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Original filing (PDF)20251013102446NAL0002403170001
MILTON HERSHEY SCHOOL
Form 5500
FILING_RECEIVED
MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,346
Accounts w/ balance
2,024
Plan assets (EOY)
$214.3M
Net assets (EOY)
$214.3M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILTON HERSHEY SCHOOL.
Plan sponsor
Name
MILTON HERSHEY SCHOOL
EIN
23-1353340
Address
PO BOX 830 · HERSHEY, PA · 170330830
Phone
(717) 520-2000
Industry
Educational Servicessee all
Plan administrator
Name
MILTON HERSHEY SCHOOL
EIN
23-1353340
City
HERSHEY, PA
Phone
(717) 520-2300
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $70K | — |
Investments
36 direct securities · 1 pooled fund· $213.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$211.5M
35 holdings
Pooled Separate Account
$2.3M
1 holding
Mutual Funds
$113K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Insurance Contracts * TIAA Traditional Annuity Account – Fully Benefit-Responsive | — | — | — | $40.4M | 18.9% | |
| Variable Annuity Accounts * CREF Stock R2 | — | — | — | $24.9M | 11.6% | |
| Vanguard Institutional Index Fund Inst | — | — | — | $14.3M | 6.7% | |
| CREF Growth R2 | — | — | — | $10.2M | 4.8% | |
| Vanguard Equity Income Fund Adm | — | — | — | $9.9M | 4.6% | |
| Vanguard Extended Market Index Fund Inst | — | — | — | $9.4M | 4.4% | |
| American Century Ultra Fund R6 | — | — | — | $8.0M | 3.7% | |
| MFS International Growth R3 | — | — | — | $7.6M | 3.5% | |
| American Funds 2045 Target Retirement Fund Class R6 | — | — | — | $7.2M | 3.4% | |
| Vanguard Total Institutional Stock Index Inst | — | — | — | $7.1M | 3.3% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $6.0M | 2.8% | |
| American Funds 2040 Target Retirement Fund Class R6 | — | — | — | $6.0M | 2.8% | |
| CREF Global Equities R2 | — | — | — | $5.8M | 2.7% | |
| American Funds 2035 Target Retirement Fund Class R6 | — | — | — | $5.6M | 2.6% | |
| CREF Stock R4 | — | — | — | $5.5M | 2.6% | |
| American Funds 2030 Target Retirement Fund Class R6 | — | — | — | $5.1M | 2.4% | |
| CREF Equity Index R2 | — | — | — | $4.9M | 2.3% | |
| American Funds 2050 Target Retirement Fund Class R6 | — | — | — | $4.7M | 2.2% | |
| Nuveen Large Cap Resp Eq R6 | — | — | — | $4.1M | 1.9% | |
| JP Morgan Core Bond Fund R6 | — | — | — | $3.8M | 1.8% | |
| American Funds 2055 Target Retirement Fund Class R6 | — | — | — | $3.4M | 1.6% | |
| American Funds 2025 Target Retirement Fund Class R6 | — | — | — | $3.2M | 1.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.3M | 1.1% | |
| TIAA Traditional Annuity Account – Non-Fully Benefit-Responsive | — | — | — | $2.3M | 1.1% | |
| Vanguard Inflation Protected Securities Fund Adm | — | — | — | $2.2M | 1.0% | |
| CREF Social Choice R2 | — | — | — | $1.7M | 0.8% | |
| Delaware Small CapCore Fd Inst | — | — | — | $1.4M | 0.7% | |
| Vanguard Federal Money Market Fund | — | — | — | $1.4M | 0.6% | |
| CREF Core Bond R2 | — | — | — | $1.2M | 0.5% | |
| Participant Loans Interest rates ranging from 4.25%-9.50% - | — | — | — | $1.1M | 0.5% | |
| CREF Money Market R2 | — | — | — | $934K | 0.4% | |
| American Funds 2020 Target Retirement Fund Class R6 | — | — | — | $838K | 0.4% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $637K | 0.3% | |
| American Funds 2060 Target Retirement Fund Class R6 | — | — | — | $583K | 0.3% | |
| American Funds 2015 Target Retirement Fund Class R6 | — | — | — | $186K | <0.1% | |
| American Funds 2065 Target Retirement Fund Class R6 | — | — | — | $117K | <0.1% | |
| American Funds 2010 Target Retirement Fund Class R6 | Mutual Funds | — | — | $113K | <0.1% |
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