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THE HERSHEY COMPANY 401(K) PLAN 401k Plan overview

Plan NameTHE HERSHEY COMPANY 401(K) PLAN
Plan identification number 010

THE HERSHEY COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

THE HERSHEY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE HERSHEY COMPANY
Employer identification number (EIN):230691590
NAIC Classification:311300
NAIC Description: Sugar and Confectionery Product Manufacturing

Additional information about THE HERSHEY COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0914935

More information about THE HERSHEY COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HERSHEY COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102022-01-01
0102021-01-01
0102020-01-01
0102019-01-01
0102018-01-01
0102017-01-01DAVID R. MERKT, MANAGER RETIREMENT
0102016-01-01DAVID R. MERKT, SR. MNGR, RET PLANS
0102015-01-01DAVID R. MERKT, SR MNGR, RET PLANS
0102014-01-01DAVID R. MERKT, SR MNGR, RET PLANS
0102013-01-01DAVID R. MERKT, SR MNGR, RET PLANS
0102012-01-01DAVID R. MERKT, MGR, RET PLANS
0102011-01-01DAVID R. MERKT, MGR, RET PLANS
0102009-01-01DAVID R. MERKT, MGR, RET PLANS

Plan Statistics for THE HERSHEY COMPANY 401(K) PLAN

401k plan membership statisitcs for THE HERSHEY COMPANY 401(K) PLAN

Measure Date Value
2022: THE HERSHEY COMPANY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0114,524
Total number of active participants reported on line 7a of the Form 55002022-01-0110,921
Number of retired or separated participants receiving benefits2022-01-01273
Number of other retired or separated participants entitled to future benefits2022-01-014,084
Total of all active and inactive participants2022-01-0115,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01106
Total participants2022-01-0115,384
Number of participants with account balances2022-01-0115,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01366
2021: THE HERSHEY COMPANY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113,007
Total number of active participants reported on line 7a of the Form 55002021-01-0110,065
Number of retired or separated participants receiving benefits2021-01-01380
Number of other retired or separated participants entitled to future benefits2021-01-013,962
Total of all active and inactive participants2021-01-0114,407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01117
Total participants2021-01-0114,524
Number of participants with account balances2021-01-0114,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,023
2020: THE HERSHEY COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112,119
Total number of active participants reported on line 7a of the Form 55002020-01-019,023
Number of retired or separated participants receiving benefits2020-01-01357
Number of other retired or separated participants entitled to future benefits2020-01-013,532
Total of all active and inactive participants2020-01-0112,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0195
Total participants2020-01-0113,007
Number of participants with account balances2020-01-0112,901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01438
2019: THE HERSHEY COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111,900
Total number of active participants reported on line 7a of the Form 55002019-01-018,469
Number of retired or separated participants receiving benefits2019-01-01364
Number of other retired or separated participants entitled to future benefits2019-01-013,212
Total of all active and inactive participants2019-01-0112,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0174
Total participants2019-01-0112,119
Number of participants with account balances2019-01-0112,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01390
2018: THE HERSHEY COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111,804
Total number of active participants reported on line 7a of the Form 55002018-01-018,404
Number of retired or separated participants receiving benefits2018-01-01322
Number of other retired or separated participants entitled to future benefits2018-01-013,113
Total of all active and inactive participants2018-01-0111,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0161
Total participants2018-01-0111,900
Number of participants with account balances2018-01-0111,810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01317
2017: THE HERSHEY COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111,966
Total number of active participants reported on line 7a of the Form 55002017-01-018,356
Number of retired or separated participants receiving benefits2017-01-01300
Number of other retired or separated participants entitled to future benefits2017-01-013,095
Total of all active and inactive participants2017-01-0111,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0153
Total participants2017-01-0111,804
Number of participants with account balances2017-01-0111,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01256
2016: THE HERSHEY COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111,061
Total number of active participants reported on line 7a of the Form 55002016-01-018,691
Number of retired or separated participants receiving benefits2016-01-01267
Number of other retired or separated participants entitled to future benefits2016-01-012,956
Total of all active and inactive participants2016-01-0111,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0152
Total participants2016-01-0111,966
Number of participants with account balances2016-01-0111,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01222
2015: THE HERSHEY COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110,912
Total number of active participants reported on line 7a of the Form 55002015-01-017,747
Number of retired or separated participants receiving benefits2015-01-01257
Number of other retired or separated participants entitled to future benefits2015-01-013,009
Total of all active and inactive participants2015-01-0111,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0148
Total participants2015-01-0111,061
