# Hallmark Cards, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/hallmark-cards-inc-440272180-520

> Hallmark Cards, INC.'s Health & Welfare plan: 0 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:** 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|

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