The Hershey Company Master Retirement Trust — Form 5500 plan (The Hershey Company)
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, The Hershey Company Master Retirement Trust is a benefit plan reported by The Hershey Company under EIN 13-2986397 and plan number 100. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $785,291,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hershey Company
- EIN
- 13-2986397
- Plan number
- 100
- Plan type
- 4
- Location
- Hershey, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $785,291,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20251014161648NAL0001671987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $785,291,744
- Total liabilities (EOY)
- $107,592
- Net assets (EOY)
- $785,184,152
- Net assets (BOY)
- $799,559,088
Income & contributions
- Total contributions
- $0
- Total income / additions
- $69,332,957
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,090,965
- Total expenses
- $3,090,965
- Net increase / (decrease)
- $66,241,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $824,562 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services | NONE | $755,707 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $340,430 | $0 | 2023 |
| Banks, Finley, White & Company | NONE | $40,845 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $39,813 | $0 | 2023 |
| State Street Global Adv Trust Co | NONE | $5,128 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Hershey Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hershey, PA
- Willis Towers Watson Us LLC — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Banks, Finley, White & Company — Schedule C compensation
- Blackrock — Schedule C compensation
- State Street Global Adv Trust Co — Schedule C compensation