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  2. HALLMARK CARDS, INC.
Sponsor portfolioTH

HALLMARK CARDS, INC.

EIN 44-0272180-retail-Latest filing 2024
Plans
8
Retirement
5
$2.95B assets
Welfare
3
$5.9M premiums
Participants
33,304
2501 MCGEE - KANSAS CITY, MO 64108816-274-4022hallmark.comLinkedIn10001+ employeesretail
Plans on this EIN
8 filings
#001401k-$2.01B - 8,190 part#006401k-$442.9M - 3,365 part#002CashBalance-$427.3M - 6,585 part#005401k-$67.5M - 4,164 part#009CashBalance-$4.8M - 393 part#514Fully Insured-$5.8M - 15,647 lives#520Self Funded-$34K - 150 lives#521Self Funded-0 lives

Retirement portfolio analytics

5 plans aggregated / $2.95B assets / 22,697 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • HALLMARK CARDS, INCORPORATED (#001)68%
  • AFFILIATES EMPLOYEE Savings (#006)15%
  • HALLMARK CARDS, INC. (#002)14%
  • HALLMARK CARDS, INCORPORATED (#005)2%
  • HALLMARK RETIREE PENSION (#009)0%
Total $2.95BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE85%
  • (Not disclosed)15%
Total $2.95BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HALLMARK CARDS, INCORPORATED (#001)8,190
  • HALLMARK CARDS, INC. (#002)6,585
  • HALLMARK CARDS, INCORPORATED (#005)4,164
  • AFFILIATES EMPLOYEE Savings (#006)3,365
  • HALLMARK RETIREE PENSION (#009)393
Total 22,697Click row to drill in

Benefits portfolio analytics

3 plans / $5.9M premiums / 15,797 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.2M
  • Vision$1.2M
  • Stop-loss$942K
  • Other$414K
  • Health$103K
  • Prescription drug$84K
  • +3 more
Total $5.9M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • METROPOLITAN LIFE INSURANCE COMPANY54%
  • UNITED HEALTHCARE INSURANCE COMPANY16%
  • SURENCY LIFE AND HEALTH13%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
  • +3 more
Total $5.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • MERCER HEALTH AND BENEFITS, LLC50%
  • LOCKTON COMPANIES, LLC25%
  • IMG13%
  • MARSH & MCLENNAN AGENCY LLC12%
Total $36K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED

401k

Assets$2.01B
Participants8,190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

HALLMARK AFFILIATES EMPLOYEE SAVINGS PLAN

401k

Assets$442.9M
Participants3,365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC.

CashBalance

Assets$427.3M
Participants6,585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

RETAIL SERVICE GROUP SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED

401k

Assets$67.5M
Participants4,164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

HALLMARK RETIREE PENSION PLAN

CashBalance

Assets$4.8M
Participants393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514

HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$5.8M
Covered lives15,647
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

RETIREE MEDICAL PLAN

Self Funded - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$34K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

RETIREE DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
001BUSINESS PERFORMANCE SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED401k$2.01B8,1902024
006HALLMARK AFFILIATES EMPLOYEE SAVINGS PLAN401k$442.9M3,3652024
002CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, INC.CashBalance$427.3M6,5852024
005RETAIL SERVICE GROUP SAVINGS PLAN OF HALLMARK CARDS, INCORPORATED401k$67.5M4,1642024
009HALLMARK RETIREE PENSION PLANCashBalance$4.8M3932024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
514HEALTH AND WELFARE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$5.8M15,6472024
520RETIREE MEDICAL PLANSelf FundedUNITED HEALTHCARE INSURANCE COMPANY$34K1502024
521RETIREE DENTAL PLANSelf Funded-$002024
Retirement plans
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