Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Sentry Life Insurance Company
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Sentry Life Insurance Company is named as a service provider on the Schedule C of 33 retirement plans with 100 or more participants for plan year 2024, covering 26,049 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $1.1M. Per plan, the median was $27.67 per participant, with the middle half of plans between $15.99 and $38.18. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Wisconsin (5), California (4) and Georgia (3).
In 2010 it appeared on 5 such filings; in 2024, 33. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $15.99 | $27.67 | $38.18 |
| Compensation as a share of plan net assets | 0.04% | 0.06% | 0.13% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Sentry 401(k) Plan | Sentry Insurance Company | WI | 7,918 | $1.94B | $35K |
| Sentry Employee Retirement Plan | Sentry Insurance Company | WI | 6,829 | $1.40B | $769K |
| Steven Enterprises 401(k) Plan | Genesis Health Clubs Management Inc. | KS | 1,620 | $12.5M | $7,290 |
| Arizona Machinery Group Employees' Profit Sharing Retirement Plan | Arizona Machinery Group, Inc. | AZ | 1,124 | $68.9M | $84K |
| National Staffing Solutions, Inc. Retirement Plan | National Staffing Solutions, Inc. | FL | 779 | $4.0M | $8,525 |
| Silvi Concrete Products, Inc. 401(k) Plan | Constructural Dynamics Inc. Ta Silvi Concrete Products Inc. | PA | 616 | $38.9M | $13K |
| Addman Holdings 401(k) Plan | Addman Intermediate Holdings, LLC | FL | 610 | $27.5M | $7,692 |
| Sunrise Ford 401(k) Plan | Knight Holdings, Inc. | CA | 584 | $18.2M | $9,746 |
| Arbor Management, Inc. Employee's Retirement/saving Plan | Arbor Management, Inc. | IL | 490 | $3.3M | $18K |
| Plains AG Retirement Plan | Plains AG, LLC | ND | 367 | $24.5M | $5,868 |
| PDQ / Impact 401(k) Plan | PDQ Workholding, LLC | IN | 351 | $10.8M | $14K |
| Reco Equipment, Inc. 401(k) Savings Plan | Reco Equipment Inc. | OH | 347 | $17.8M | $6,727 |
| Peterbilt of Atlanta 401(k) Retirement Savings Plan | Peterbilt of Atlanta, LLC | GA | 283 | $12.1M | $7,044 |
| SPS 401(k) Plan | Switchgear Power Systems LLC | WI | 282 | $4.9M | $1,171 |
| L.K.L. Associates, Inc. 401(k) Profit Sharing Plan | L.K.L. Associates, Inc. | UT | 265 | $7.3M | $7,715 |
| Smith Automotive Group 401(k) Plan | Smith Automotive Group, LLC | GA | 260 | $4.1M | $17K |
| Spencer Industries, Inc. Employee Retirement Savings Plan | Spencer Industries, Inc. | IN | 257 | $21.0M | $8,752 |
| Newton Nissan of Gallatin Inc. 401(k) Plan 401(k) Plan | Newton Nissan of Gallatin Inc. | TN | 243 | $4.9M | $3,934 |
| Ifs Savings and Retirement Plan | Independent Furniture Supply Co. Inc. | MS | 230 | $4.7M | $6,997 |
| Modula, Inc. 401(k) Plan | Modula Inc. | ME | 229 | $5.7M | $2,860 |
| VBM Acquisition 401(k) Plan | VBM Acquisition, LLC | TX | 226 | $5.2M | $6,473 |
| Tameron Gulf Coast 401(k) Plan | Tameron Automotive Eastern Shore LLC | AL | 217 | $5.0M | $4,978 |
| Santa Margarita Ford 401(k) Profit Sharing Plan | Santa Margarita Ford | CA | 210 | $13.3M | $5,810 |
| Vip Rubber Company, Inc. 401(k) Plan | Vip Rubber Company, Inc. | CA | 205 | $6.4M | $7,631 |
| Schumann Printers, Inc. Retirement Program | Schumann Printers, Inc. | WI | 205 | $15.7M | $4,146 |
| Mercedes-Benz of Buckhead 401(k) Plan | The Baran Company, LLC | GA | 196 | $5.8M | $7,484 |
| Aikens Group 401(k) Profit Sharing Plan | H & W Construction Company, Inc. | VA | 196 | $3.8M | $8,970 |
| Aerometals, Inc. 401(k) Savings Plan | Aerometals, Inc. | CA | 192 | $12.2M | $5,560 |
| Alamo/tejas 401(k) Plan | Alamo City Motors Inc. | TX | 169 | $6.3M | $10K |
| Galeana Chrysler Jeep, Inc. FL 401(k) Plan | Galeana Chrysler Jeep, Inc. | FL | 167 | $6.7M | $2,415 |
| Fox Valley Molding, Inc. Employee 401(k) Profit Sharing Plan | Fox Valley Molding, Inc. | IL | 129 | $4.3M | $6,545 |
| Sparrow & Kennedy Tractor Co. Inc. Retirement Plan | Sparrow & Kennedy Tractor Co. Inc. | SC | 128 | $11.1M | $1,464 |
| Prince Corporation 401(k) Profit Sharing Plan | Prince Corporation | WI | 125 | $3.7M | $5,487 |
Questions and answers
How many plans does Sentry Life Insurance Company serve?
33 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Sentry Life Insurance Company?
The median plan reported $27.67 per participant in direct and indirect compensation (33 plans reporting an amount), or 0.06% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Participant loan processing (8 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.