SENTRY LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 2040 TARGET RETIREMENT ACCOUNT IV IG
Measure | Date | Value |
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2022 : 2040 TARGET RETIREMENT ACCOUNT IV IG 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-21,636,805 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-21,636,805 |
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 | $17,263,359 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $16,511,132 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $16,008,812 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $32,352,542 |
Value of total assets at end of year | 2022-12-31 | $81,916,596 |
Value of total assets at beginning of year | 2022-12-31 | $81,164,369 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $502,320 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,091,540 |
Other income not declared elsewhere | 2022-12-31 | $4,045,821 |
Administrative expenses (other) incurred | 2022-12-31 | $502,320 |
Value of net income/loss | 2022-12-31 | $752,227 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $81,916,596 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $81,164,369 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $81,916,596 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $81,164,369 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $1,410,261 |
Contributions received in cash from employer | 2022-12-31 | $32,352,542 |
Income. Dividends from common stock | 2022-12-31 | $1,091,540 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $16,008,812 |
2021 : 2040 TARGET RETIREMENT ACCOUNT IV IG 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $2,559,145 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $2,559,145 |
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 | $38,204,863 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $16,383,417 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $15,920,023 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $27,400,826 |
Value of total assets at end of year | 2021-12-31 | $81,164,369 |
Value of total assets at beginning of year | 2021-12-31 | $59,342,923 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $463,394 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $831,513 |
Other income not declared elsewhere | 2021-12-31 | $3,220,756 |
Administrative expenses (other) incurred | 2021-12-31 | $463,394 |
Value of net income/loss | 2021-12-31 | $21,821,446 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $81,164,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $59,342,923 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $81,164,369 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $59,342,923 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,192,623 |
Contributions received in cash from employer | 2021-12-31 | $27,400,826 |
Income. Dividends from common stock | 2021-12-31 | $831,513 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $15,920,023 |
2020 : 2040 TARGET RETIREMENT ACCOUNT IV IG 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $6,271,750 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $6,271,750 |
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 | $31,271,759 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $13,832,182 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $13,530,338 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $22,043,846 |
Value of total assets at end of year | 2020-12-31 | $59,342,923 |
Value of total assets at beginning of year | 2020-12-31 | $41,903,346 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $301,844 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $605,562 |
Other income not declared elsewhere | 2020-12-31 | $1,412,672 |
Administrative expenses (other) incurred | 2020-12-31 | $301,844 |
Value of net income/loss | 2020-12-31 | $17,439,577 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $59,342,923 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $41,903,346 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $59,342,923 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $41,903,346 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $937,929 |
Contributions received in cash from employer | 2020-12-31 | $22,043,846 |
Income. Dividends from common stock | 2020-12-31 | $605,562 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $13,530,338 |
2019 : 2040 TARGET RETIREMENT ACCOUNT IV IG 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $4,416,249 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $4,416,249 |
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 | $33,490,635 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $9,597,946 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,411,074 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $27,450,175 |
Value of total assets at end of year | 2019-12-31 | $41,903,346 |
Value of total assets at beginning of year | 2019-12-31 | $18,010,657 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $186,872 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,833,928 |
Administrative expenses (other) incurred | 2019-12-31 | $186,872 |
Value of net income/loss | 2019-12-31 | $23,892,689 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $41,903,346 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,010,657 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $41,903,346 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,010,657 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $-209,717 |
Contributions received in cash from employer | 2019-12-31 | $27,450,175 |
Income. Dividends from common stock | 2019-12-31 | $1,833,928 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,411,074 |
2018 : 2040 TARGET RETIREMENT ACCOUNT IV IG 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-2,172,818 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-2,172,818 |
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 | $25,284,254 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $10,043,482 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,973,568 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $26,651,450 |
Value of total assets at end of year | 2018-12-31 | $18,010,657 |
Value of total assets at beginning of year | 2018-12-31 | $2,769,885 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $69,914 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $244,577 |
Other income not declared elsewhere | 2018-12-31 | $643,242 |
Administrative expenses (other) incurred | 2018-12-31 | $69,914 |
Value of net income/loss | 2018-12-31 | $15,240,772 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $18,010,657 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,769,885 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $18,010,657 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,769,885 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-82,197 |
Contributions received in cash from employer | 2018-12-31 | $26,651,450 |
Income. Dividends from common stock | 2018-12-31 | $244,577 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,973,568 |
2017 : 2040 TARGET RETIREMENT ACCOUNT IV IG 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-32,409 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-32,409 |
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 | $3,495,653 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $725,768 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $724,576 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,449,383 |
Value of total assets at end of year | 2017-12-31 | $2,769,885 |
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 | $1,192 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $29,989 |
Other income not declared elsewhere | 2017-12-31 | $38,949 |
Administrative expenses (other) incurred | 2017-12-31 | $1,192 |
Value of net income/loss | 2017-12-31 | $2,769,885 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,769,885 |
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 | $2,769,885 |
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 | $9,741 |
Contributions received in cash from employer | 2017-12-31 | $3,449,383 |
Income. Dividends from common stock | 2017-12-31 | $29,989 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $724,576 |