2023 Form 5500 filing — Milton Hershey School 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 20241015101445NAL0029223969001) for Milton Hershey School Retirement Plan, reported by Milton Hershey School under EIN 23-1353340 and plan number 001. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101445NAL0029223969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milton Hershey School
- EIN
- 23-1353340
- Plan number
- 001
- Location
- Hershey, PA
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,469,577
- Total liabilities (EOY)
- $589,061
- Net assets (EOY)
- $32,880,516
- Employer contributions
- $1,500,000
- Participant contributions
- $0
- Total income / additions
- $5,909,619
- Benefits paid
- $82,319,717
- Administrative expenses
- $132,551
- Total expenses
- $82,452,268
- Net increase / (decrease)
- -$76,542,649
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Goldman Sachs Asset Management, Lp | NONE | $125,000 | $0 |
| Ssga Funds Management Inc | NONE | $3,351 | $0 |