Plan Snapshot
- Plan Sponsor: Hallmark Cards, INC.
- Sponsor EIN: 440272180
- Sponsor Address: 2501 MCGEE, KANSAS CITY, MO, 64108
- Plan Type: Health & Welfare
- Plan Number: 514
- Total Participants: 5,785
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,785 | $12.9M | $48.0M | $17.8M |
| 2023 | 4,902 | $12.0M | $46.2M | $17.4M |
| 2022 | 4,985 | $11.0M | $34.7M | $19.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Other Service Provider | $2,079,692 | — | $2,079,692 |
| CBIZ CPAS P.C. | Auditor | $41,815 | — | $41,815 |
| STATE STREET BANK & TRUST | Custodian / Trustee | $15,213 | — | $15,213 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,136,720
- Estimated Expense Ratio: 16.581% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,420,766 | — | $2,360,273 | $41,815 | — |
| 2023 | $2,288,119 | — | $2,239,558 | $31,651 | — |
| 2022 | $2,312,717 | $19,018 | $2,264,113 | — | $29,586 |