Number of participants with account balances2015-01-0110,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01193
2014: THE HERSHEY COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,689
Total number of active participants reported on line 7a of the Form 55002014-01-018,156
Number of retired or separated participants receiving benefits2014-01-01237
Number of other retired or separated participants entitled to future benefits2014-01-012,478
Total of all active and inactive participants2014-01-0110,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0141
Total participants2014-01-0110,912
Number of participants with account balances2014-01-0110,849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01200
2013: THE HERSHEY COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110,474
Total number of active participants reported on line 7a of the Form 55002013-01-018,156
Number of retired or separated participants receiving benefits2013-01-01216
Number of other retired or separated participants entitled to future benefits2013-01-012,278
Total of all active and inactive participants2013-01-0110,650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0139
Total participants2013-01-0110,689
Number of participants with account balances2013-01-0110,630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01176
2012: THE HERSHEY COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110,612
Total number of active participants reported on line 7a of the Form 55002012-01-017,997
Number of retired or separated participants receiving benefits2012-01-01205
Number of other retired or separated participants entitled to future benefits2012-01-012,237
Total of all active and inactive participants2012-01-0110,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0135
Total participants2012-01-0110,474
Number of participants with account balances2012-01-0110,415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01157
2011: THE HERSHEY COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110,585
Total number of active participants reported on line 7a of the Form 55002011-01-018,206
Number of retired or separated participants receiving benefits2011-01-01192
Number of other retired or separated participants entitled to future benefits2011-01-012,176
Total of all active and inactive participants2011-01-0110,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0138
Total participants2011-01-0110,612
Number of participants with account balances2011-01-0110,520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01250
2009: THE HERSHEY COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111,118
Total number of active participants reported on line 7a of the Form 55002009-01-018,402
Number of retired or separated participants receiving benefits2009-01-01150
Number of other retired or separated participants entitled to future benefits2009-01-012,144
Total of all active and inactive participants2009-01-0110,696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0134
Total participants2009-01-0110,730
Number of participants with account balances2009-01-0110,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01276

Financial Data on THE HERSHEY COMPANY 401(K) PLAN

Measure Date Value
2022 : THE HERSHEY COMPANY 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$269,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$553,004
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-177,942,947
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$191,853,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$190,458,488
Expenses. Certain deemed distributions of participant loans2022-12-31$66,125
Value of total corrective distributions2022-12-31$4,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$143,916,223
Value of total assets at end of year2022-12-31$1,761,280,554
Value of total assets at beginning of year2022-12-31$2,131,360,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,324,028
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$3,563,877
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$21,905,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$21,905,071
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$73,976,433
Participant contributions at end of year2022-12-31$17,215,377
Participant contributions at beginning of year2022-12-31$17,324,933
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$18,717,197
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$143,031
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$431,202
Other income not declared elsewhere2022-12-31$-13,885,145
Administrative expenses (other) incurred2022-12-31$1,324,028
Liabilities. Value of operating payables at end of year2022-12-31$126,215
Liabilities. Value of operating payables at beginning of year2022-12-31$121,802
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-369,796,274
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,761,011,308
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,130,807,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$750,344,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,160,049,485
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$818,103
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$2,726,013
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$779,854,684
Value of interest in common/collective trusts at beginning of year2022-12-31$929,628,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$19,761
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$196,265,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,054,773
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-171,248,962
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-162,194,011
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31Yes
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$51,222,593
Employer contributions (assets) at end of year2022-12-31$17,600,013
Employer contributions (assets) at beginning of year2022-12-31$16,302,862
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$190,458,488
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BANKS, FINLEY, WHITE & CO.
