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HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 401k Plan overview

Plan NameHERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES
Plan identification number 002

HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HERSHEY ENTERTAINMENT & RESORTS CO has sponsored the creation of one or more 401k plans.

Company Name:HERSHEY ENTERTAINMENT & RESORTS CO
Employer identification number (EIN):230691815
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01JENNIFER P DISCHER
0022016-01-01JENNIFER P. DISCHER
0022015-01-01KIM MANN
0022014-01-01KIM MANN KIM MANN2015-10-14
0022013-01-01ANDREW HELMER2014-10-15 ANDREW HELMER2014-10-15
0022012-01-01NATHAN DOUTY2013-10-15 NATHAN DOUTY2013-10-14
0022011-01-01KIM MANN NATHAN DOUTY2012-10-12
0022010-01-01KIM MANN
0022009-01-01NATHAN DOUTY
0022009-01-01 NATHAN DOUTY2010-10-15

Plan Statistics for HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES

401k plan membership statisitcs for HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES

Measure Date Value
2022: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-3119,036,982
Acturial value of plan assets2022-12-3117,576,843
Funding target for retired participants and beneficiaries receiving payment2022-12-314,857,631
Number of terminated vested participants2022-12-3164
Fundng target for terminated vested participants2022-12-312,168,823
Active participant vested funding target2022-12-3110,654,273
Number of active participants2022-12-3194
Total funding liabilities for active participants2022-12-3110,674,155
Total participant count2022-12-31288
Total funding target for all participants2022-12-3117,700,609
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-315,946
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-316,267
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31510,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31492,285
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31463,131
Net shortfall amortization installment of oustanding balance2022-12-31123,766
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31491,416
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31491,416
Contributions allocatedtoward minimum required contributions for current year2022-12-31492,285
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01286
Total number of active participants reported on line 7a of the Form 55002022-01-0185
Number of retired or separated participants receiving benefits2022-01-01103
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0124
Total participants2022-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-3121,364,823
Acturial value of plan assets2021-12-3119,299,884
Funding target for retired participants and beneficiaries receiving payment2021-12-314,501,989
Number of terminated vested participants2021-12-3163
Fundng target for terminated vested participants2021-12-312,207,290
Active participant vested funding target2021-12-3114,195,115
Number of active participants2021-12-31122
Total funding liabilities for active participants2021-12-3114,223,877
Total participant count2021-12-31326
Total funding target for all participants2021-12-3120,933,156
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31793,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31837,184
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31743,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31718,292
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31551,157
Net shortfall amortization installment of oustanding balance2021-12-311,633,272
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31712,346
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31712,346
Contributions allocatedtoward minimum required contributions for current year2021-12-31718,292
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01325
Total number of active participants reported on line 7a of the Form 55002021-01-0194
Number of retired or separated participants receiving benefits2021-01-01109
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0125
Total participants2021-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-3120,010,827
Acturial value of plan assets2020-12-3118,942,937
Funding target for retired participants and beneficiaries receiving payment2020-12-314,444,663
Number of terminated vested participants2020-12-3162
Fundng target for terminated vested participants2020-12-311,981,073
Active participant vested funding target2020-12-3114,585,571
Number of active participants2020-12-31140
Total funding liabilities for active participants2020-12-3114,628,854
Total participant count2020-12-31355
Total funding target for all participants2020-12-3121,054,590
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31899
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-311,700,000
Total employee contributions2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,587,544
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31595,899
Net shortfall amortization installment of oustanding balance2020-12-312,111,653
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31794,155
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31794,155
Contributions allocatedtoward minimum required contributions for current year2020-12-311,587,544
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01353
Total number of active participants reported on line 7a of the Form 55002020-01-01122
Number of retired or separated participants receiving benefits2020-01-01118
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0127
Total participants2020-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-3117,630,559
Acturial value of plan assets2019-12-3118,542,197
Funding target for retired participants and beneficiaries receiving payment2019-12-314,536,489
Number of terminated vested participants2019-12-3163
Fundng target for terminated vested participants2019-12-311,899,020
Active participant vested funding target2019-12-3114,129,511
Number of active participants2019-12-31153
Total funding liabilities for active participants2019-12-3114,165,945
Total participant count2019-12-31373
Total funding target for all participants2019-12-3120,601,454
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31561,204
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31592,575
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31922,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31891,562
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31636,965
Net shortfall amortization installment of oustanding balance2019-12-312,059,257
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,023,407
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,023,407
Contributions allocatedtoward minimum required contributions for current year2019-12-31891,562
Unpaid minimum required contributions for current year2019-12-31131,845
Unpaid minimum required contributions for all years2019-12-31131,845
Total participants, beginning-of-year2019-01-01371
Total number of active participants reported on line 7a of the Form 55002019-01-01140
Number of retired or separated participants receiving benefits2019-01-01125
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0132
Total participants2019-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-3119,879,463
Acturial value of plan assets2018-12-3118,693,792
Funding target for retired participants and beneficiaries receiving payment2018-12-314,764,785
Number of terminated vested participants2018-12-3167
Fundng target for terminated vested participants2018-12-312,169,864
Active participant vested funding target2018-12-3113,755,329
Number of active participants2018-12-31166
Total funding liabilities for active participants2018-12-3113,830,983
Total participant count2018-12-31404
Total funding target for all participants2018-12-3120,765,632
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-311,627,035
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,721,240
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,617,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,517,701
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31608,387
Net shortfall amortization installment of oustanding balance2018-12-312,071,840
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31956,497
Additional cash requirement2018-12-31956,497
Contributions allocatedtoward minimum required contributions for current year2018-12-311,517,701
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01399
Total number of active participants reported on line 7a of the Form 55002018-01-01153
Number of retired or separated participants receiving benefits2018-01-01127
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0132
Total participants2018-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3117,692,776
Acturial value of plan assets2017-12-3118,161,603
Funding target for retired participants and beneficiaries receiving payment2017-12-314,721,730
Number of terminated vested participants2017-12-3161
Fundng target for terminated vested participants2017-12-31898,221
Active participant vested funding target2017-12-3112,996,637
Number of active participants2017-12-31187
Total funding liabilities for active participants2017-12-3113,050,555
Total participant count2017-12-31427
Total funding target for all participants2017-12-3118,670,506
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31496,020
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31525,781
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-312,606,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,409,382
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31698,779
Net shortfall amortization installment of oustanding balance2017-12-31508,903
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31782,347
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31782,347
Contributions allocatedtoward minimum required contributions for current year2017-12-312,409,382
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01427
Total number of active participants reported on line 7a of the Form 55002017-01-01166
Number of retired or separated participants receiving benefits2017-01-01134
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0136
Total participants2017-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3117,630,851
Acturial value of plan assets2016-12-3118,550,910
Funding target for retired participants and beneficiaries receiving payment2016-12-314,507,021
Number of terminated vested participants2016-12-3162
Fundng target for terminated vested participants2016-12-31785,193
Active participant vested funding target2016-12-3113,013,078
Number of active participants2016-12-31206
Total funding liabilities for active participants2016-12-3113,090,034
Total participant count2016-12-31453
Total funding target for all participants2016-12-3118,382,248
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31905
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,255,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,172,827
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31845,469
Total funding amount beforereflecting carryover/prefunding balances2016-12-31676,807
Carryover balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31676,807
Contributions allocatedtoward minimum required contributions for current year2016-12-311,172,827
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01453
Total number of active participants reported on line 7a of the Form 55002016-01-01187
Number of retired or separated participants receiving benefits2016-01-01143
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0140
Total participants2016-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01479
Total number of active participants reported on line 7a of the Form 55002015-01-01206
Number of retired or separated participants receiving benefits2015-01-01151
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0138
Total participants2015-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01498
Total number of active participants reported on line 7a of the Form 55002014-01-01221
Number of retired or separated participants receiving benefits2014-01-01151
Number of other retired or separated participants entitled to future benefits2014-01-0170
Total of all active and inactive participants2014-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0137
Total participants2014-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01532
Total number of active participants reported on line 7a of the Form 55002013-01-01231
Number of retired or separated participants receiving benefits2013-01-01159
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0140
Total participants2013-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01553
Total number of active participants reported on line 7a of the Form 55002012-01-01258
Number of retired or separated participants receiving benefits2012-01-01165
Number of other retired or separated participants entitled to future benefits2012-01-0172
Total of all active and inactive participants2012-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0137
Total participants2012-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01574
Total number of active participants reported on line 7a of the Form 55002011-01-01284
Number of retired or separated participants receiving benefits2011-01-01170
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0132
Total participants2011-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01613
Total number of active participants reported on line 7a of the Form 55002010-01-01294
Number of retired or separated participants receiving benefits2010-01-01180
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0131
Total participants2010-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01642
Total number of active participants reported on line 7a of the Form 55002009-01-01316
Number of retired or separated participants receiving benefits2009-01-01197
Number of other retired or separated participants entitled to future benefits2009-01-0168
Total of all active and inactive participants2009-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0132
Total participants2009-01-01613

