Hallmark Cards , Inc. Master Trust State Street Bank & Trust, Trustee — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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 Cards , Inc. Master Trust State Street Bank & Trust, Trustee (EIN 04-3328262) is a plan sponsor located in Kansas City, MO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 04-3328262
- Location
- Kansas City, MO
- Loaded plans
- 33
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $3,698,369,960
- Plans with financial data
- 33
- Plans with provider compensation
- 31
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Hallmark Cards Incorporated Master Trust Mv Sif Market Value Stable Income Fund | 001 | not reported in the loaded dataset | $670,288,708 | 2023 |
| Hallmark Cards Incorporated Master Trust Book Value Stable Income Fund | 004 | not reported in the loaded dataset | $669,447,194 | 2023 |
| Hallmark Cards Incorporated Master Trust Standard & Poor'S 500 Fund | 002 | not reported in the loaded dataset | $425,336,248 | 2023 |
| Hallmark Cards Incorporated Master Trust Mid Cap Blend | 051 | not reported in the loaded dataset | $185,895,030 | 2023 |
| Hallmark Cards Incorporated Master Trust Absolute Return Fund | 009 | not reported in the loaded dataset | $154,353,122 | 2023 |
| Hallmark Master Trust Db Fixed Income Pool | 026 | not reported in the loaded dataset | $134,825,641 | 2023 |
| Hallmark Master Trust - Diversified Bond Fund | 034 | not reported in the loaded dataset | $133,163,517 | 2023 |
| Hallmark Cards Incorporated Master Trust Domestic Large Cap Growth | 016 | not reported in the loaded dataset | $132,135,949 | 2023 |
| Hallmark Cards Incorporated Master Trust Global All Cap Ex Us Index | 035 | not reported in the loaded dataset | $131,758,279 | 2023 |
| Hallmark Cards Incorporated Master Trust Us Tips Index | 038 | not reported in the loaded dataset | $125,940,082 | 2023 |
| Hallmark Master Trust Long Duration Fixed Income | 032 | not reported in the loaded dataset | $95,754,745 | 2023 |
| Hallmark Cards Incorporated Master Trust Mid Cap Blend Index | 036 | not reported in the loaded dataset | $84,418,189 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Hallmark Cards Incorporated Master Trust Target Retirement Income Fund | not reported in the loaded dataset | H, C | 20241015093906NAL0016072755001 |
| 2023 | Hallmark Cards Incorporated Master Trust Standard & Poor'S 500 Fund | not reported in the loaded dataset | H, C | 20241015093906NAL0055401746001 |
| 2023 | Hallmark Cards Incorporated Master Trust Target Retirement 2025 | not reported in the loaded dataset | H, C | 20241015093906NAL0055401746002 |
| 2023 | Hallmark Cards Incorporated Master Trust Target Retirement 2030 | not reported in the loaded dataset | H, C | 20241015093906NAL0055401746003 |
| 2023 | Hallmark Cards Incorporated Master Trust Target Retirement 2035 | not reported in the loaded dataset | H, C | 20241015093906NAL0055401746004 |
| 2023 | Hallmark Cards Incorporated Master Trust Target Retirement 2040 | not reported in the loaded dataset | H, C | 20241015093906NAL0055401746005 |
| 2023 | Hallmark Cards Incorporated Master Trust Mid Cap Blend Index | not reported in the loaded dataset | H, C | 20241015093907NAL0014329539001 |
| 2023 | Hallmark Cards Incorporated Master Trust Target Retirement 2045 | not reported in the loaded dataset | H, C | 20241015093907NAL0014329539002 |