Plan5500

Health And Welfare Benefit Plan For Part-Time Employees In The Field (Mass & Gold Crown) And Retail (Csg & Halls) — Form 5500 plan (Hallmark Marketing Company LLC)

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 For Part-Time Employees In The Field (Mass & Gold Crown) And Retail (Csg & Halls) is a benefit plan reported by Hallmark Marketing Company LLC under EIN 43-0820871 and plan number 501. The latest loaded filing year is 2023. The filing reports 11,766 participants and $10,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hallmark Marketing Company LLC
EIN
43-0820871
Plan number
501
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
11,766
End-of-year plan assets
$10,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,766H, C20241007063748NAL0008694371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,818
Total liabilities (EOY)
$1,678
Net assets (EOY)
$9,140
Net assets (BOY)
$11,669

Income & contributions

Employer contributions
$52,046
Participant contributions
$79,092
Total contributions
$131,138
Total income / additions
$131,170

Expenses & distributions

Benefits paid
$97,628
Administrative expenses
$36,071
Total expenses
$133,699
Net increase / (decrease)
-$2,529

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Cpas P.C.AUDITOR$13,225not reported in the loaded dataset2023
The Loomis CompanyCONTRACT ADMIN$8,887not reported in the loaded dataset2023

Related Form 5500 pages