Accountancy firm EIN2022-12-31630834690
2021 : THE HERSHEY COMPANY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$553,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$421,390
Total income from all sources (including contributions)2021-12-31$384,097,486
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$184,489,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$182,765,001
Value of total corrective distributions2021-12-31$73,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$129,324,378
Value of total assets at end of year2021-12-31$2,131,360,586
Value of total assets at beginning of year2021-12-31$1,931,621,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,651,572
Total interest from all sources2021-12-31$1,000,197
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$29,900,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$29,900,027
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$68,068,130
Participant contributions at end of year2021-12-31$17,324,933
Participant contributions at beginning of year2021-12-31$18,264,933
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,744,046
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$121,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$431,202
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$412,131
Other income not declared elsewhere2021-12-31$103,178
Administrative expenses (other) incurred2021-12-31$1,651,572
Liabilities. Value of operating payables at end of year2021-12-31$121,802
Liabilities. Value of operating payables at beginning of year2021-12-31$9,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$199,607,887
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,130,807,582
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,931,199,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,160,049,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,056,068,635
Interest on participant loans2021-12-31$868,067
Interest earned on other investments2021-12-31$132,130
Value of interest in common/collective trusts at end of year2021-12-31$929,628,533
Value of interest in common/collective trusts at beginning of year2021-12-31$836,441,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,054,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,671,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$117,283,713
Net investment gain or loss from common/collective trusts2021-12-31$106,485,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$47,512,202
Employer contributions (assets) at end of year2021-12-31$16,302,862
Employer contributions (assets) at beginning of year2021-12-31$15,174,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$182,643,734
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BANKS, FINLEY, WHITE & CO.
Accountancy firm EIN2021-12-31630834690
2020 : THE HERSHEY COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$9,811,580
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$421,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$690,507
Total income from all sources (including contributions)2020-12-31$352,645,410
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$137,898,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$136,300,198
Value of total corrective distributions2020-12-31$85,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$131,471,871
Value of total assets at end of year2020-12-31$1,931,621,085
Value of total assets at beginning of year2020-12-31$1,707,331,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,513,441
Total interest from all sources2020-12-31$1,105,227
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,546,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$19,546,506
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$63,543,223
Participant contributions at end of year2020-12-31$18,264,933
Participant contributions at beginning of year2020-12-31$18,219,229
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,697,618
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$16,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$412,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$416,038
Other income not declared elsewhere2020-12-31$85,398
Administrative expenses (other) incurred2020-12-31$1,513,441
Liabilities. Value of operating payables at end of year2020-12-31$9,259
Liabilities. Value of operating payables at beginning of year2020-12-31$274,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$214,746,701
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,931,199,695
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,706,641,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,056,068,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$947,140,619
Interest on participant loans2020-12-31$984,831
Interest earned on other investments2020-12-31$120,396
Value of interest in common/collective trusts at end of year2020-12-31$836,441,404
Value of interest in common/collective trusts at beginning of year2020-12-31$735,732,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,671,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,240,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$94,945,563
Net investment gain or loss from common/collective trusts2020-12-31$105,490,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$57,231,030
Employer contributions (assets) at end of year2020-12-31$15,174,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$136,284,165
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BANKS, FINLEY, WHITE & CO.
