Hallmark Cards Incorporated Master Trust Target Retirement 2025 — Form 5500 plan (Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee)

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 Cards Incorporated Master Trust Target Retirement 2025 is a benefit plan reported by Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee under EIN 04-3328262 and plan number 042. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $74,520,749 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hallmark Cards, Inc. Master Trust, State Street Bank & Trust, Trustee
EIN
04-3328262
Plan number
042
Plan type
4
Location
Kansas City, MO
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$74,520,749

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015093906NAL0055401746002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,520,749
Net assets (EOY)
$74,520,749
Net assets (BOY)
$79,693,607

Income & contributions

Total income / additions
$9,177,266

Expenses & distributions

Administrative expenses
$81,176
Total expenses
$81,176
Net increase / (decrease)
$9,096,090

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
State Street Bank & Trust CompanyNONE$38,804not reported in the loaded dataset2023
Empower Adivsory Group, LLCNONE$25,508not reported in the loaded dataset2023
State Street Bank & TrustNONE$13,210not reported in the loaded dataset2023

Related Form 5500 pages