Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $241.0M assets / 6,267 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $2.5M premiums / 2,325 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Cash balance
Mixed - HM LIFE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | HERSHEY ENTERTAINMENT & RESORTS COMPANY SAVINGS PLAN | 401(k) | $138.9M | 1,276 | 2025 |
| #004 | HERSHEY ENTERTAINMENT & RESORTS COMPANY SAVINGS PLAN FOR HOURLY EMPLOYEES | 401(k) | $88.6M | 4,777 | 2025 |
| #002 | HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PENSION PLAN FOR HOURLY EMPLOYEES | Cash balance | $13.6M | 214 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HERSHEY ENTERTAINMENT & RESORTS COMPANY HEALTH AND WELFARE BENEFITS PLAN | Mixed | HM LIFE INSURANCE COMPANY | $2.5M | 2,325 | 2025 |