Financial Data on HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES

Measure Date Value
2022 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$28,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$39,303
Total income from all sources (including contributions)2022-12-31$-2,420,656
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,079,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,806,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$510,000
Value of total assets at end of year2022-12-31$14,565,641
Value of total assets at beginning of year2022-12-31$19,076,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$272,553
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$352,211
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$352,211
Administrative expenses professional fees incurred2022-12-31$82,616
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$28,528
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$12,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$28,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$39,303
Administrative expenses (other) incurred2022-12-31$122,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,499,699
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,537,604
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,037,303
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
Investment advisory and management fees2022-12-31$67,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,385,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,878,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,282,867
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 plan2022-12-31No
Contributions received in cash from employer2022-12-31$510,000
Employer contributions (assets) at end of year2022-12-31$152,000
Employer contributions (assets) at beginning of year2022-12-31$185,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,806,490
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOYER & RITTER
Accountancy firm EIN2022-12-31231311005
2021 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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$39,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$24,081
Total income from all sources (including contributions)2021-12-31$3,278,907
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,631,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,328,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$743,000
Value of total assets at end of year2021-12-31$19,076,606
Value of total assets at beginning of year2021-12-31$21,413,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$302,615
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$358,378
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$358,378
Administrative expenses professional fees incurred2021-12-31$77,750
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$12,933
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$10,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$39,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$24,081
Administrative expenses (other) incurred2021-12-31$142,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,352,570
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,037,303
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,389,873
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
Investment advisory and management fees2021-12-31$82,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,878,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,471,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,177,529
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$743,000
Employer contributions (assets) at end of year2021-12-31$185,000
Employer contributions (assets) at beginning of year2021-12-31$932,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,328,862
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 name2021-12-31BOYER & RITTER
Accountancy firm EIN2021-12-31231311005
2020 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$38,345
Total income from all sources (including contributions)2020-12-31$4,681,004
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,284,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,951,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,700,000
Value of total assets at end of year2020-12-31$21,413,954
Value of total assets at beginning of year2020-12-31$20,032,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$333,927
Total interest from all sources2020-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$343,263
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$343,263
Administrative expenses professional fees incurred2020-12-31$68,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$10,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$13,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$24,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$38,345
Administrative expenses (other) incurred2020-12-31$189,409
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$1,396,012
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,389,873
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,993,861
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
Investment advisory and management fees2020-12-31$76,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,471,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,640,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,637,731
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$1,700,000
Employer contributions (assets) at end of year2020-12-31$932,000
Employer contributions (assets) at beginning of year2020-12-31$378,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,951,065
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 name2020-12-31BOYER & RITTER
Accountancy firm EIN2020-12-31231311005
2019 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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$38,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,105
Total income from all sources (including contributions)2019-12-31$4,870,715
Total income from all sources (including contributions)2019-12-31$4,870,715
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$2,537,087
Total of all expenses incurred2019-12-31$2,537,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,162,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,162,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,069,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,069,000
Value of total assets at end of year2019-12-31$20,032,206
Value of total assets at end of year2019-12-31$20,032,206
Value of total assets at beginning of year2019-12-31$17,683,338
Value of total assets at beginning of year2019-12-31$17,683,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$374,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$374,232
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$435,770
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$435,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$435,770
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$435,770
Administrative expenses professional fees incurred2019-12-31$66,700
Administrative expenses professional fees incurred2019-12-31$66,700
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,500,000
Value of fidelity bond cover2019-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$13,952
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$13,952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$15,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$15,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$38,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$38,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,105
Administrative expenses (other) incurred2019-12-31$230,391
Administrative expenses (other) incurred2019-12-31$230,391
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
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$2,333,628
Value of net income/loss2019-12-31$2,333,628
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,993,861
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,993,861
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,660,233
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,660,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$77,141
Investment advisory and management fees2019-12-31$77,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,640,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,640,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,638,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,638,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,365,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,365,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,069,000