Accountancy firm EIN2020-12-31630834690
2019 : THE HERSHEY COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$690,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$690,507
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$536,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$536,572
Total income from all sources (including contributions)2019-12-31$400,986,848
Total income from all sources (including contributions)2019-12-31$400,986,848
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$136,686,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$135,192,537
Value of total corrective distributions2019-12-31$33,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$102,270,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$102,270,513
Value of total assets at end of year2019-12-31$1,707,331,921
Value of total assets at end of year2019-12-31$1,707,331,921
Value of total assets at beginning of year2019-12-31$1,442,877,999
Value of total assets at beginning of year2019-12-31$1,442,877,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,461,131
Total interest from all sources2019-12-31$1,128,764
Total interest from all sources2019-12-31$1,128,764
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,727,355
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,727,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,727,355
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,727,355
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$56,047,278
Contributions received from participants2019-12-31$56,047,278
Participant contributions at end of year2019-12-31$18,219,229
Participant contributions at end of year2019-12-31$18,219,229
Participant contributions at beginning of year2019-12-31$18,147,584
Participant contributions at beginning of year2019-12-31$18,147,584
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,787,871
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,787,871
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$142,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$416,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$416,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$387,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$387,808
Other income not declared elsewhere2019-12-31$173,532
Other income not declared elsewhere2019-12-31$173,532
Administrative expenses (other) incurred2019-12-31$1,461,131
Liabilities. Value of operating payables at end of year2019-12-31$274,469
Liabilities. Value of operating payables at end of year2019-12-31$274,469
Liabilities. Value of operating payables at beginning of year2019-12-31$148,764
Liabilities. Value of operating payables at beginning of year2019-12-31$148,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$264,299,987
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,706,641,414
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,706,641,414
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,442,341,427
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,442,341,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$947,140,619
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$947,140,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$850,972,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$850,972,951
Interest on participant loans2019-12-31$975,354
Interest on participant loans2019-12-31$975,354
Interest earned on other investments2019-12-31$153,410
Interest earned on other investments2019-12-31$153,410
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$735,732,062
Value of interest in common/collective trusts at end of year2019-12-31$735,732,062
Value of interest in common/collective trusts at beginning of year2019-12-31$567,668,816
Value of interest in common/collective trusts at beginning of year2019-12-31$567,668,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,240,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,240,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,088,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,088,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$142,408,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$142,408,647
Net investment gain or loss from common/collective trusts2019-12-31$136,278,037
Net investment gain or loss from common/collective trusts2019-12-31$136,278,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$38,435,364
Contributions received in cash from employer2019-12-31$38,435,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$135,049,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$135,049,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BANKS, FINLEY, WHITE & CO.
Accountancy firm EIN2019-12-31630834690
2018 : THE HERSHEY COMPANY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$536,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$331,519
Total income from all sources (including contributions)2018-12-31$2,133,047
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$143,251,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$141,803,108
Value of total corrective distributions2018-12-31$23,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$99,694,539
Value of total assets at end of year2018-12-31$1,442,877,999
Value of total assets at beginning of year2018-12-31$1,583,791,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,424,600
Total interest from all sources2018-12-31$965,639
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$17,461,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$17,461,318
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$54,729,842
Participant contributions at end of year2018-12-31$18,147,584
Participant contributions at beginning of year2018-12-31$16,814,295
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,312,998
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$329,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$387,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$331,519
Other income not declared elsewhere2018-12-31$82,953
Administrative expenses (other) incurred2018-12-31$1,424,600
Liabilities. Value of operating payables at end of year2018-12-31$148,764
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-141,118,341
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,442,341,427
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,583,459,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$850,972,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$915,407,294
Interest on participant loans2018-12-31$827,127
Interest earned on other investments2018-12-31$138,512
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$106,239,640
Value of interest in common/collective trusts at end of year2018-12-31$567,668,816
Value of interest in common/collective trusts at beginning of year2018-12-31$538,433,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,088,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,566,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-66,958,120
Net investment gain or loss from common/collective trusts2018-12-31$-39,451,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$37,651,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$141,803,108
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BANKS, FINLEY, WHITE & CO.
