SENTRY LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 2050 TARGET RETIREMENT ACCOUNT III YJ
| Measure | Date | Value |
|---|
| 2022 : 2050 TARGET RETIREMENT ACCOUNT III YJ 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-2,679,154 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-2,679,154 |
| 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 | $6,680,606 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $3,310,960 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,224,681 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,982,825 |
| Value of total assets at end of year | 2022-12-31 | $15,617,904 |
| Value of total assets at beginning of year | 2022-12-31 | $12,248,258 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $86,279 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $323,929 |
| Other income not declared elsewhere | 2022-12-31 | $38,819 |
| Administrative expenses (other) incurred | 2022-12-31 | $86,279 |
| Value of net income/loss | 2022-12-31 | $3,369,646 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $15,617,904 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,248,258 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,617,904 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,248,258 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $14,187 |
| Contributions received in cash from employer | 2022-12-31 | $8,982,825 |
| Income. Dividends from common stock | 2022-12-31 | $323,929 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,224,681 |
| 2021 : 2050 TARGET RETIREMENT ACCOUNT III YJ 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-876,533 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-876,533 |
| 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 | $8,901,260 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $3,187,514 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,119,840 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,554,445 |
| Value of total assets at end of year | 2021-12-31 | $12,248,258 |
| Value of total assets at beginning of year | 2021-12-31 | $6,534,512 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $67,674 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $239,760 |
| Other income not declared elsewhere | 2021-12-31 | $1,166,808 |
| Administrative expenses (other) incurred | 2021-12-31 | $67,674 |
| Value of net income/loss | 2021-12-31 | $5,713,746 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,248,258 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,534,512 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $12,248,258 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,534,512 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $816,780 |
| Contributions received in cash from employer | 2021-12-31 | $7,554,445 |
| Income. Dividends from common stock | 2021-12-31 | $239,760 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,119,840 |
| 2020 : 2050 TARGET RETIREMENT ACCOUNT III YJ 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $712,762 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $712,762 |
| 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 | $3,698,725 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,378,897 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,342,580 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,759,947 |
| Value of total assets at end of year | 2020-12-31 | $6,534,512 |
| Value of total assets at beginning of year | 2020-12-31 | $4,214,684 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $36,317 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $104,585 |
| Other income not declared elsewhere | 2020-12-31 | $13,567 |
| Administrative expenses (other) incurred | 2020-12-31 | $36,317 |
| Value of net income/loss | 2020-12-31 | $2,319,828 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,534,512 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,214,684 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,534,512 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,214,684 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $107,864 |
| Contributions received in cash from employer | 2020-12-31 | $2,759,947 |
| Income. Dividends from common stock | 2020-12-31 | $104,585 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,342,580 |
| 2019 : 2050 TARGET RETIREMENT ACCOUNT III YJ 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $522,678 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $522,678 |
| 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 | $3,156,509 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $794,956 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $772,733 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,518,981 |
| Value of total assets at end of year | 2019-12-31 | $4,214,684 |
| Value of total assets at beginning of year | 2019-12-31 | $1,853,131 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $22,223 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $90,450 |
| Administrative expenses (other) incurred | 2019-12-31 | $22,223 |
| Value of net income/loss | 2019-12-31 | $2,361,553 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,214,684 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,853,131 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,214,684 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,853,131 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $24,400 |
| Contributions received in cash from employer | 2019-12-31 | $2,518,981 |
| Income. Dividends from common stock | 2019-12-31 | $90,450 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $772,733 |
| 2018 : 2050 TARGET RETIREMENT ACCOUNT III YJ 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-193,265 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-193,265 |
| 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 | $2,461,529 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $699,702 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $691,467 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,634,333 |
| Value of total assets at end of year | 2018-12-31 | $1,853,131 |
| Value of total assets at beginning of year | 2018-12-31 | $91,304 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,235 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $44,281 |
| Other income not declared elsewhere | 2018-12-31 | $1,572 |
| Administrative expenses (other) incurred | 2018-12-31 | $8,235 |
| Value of net income/loss | 2018-12-31 | $1,761,827 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,853,131 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $91,304 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,853,131 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $91,304 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-25,392 |
| Contributions received in cash from employer | 2018-12-31 | $2,634,333 |
| Income. Dividends from common stock | 2018-12-31 | $44,281 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $691,467 |
| 2017 : 2050 TARGET RETIREMENT ACCOUNT III YJ 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-269 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-269 |
| 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 | $220,045 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $128,741 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $128,680 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $217,274 |
| Value of total assets at end of year | 2017-12-31 | $91,304 |
| 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 | $61 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,688 |
| Other income not declared elsewhere | 2017-12-31 | $24 |
| Administrative expenses (other) incurred | 2017-12-31 | $61 |
| Value of net income/loss | 2017-12-31 | $91,304 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $91,304 |
| 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 | $91,304 |
| 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 | $1,328 |
| Contributions received in cash from employer | 2017-12-31 | $217,274 |
| Income. Dividends from common stock | 2017-12-31 | $1,688 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $128,680 |
