | $121,076,155 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $121,076,155 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $121,076,155 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $44,263 |
| Contributions received in cash from employer | 2017-12-31 | $123,685,271 |
| Income. Dividends from common stock | 2017-12-31 | $2,360,675 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,370,112 |
