Hallmark Affiliates Employee Savings Plan — 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, Hallmark Affiliates Employee Savings Plan is a benefit plan reported by Hallmark Cards, Inc. under EIN 44-0272180 and plan number 006. The latest loaded filing year is 2023. The filing reports 3,612 participants and $413,510,367 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
- 006
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 3,612
- End-of-year plan assets
- $413,510,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,612 | H, C | 20241015140125NAL0057997250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $413,510,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $413,510,367
- Net assets (BOY)
- $369,892,499
Income & contributions
- Employer contributions
- $10,987,566
- Participant contributions
- $12,972,411
- Total contributions
- $24,845,829
- Total income / additions
- $84,329,619
Expenses & distributions
- Benefits paid
- $40,382,676
- Administrative expenses
- $286,016
- Total expenses
- $40,755,422
- Net increase / (decrease)
- $43,574,197
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co Of America | NONE | $168,354 | $0 | 2023 |
| Empower Adisory Group, LLC | NONE | $152,503 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust | NONE | $91,106 | not reported in the loaded dataset | 2023 |
| Rubinbrown, Llp | NONE | $17,700 | not reported in the loaded dataset | 2023 |
| Callan Associates, Inc | NONE | $7,861 | 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
- Empower Annuity Ins. Co Of America — Schedule C compensation
- Empower Adisory Group, LLC — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation
- Rubinbrown, Llp — Schedule C compensation
- Callan Associates, Inc — Schedule C compensation