Plan5500

Retirement Plan For Employees Of The Millers Insurance Group — Form 5500 plan (Hallmark Financial Services 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, Retirement Plan For Employees Of The Millers Insurance Group is a benefit plan reported by Hallmark Financial Services Inc under EIN 75-0439860 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $10,115,124 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hallmark Financial Services Inc
EIN
75-0439860
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
278
End-of-year plan assets
$10,115,124

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H, C20241015141730NAL0016599107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,115,124
Total liabilities (EOY)
$0
Net assets (EOY)
$10,115,124
Net assets (BOY)
$9,642,075

Income & contributions

Total contributions
$0
Total income / additions
$1,532,686

Expenses & distributions

Benefits paid
$782,807
Administrative expenses
$276,830
Total expenses
$1,059,637
Net increase / (decrease)
$473,049

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Grant Thornton, LlpNONE$70,920not reported in the loaded dataset2023
Usi Consulting GroupNONE$59,270not reported in the loaded dataset2023
Nfp Retirement Inc.NONE$25,000$02023
Principal Financial Group, Inc.NONE$10,972$02023

Related Form 5500 pages