Sun, Inc.'s EIN is 57-0937273.
Download the official 2024 Form 5500 (PDF) for Sun, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sun, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019 | Pooled Separate Account | — | — | $1.1M | 26.6% | |
| 2035 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 095 | Pooled Separate Account | — | — | $759K | 17.8% | |
| 2045 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 097 | Pooled Separate Account | — | — | $454K | 10.7% | |
| GUARANTEED FUND * Sentry Life Insurance Company | Common Stocks | — | — | $393K | 9.2% | |
| 2030 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 094 | Pooled Separate Account | — | — | $240K | 5.6% | |
| 2060 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 100 | Pooled Separate Account | — | — | $147K | 3.4% | |
| TOTAL BOND INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 023 | Pooled Separate Account | — | — | $113K | 2.6% | |
| TOTAL STOCK INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 018 | Pooled Separate Account | — | — | $97K | 2.3% | |
| INTERNATIONAL LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 055 | Pooled Separate Account | — | — | $85K | 2.0% | |
| LARGE CAP GROWTH INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 114 | Pooled Separate Account | — | — | $75K | 1.8% | |
| 2040 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 096 | Pooled Separate Account | — | — | $74K | 1.7% | |
| 2050 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 098 | Pooled Separate Account | — | — | $69K | 1.6% | |
| FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 | Pooled Separate Account | — | — | $62K | 1.4% | |
| 2070 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 131 | Pooled Separate Account | — | — | $59K | 1.4% | |
| TIPS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 123 | Pooled Separate Account | — | — | $47K | 1.1% | |
| LARGE CAP VALUE ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 113 | Pooled Separate Account | — | — | $41K | 1.0% | |
| INTERMEDIATE-TERM BOND INDEX ACCOUN SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 115 | Pooled Separate Account | — | — | $34K | 0.8% | |
| BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | — | — | $31K | 0.7% | |
| SMALL CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016 | Pooled Separate Account | — | — | $30K | 0.7% | |
| SMALL CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 124 | Pooled Separate Account | — | — | $27K | 0.6% | |
| SMALL CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 054 | Pooled Separate Account | — | — | $25K | 0.6% | |
| TARGET RETIREMENT INCOME ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 112 | Pooled Separate Account | — | — | $24K | 0.6% | |
| EMERGING MARKETS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071 | Pooled Separate Account | — | — | $23K | 0.5% | |
| HIGH-YIELD BOND ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 126 | Pooled Separate Account | — | — | $22K | 0.5% | |
| GLOBAL REAL ESTATE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 087 | Pooled Separate Account | — | — | $19K | 0.4% | |
| MID-CAP GROWTH INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 116 | Pooled Separate Account | — | — | $18K | 0.4% | |
| MID-CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | — | — | $14K | 0.3% | |
| SMALL CAP GROWTH INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 117 | Pooled Separate Account | — | — | $14K | 0.3% | |
| MID-CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052 | Pooled Separate Account | — | — | $11K | 0.3% | |
| 2025 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 093 | Pooled Separate Account | — | — | $4K | <0.1% | |
| 2065 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 128 | Pooled Separate Account | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| 2020 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 092 | Pooled Separate Account | — | — | $3 | <0.1% | |
| INTERNATIONAL LARGE GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INTERNATIONAL LARGE VALUE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 118 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 2055 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 099 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SHORT-TERM INVESTMENT ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 089 | Pooled Separate Account | — | — | $0 | <0.1% |
