Health And Welfare Benefit 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, Health And Welfare Benefit Plan is a benefit plan reported by Hallmark Cards, Inc. under EIN 44-0272180 and plan number 514. The latest loaded filing year is 2023. The filing reports 4,771 participants and $11,967,250 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
514
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
4,771
End-of-year plan assets
$11,967,250

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,771H, C20241007063922NAL0026896288001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,967,250
Total liabilities (EOY)
$5,369,423
Net assets (EOY)
$6,597,827
Net assets (BOY)
$6,412,768

Income & contributions

Employer contributions
$46,245,907
Participant contributions
$17,362,147
Total contributions
$63,608,054
Total income / additions
$64,371,670

Expenses & distributions

Benefits paid
$61,898,492
Administrative expenses
$2,288,119
Total expenses
$64,186,611
Net increase / (decrease)
$185,059

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Healthcare Insurance CompanyCLAIMS PROCESSOR$2,017,266not reported in the loaded dataset2023
Cbiz Cpas P.C.AUDITOR$31,651not reported in the loaded dataset2023
State Street Bank & TrustTRUSTEE$15,160$02023

Related Form 5500 pages