Sentry Insurance Company's EIN is 39-0333950.
Download the official 2024 Form 5500 (PDF) for Sentry Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sentry Insurance Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | — | CHICAGO, IL | INVESTMENT ADVISOR | $144K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | 39-6040276 | — | PARTY IN INTEREST | $35K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed Fund Group Annuity Contract Group Annuity Contract #GA-1AA Annual Rate 4.98% | Bonds / Notes | — | — | $837.8M | 43.1% | |
| Separate Account TA Insurance Company (Vanguard PRIMECAP Fund - Separate Account Admiral Shares) 453,815 Units | Pooled Separate Accounts | — | $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% - | Bonds / Notes | — | — | $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 | Pooled Separate Accounts | — | $2K | $600K | <0.1% | |
| SMALL CAP GROWTH ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 031 | Pooled Separate Account | — | — | $600K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
