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BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameBRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN
Plan identification number 501

BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Long-term disability cover
  • Other welfare benefit cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

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

Company Name:HERSHEY AG
Employer identification number (EIN):232306696
NAIC Classification:112210
NAIC Description:Hog and Pig Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-12-01TRACEY BULLER
5012016-12-01TRACEY BULLER
5012015-12-01TRACEY BULLER
5012014-12-01TRACEY BULLER

Plan Statistics for BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN

Measure Date Value
2017: BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-0160
Total number of active participants reported on line 7a of the Form 55002017-12-0160
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-010
Total of all active and inactive participants2017-12-0160
2016: BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-0160
Total number of active participants reported on line 7a of the Form 55002016-12-0153
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-010
Total of all active and inactive participants2016-12-0153
2015: BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-0164
Total number of active participants reported on line 7a of the Form 55002015-12-0160
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-010
Total of all active and inactive participants2015-12-0160
2014: BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-0151
Total number of active participants reported on line 7a of the Form 55002014-12-0164
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-010
Total of all active and inactive participants2014-12-0164

Financial Data on BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN

Measure Date Value
2017 : BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$55,162
Total plan liabilities at beginning of year2017-12-31$51,085
Total income from all sources2017-12-31$32,775
Expenses. Total of all expenses incurred2017-12-31$43,420
Benefits paid (including direct rollovers)2017-12-31$31,254
Total plan assets at end of year2017-12-31$19,654
Total plan assets at beginning of year2017-12-31$26,222
Value of fidelity bond covering the plan2017-12-31$25,000
Total contributions received or receivable from participants2017-12-31$13,122
Expenses. Other expenses not covered elsewhere2017-12-31$10,327
Other income received2017-12-31$5
Net income (gross income less expenses)2017-12-31$-10,645
Net plan assets at end of year (total assets less liabilities)2017-12-31$-35,508
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$-24,863
Total contributions received or receivable from employer(s)2017-12-31$19,648
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,839
Total plan liabilities at end of year2017-11-30$51,085
Total plan liabilities at beginning of year2017-11-30$86,682
Total income from all sources2017-11-30$463,946
Expenses. Total of all expenses incurred2017-11-30$421,371
Benefits paid (including direct rollovers)2017-11-30$247,182
Total plan assets at end of year2017-11-30$26,222
Total plan assets at beginning of year2017-11-30$19,244
Value of fidelity bond covering the plan2017-11-30$25,000
Total contributions received or receivable from participants2017-11-30$169,930
Expenses. Other expenses not covered elsewhere2017-11-30$145,612
Contributions received from other sources (not participants or employers)2017-11-30$0
Other income received2017-11-30$15
Net income (gross income less expenses)2017-11-30$42,575
Net plan assets at end of year (total assets less liabilities)2017-11-30$-24,863
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$-67,438
Total contributions received or receivable from employer(s)2017-11-30$294,001
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-30$28,577
2016 : BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-11-30$86,682
Total plan liabilities at beginning of year2016-11-30$203,126
Total income from all sources2016-11-30$409,906
Expenses. Total of all expenses incurred2016-11-30$418,460
Benefits paid (including direct rollovers)2016-11-30$264,569
Total plan assets at end of year2016-11-30$19,244
Total plan assets at beginning of year2016-11-30$144,242
Value of fidelity bond covering the plan2016-11-30$25,000
Total contributions received or receivable from participants2016-11-30$139,960
Expenses. Other expenses not covered elsewhere2016-11-30$123,005
Contributions received from other sources (not participants or employers)2016-11-30$1,880
Other income received2016-11-30$62
Net income (gross income less expenses)2016-11-30$-8,554
Net plan assets at end of year (total assets less liabilities)2016-11-30$-67,438
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$-58,884
Total contributions received or receivable from employer(s)2016-11-30$268,004
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$30,886
2015 : BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-11-30$203,126
Total plan liabilities at beginning of year2015-11-30$0
Total income from all sources2015-11-30$405,948
Expenses. Total of all expenses incurred2015-11-30$464,832
Benefits paid (including direct rollovers)2015-11-30$306,766
Total plan assets at end of year2015-11-30$144,242
Total plan assets at beginning of year2015-11-30$0
Value of fidelity bond covering the plan2015-11-30$25,000
Total contributions received or receivable from participants2015-11-30$134,017
Expenses. Other expenses not covered elsewhere2015-11-30$123,607
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$16
Net income (gross income less expenses)2015-11-30$-58,884
Net plan assets at end of year (total assets less liabilities)2015-11-30$-58,884
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$0
Total contributions received or receivable from employer(s)2015-11-30$271,915
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$34,459

Form 5500 Responses for BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN

2017: BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes
2016: BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: BRENT L. HERSHEY DBA HERSHEY AG SERVICES EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01First time form 5500 has been submittedYes
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093485
Policy instance 1
Insurance contract or identification number093485
Number of Individuals Covered0
Insurance policy start date2017-12-01
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberVERIS
Policy instance 2
Insurance contract or identification numberVERIS
Number of Individuals Covered40
Insurance policy start date2017-12-01
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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