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Sponsor portfolioTH

HERSHEY ENTERTAINMENT & RESORTS CO

EIN 23-0691815-hospitality-Latest filing 2025
Plans
4
Retirement
3
$214.7M assets
Welfare
1
$2.5M premiums
Participants
8,635
27 W. CHOCOLATE AVE - HERSHEY, PA 17033717-534-3160hersheyentertainmentandresorts.comLinkedIn5001-10000 employeeshospitality
Plans on this EIN
4 filings
#003401k-$121.3M - 1,288 part#004401k-$79.8M - 4,885 part#002CashBalance-$13.6M - 214 part#501Mixed-$2.5M - 2,325 lives

Retirement portfolio analytics

3 plans aggregated / $214.7M assets / 6,387 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • RESORTS COMPANY Savings (#003)56%
  • FOR HOURLY EMPLOYEES (#004)37%
  • FOR HOURLY EMPLOYEES (#002)6%
Total $214.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • T ROWE PRICE RPS INC94%
  • (Not disclosed)6%
Total $214.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR HOURLY EMPLOYEES (#004)4,885
  • RESORTS COMPANY Savings (#003)1,288
  • FOR HOURLY EMPLOYEES (#002)214
Total 6,387Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 2,325 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.5M
  • Other$1.0M
  • Life$777K
  • Long-term disability$777K
  • Health$118K
  • Prescription drug$118K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • HM LIFE INSURANCE COMPANY59%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA31%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • BLUE CROSS OF CALIFORNIA5%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • IMG1%
Total $38K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HERSHEY ENTERTAINMENT & RESORTS COMPANY SAVINGS PLAN

401k

Assets$121.3M
Participants1,288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

HERSHEY ENTERTAINMENT & RESORTS COMPANY SAVINGS PLAN FOR HOURLY EMPLOYEES

401k

Assets$79.8M
Participants4,885
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PENSION PLAN FOR HOURLY EMPLOYEES

CashBalance

Assets$13.6M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HERSHEY ENTERTAINMENT & RESORTS COMPANY HEALTH AND WELFARE BENEFITS PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives2,325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003HERSHEY ENTERTAINMENT & RESORTS COMPANY SAVINGS PLAN401k$121.3M1,2882024
004HERSHEY ENTERTAINMENT & RESORTS COMPANY SAVINGS PLAN FOR HOURLY EMPLOYEES401k$79.8M4,8852024
002HERSHEY ENTERTAINMENT & RESORTS COMPANY CASH BALANCE PENSION PLAN FOR HOURLY EMPLOYEESCashBalance$13.6M2142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HERSHEY ENTERTAINMENT & RESORTS COMPANY HEALTH AND WELFARE BENEFITS PLANMixedHM LIFE INSURANCE COMPANY$2.5M2,3252025
Retirement plans
Welfare plans
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