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  2. SENTRY INSURANCE COMPANY
Sponsor portfolioTH

SENTRY INSURANCE COMPANY

EIN 39-0333950-insurance-Latest filing 2024
Plans
9
Retirement
2
$3.34B assets
Welfare
7
$3.1M premiums
Participants
34,964
1800 NORTH POINT DRIVE - STEVENS POINT, WI 54481715-346-6000LinkedIn1-10 employeesinsurance
Plans on this EIN
9 filings
#003401k-$1.94B - 7,918 part#001TraditionalDB-$1.40B - 6,829 part#517Fully Insured-$3.1M - 4,853 lives#507Unknown-0 lives#510Self Funded-0 lives#511Self Funded-0 lives#512Unknown-0 lives#514Self Funded-0 lives#516Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $3.34B assets / 14,747 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • SENTRY 401K PLAN (#003)58%
  • EMPLOYEE RETIREMENT PLAN (#001)42%
Total $3.34BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SENTRY 401K PLAN (#003)7,918
  • EMPLOYEE RETIREMENT PLAN (#001)6,829
Total 14,747Click row to drill in

Benefits portfolio analytics

7 plans / $3.1M premiums / 4,853 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$3.1M
  • Vision$3.1M
  • Life$3.1M
  • Short-term disability$3.1M
  • Long-term disability$3.1M
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA100%
Total $3.1M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENEFIT SERVICES GROUP, INC.100%
Total $252K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SENTRY 401K PLAN

401k

Assets$1.94B
Participants7,918
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SENTRY EMPLOYEE RETIREMENT PLAN

TraditionalDB

Assets$1.40B
Participants6,829
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517

SENTRY WRAP PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$3.1M
Covered lives4,853
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

SENTRY CAFETERIA PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

SENTRY STANDARD SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

SENTRY SEVERANCE PAY PLAN FOR QUALIFYING EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

SENTRY CAREER EDUCATION PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

SENTRY SALES PRODUCER SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

SENTRY RETIREE MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SENTRY 401K PLAN401k$1.94B7,9182024
001SENTRY EMPLOYEE RETIREMENT PLANTraditionalDB$1.40B6,8292024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
517SENTRY WRAP PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$3.1M4,8532024
507SENTRY CAFETERIA PLANUnknown-$002024
510SENTRY STANDARD SEVERANCE PAY PLANSelf Funded-$002024
511SENTRY SEVERANCE PAY PLAN FOR QUALIFYING EMPLOYEESSelf Funded-$002024
512SENTRY CAREER EDUCATION PLANUnknown-$002024
514SENTRY SALES PRODUCER SEVERANCE PAY PLANSelf Funded-$002024
516SENTRY RETIREE MEDICAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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