2023 Form 5500 filing — Hallmark Affiliates Employee Savings 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 20241015140125NAL0057997250001) for Hallmark Affiliates Employee Savings Plan, reported by Hallmark Cards, Inc. under EIN 44-0272180 and plan number 006. It reports 3,612 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140125NAL0057997250001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hallmark Cards, Inc.
- EIN
- 44-0272180
- Plan number
- 006
- Location
- Kansas City, MO
- Participants
- 3,612
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $413,510,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $413,510,367
- Employer contributions
- $10,987,566
- Participant contributions
- $12,972,411
- Total income / additions
- $84,329,619
- Benefits paid
- $40,382,676
- Administrative expenses
- $286,016
- Total expenses
- $40,755,422
- Net increase / (decrease)
- $43,574,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co Of America | NONE | $168,354 | $0 |
| Empower Adisory Group, LLC | NONE | $152,503 | not reported in the loaded dataset |
| State Street Bank & Trust | NONE | $91,106 | not reported in the loaded dataset |
| Rubinbrown, Llp | NONE | $17,700 | not reported in the loaded dataset |
| Callan Associates, Inc | NONE | $7,861 | not reported in the loaded dataset |