?>
Logo

MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 401k Plan overview

Plan NameMILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN
Plan identification number 003

MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MILTON HERSHEY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:MILTON HERSHEY SCHOOL
Employer identification number (EIN):231353340
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01ANDREW CLARK2023-10-16
0032021-01-01JEFFERY JOHNSON2022-10-14
0032020-01-01ANDREW CLARK2021-10-12
0032019-01-01ANDREW CLARK2020-10-08
0032018-01-01ANDREW CLARK2019-10-08
0032017-01-01
0032016-01-01
0032015-01-01JOAN SINGLETON
0032014-01-01JOAN SINGLETON
0032013-01-01JOAN SINGLETON
0032012-01-01JOAN SINGLETON
0032011-01-01JOAN SINGLETON
0032009-01-01JOAN K. SINGLETON

Plan Statistics for MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN

401k plan membership statisitcs for MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2022: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,054
Total number of active participants reported on line 7a of the Form 55002022-01-011,234
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01784
Total of all active and inactive participants2022-01-012,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0137
Total participants2022-01-012,055
Number of participants with account balances2022-01-011,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,068
Total number of active participants reported on line 7a of the Form 55002021-01-011,240
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01781
Total of all active and inactive participants2021-01-012,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0133
Total participants2021-01-012,054
Number of participants with account balances2021-01-011,998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,078
Total number of active participants reported on line 7a of the Form 55002020-01-011,389
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01672
Total of all active and inactive participants2020-01-012,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-012,068
Number of participants with account balances2020-01-012,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,057
Total number of active participants reported on line 7a of the Form 55002019-01-011,388
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01682
Total of all active and inactive participants2019-01-012,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-012,078
Number of participants with account balances2019-01-012,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,991
Total number of active participants reported on line 7a of the Form 55002018-01-011,430
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01623
Total of all active and inactive participants2018-01-012,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,057
Number of participants with account balances2018-01-012,040
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,927
Total number of active participants reported on line 7a of the Form 55002017-01-011,388
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01599
Total of all active and inactive participants2017-01-011,987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,991
Number of participants with account balances2017-01-011,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,897
Total number of active participants reported on line 7a of the Form 55002016-01-011,348
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01570
Total of all active and inactive participants2016-01-011,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-011,927
Number of participants with account balances2016-01-011,909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,939
Total number of active participants reported on line 7a of the Form 55002015-01-011,335
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01555
Total of all active and inactive participants2015-01-011,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,897
Number of participants with account balances2015-01-011,878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,875
Total number of active participants reported on line 7a of the Form 55002014-01-011,309
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01621
Total of all active and inactive participants2014-01-011,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-011,939
Number of participants with account balances2014-01-011,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,921
Total number of active participants reported on line 7a of the Form 55002013-01-011,277
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01633
Total of all active and inactive participants2013-01-011,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-011,920
Number of participants with account balances2013-01-011,853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,921
Total number of active participants reported on line 7a of the Form 55002012-01-011,477
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01436
Total of all active and inactive participants2012-01-011,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-011,921
Number of participants with account balances2012-01-011,778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,931
Total number of active participants reported on line 7a of the Form 55002011-01-011,483
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01434
Total of all active and inactive participants2011-01-011,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,921
Number of participants with account balances2011-01-011,792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,057
Total number of active participants reported on line 7a of the Form 55002009-01-011,692
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01438
Total of all active and inactive participants2009-01-012,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-012,133
Number of participants with account balances2009-01-012,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2022 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-15,665,849
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,164,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,074,081
Expenses. Certain deemed distributions of participant loans2022-12-31$38,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,084,807
Value of total assets at end of year2022-12-31$169,038,360
Value of total assets at beginning of year2022-12-31$193,868,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$52,327
Total interest from all sources2022-12-31$1,523,590
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,462,195
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$3,462,195
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,905,579
Participant contributions at end of year2022-12-31$1,131,298
Participant contributions at beginning of year2022-12-31$906,338
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,197,958
Other income not declared elsewhere2022-12-31$90,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,830,546
Value of net assets at end of year (total assets less liabilities)2022-12-31$169,038,360
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$193,868,906
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$120,158,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$146,557,657
Value of interest in pooled separate accounts at end of year2022-12-31$3,366,335
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,187,895
Interest on participant loans2022-12-31$45,140
Interest earned on other investments2022-12-31$1,478,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$43,639,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$42,492,972
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$940,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-31,089,439
Net investment gain/loss from pooled separate accounts2022-12-31$262,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$1,981,270
Employer contributions (assets) at end of year2022-12-31$743,559
Employer contributions (assets) at beginning of year2022-12-31$724,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,133,768
