Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE HERSHEY COMPANY
EIN 23-0691590consumer goodsLatest filing 2024
Plans
7
Retirement
4
$2.87B assets
Welfare
3
$14.5M premiums
Participants
68,814
19E CHOCOLATE AVENUE - HERSHEY, PA 17033717-534-4000thehersheycompany.comLinkedIn10001+ employeesconsumer goods
Retirement portfolio analytics
4 plans aggregated / $2.87B assets / 22,669 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- (Not disclosed)100%
- BPPR - POPULAR FIDUCIARY SERVICES0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $14.5M premiums / 30,506 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$14.0M
- Other$13.2M
- Short-term disability$13.2M
- Long-term disability$13.2M
- Health$343K
- Prescription drug$343K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
97%top
- METROPOLITAN LIFE INSURANCE COMPANY97%
- BLUE CROSS OF CALIFORNIA2%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
99%top
- WILLIS TOWERS WATSON US LLC99%
- AON CONSULTING INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#010
THE HERSHEY COMPANY 401(K) PLAN
401k
Assets$2.13B
Participants16,793
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE HERSHEY COMPANY RETIREMENT PLAN
CashBalance
Assets$729.5M
Participants5,431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011
THE HERSHEY COMPANY PUERTO RICO 401K PLAN
401k
Assets$5.8M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE HERSHEY SALTY SNACKS UNION 401(K) PLAN
401k
Assets$1.6M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
THE HERSHEY COMPANY HEALTH AND WELFARE PLAN FOR ACTIVE AND INACTIVE EMPLOYEES
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$13.3M
Covered lives20,098
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550
THE HERSHEY COMPANY RETIREE MEDICAL AND LIFE INSURANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives10,408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#010
THE HERSHEY COMPANY 401(K) PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 010 | THE HERSHEY COMPANY 401(K) PLAN | 401k | $2.13B | 16,793 | 2024 | |
| 001 | THE HERSHEY COMPANY RETIREMENT PLAN | CashBalance | $729.5M | 5,431 | 2024 | |
| 011 | THE HERSHEY COMPANY PUERTO RICO 401K PLAN | 401k | $5.8M | 71 | 2024 | |
| 003 | THE HERSHEY SALTY SNACKS UNION 401(K) PLAN | 401k | $1.6M | 374 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | THE HERSHEY COMPANY HEALTH AND WELFARE PLAN FOR ACTIVE AND INACTIVE EMPLOYEES | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $13.3M | 20,098 | 2024 | |
| 550 | THE HERSHEY COMPANY RETIREE MEDICAL AND LIFE INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $1.1M | 10,408 | 2024 | |
| 010 | THE HERSHEY COMPANY 401(K) PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans