Plan5500

Retiree Medical 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, Retiree Medical Plan is a benefit plan reported by Hallmark Cards, Inc. under EIN 44-0272180 and plan number 520. The latest loaded filing year is 2023. The filing reports 206 participants and $5,229,731 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
520
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
206
End-of-year plan assets
$5,229,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20241007063609NAL0014846609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,229,731
Total liabilities (EOY)
$114,842
Net assets (EOY)
$5,114,889
Net assets (BOY)
$4,203,604

Income & contributions

Participant contributions
$3,349,218
Total contributions
$3,349,218
Total income / additions
$3,548,205

Expenses & distributions

Benefits paid
$2,371,606
Administrative expenses
$265,314
Total expenses
$2,636,920
Net increase / (decrease)
$911,285

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Healthcare Insurance CompanyCLAIMS PROCESSOR$111,595not reported in the loaded dataset2023
Cbiz Cpas P.C.AUDITOR$11,935not reported in the loaded dataset2023

Related Form 5500 pages