Contract administrator fees2022-12-31$52,327
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 name2022-12-31KPMG
Accountancy firm EIN2022-12-31135565207
2021 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$30,784,829
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,367,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,283,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,227,856
Value of total assets at end of year2021-12-31$193,868,906
Value of total assets at beginning of year2021-12-31$173,451,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,792
Total interest from all sources2021-12-31$1,267,523
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,123,103
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$4,123,103
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$6,841,616
Participant contributions at end of year2021-12-31$906,338
Participant contributions at beginning of year2021-12-31$413,874
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$303,040
Other income not declared elsewhere2021-12-31$84,641
Administrative expenses (other) incurred2021-12-31$8,105
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$20,417,680
Value of net assets at end of year (total assets less liabilities)2021-12-31$193,868,906
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$173,451,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$146,557,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$129,039,455
Value of interest in pooled separate accounts at end of year2021-12-31$3,187,895
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,923,449
Interest on participant loans2021-12-31$24,740
Interest earned on other investments2021-12-31$1,242,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$42,492,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$40,314,557
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$468,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,586,782
Net investment gain/loss from pooled separate accounts2021-12-31$494,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$2,083,200
Employer contributions (assets) at end of year2021-12-31$724,044
Employer contributions (assets) at beginning of year2021-12-31$759,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,814,955
Contract administrator fees2021-12-31$75,687
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 name2021-12-31KPMG
Accountancy firm EIN2021-12-31135565207
2020 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$30,474,703
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,329,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,314,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,769,747
Value of total assets at end of year2020-12-31$173,451,226
Value of total assets at beginning of year2020-12-31$150,306,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,468
Total interest from all sources2020-12-31$1,269,222
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,800,537
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$1,800,537
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$6,537,727
Participant contributions at end of year2020-12-31$413,874
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$73,205
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$23,145,065
Value of net assets at end of year (total assets less liabilities)2020-12-31$173,451,226
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$150,306,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$129,039,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$108,784,080
Value of interest in pooled separate accounts at end of year2020-12-31$2,923,449
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,385,241
Interest earned on other investments2020-12-31$1,269,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$40,314,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$37,651,430
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$775,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,590,989
Net investment gain/loss from pooled separate accounts2020-12-31$-28,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$2,232,020
Employer contributions (assets) at end of year2020-12-31$759,891
Employer contributions (assets) at beginning of year2020-12-31$485,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,538,514
Contract administrator fees2020-12-31$15,468
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31KPMG
Accountancy firm EIN2020-12-31135565207
2019 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$30,932,280
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,820,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,781,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,289,026
Value of total assets at end of year2019-12-31$150,306,161
Value of total assets at beginning of year2019-12-31$130,192,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,595
Total interest from all sources2019-12-31$1,262,324
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,801,827
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$1,801,827
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$6,093,978
Other income not declared elsewhere2019-12-31$91,924
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$20,111,732
Value of net assets at end of year (total assets less liabilities)2019-12-31$150,306,161
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$130,192,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$108,784,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$86,456,388
Value of interest in pooled separate accounts at end of year2019-12-31$3,385,241
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,799,397
Interest earned on other investments2019-12-31$1,262,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$37,651,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$39,454,797
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$500,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,291,676
Net investment gain/loss from pooled separate accounts2019-12-31$195,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$2,195,048
Employer contributions (assets) at end of year2019-12-31$485,410
Employer contributions (assets) at beginning of year2019-12-31$482,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,281,450
Contract administrator fees2019-12-31$38,595
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KPMG
Accountancy firm EIN2019-12-31135565207
2018 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$13,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,403,970
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,035,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,027,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,767,141
Value of total assets at end of year2018-12-31$130,192,935
Value of total assets at beginning of year2018-12-31$136,810,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,656
Total interest from all sources2018-12-31$1,345,750
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,190,740
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$2,190,740
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$5,659,956
Other income not declared elsewhere2018-12-31$42,702
Administrative expenses (other) incurred2018-12-31$7,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,631,658
Value of net assets at end of year (total assets less liabilities)2018-12-31$130,192,935
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$136,810,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$86,456,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$93,112,755
Value of interest in pooled separate accounts at end of year2018-12-31$3,799,397
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,101,937
Interest on participant loans2018-12-31$14
Interest earned on other investments2018-12-31$1,345,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$39,454,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$39,139,625
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$575,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,133,198
Net investment gain/loss from pooled separate accounts2018-12-31$190,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$2,107,185
