2023 Form 5500 filing — Milton Hershey School Group Supplemental Retirement Plan
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 20241015100812NAL0016115811001) for Milton Hershey School Group Supplemental Retirement Plan, reported by Milton Hershey School under EIN 23-1353340 and plan number 003. It reports 2,055 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100812NAL0016115811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milton Hershey School
- EIN
- 23-1353340
- Plan number
- 003
- Location
- Hershey, PA
- Participants
- 2,055
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $192,069,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $192,069,482
- Employer contributions
- $1,951,192
- Participant contributions
- $7,437,728
- Total income / additions
- $36,175,050
- Benefits paid
- $12,995,311
- Administrative expenses
- $53,755
- Total expenses
- $13,143,928
- Net increase / (decrease)
- $23,031,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $56,123 | $0 |