# Hallmark Cards, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/hallmark-cards-inc-440272180-514

> Hallmark Cards, INC.'s Health & Welfare plan: 5,785 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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