2023 Form 5500 filing — The Hershey Company Master Retirement Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20251014161648NAL0001671987001) for The Hershey Company Master Retirement Trust, reported by The Hershey Company under EIN 13-2986397 and plan number 100. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014161648NAL0001671987001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Hershey Company
- EIN
- 13-2986397
- Plan number
- 100
- Location
- Hershey, PA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $785,291,744
- Total liabilities (EOY)
- $107,592
- Net assets (EOY)
- $785,184,152
- Total income / additions
- $69,332,957
- Benefits paid
- $0
- Administrative expenses
- $3,090,965
- Total expenses
- $3,090,965
- Net increase / (decrease)
- $66,241,992
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $824,562 | not reported in the loaded dataset |
| Towers Watson Investment Services | NONE | $755,707 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $340,430 | $0 |
| Banks, Finley, White & Company | NONE | $40,845 | not reported in the loaded dataset |
| Blackrock | NONE | $39,813 | $0 |
| State Street Global Adv Trust Co | NONE | $5,128 | $0 |