Contributions received in cash from employer2019-12-31$1,069,000
Employer contributions (assets) at end of year2019-12-31$378,000
Employer contributions (assets) at end of year2019-12-31$378,000
Employer contributions (assets) at beginning of year2019-12-31$1,029,000
Employer contributions (assets) at beginning of year2019-12-31$1,029,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,162,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,162,855
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOYER & RITTER, LLC
Accountancy firm name2019-12-31BOYER & RITTER, LLC
Accountancy firm EIN2019-12-31231311005
Accountancy firm EIN2019-12-31231311005
2018 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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$23,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,171
Total income from all sources (including contributions)2018-12-31$544,153
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,834,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,500,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,617,000
Value of total assets at end of year2018-12-31$17,683,338
Value of total assets at beginning of year2018-12-31$19,972,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$333,517
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$409,908
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$409,908
Administrative expenses professional fees incurred2018-12-31$68,400
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$15,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$27,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$23,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$22,171
Administrative expenses (other) incurred2018-12-31$191,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,289,927
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,660,233
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,950,160
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
Investment advisory and management fees2018-12-31$73,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,638,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,845,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,482,755
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$1,617,000
Employer contributions (assets) at end of year2018-12-31$1,029,000
Employer contributions (assets) at beginning of year2018-12-31$2,099,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,500,563
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 name2018-12-31BOYER & RITTER
Accountancy firm EIN2018-12-31231311005
2017 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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$22,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,660
Total income from all sources (including contributions)2017-12-31$5,493,893
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,261,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,946,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,606,000
Value of total assets at end of year2017-12-31$19,972,331
Value of total assets at beginning of year2017-12-31$17,738,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$314,342
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$392,481
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$392,481
Administrative expenses professional fees incurred2017-12-31$61,600
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$27,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$11,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$22,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$20,660
Administrative expenses (other) incurred2017-12-31$179,874
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$2,232,663
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,950,160
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,717,497
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
Investment advisory and management fees2017-12-31$72,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,845,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,936,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,495,412
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$2,606,000
Employer contributions (assets) at end of year2017-12-31$2,099,000
Employer contributions (assets) at beginning of year2017-12-31$790,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,946,888
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 name2017-12-31BOYER & RITTER LLC
Accountancy firm EIN2017-12-31231311005
2016 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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$20,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$47,792
Total income from all sources (including contributions)2016-12-31$2,438,805
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,355,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,048,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,255,000
Value of total assets at end of year2016-12-31$17,738,157
Value of total assets at beginning of year2016-12-31$17,682,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$307,557
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$368,579
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$368,579
Administrative expenses professional fees incurred2016-12-31$77,673
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$11,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$12,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$20,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$47,792
Administrative expenses (other) incurred2016-12-31$152,412
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$83,116
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,717,497
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,634,381
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
Investment advisory and management fees2016-12-31$77,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,936,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,432,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$815,226
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$1,255,000
Employer contributions (assets) at end of year2016-12-31$790,000
Employer contributions (assets) at beginning of year2016-12-31$237,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,048,132
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 name2016-12-31BOYER & RITTER LLC
Accountancy firm EIN2016-12-31231311005
2015 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$2,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$47,792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$41,784
Total income from all sources (including contributions)2015-12-31$546,791
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,402,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,138,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$668,058
Value of total assets at end of year2015-12-31$17,682,173
Value of total assets at beginning of year2015-12-31$19,529,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$263,857
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$337,925
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$337,925
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$12,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$47,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$41,784
Administrative expenses (other) incurred2015-12-31$263,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,855,740
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,634,381
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,487,425
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$17,432,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,931,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-459,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$668,058
Employer contributions (assets) at end of year2015-12-31$237,000
Employer contributions (assets) at beginning of year2015-12-31$1,585,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,138,674
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 name2015-12-31BOYER & RITTER LLC
Accountancy firm EIN2015-12-31231311005
2014 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$41,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$53,408
Total income from all sources (including contributions)2014-12-31$3,219,106
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,455,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,214,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,101,622
Value of total assets at end of year2014-12-31$19,529,209
Value of total assets at beginning of year2014-12-31$17,777,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$240,436