Accountancy firm EIN2018-12-31630834690
2017 : THE HERSHEY COMPANY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$331,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$211,144
Total income from all sources (including contributions)2017-12-31$298,927,941
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$100,155,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$98,980,146
Value of total corrective distributions2017-12-31$24,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$95,470,880
Value of total assets at end of year2017-12-31$1,583,791,287
Value of total assets at beginning of year2017-12-31$1,384,898,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,150,643
Total interest from all sources2017-12-31$827,631
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$16,356,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$16,356,301
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$52,768,281
Participant contributions at end of year2017-12-31$16,814,295
Participant contributions at beginning of year2017-12-31$15,502,856
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,007,511
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$11,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$329,871
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$282,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$331,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$211,144
Other income not declared elsewhere2017-12-31$51,903
Administrative expenses (other) incurred2017-12-31$1,150,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$198,772,722
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,583,459,768
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,384,687,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$915,407,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$803,753,771
Interest on participant loans2017-12-31$699,560
Interest earned on other investments2017-12-31$128,071
Value of interest in master investment trust accounts at end of year2017-12-31$106,239,640
Value of interest in master investment trust accounts at beginning of year2017-12-31$106,239,180
Value of interest in common/collective trusts at end of year2017-12-31$538,433,419
Value of interest in common/collective trusts at beginning of year2017-12-31$451,612,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,566,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,507,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$95,544,693
Net investment gain or loss from common/collective trusts2017-12-31$78,380,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$35,695,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$98,968,630
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BANKS, FINLEY, WHITE & COMPANY
Accountancy firm EIN2017-12-31630834690
2016 : THE HERSHEY COMPANY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$211,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$790,261
Total income from all sources (including contributions)2016-12-31$200,809,353
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$122,775,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$121,634,182
Expenses. Certain deemed distributions of participant loans2016-12-31$53,193
Value of total corrective distributions2016-12-31$25,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$87,283,438
Value of total assets at end of year2016-12-31$1,384,898,190
Value of total assets at beginning of year2016-12-31$1,307,443,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,062,533
Total interest from all sources2016-12-31$798,484
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$15,249,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$15,249,799
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$48,670,481
Participant contributions at end of year2016-12-31$15,502,856
Participant contributions at beginning of year2016-12-31$15,822,126
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,093,547
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$81,874
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$282,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$211,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$220,377
Other income not declared elsewhere2016-12-31$25,618
Administrative expenses (other) incurred2016-12-31$1,062,533
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$569,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$78,033,698
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,384,687,046
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,306,653,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$803,753,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$895,418,519
Interest on participant loans2016-12-31$654,418
Interest earned on other investments2016-12-31$144,066
Value of interest in master investment trust accounts at end of year2016-12-31$106,239,180
Value of interest in master investment trust accounts at beginning of year2016-12-31$108,370,642
Value of interest in common/collective trusts at end of year2016-12-31$451,612,399
Value of interest in common/collective trusts at beginning of year2016-12-31$279,374,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,507,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,457,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$50,891,740
Net investment gain or loss from common/collective trusts2016-12-31$27,568,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$30,519,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$121,552,308
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BANKS, FINELY, WHITE & COMPANY
Accountancy firm EIN2016-12-31581779663
2015 : THE HERSHEY COMPANY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$790,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$330,696
Total income from all sources (including contributions)2015-12-31$71,526,418
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$130,012,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$128,855,893
Expenses. Certain deemed distributions of participant loans2015-12-31$52,358
Value of total corrective distributions2015-12-31$33,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$92,563,117
Value of total assets at end of year2015-12-31$1,307,443,609
Value of total assets at beginning of year2015-12-31$1,365,470,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,070,951
Total interest from all sources2015-12-31$813,856
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$24,004,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$24,004,295
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$51,806,249
Participant contributions at end of year2015-12-31$15,822,126
Participant contributions at beginning of year2015-12-31$15,452,081
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,133,748
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$2,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$220,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$262,065
Other income not declared elsewhere2015-12-31$-6,092
Administrative expenses (other) incurred2015-12-31$1,070,951
Liabilities. Value of operating payables at end of year2015-12-31$569,884
Liabilities. Value of operating payables at beginning of year2015-12-31$68,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-58,486,283
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,306,653,348
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,365,139,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$895,418,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$764,818,346
