# Hallmark Marketing Company LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/hallmark-marketing-company-llc-430820871-501

> Hallmark Marketing Company LLC's Health & Welfare plan: 9,492 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hallmark Marketing Company LLC

- **Sponsor EIN:** 430820871

- **Sponsor Address:** 2501 MCGEE, KANSAS CITY, MO, 64108

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 9,492

- **Total Assets:** $9,628

## 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|9,492|$9,628|$52,194|$25,823|

| 2023|11,184|$10,818|$52,046|$79,092|

| 2022|12,051|$14,105|$53,291|$86,309|

## 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|

| CBIZ CPAS P.C.|Auditor|$15,530|—|$15,530|

| MHM RETIREMENT PLAN SOLUTIONS|Other Service Provider|$6,115|—|$6,115|

| FRINGE BENEFIT GROUP, INC|Other Service Provider|$5,038|—|$5,038|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,683

- **Estimated Expense Ratio:** 277.140% 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|$30,347|—|$3,664|$15,530|—|

| 2023|$36,071|—|$18,646|$13,225|—|

| 2022|$40,930|—|$10,825|—|$18,995|

## Similar Plans

- [Hallmark Cards, INC.](https://planprovider.pro/companies/hallmark-cards-inc-440272180-514) — 5,785 participants

- [Bunzl Usa, LLC](https://planprovider.pro/companies/bunzl-usa-llc-401k-plan) — 5,596 participants

- [Hallmark Cards, INC.](https://planprovider.pro/companies/hallmark-cards-inc-401k-plan-001) — 5,013 participants

- [Hallmark Cards, INC.](https://planprovider.pro/companies/hallmark-cards-inc-401k-plan-005) — 3,769 participants

- [Hallmark Cards, INC.](https://planprovider.pro/companies/hallmark-cards-inc-401k-plan-006) — 2,303 participants

- [Hallmark Cards, INC.](https://planprovider.pro/companies/hallmark-cards-inc-plan-002) — 1,380 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hallmark-marketing-company-llc-430820871-501)

© 2026 PlanProvider.Pro