2023 Form 5500 filing — Health And Welfare Benefit Plan For Part-Time Employees In The Field (Mass & Gold Crown) And Retail (Csg & Halls)
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007063748NAL0008694371001) for Health And Welfare Benefit Plan For Part-Time Employees In The Field (Mass & Gold Crown) And Retail (Csg & Halls), reported by Hallmark Marketing Company LLC under EIN 43-0820871 and plan number 501. It reports 11,766 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007063748NAL0008694371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hallmark Marketing Company LLC
- EIN
- 43-0820871
- Plan number
- 501
- Location
- Kansas City, MO
- Participants
- 11,766
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,818
- Total liabilities (EOY)
- $1,678
- Net assets (EOY)
- $9,140
- Employer contributions
- $52,046
- Participant contributions
- $79,092
- Total income / additions
- $131,170
- Benefits paid
- $97,628
- Administrative expenses
- $36,071
- Total expenses
- $133,699
- Net increase / (decrease)
- -$2,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Cpas P.C. | AUDITOR | $13,225 | not reported in the loaded dataset |
| The Loomis Company | CONTRACT ADMIN | $8,887 | not reported in the loaded dataset |