SENTRY LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 2030 TARGET RETIREMENT ACCOUNT III YH
Measure | Date | Value |
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2022 : 2030 TARGET RETIREMENT ACCOUNT III YH 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-6,382,301 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-6,382,301 |
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 | $17,037,894 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,353,512 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,121,315 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $23,058,426 |
Value of total assets at end of year | 2022-12-31 | $43,286,433 |
Value of total assets at beginning of year | 2022-12-31 | $34,602,051 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $232,197 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $862,918 |
Other income not declared elsewhere | 2022-12-31 | $203,180 |
Administrative expenses (other) incurred | 2022-12-31 | $232,197 |
Value of net income/loss | 2022-12-31 | $8,684,382 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $43,286,433 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $34,602,051 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $43,286,433 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $34,602,051 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-704,329 |
Contributions received in cash from employer | 2022-12-31 | $23,058,426 |
Income. Dividends from common stock | 2022-12-31 | $862,918 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,121,315 |
2021 : 2030 TARGET RETIREMENT ACCOUNT III YH 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-3,926,893 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-3,926,893 |
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 | $22,355,773 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $6,518,644 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,356,435 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $19,820,454 |
Value of total assets at end of year | 2021-12-31 | $34,602,051 |
Value of total assets at beginning of year | 2021-12-31 | $18,764,922 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $162,209 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $629,342 |
Other income not declared elsewhere | 2021-12-31 | $4,535,445 |
Administrative expenses (other) incurred | 2021-12-31 | $162,209 |
Value of net income/loss | 2021-12-31 | $15,837,129 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $34,602,051 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,764,922 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $34,602,051 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $18,764,922 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,297,425 |
Contributions received in cash from employer | 2021-12-31 | $19,820,454 |
Income. Dividends from common stock | 2021-12-31 | $629,342 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,356,435 |
2020 : 2030 TARGET RETIREMENT ACCOUNT III YH 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,008,862 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,008,862 |
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 | $12,102,656 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,654,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,574,279 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,176,824 |
Value of total assets at end of year | 2020-12-31 | $18,764,922 |
Value of total assets at beginning of year | 2020-12-31 | $11,317,011 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $80,466 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $298,080 |
Other income not declared elsewhere | 2020-12-31 | $170,093 |
Administrative expenses (other) incurred | 2020-12-31 | $80,466 |
Value of net income/loss | 2020-12-31 | $7,447,911 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $18,764,922 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,317,011 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $18,764,922 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $11,317,011 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $448,797 |
Contributions received in cash from employer | 2020-12-31 | $10,176,824 |
Income. Dividends from common stock | 2020-12-31 | $298,080 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,574,279 |
2019 : 2030 TARGET RETIREMENT ACCOUNT III YH 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,223,532 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,223,532 |
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 | $9,220,628 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,565,921 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,510,512 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,646,106 |
Value of total assets at end of year | 2019-12-31 | $11,317,011 |
Value of total assets at beginning of year | 2019-12-31 | $5,662,304 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $55,409 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $259,060 |
Administrative expenses (other) incurred | 2019-12-31 | $55,409 |
Value of net income/loss | 2019-12-31 | $5,654,707 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,317,011 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,662,304 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $11,317,011 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,662,304 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $91,930 |
Contributions received in cash from employer | 2019-12-31 | $7,646,106 |
Income. Dividends from common stock | 2019-12-31 | $259,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,510,512 |
2018 : 2030 TARGET RETIREMENT ACCOUNT III YH 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-480,974 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-480,974 |
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 | $6,839,885 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,772,525 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,745,816 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $7,195,737 |
Value of total assets at end of year | 2018-12-31 | $5,662,304 |
Value of total assets at beginning of year | 2018-12-31 | $1,594,944 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $26,709 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $140,140 |
Other income not declared elsewhere | 2018-12-31 | $12,664 |
Administrative expenses (other) incurred | 2018-12-31 | $26,709 |
Value of net income/loss | 2018-12-31 | $4,067,360 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,662,304 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,594,944 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,662,304 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,594,944 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-27,682 |
Contributions received in cash from employer | 2018-12-31 | $7,195,737 |
Income. Dividends from common stock | 2018-12-31 | $140,140 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,745,816 |
2017 : 2030 TARGET RETIREMENT ACCOUNT III YH 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-16,120 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-16,120 |
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 | $1,683,279 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $88,335 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $87,884 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,667,040 |
Value of total assets at end of year | 2017-12-31 | $1,594,944 |
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 | $451 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $31,120 |
Other income not declared elsewhere | 2017-12-31 | $883 |
Administrative expenses (other) incurred | 2017-12-31 | $451 |
Value of net income/loss | 2017-12-31 | $1,594,944 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,594,944 |
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 | $1,594,944 |
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 | $356 |
Contributions received in cash from employer | 2017-12-31 | $1,667,040 |
Income. Dividends from common stock | 2017-12-31 | $31,120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $87,884 |