2023 Form 5500 filing — Retiree Medical Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007063609NAL0014846609001) for Retiree Medical Plan, reported by Hallmark Cards, Inc. under EIN 44-0272180 and plan number 520. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007063609NAL0014846609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hallmark Cards, Inc.
- EIN
- 44-0272180
- Plan number
- 520
- Location
- Kansas City, MO
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,229,731
- Total liabilities (EOY)
- $114,842
- Net assets (EOY)
- $5,114,889
- Participant contributions
- $3,349,218
- Total income / additions
- $3,548,205
- Benefits paid
- $2,371,606
- Administrative expenses
- $265,314
- Total expenses
- $2,636,920
- Net increase / (decrease)
- $911,285
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Insurance Company | CLAIMS PROCESSOR | $111,595 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDITOR | $11,935 | not reported in the loaded dataset |