Interest on participant loans2015-12-31$659,547
Interest earned on other investments2015-12-31$154,309
Value of interest in master investment trust accounts at end of year2015-12-31$108,370,642
Value of interest in master investment trust accounts at beginning of year2015-12-31$142,948,033
Value of interest in common/collective trusts at end of year2015-12-31$279,374,531
Value of interest in common/collective trusts at beginning of year2015-12-31$434,413,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,457,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,838,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,618,994
Net investment gain or loss from common/collective trusts2015-12-31$-4,746,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$33,623,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$128,853,399
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BANKS, FINELY, WHITE & COMPANY
Accountancy firm EIN2015-12-31581779663
2014 : THE HERSHEY COMPANY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$330,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$943,781
Total income from all sources (including contributions)2014-12-31$178,394,265
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$69,630,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$68,777,222
Expenses. Certain deemed distributions of participant loans2014-12-31$50,913
Value of total corrective distributions2014-12-31$23,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$90,350,427
Value of total assets at end of year2014-12-31$1,365,470,327
Value of total assets at beginning of year2014-12-31$1,257,319,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$779,079
Total interest from all sources2014-12-31$761,506
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$26,544,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$26,544,032
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$51,156,317
Participant contributions at end of year2014-12-31$15,452,081
Participant contributions at beginning of year2014-12-31$14,738,976
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,026,905
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$262,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$84,897
Other income not declared elsewhere2014-12-31$116,842
Administrative expenses (other) incurred2014-12-31$779,079
Liabilities. Value of operating payables at end of year2014-12-31$68,631
Liabilities. Value of operating payables at beginning of year2014-12-31$858,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$108,763,496
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,365,139,631
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,256,376,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$764,818,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$845,222,624
Interest on participant loans2014-12-31$632,611
Interest earned on other investments2014-12-31$128,895
Value of interest in master investment trust accounts at end of year2014-12-31$142,948,033
Value of interest in master investment trust accounts at beginning of year2014-12-31$148,972,940
Value of interest in common/collective trusts at end of year2014-12-31$434,413,236
Value of interest in common/collective trusts at beginning of year2014-12-31$244,474,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,838,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,910,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$38,689,757
Net investment gain or loss from common/collective trusts2014-12-31$9,836,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$33,167,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$68,775,435
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BANKS, FINELY, WHITE & COMPANY
Accountancy firm EIN2014-12-31581779663
2013 : THE HERSHEY COMPANY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$943,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$850,125
Total income from all sources (including contributions)2013-12-31$286,941,217
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$74,711,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$73,819,686
Expenses. Certain deemed distributions of participant loans2013-12-31$29,005
Value of total corrective distributions2013-12-31$25,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$85,647,767
Value of total assets at end of year2013-12-31$1,257,319,916
Value of total assets at beginning of year2013-12-31$1,044,996,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$836,878
Total interest from all sources2013-12-31$684,956
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$22,442,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$22,442,415
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$48,204,263
Participant contributions at end of year2013-12-31$14,738,976
Participant contributions at beginning of year2013-12-31$14,087,381
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,803,441
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$2,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$84,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$249,012
Other income not declared elsewhere2013-12-31$51,301
Administrative expenses (other) incurred2013-12-31$836,878
Liabilities. Value of operating payables at end of year2013-12-31$858,884
Liabilities. Value of operating payables at beginning of year2013-12-31$601,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$212,230,163
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,256,376,135
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,044,145,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$845,222,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$659,280,942
Interest on participant loans2013-12-31$610,073
Interest earned on other investments2013-12-31$74,883
Value of interest in master investment trust accounts at end of year2013-12-31$148,972,940
Value of interest in master investment trust accounts at beginning of year2013-12-31$123,657,482
Value of interest in common/collective trusts at end of year2013-12-31$244,474,792
Value of interest in common/collective trusts at beginning of year2013-12-31$244,097,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,910,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,872,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$132,053,061
Net investment gain or loss from common/collective trusts2013-12-31$1,914,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$29,640,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$73,817,257
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BANKS, FINELY, WHITE & COMPANY
Accountancy firm EIN2013-12-31581779663
2012 : THE HERSHEY COMPANY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$850,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$258,779
Total income from all sources (including contributions)2012-12-31$195,011,702
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$78,409,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$77,643,116
Expenses. Certain deemed distributions of participant loans2012-12-31$-7,317
Value of total corrective distributions2012-12-31$9,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$81,786,500
Value of total assets at end of year2012-12-31$1,044,996,097
Value of total assets at beginning of year2012-12-31$927,802,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$764,512
Total interest from all sources2012-12-31$6,014,519
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,523,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$14,523,244
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$46,543,538