Employer contributions (assets) at end of year2018-12-31$482,353
Employer contributions (assets) at beginning of year2018-12-31$456,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,452,295
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPMG
Accountancy firm EIN2018-12-31135565207
2017 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$24,120,597
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,664,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,664,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,226,255
Value of total assets at end of year2017-12-31$136,810,671
Value of total assets at beginning of year2017-12-31$118,354,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,291,299
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,079,164
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$1,079,164
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$5,212,072
Other income not declared elsewhere2017-12-31$49,758
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$18,456,171
Value of net assets at end of year (total assets less liabilities)2017-12-31$136,810,671
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$118,354,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$93,112,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$75,395,355
Value of interest in pooled separate accounts at end of year2017-12-31$4,101,937
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,578,657
Interest earned on other investments2017-12-31$1,291,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$39,139,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$37,929,597
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$227,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,289,938
Net investment gain/loss from pooled separate accounts2017-12-31$184,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,014,183
Employer contributions (assets) at end of year2017-12-31$456,354
Employer contributions (assets) at beginning of year2017-12-31$450,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,436,974
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPMG
Accountancy firm EIN2017-12-31135565207
2016 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$13,362,580
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,058,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,058,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,846,788
Value of total assets at end of year2016-12-31$118,354,500
Value of total assets at beginning of year2016-12-31$110,049,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$1,351,790
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$635,395
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$635,395
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$4,916,232
Other income not declared elsewhere2016-12-31$58,909
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$8,304,534
Value of net assets at end of year (total assets less liabilities)2016-12-31$118,354,500
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$110,049,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$75,395,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$67,772,842
Value of interest in pooled separate accounts at end of year2016-12-31$4,578,657
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,876,075
Interest on participant loans2016-12-31$11
Interest earned on other investments2016-12-31$1,351,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$37,929,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$36,967,114
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$28,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,229,070
Net investment gain/loss from pooled separate accounts2016-12-31$240,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,930,556
Employer contributions (assets) at end of year2016-12-31$450,891
Employer contributions (assets) at beginning of year2016-12-31$433,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,029,546
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPMG
Accountancy firm EIN2016-12-31135565207
2015 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,771,954
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,942,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,942,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,580,188
Value of total assets at end of year2015-12-31$110,049,966
Value of total assets at beginning of year2015-12-31$108,220,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$1,419,244
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$440,386
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$440,386
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$4,731,204
Other income not declared elsewhere2015-12-31$90,152
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$1,829,871
Value of net assets at end of year (total assets less liabilities)2015-12-31$110,049,966
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$108,220,095
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$67,772,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$66,608,916
Value of interest in pooled separate accounts at end of year2015-12-31$4,876,075
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,435,975
Interest on participant loans2015-12-31$3
Interest earned on other investments2015-12-31$1,419,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$36,967,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$35,757,423
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$470,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$818,670
Net investment gain/loss from pooled separate accounts2015-12-31$423,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,848,984
Employer contributions (assets) at end of year2015-12-31$433,935
Employer contributions (assets) at beginning of year2015-12-31$417,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,471,111
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG
Accountancy firm EIN2015-12-31135565207
2014 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$12,723,131
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,727,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,727,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,360,630
Value of total assets at end of year2014-12-31$108,220,095
Value of total assets at beginning of year2014-12-31$103,224,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,234,445
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$123,351
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$123,351
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$4,608,958
Other income not declared elsewhere2014-12-31$93,571
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$4,995,439
Value of net assets at end of year (total assets less liabilities)2014-12-31$108,220,095
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$103,224,656
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$66,608,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$63,258,247
Value of interest in pooled separate accounts at end of year2014-12-31$5,435,975
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,713,689
Interest on participant loans2014-12-31$18
Interest earned on other investments2014-12-31$1,234,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$35,757,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$34,887,646
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$387,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,331,237
Net investment gain/loss from pooled separate accounts2014-12-31$579,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,751,672
Employer contributions (assets) at end of year2014-12-31$417,781
Employer contributions (assets) at beginning of year2014-12-31$365,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,340,589
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG
Accountancy firm EIN2014-12-31135565207
2013 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$19,183,485
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,340,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,340,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,110,909
