Plan5500

Hallmark Retiree Pension 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 Retiree Pension Plan is a benefit plan reported by Hallmark Cards, Inc. under EIN 44-0272180 and plan number 009. The latest loaded filing year is 2023. The filing reports 474 participants and $5,416,477 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
009
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
474
End-of-year plan assets
$5,416,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023474H, C20241014135318NAL0013401219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,416,477
Total liabilities (EOY)
$0
Net assets (EOY)
$5,416,477
Net assets (BOY)
$5,976,621

Income & contributions

Employer contributions
$370,345
Total contributions
$370,345
Total income / additions
$890,624

Expenses & distributions

Benefits paid
$1,212,341
Administrative expenses
$238,427
Total expenses
$1,450,768
Net increase / (decrease)
-$560,144

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingACTUARY$22,794not reported in the loaded dataset2023
State Street Bank & TrustCONTRACT ADMIN/CUSTODIAN$14,256$02023
Rubinbrown LlpPLAN AUDITOR$8,829not reported in the loaded dataset2023

Related Form 5500 pages