Participant contributions at end of year2012-12-31$14,087,381
Participant contributions at beginning of year2012-12-31$13,966,720
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,451,371
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$66,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$698,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$249,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$258,779
Other income not declared elsewhere2012-12-31$133,192
Administrative expenses (other) incurred2012-12-31$764,512
Liabilities. Value of operating payables at end of year2012-12-31$601,113
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$116,602,037
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,044,145,972
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$927,543,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$659,280,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$556,880,548
Interest on participant loans2012-12-31$622,066
Interest earned on other investments2012-12-31$5,392,453
Value of interest in master investment trust accounts at end of year2012-12-31$123,657,482
Value of interest in master investment trust accounts at beginning of year2012-12-31$116,982,414
Value of interest in common/collective trusts at end of year2012-12-31$244,097,854
Value of interest in common/collective trusts at beginning of year2012-12-31$235,487,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,872,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,786,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$67,419,687
Net investment gain or loss from common/collective trusts2012-12-31$3,662,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$29,791,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$77,576,724
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BANKS, FINELY, WHITE & COMPANY
Accountancy firm EIN2012-12-31581779663
2011 : THE HERSHEY COMPANY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$258,779
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$273,318
Total income from all sources (including contributions)2011-12-31$105,750,941
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$55,265,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$54,527,187
Expenses. Certain deemed distributions of participant loans2011-12-31$33,913
Value of total corrective distributions2011-12-31$6,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$74,097,086
Value of total assets at end of year2011-12-31$927,802,714
Value of total assets at beginning of year2011-12-31$877,332,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$698,139
Total interest from all sources2011-12-31$689,770
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$11,555,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$11,555,642
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$43,178,308
Participant contributions at end of year2011-12-31$13,966,720
Participant contributions at beginning of year2011-12-31$13,523,793
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,782,047
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$20,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$698,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$258,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$247,131
Other income not declared elsewhere2011-12-31$42,925
Administrative expenses (other) incurred2011-12-31$698,139
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$26,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$50,485,227
Value of net assets at end of year (total assets less liabilities)2011-12-31$927,543,935
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$877,058,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$556,880,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$549,681,229
Interest on participant loans2011-12-31$662,778
Interest earned on other investments2011-12-31$26,992
Value of interest in master investment trust accounts at end of year2011-12-31$116,982,414
Value of interest in master investment trust accounts at beginning of year2011-12-31$96,360,718
Value of interest in common/collective trusts at end of year2011-12-31$235,487,514
Value of interest in common/collective trusts at beginning of year2011-12-31$217,766,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,786,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,553,291
Net investment gain or loss from common/collective trusts2011-12-31$6,688,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$27,136,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$54,506,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BANKS, FINLEY, WHITE & COMPANY
Accountancy firm EIN2011-12-31581779663
2010 : THE HERSHEY COMPANY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$273,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$416,544
Total income from all sources (including contributions)2010-12-31$178,771,160
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$56,350,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$55,609,828
Expenses. Certain deemed distributions of participant loans2010-12-31$32,462
Value of total corrective distributions2010-12-31$20,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$68,312,198
Value of total assets at end of year2010-12-31$877,332,026
Value of total assets at beginning of year2010-12-31$755,054,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$687,282
Total interest from all sources2010-12-31$716,501
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,947,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$9,947,997
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$39,590,667
Participant contributions at end of year2010-12-31$13,523,793
Participant contributions at beginning of year2010-12-31$12,502,831
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,323,272
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$4,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$247,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$335,838
Other income not declared elsewhere2010-12-31$262,712
Administrative expenses (other) incurred2010-12-31$687,282
Liabilities. Value of operating payables at end of year2010-12-31$26,187
Liabilities. Value of operating payables at beginning of year2010-12-31$80,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$122,420,668
Value of net assets at end of year (total assets less liabilities)2010-12-31$877,058,708
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$754,638,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$549,681,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$466,357,874
Interest on participant loans2010-12-31$716,501
Value of interest in master investment trust accounts at end of year2010-12-31$96,360,718
Value of interest in master investment trust accounts at beginning of year2010-12-31$79,046,902
Value of interest in common/collective trusts at end of year2010-12-31$217,766,286
Value of interest in common/collective trusts at beginning of year2010-12-31$197,146,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$60,504,123
Net investment gain or loss from common/collective trusts2010-12-31$11,888,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$25,398,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$55,605,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BANKS, FINLEY, WHITE & COMPANY
Accountancy firm EIN2010-12-31581779663

Form 5500 Responses for THE HERSHEY COMPANY 401(K) PLAN

