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Sponsor portfolio

HALLMARK INNS & RESORTS, INC.

EIN 91-0852009-hospitality-Latest filing 2025
Plans
3
Retirement
2
$10.2M assets
Welfare
1
$417K premiums
Participants
745
4000 KRUSE WAY PLACE, BUILDING 3, SUITE 210 - LAKE OSWEGO, OR 97035503-635-4555hallmarkinns.comLinkedIn201-500 employeeshospitality
Plans on this EIN
3 filings
#001401k-$5.6M - 292 part#002ESOP-$4.6M - 301 part#501Mixed-$417K - 245 lives

Retirement portfolio analytics

2 plans aggregated / $10.2M assets / 593 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • HALLMARK INNS 401(K) (#001)55%
  • EMPLOYEE STOCK OWNERSHIP (#002)45%
Total $10.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • THE VANGUARD GROUP, INC.55%
  • (Not disclosed)45%
Total $10.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)301
  • HALLMARK INNS 401(K) (#001)292
Total 593Click row to drill in

Benefits portfolio analytics

1 plan / $417K premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$363K
  • Vision$363K
  • Prescription drug$363K
  • Life$54K
  • Short-term disability$54K
  • Long-term disability$54K
  • +1 more
Total $417K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
Total $417K2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • DURHAM & BATES AGENCIES INC66%
  • J D FULWILER & CO INSURANCE34%
Total $60K2 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

HALLMARK INNS 401(K) PLAN

401k

Assets$5.6M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HALLMARK INNS & RESORTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.6M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALLMARK INNS & RESORTS EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$417K
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HALLMARK INNS 401(K) PLAN401k$5.6M2922025
002HALLMARK INNS & RESORTS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$4.6M3012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALLMARK INNS & RESORTS EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$417K2452025
Retirement plans
Welfare plans
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