Cash Balance Retirement Plan Of Hallmark Cards, Inc. — Form 5500 plan (Hallmark Cards, Inc.)
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, Cash Balance Retirement Plan Of Hallmark Cards, Inc. is a benefit plan reported by Hallmark Cards, Inc. under EIN 44-0272180 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,254 participants and $436,007,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hallmark Cards, Inc.
- EIN
- 44-0272180
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 7,254
- End-of-year plan assets
- $436,007,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,254 | H, C | 20241014135535NAL0027480545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $436,007,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $436,007,954
- Net assets (BOY)
- $437,096,786
Income & contributions
- Employer contributions
- $16,906,620
- Total contributions
- $16,906,620
- Total income / additions
- $55,461,752
Expenses & distributions
- Benefits paid
- $49,755,523
- Administrative expenses
- $6,795,061
- Total expenses
- $56,550,584
- Net increase / (decrease)
- -$1,088,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | ACTUARY | $725,515 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust | CONTRACT ADMIN/CUSTODIAN | $365,492 | $0 | 2023 |
| Albourne America LLC | CONSULTANT | $218,751 | not reported in the loaded dataset | 2023 |
| Rubinbrown Llp | PLAN AUDITOR | $35,116 | not reported in the loaded dataset | 2023 |
| Callan LLC | NONE | $19,356 | not reported in the loaded dataset | 2023 |
| Evestment | NONE | $16,519 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hallmark Cards, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Aon Consulting — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation
- Albourne America LLC — Schedule C compensation
- Rubinbrown Llp — Schedule C compensation
- Callan LLC — Schedule C compensation
- Evestment — Schedule C compensation