Milton Hershey School Money Purchase Pension 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 Money Purchase Pension Plan is a benefit plan reported by Milton Hershey School under EIN 23-1353340 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,014 participants and $161,591,269 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
005
Plan type
2
Location
Hershey, PA
Latest filing year
2023
Participants
2,014
End-of-year plan assets
$161,591,269

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,014H, C20241015102328NAL0016137203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$161,591,269
Total liabilities (EOY)
$0
Net assets (EOY)
$161,591,269
Net assets (BOY)
$140,334,872

Income & contributions

Employer contributions
$9,577,117
Total contributions
$9,577,117
Total income / additions
$32,148,157

Expenses & distributions

Benefits paid
$10,813,944
Administrative expenses
$54,103
Total expenses
$10,891,760
Net increase / (decrease)
$21,256,397

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$59,374$02023

Related Form 5500 pages