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$327,070
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$327,070
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$41,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$53,408
Administrative expenses (other) incurred2014-12-31$240,436
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$1,763,671
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,487,425
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,723,754
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$17,931,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,828,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$790,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$2,101,622
Employer contributions (assets) at end of year2014-12-31$1,585,628
Employer contributions (assets) at beginning of year2014-12-31$935,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,214,999
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 name2014-12-31BOYER & RITTER LLC
Accountancy firm EIN2014-12-31231311005
2013 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$3,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$53,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$44,384
Total income from all sources (including contributions)2013-12-31$4,155,388
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,303,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,099,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$935,695
Value of total assets at end of year2013-12-31$17,777,162
Value of total assets at beginning of year2013-12-31$17,913,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$204,801
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$408,141
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$408,141
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$12,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$53,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$44,384
Administrative expenses (other) incurred2013-12-31$204,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-148,508
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,723,754
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,869,114
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$16,828,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,901,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,811,552
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$935,695
Employer contributions (assets) at end of year2013-12-31$935,695
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,099,095
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 name2013-12-31BOYER & RITTER LLC
Accountancy firm EIN2013-12-31231311005
2012 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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$44,384
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$60,601
Total income from all sources (including contributions)2012-12-31$2,758,308
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,593,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,403,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$426,390
Value of total assets at end of year2012-12-31$17,913,498
Value of total assets at beginning of year2012-12-31$17,764,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$189,562
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$420,117
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$420,117
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$12,497
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$14,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$44,384
Administrative expenses (other) incurred2012-12-31$189,562
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$165,016
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,869,114
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,704,098
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$17,901,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,100,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,911,801
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$426,390
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,648,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,403,730
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$60,601
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOYER & RITTER LLC
Accountancy firm EIN2012-12-31231311005
2011 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-332,760
Total unrealized appreciation/depreciation of assets2011-12-31$-332,760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$60,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$63,387
Total income from all sources (including contributions)2011-12-31$1,852,578
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,545,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,312,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,798,586
Value of total assets at end of year2011-12-31$17,764,699
Value of total assets at beginning of year2011-12-31$17,460,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$233,580
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$14,979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14,231
Other income not declared elsewhere2011-12-31$386,752
Administrative expenses (other) incurred2011-12-31$233,580
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$306,918
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,704,098
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,397,180
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$16,100,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,951,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$158,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$1,798,586
Employer contributions (assets) at end of year2011-12-31$1,648,841
Employer contributions (assets) at beginning of year2011-12-31$1,336,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,312,080
Liabilities. Value of benefit claims payable at end of year2011-12-31$60,601
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$63,387
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 name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,422,245
Total unrealized appreciation/depreciation of assets2010-12-31$1,422,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$63,387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$51,572
Total income from all sources (including contributions)2010-12-31$3,110,381
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,351,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,154,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,336,000
Value of total assets at end of year2010-12-31$17,460,567
Value of total assets at beginning of year2010-12-31$15,689,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$196,984
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$12,860
Other income not declared elsewhere2010-12-31$352,136
Administrative expenses (other) incurred2010-12-31$196,984
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$1,758,787
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,397,180
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,638,393
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$15,951,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,516,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$158,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$160,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$1,336,000
Employer contributions (assets) at end of year2010-12-31$1,336,000
Employer contributions (assets) at beginning of year2010-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,154,610
Liabilities. Value of benefit claims payable at end of year2010-12-31$63,387
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$51,572
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 name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES

2022: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PLAN FOR HOURLY EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 number2652B
Policy instance 1
Insurance contract or identification number2652B
Insurance policy start date2011-01-01
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number25283I-169
Policy instance 2
Insurance contract or identification number25283I-169
Insurance policy start date2011-01-01
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC2652B
Policy instance 1
Insurance contract or identification numberGAC2652B
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 numberGAC25283I-169
Policy instance 2
Insurance contract or identification numberGAC25283I-169
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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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