Milton Hershey School Group Supplemental Retirement Plan — Form 5500 plan (Milton Hershey School)

Plain-English plan 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, Milton Hershey School Group Supplemental Retirement Plan is a benefit plan reported by Milton Hershey School under EIN 23-1353340 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,055 participants and $192,069,482 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Milton Hershey School
EIN
23-1353340
Plan number
003
Plan type
2
Location
Hershey, PA
Latest filing year
2023
Participants
2,055
End-of-year plan assets
$192,069,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,055H, C20241015100812NAL0016115811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$192,069,482
Total liabilities (EOY)
$0
Net assets (EOY)
$192,069,482
Net assets (BOY)
$169,038,360

Income & contributions

Employer contributions
$1,951,192
Participant contributions
$7,437,728
Total contributions
$10,484,096
Total income / additions
$36,175,050

Expenses & distributions

Benefits paid
$12,995,311
Administrative expenses
$53,755
Total expenses
$13,143,928
Net increase / (decrease)
$23,031,122

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$56,123$02023

Related Form 5500 pages