Value of total assets at end of year2013-12-31$103,224,656
Value of total assets at beginning of year2013-12-31$89,382,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,178,673
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$53,073
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$53,073
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$4,460,981
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$351
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$13,842,598
Value of net assets at end of year (total assets less liabilities)2013-12-31$103,224,656
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$89,382,058
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$63,258,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$51,873,026
Value of interest in pooled separate accounts at end of year2013-12-31$4,713,689
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,014,142
Interest on participant loans2013-12-31$26
Interest earned on other investments2013-12-31$1,178,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$34,887,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$33,154,173
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$606,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,429,146
Net investment gain/loss from pooled separate accounts2013-12-31$411,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$1,649,577
Employer contributions (assets) at end of year2013-12-31$365,074
Employer contributions (assets) at beginning of year2013-12-31$340,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,734,066
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 name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$13,796,044
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,757,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,757,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,178,250
Value of total assets at end of year2012-12-31$89,382,058
Value of total assets at beginning of year2012-12-31$80,343,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,109,260
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$16,177
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$16,177
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$4,371,226
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$198,711
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$9,038,700
Value of net assets at end of year (total assets less liabilities)2012-12-31$89,382,058
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$80,343,358
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$51,873,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$44,820,783
Value of interest in pooled separate accounts at end of year2012-12-31$4,014,142
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,381,398
Interest on participant loans2012-12-31$28
Interest earned on other investments2012-12-31$1,109,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$33,154,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$31,837,785
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$100,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,138,169
Net investment gain/loss from pooled separate accounts2012-12-31$354,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$1,608,313
Employer contributions (assets) at end of year2012-12-31$340,717
Employer contributions (assets) at beginning of year2012-12-31$303,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,656,357
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 name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,315,589
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,088,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,088,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,156,364
Value of total assets at end of year2011-12-31$80,343,358
Value of total assets at beginning of year2011-12-31$77,116,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,037,580
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$900
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$4,360,850
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$236,196
Other income not declared elsewhere2011-12-31$522,198
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$3,226,766
Value of net assets at end of year (total assets less liabilities)2011-12-31$80,343,358
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$77,116,592
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$44,820,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$45,533,194
Value of interest in pooled separate accounts at end of year2011-12-31$3,381,398
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,146,421
Interest earned on other investments2011-12-31$1,037,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$31,837,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$28,166,192
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$393,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-790,616
Net investment gain/loss from pooled separate accounts2011-12-31$389,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,559,318
Employer contributions (assets) at end of year2011-12-31$303,392
Employer contributions (assets) at beginning of year2011-12-31$270,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,695,483
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$12,506,778
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,876,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,876,217
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,142,683
Value of total assets at end of year2010-12-31$77,116,592
Value of total assets at beginning of year2010-12-31$69,486,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$900,531
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
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$4,363,393
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$282,237
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$7,630,561
Value of net assets at end of year (total assets less liabilities)2010-12-31$77,116,592
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$69,486,031
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$45,533,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$39,864,156
Value of interest in pooled separate accounts at end of year2010-12-31$3,146,421
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,450,890
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$900,531
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$28,166,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,940,972
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$613,051
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,108,319
Net investment gain/loss from pooled separate accounts2010-12-31$355,245
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$1,497,053
Employer contributions (assets) at end of year2010-12-31$270,785
Employer contributions (assets) at beginning of year2010-12-31$230,013
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,263,166
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN 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 MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150199-408154
Policy instance 1
Insurance contract or identification number150199-408154
Number of Individuals Covered1220
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150199-408154
Policy instance 1
Insurance contract or identification number150199-408154
Number of Individuals Covered1251
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150199
Policy instance 1
Insurance contract or identification number150199
Number of Individuals Covered1286
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150199
Policy instance 1
Insurance contract or identification number150199
Number of Individuals Covered1346
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150199
Policy instance 1
Insurance contract or identification number150199
Number of Individuals Covered1355
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150199
Policy instance 1
Insurance contract or identification number150199
Number of Individuals Covered1379
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3