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HSY » Topics » Plan Assets

These excerpts taken from the HSY 10-K filed Feb 20, 2009.

Plan Assets

The following table sets forth the actual asset allocation and weighted-average target asset allocation for our U.S. and non-U.S. pension plan assets:

 

Asset Category

    Target
Allocation
2009		     Percentage of Plan
Assets as of December 31,		  
     2008     2007  

Equity securities

    58-85 %   66 %   71 %

Debt securities

    15-42 %   32     27  

Other

    0-5 %   2     2  
              

Total

      100 %   100 %
              

Investment objectives for our domestic plan assets are:

 

  •  

To optimize the long-term return on plan assets at an acceptable level of risk;

 

  •  

To maintain a broad diversification across asset classes;

 

  •  

To maintain careful control of the risk level within each asset class; and

 

  •  

To focus on a long-term return objective.

Our Company complies with ERISA rules and regulations and we prohibit investments and investment strategies not allowed by ERISA. We do not permit direct purchases of our Company’s securities or the use of derivatives for the purpose of speculation. We invest the assets of non-domestic plans in compliance with laws and regulations applicable to those plans.

Plan Assets

FACE="Times New Roman" SIZE="2">The following table sets forth the actual asset allocation and weighted-average target asset allocation for our U.S. and non-U.S. pension plan assets:

STYLE="font-size:12px;margin-top:0px;margin-bottom:0px"> 

































































































Asset Category

  Target
Allocation
2009		  Percentage of Plan
SIZE="1">Assets as of December 31,		 
   2008  2007 

Equity securities

  58-85% 66% 71%

Debt securities

  15-42% 32  27 

Other

  0-5% 2  2 
        

Total

   100% 100%
        

Investment objectives for our domestic plan assets are:

STYLE="font-size:6px;margin-top:0px;margin-bottom:0px"> 







 • 

To optimize the long-term return on plan assets at an acceptable level of risk;

STYLE="font-size:6px;margin-top:0px;margin-bottom:0px"> 







 • 

To maintain a broad diversification across asset classes;

 







 • 

To maintain careful control of the risk level within each asset class; and

STYLE="font-size:6px;margin-top:0px;margin-bottom:0px"> 







 • 

To focus on a long-term return objective.

SIZE="2">Our Company complies with ERISA rules and regulations and we prohibit investments and investment strategies not allowed by ERISA. We do not permit direct purchases of our Company’s securities or the use of derivatives for the purpose
of speculation. We invest the assets of non-domestic plans in compliance with laws and regulations applicable to those plans.

These excerpts taken from the HSY 10-K filed Feb 19, 2008.

Plan Assets

The following table sets forth the actual asset allocation and weighted-average target asset allocation for our U.S. and non-U.S. pension plan assets:

 

      Target
Allocation
2008		     Percentage of Plan
Assets as of December 31,		  

Asset Category

      2007     2006  

Equity securities

    58-85 %   71 %   75 %

Debt securities

    15-42     27     23  

Other

    0-5     2     2  
              

Total

      100 %   100 %
              

Investment objectives for our domestic plan assets are:

 

  •  

To optimize the long-term return on plan assets at an acceptable level of risk;

 

  •  

To maintain a broad diversification across asset classes;

 

  •  

To maintain careful control of the risk level within each asset class; and

 

  •  

To focus on a long-term return objective.

Our Company complies with ERISA rules and regulations and we prohibit investments and investment strategies not allowed by ERISA. We do not permit direct purchases of our Company’s securities or the use of derivatives for the purpose of speculation. We invest the assets of non-domestic plans in compliance with laws and regulations applicable to those plans.

Plan Assets

FACE="Times New Roman" SIZE="2">The following table sets forth the actual asset allocation and weighted-average target asset allocation for our U.S. and non-U.S. pension plan assets:

STYLE="font-size:12px;margin-top:0px;margin-bottom:0px"> 


































































































    Target
Allocation
2008		  Percentage of Plan
SIZE="1">Assets as of December 31,		 

Asset Category

   2007  2006 

Equity securities

  58-85% 71% 75%

Debt securities

  15-42  27  23 

Other

  0-5  2  2 
        

Total

   100% 100%
        

Investment objectives for our domestic plan assets are:

STYLE="font-size:6px;margin-top:0px;margin-bottom:0px"> 







 • 

To optimize the long-term return on plan assets at an acceptable level of risk;

STYLE="font-size:6px;margin-top:0px;margin-bottom:0px"> 







 • 

To maintain a broad diversification across asset classes;

 







 • 

To maintain careful control of the risk level within each asset class; and

STYLE="font-size:6px;margin-top:0px;margin-bottom:0px"> 







 • 

To focus on a long-term return objective.

SIZE="2">Our Company complies with ERISA rules and regulations and we prohibit investments and investment strategies not allowed by ERISA. We do not permit direct purchases of our Company’s securities or the use of derivatives for the purpose
of speculation. We invest the assets of non-domestic plans in compliance with laws and regulations applicable to those plans.

This excerpt taken from the HSY 10-K filed Feb 23, 2007.

Plan Assets

The following table sets forth the actual asset allocation and weighted-average target asset allocation for our U.S. and non-U.S. pension plan assets:

 

          

Percentage of Plan

Assets as of December 31,

  
    

Target
Allocation
2007

   

Asset Category

      2006     2005  

Equity securities

    50-85 %   75 %   74 %

Debt securities

    15-50     23     24  

Other

    0-5     2     2  
              

Total

      100 %   100 %
              

Investment objectives for our domestic plan assets are:

 

  •  

To optimize the long-term return on plan assets at an acceptable level of risk;

 

  •  

To maintain a broad diversification across asset classes;

 

  •  

To maintain careful control of the risk level within each asset class; and

 

  •  

To focus on a long-term return objective.

Our Company complies with ERISA rules and regulations and we prohibit investments and investment strategies not allowed by ERISA. We do not permit direct purchases of our Company’s securities or the use of derivatives for the purpose of speculation. We invest the assets of non-domestic plans in compliance with laws and regulations applicable to those plans.

 

80

THE HERSHEY COMPANY

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS—(Continued)

 

EXCERPTS ON THIS PAGE:

10-K (2 sections)
Feb 20, 2009
10-K (2 sections)
Feb 19, 2008
10-K
Feb 23, 2007

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