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Sponsor portfolioTH

MILTON HERSHEY SCHOOL

EIN 23-1353340-education management-Latest filing 2024
Plans
5
Retirement
3
$427.2M assets
Welfare
2
$5.5M premiums
Participants
7,668
P.O. BOX 830 - HERSHEY, PA 170330830717-520-2300mhskids.orgLinkedIn1001-5000 employeeseducation management
Plans on this EIN
5 filings
#003403b-$214.3M - 2,120 part#005MoneyPurchase-$181.1M - 2,431 part#001TraditionalDB-$31.8M - 79 part#501Mixed-$3.9M - 2,575 lives#505Fully Insured-$1.6M - 509 lives

Retirement portfolio analytics

3 plans aggregated / $427.2M assets / 4,630 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • RETIREMENT ANNUITY PLAN (#003)50%
  • MONEY PURCHASE PENSION (#005)42%
  • SCHOOL RETIREMENT PLAN (#001)7%
Total $427.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#005)2,431
  • RETIREMENT ANNUITY PLAN (#003)2,120
  • SCHOOL RETIREMENT PLAN (#001)79
Total 4,630Click row to drill in

Benefits portfolio analytics

2 plans / $5.5M premiums / 3,084 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.9M
  • Health$1.5M
  • Prescription drug$1.5M
  • Life$1.1M
  • Long-term disability$1.0M
  • Other$10K
Total $5.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA52%
  • BLUE CROSS OF CALIFORNIA27%
  • HARTFORD LIFE AND ACCIDENT21%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $5.5M4 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

MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT ANNUITY PLAN

403b

Assets$214.3M
Participants2,120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

MILTON HERSHEY SCHOOL MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$181.1M
Participants2,431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MILTON HERSHEY SCHOOL RETIREMENT PLAN

TraditionalDB

Assets$31.8M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILTON HERSHEY SCHOOL WELFARE PLAN FOR ACTIVE EMPLOYEES

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$3.9M
Covered lives2,575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

MILTON HERSHEY SCHOOL WELFARE PLAN FOR RETIREES

Fully Insured - HIGHMARK BLUE SHIELD

Premiums$1.6M
Covered lives509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003MILTON HERSHEY SCHOOL GROUP SUPPLEMENTAL RETIREMENT ANNUITY PLAN403b$214.3M2,1202024
005MILTON HERSHEY SCHOOL MONEY PURCHASE PENSION PLANMoneyPurchase$181.1M2,4312024
001MILTON HERSHEY SCHOOL RETIREMENT PLANTraditionalDB$31.8M792024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILTON HERSHEY SCHOOL WELFARE PLAN FOR ACTIVE EMPLOYEESMixedSUN LIFE ASSURANCE COMPANY OF CANADA$3.9M2,5752024
505MILTON HERSHEY SCHOOL WELFARE PLAN FOR RETIREESFully InsuredHIGHMARK BLUE SHIELD$1.6M5092024
Retirement plans
Welfare plans
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