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Sponsor portfolio

HALLMARK FINANCIAL SERVICES, INC.

EIN 87-0447375-insurance-Latest filing 2025
Plans
2
Retirement
1
$29.7M assets
Welfare
1
$3.7M premiums
Participants
764
5400 LYNDON B JOHNSON FREEWAY, SUITE 400 - DALLAS, TX 752402345817-348-1829hallmarkgrp.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$29.7M - 461 part#501Fully Insured-$3.7M - 2,050 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 2,050 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Vision$3.5M
  • Other$174K
  • Life$127K
  • Short-term disability$101K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • AFLAC1%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • GALLAGHER BENEFIT SERVICES, INC.52%
  • GBS SPECIALTY MARKETS, LLC48%
Total $37K2 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

HFS 401(K) SAVINGS PLAN

401k

Assets$29.7M
Participants461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALLMARK FINANCIAL SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.7M
Covered lives2,050
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HFS 401(K) SAVINGS PLAN401k$29.7M4612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALLMARK FINANCIAL SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.7M2,0502025
Retirement plans
Welfare plans
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