Plan Snapshot
- Plan Sponsor: Hallmark Cards, INC.
- Sponsor EIN: 440272180
- Sponsor Address: 2501 MCGEE, KANSAS CITY, MO, 64108
- Plan Type: Health & Welfare
- Plan Number: 520
- Total Participants: 0
- Total Assets: $5.9M
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 | 0 | $5.9M | $0 | $2.5M |
| 2023 | 0 | $5.2M | $0 | $3.3M |
| 2022 | 0 | $4.5M | $0 | $4.7M |
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 | $75,270 | — | $75,270 |
| CBIZ CPAS P.C. | Auditor | $14,895 | — | $14,895 |
| MHM RPS | Recordkeeper | $7,650 | — | $7,650 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,815
- Estimated Expense Ratio: 1.652% 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 | $208,346 | — | $183,194 | $14,895 | — |
| 2023 | $265,314 | — | $248,257 | $11,935 | — |
| 2022 | $367,038 | — | $346,528 | — | $17,240 |