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Original filing (PDF)20251009084231NAL0003426099001
SENTRY INSURANCE COMPANY
Form 5500
FILING_RECEIVED
SENTRY 401K PLAN
401(k) retirement plan
Signals · 2
43% in single holdingNo recordkeeper disclosed
Active participants
4,702
Accounts w/ balance
7,644
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
26 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Guaranteed Fund Group Annuity Contract Group Annuity Contract #GA-1AA Annual Rate 4.98%" is 43% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SENTRY INSURANCE COMPANY.
Plan sponsor
Name
SENTRY INSURANCE COMPANY
EIN
39-0333950
Address
1800 NORTH POINT DRIVE · STEVENS POINT, WI · 54481
Phone
(715) 346-6000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | — | CHICAGO, IL | INVESTMENT ADVISOR | $144K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | 39-6040276 | — | PARTY IN INTEREST | $35K | — |
Investments
4 direct securities · 26 pooled funds· $2.1B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$1.1B
26 holdings
Uncategorized
$1.0B
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guaranteed Fund Group Annuity Contract Group Annuity Contract #GA-1AA Annual Rate 4.98% | — | — | — | $837.8M | 43.1% | |
| Separate Account TA Insurance Company (Vanguard PRIMECAP Fund - Separate Account Admiral Shares) 453,815 Units | — | — | $454K | $181.9M | 9.4% | |
| LARGE CAP GROWTH ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 045 | Pooled Separate Account | — | — | $181.9M | 9.4% | |
| 2045 TARGET RETIREMENT ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 097 | Pooled Separate Account | — | $3.2M | $142.5M | 7.3% | |
| 2035 TARGET RETIREMENT ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 095 | Pooled Separate Account | — | $2.9M | $115.0M | 5.9% | |
| INSTITUTIONAL LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 022 | Pooled Separate Account | — | $168K | $113.3M | 5.8% | |
| 2055 TARGET RETIREMENT ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 099 | Pooled Separate Account | — | $1.2M | $96.5M | 5.0% | |
| 2025 TARGET RETIREMENT ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 093 | Pooled Separate Account | — | $2.0M | $63.7M | 3.3% | |
| BALANCED GROWTH ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 044 | Pooled Separate Account | — | $273K | $48.8M | 2.5% | |
| TOTAL STOCK INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 018 | Pooled Separate Account | — | $272K | $47.5M | 2.4% | |
| MID-CAP GROWTH ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 014 | Pooled Separate Account | — | $152K | $37.4M | 1.9% | |
| BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | — | $439K | $29.9M | 1.5% | |
| INTERNATIONAL LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 055 | Pooled Separate Account | — | $980K | $26.9M | 1.4% | |
| SMALL CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016 | Pooled Separate Account | — | $182K | $25.3M | 1.3% | |
| TOTAL BOND INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 046 | Pooled Separate Account | — | $1.9M | $24.7M | 1.3% | |
| EQUITY GROWTH & INCOME ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 015 | Pooled Separate Account | — | $214K | $17.8M | 0.9% | |
| INTERNATIONAL GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 009 | Pooled Separate Account | — | $612K | $17.1M | 0.9% | |
| SMALL CAP BLEND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 013 | Pooled Separate Account | — | $134K | $16.1M | 0.8% | |
| MID-CAP VALUE INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | — | $178K | $15.5M | 0.8% | |
| SMALL CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 054 | Pooled Separate Account | — | $208K | $12.9M | 0.7% | |
| Participants of the 401k Plan Loans made to Individual Participants with Interest Rates Ranging from 2.42% to 8.50% - | — | — | — | $12.7M | 0.7% | |
| MID-CAP VALUE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 033 | Pooled Separate Account | — | $16K | $12.1M | 0.6% | |
| 2065 TARGET RETIREMENT ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 128 | Pooled Separate Account | — | $927K | $11.0M | 0.6% | |
| TARGET RETIREMENT INCOME ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 112 | Pooled Separate Account | — | $376K | $7.8M | 0.4% | |
| BALANCED AGGRESSIVE GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 056 | Pooled Separate Account | — | $260K | $7.3M | 0.4% | |
| LARGE CAP GROWTH ACCOUNT V SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 133 | Pooled Separate Account | — | $423K | $7.2M | 0.4% | |
| DIVERSIFIED INCOME ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 004 | Pooled Separate Account | — | $370K | $7.0M | 0.4% | |
| EMERGING MARKETS BOND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 064 | Pooled Separate Account | — | $121K | $2.1M | 0.1% | |
| Separate Account AA Insurance Company (Vanguard Explorer Fund) Separate Account 1,836 Units | — | — | $2K | $600K | <0.1% | |
| SMALL CAP GROWTH ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 031 | Pooled Separate Account | — | — | $600K | <0.1% |
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