2022: THE HERSHEY COMPANY 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HERSHEY COMPANY 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HERSHEY COMPANY 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HERSHEY COMPANY 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HERSHEY COMPANY 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HERSHEY COMPANY 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HERSHEY COMPANY 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HERSHEY COMPANY 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HERSHEY COMPANY 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HERSHEY COMPANY 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HERSHEY COMPANY 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HERSHEY COMPANY 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE HERSHEY COMPANY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39357C
Policy instance 14
Insurance contract or identification number39357C
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39357F
Policy instance 1
Insurance contract or identification number39357F
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39357G
Policy instance 2
Insurance contract or identification number39357G
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number441302
Policy instance 3
Insurance contract or identification number441302
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0121522
Policy instance 4
Insurance contract or identification number0121522
Number of Individuals Covered23381
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $178,878
Total amount of fees paid to insurance companyUSD $235,363
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,917,013
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $178,878
Amount paid for insurance broker fees235363
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39357A
Policy instance 5
Insurance contract or identification number39357A
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39357B
Policy instance 6
Insurance contract or identification number39357B
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39357D
Policy instance 7
Insurance contract or identification number39357D
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39357E
Policy instance 8
Insurance contract or identification number39357E
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number38247
Policy instance 9
Insurance contract or identification number38247
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number38213
Policy instance 10
Insurance contract or identification number38213
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35688
Policy instance 11
Insurance contract or identification number35688
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number37968
Policy instance 12
Insurance contract or identification number37968
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39357
Policy instance 13
Insurance contract or identification number39357
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number37968
Policy instance 2
Insurance contract or identification number37968
Number of Individuals Covered2729
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number38213
Policy instance 3
Insurance contract or identification number38213
Number of Individuals Covered2729
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number38247
Policy instance 4
Insurance contract or identification number38247
Number of Individuals Covered2729
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number39357
Policy instance 5
Insurance contract or identification number39357
Number of Individuals Covered2729
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number441302
Policy instance 6
Insurance contract or identification number441302
Number of Individuals Covered2729
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35688
Policy instance 1
Insurance contract or identification number35688
Number of Individuals Covered2729
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number441302
Policy instance 2
Insurance contract or identification number441302
Number of Individuals Covered2893
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35688
Policy instance 1
Insurance contract or identification number35688
Number of Individuals Covered2893
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number441302
Policy instance 2
Insurance contract or identification number441302
Number of Individuals Covered2925
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35688
Policy instance 1
Insurance contract or identification number35688
Number of Individuals Covered2925
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number441302
Policy instance 4
Insurance contract or identification number441302
Number of Individuals Covered3021
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-34413
Policy instance 3
Insurance contract or identification numberGA-34413
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-17
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35688
Policy instance 2
Insurance contract or identification number35688
Number of Individuals Covered3021
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35421
Policy instance 1
Insurance contract or identification number35421
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35421
Policy instance 1
Insurance contract or identification number35421
Number of Individuals Covered3178
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35688
Policy instance 3
Insurance contract or identification number35688
Number of Individuals Covered3178
Insurance policy start date2017-04-21
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35083
Policy instance 2
Insurance contract or identification number35083
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-04-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-34413
Policy instance 4
Insurance contract or identification numberGA-34413
Number of Individuals Covered3178
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35421
Policy instance 1
Insurance contract or identification number35421
Number of Individuals Covered3706
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35083
Policy instance 2
Insurance contract or identification number35083
Number of Individuals Covered3706
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-34413
Policy instance 3
Insurance contract or identification numberGA-34413
Number of Individuals Covered3706
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-34413
Policy instance 3
Insurance contract or identification numberGA-34413
Number of Individuals Covered4031
Insurance policy start date2014-12-17
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number35083
Policy instance 2
Insurance contract or identification number35083
Number of Individuals Covered4031
Insurance policy start date2014-04-21
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32485
Policy instance 1
Insurance contract or identification number32485
Number of Individuals Covered4031
Insurance policy start date2014-01-01
Insurance policy end date2014-04-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32485
Policy instance 1
Insurance contract or identification number32485
Number of Individuals Covered4219
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32485
Policy instance 1
Insurance contract or identification number32485
Number of Individuals Covered4558
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32485
Policy instance 1
Insurance contract or identification number32485
Number of Individuals Covered4796
Insurance policy start date2011-04-18
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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