Plan5500

Hallmark Cards Incorporated Master Trust Mid Cap Blend Index — Form 5500 plan (Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee)

Plain-English plan 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, Hallmark Cards Incorporated Master Trust Mid Cap Blend Index is a benefit plan reported by Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee under EIN 04-3328262 and plan number 036. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $84,418,189 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$84.4MPlan net assets, end of year$84,418,189
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$93.7K3 Schedule C provider row(s)$93,701
Plan sponsor
Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee
EIN
04-3328262
Plan number
036
Plan type
4
Location
Kansas City, MO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    Participants not reported · 4Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$84.4M total assets
Net assets$84.4MLiabilities—
Money in vs. money out
Total income / additions$12.3M
Total expenses$97K
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$84,418,189
Net assets (EOY)
$84,418,189
Net assets (BOY)
$78,800,349

Income & contributions

Total income / additions
$12,333,350

Expenses & distributions

Administrative expenses
$96,953
Total expenses
$96,953
Net increase / (decrease)
$12,236,397
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    State Street Bank & Trust Company$60K
    NONE · Direct $60K
  2. 2
    Empower Advisory Group, LLC$19.8K
    NONE · Direct $19.8K
  3. 3
    State Street Bank & Trust$13.9K
    NONE · Direct $13.9K

What to inspect next

Frequently asked questions

Who sponsors the Hallmark Cards Incorporated Master Trust Mid Cap Blend Index?
Hallmark Cards Incorporated Master Trust Mid Cap Blend Index is reported as sponsored by Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee (EIN 04-3328262, plan number 036) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Hallmark Cards Incorporated Master Trust Mid Cap Blend Index?
The latest Form 5500 filing year loaded for Hallmark Cards Incorporated Master Trust Mid Cap Blend Index is 2023.
How many participants does Hallmark Cards Incorporated Master Trust Mid Cap Blend Index report?
The participant count for Hallmark Cards Incorporated Master Trust Mid Cap Blend Index is not reported in the loaded dataset.
What are the reported plan assets for Hallmark Cards Incorporated Master Trust Mid Cap Blend Index?
Hallmark Cards Incorporated Master Trust Mid Cap Blend Index reports $84,418,189 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages