Milton Hershey School 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 Retirement Plan is a benefit plan reported by Milton Hershey School under EIN 23-1353340 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $33,469,577 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
- 001
- Plan type
- 2
- Location
- Hershey, PA
- Latest filing year
- 2023
- Participants
- 514
- End-of-year plan assets
- $33,469,577
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20241015101445NAL0029223969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,469,577
- Total liabilities (EOY)
- $589,061
- Net assets (EOY)
- $32,880,516
- Net assets (BOY)
- $109,423,165
Income & contributions
- Employer contributions
- $1,500,000
- Participant contributions
- $0
- Total contributions
- $1,500,000
- Total income / additions
- $5,909,619
Expenses & distributions
- Benefits paid
- $82,319,717
- Administrative expenses
- $132,551
- Total expenses
- $82,452,268
- Net increase / (decrease)
- -$76,542,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Goldman Sachs Asset Management, Lp | NONE | $125,000 | $0 | 2023 |
| Ssga Funds Management Inc | NONE | $3,351 | $0 | 2023 |