SENTRY LIFE INSURANCE COMPANY
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served30-55 YoYRank #427 of mapped providers
Assets under administration$3.7B0.0%Market share · rank #2216
Fees received$1MMedian $7,387/planSum across Schedule C direct + indirect
Net wins YoY-455 won · 50 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SENTRY LIFE INSURANCE COMPANY plan look like?
Service mix · median fees per plan
Count of plans where SENTRY LIFE INSURANCE COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping feesCode 64 | 22 | $7,503 | |
Recordkeeping fees; Participant loan processingCode 37 | 8 | $7,264 |
Competitor overlap
Percent of SENTRY LIFE INSURANCE COMPANY's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SENTRY LIFE INSURANCE COMPANY.
| Sponsor | From | Assets |
|---|---|---|
SENTRY INSURANCE COMPANYWI · 390333950-001 | MERCER | $1.4B |
ADDMAN INTERMEDIATE HOLDINGS, LLCFL · 873631016-001 | (new plan) | $27M |
W.D. MATTHEWS MACHINERY CO.ME · 010232180-001 | VALMARK ADVISERS INC | $13M |
TAMERON AUTOMOTIVE EASTERN SHORE LLCAL · 830354245-001 | (new plan) | $5M |
H & W CONSTRUCTION COMPANY, INC.VA · 540928137-001 | (new plan) | $4M |
Plans lost in 2024
Appeared last year under SENTRY LIFE INSURANCE COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
GATEWAY DEALER NETWORK, LLCMO · 842017338-001 | FORVIS, LLP | $24M |
FIRST RF CORPORATIONCO · 651165101-001 | (new plan) | $23M |
CONSTRUCTURAL DYNAMICS INC TA SILVI CONCRETE PRODUCTS INCPA · 232286881-001 | (new plan) | $23M |
QUINSTAR TECHNOLOGY, INC.CA · 330555604-001 | (new plan) | $19M |
GROSS MOTORS, INC.WI · 390912575-001 | (new plan) | $18M |
HIGHLAND PARK MOTORS, INC.IL · 362727015-001 | (new plan) | $15M |
CATALDO AMBULANCE SERVICE, INCMA · 042621862-001 | (new plan) | $14M |
SHOPPAS FARM SUPPLY INCTX · 742203325-001 | (new plan) | $12M |
THE BRETZ COMPANIES INC.MT · 874232408-001 | JCCS, PC DBA JCCS BENEFIT CONSULTIN | $12M |
JOHN WIESNER, INC.TX · 741849677-001 | (new plan) | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SENTRY INSURANCE COMPANYWI · 390333950-003 | $1.9B | 7,918 | $34,528 | 10y | - |
SENTRY INSURANCE COMPANYWI · 390333950-001 | $1.4B | 6,829 | $769,485 | 1y | - |
ARIZONA MACHINERY GROUP, INC.AZ · 860422015-001 | $69M | 1,124 | $84,045 | 7y | - |
CONSTRUCTURAL DYNAMICS INC TA SILVI CONCRETE PRODUCTS INCPA · 232286881-002 | $39M | 616 | $13,490 | 9y | 1 |
ADDMAN INTERMEDIATE HOLDINGS, LLCFL · 873631016-001 | $27M | 610 | $7,692 | 1y | - |
PLAINS AG, LLCND · 463450928-001 | $24M | 367 | $5,868 | 6y | 2 |
SPENCER INDUSTRIES, INC.IN · 351504846-002 | $21M | 257 | $8,752 | 2y | 1 |
BRANDON & CLARK, INC.TX · 750786433-001 | $19M | 262 | $9,000 | 9y | 1 |
KNIGHT HOLDINGS, INC.CA · 352731460-001 | $18M | 584 | $9,746 | 4y | 1 |
RECO EQUIPMENT INCOH · 311055941-001 | $18M | 347 | $6,727 | 9y | - |
Flag exposure
86.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into SENTRY LIFE INSURANCE COMPANY.
- S F SENTRY SECURITIES INC
- SENTRY LIFE INCURANCE COMPANY
- SENTRY LIFE INSURACE COMPANY
- SENTRY LIFE INSURANCE CO
- SENTRY LIFE INSURANCE COMPANAY
- SENTRY LIFE INSURANCE COMPANY
- SENTRY LIFE INSURANCE COMPANY INC
- SENTRY RETIREMENT CONSULTANTS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SENTRY LIFE INSURANCE COMPANY's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 3.33% | 26.94% | -23.61 pp |
| Late contributions | 8 | 26.67% | 1.71% | +24.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 20.00% | 1.76% | +18.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SENTRY LIFE INSURANCE COMPANY. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent