Retail Service Group 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, Retail Service Group Savings Plan Of Hallmark Cards, Incorporated is a benefit plan reported by Hallmark Cards, Inc. under EIN 44-0272180 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,704 participants and $63,665,740 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
- 005
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 4,704
- End-of-year plan assets
- $63,665,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,704 | H, C | 20241015140601NAL0016578099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,665,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,665,740
- Net assets (BOY)
- $59,462,996
Income & contributions
- Employer contributions
- $584,217
- Participant contributions
- $2,351,447
- Total contributions
- $2,957,479
- Total income / additions
- $11,812,311
Expenses & distributions
- Benefits paid
- $6,750,231
- Administrative expenses
- $95,814
- Total expenses
- $6,846,391
- Net increase / (decrease)
- $4,965,920
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | NONE | $69,514 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $31,750 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust | NONE | $14,509 | not reported in the loaded dataset | 2023 |
| Rubinbrown, Llp | NONE | $10,400 | 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 Annuity Ins. Co. Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation
- Rubinbrown, Llp — Schedule C compensation