Business Performance Savings Plan Of Hallmark Cards, Incorporated — 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, Business Performance Savings Plan Of Hallmark Cards, Incorporated is a benefit plan reported by Hallmark Cards, Inc. under EIN 44-0272180 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,399 participants and $2,065,326,837 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
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 8,399
- End-of-year plan assets
- $2,065,326,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,399 | H, C | 20241015140314NAL0016570419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,065,326,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,065,326,837
- Net assets (BOY)
- $2,046,344,988
Income & contributions
- Employer contributions
- $21,511,422
- Participant contributions
- $33,343,343
- Total contributions
- $58,492,538
- Total income / additions
- $329,262,095
Expenses & distributions
- Benefits paid
- $309,828,887
- Administrative expenses
- $996,895
- Total expenses
- $310,999,752
- Net increase / (decrease)
- $18,262,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $1,037,778 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust | NONE | $506,402 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | NONE | $423,085 | $0 | 2023 |
| Callan Associates, Inc | NONE | $42,475 | not reported in the loaded dataset | 2023 |
| Rubinbrown, Llp | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Evestment | NONE | $5,434 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hallmark Cards, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Empower Advisory Group, LLC — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Callan Associates, Inc — Schedule C compensation
- Rubinbrown, Llp — Schedule C compensation
- Evestment — Schedule C compensation