Retirement plan

PROFIT SHARING OWNERSHIP & SAVINGS PLAN OF HALLMARK CARDS, INC.

Name: HALLMARK CARDS, INC. - PROFIT SHARING OWNERSHIP & SAVINGS PLAN OF HALLMARK CARDS, INC. (2015) Form 5500
Creator: HALLMARK CARDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING OWNERSHIP & SAVINGS PLAN OF HALLMARK CARDS, INC., HALLMARK CARDS, INC.

HALLMARK CARDS, INC.EIN 44-0272180Plan #001PY 2015

2501 MCGEE TRAFFICWAY - KANSAS CITY, MO 64108816-274-4143hallmark.comLinkedIn10001+ employeesretail

Other plans on this EIN

4 filings

#002Retirement-$542.0M assets #006Retirement-$273.5M assets #005Retirement-$52.0M assets #008Retirement-$362K assets

Prospect flagsHigh assets / participant

Top hat statement on fileNQDC

Filed April 26, 2002 (most recent of 8 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$2427.4M

+2.0% from 2016

Total participants

9,417

+5.4% from 2016

Average account balance

$277,671

+0.9% from 2016

Annual return

1.07%

-4.07 pp from 2016

Benchmarks

See 46 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants5,000-9,999

Cohort46 peers

Snapshot2015

Participant deferral / active EE

$5,443

median $5,830

Employer contribution / active EE

$3,607

median $3,138

Participation rate

89.0%

median 94.0%

Avg account balance

$277,671

median $97,422

Admin fee / account holder

$220

median $52

Annual return

1.07%

median 1.09%

Overall peer rank

44of 100

44th percentileavg across 6 metrics

Analytics

2015 - 2024

Total assets (EOY)

Plan-year ending balance

$2.01B

Average account balance

Total assets / participants with a balance (line 6g)

$253K

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

7,951

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.2%

Contributions (total)

Employer and participant dollars contributed each year

$54.61M

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.68%

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$133

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Mutual / pooled
Stocks
Bonds
Cash
Real estate
Loans

Service providers

Top 10 of 20 by compensation

Provider	Service type	Compensation
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445	Contract Administrator	$1,608,275
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC Service code 49 · EIN 41-1416330	Other Services	$1,100,436
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: GREAT WEST LIF AND ANNUITY INS CO Service code 15 · EIN 84-0467907	Recordkeeping	$690,300
PIMCO FUNDS1+ years Filed as: PIMCO Service code 49 · EIN 33-0629048	Other Services	$598,596
JP MORGAN SECURITIES LLC1+ years Filed as: JP MORGAN GUARANTY Service code 49 · EIN 13-4994650	Other Services	$518,911
METROPOLITAN WEST ASSET MANAGEMENT1+ years Filed as: TCW ASSET MANAGEMENT COMPANY Service code 28 · EIN 95-2642764	Investment Management	$513,551
EVERCORE TRUST COMPANY1+ years Service code 21 · EIN 26-4691954	Bank Trustee	$425,400
BAILLIE GIFFORD OVERSEAS LTD1+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530	Investment Management	$301,237
JP MORGAN INVESTMENT MANAGEMENT INC1+ years Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244	Investment Management	$296,200
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 50 · EIN 20-1665304	Direct Payment	$289,321

Plan features & details

Pension benefit codes2E3H2F2H2J2K2S2T3I3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.9M

$314 / participant

Investment mgmt$143K7.4%
Contract admin$6870.0%
Other / not subdivided$2M92.5%

% of EOY assets

0.079%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RUBINBROWN LLP
Auditor EIN: 430765316
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$277,671

$120,005+131.4%

$68,509+305.3%

$67,505+311.3%

Participation rate

89.0%

87.9%+1.1pp

74.7%+14.3pp

71.2%+17.8pp

Annual return

1.07%

2.25%-1.2pp

8.27%-7.2pp

6.52%-5.5pp

Employer contribution / active EE

$3,607

$4,267-15.5%

$2,278+58.3%

$2,173+66.0%

Participant deferral / active EE

$5,443

$6,452-15.6%

$3,382+60.9%

$3,597+51.3%

Admin fee / account holder

$220

$71+209.0%

$5,275-95.8%

$56+292.2%

Provider

Service type

Compensation

STATE STREET GLOBAL ADVISORS1+ years

Filed as: STATE STREET BANK & TRUST

Service code 13 · EIN 04-1867445

Contract Administrator

$1,608,275

RBC GLOBAL ASSET MANAGEMENT1+ years

Filed as: RBC

Service code 49 · EIN 41-1416330

Other Services

$1,100,436

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: GREAT WEST LIF AND ANNUITY INS CO

Service code 15 · EIN 84-0467907

Recordkeeping

$690,300

PIMCO FUNDS1+ years

Filed as: PIMCO

Service code 49 · EIN 33-0629048

Other Services

$598,596

JP MORGAN SECURITIES LLC1+ years

Filed as: JP MORGAN GUARANTY

Service code 49 · EIN 13-4994650

Other Services

$518,911

METROPOLITAN WEST ASSET MANAGEMENT1+ years

Filed as: TCW ASSET MANAGEMENT COMPANY

Service code 28 · EIN 95-2642764

Investment Management

$513,551

EVERCORE TRUST COMPANY1+ years

Service code 21 · EIN 26-4691954

Bank Trustee

$425,400

BAILLIE GIFFORD OVERSEAS LTD1+ years

Filed as: BAILLIE GIFFORD OVERSEAS, LTD.

Service code 28 · EIN 22-3438530

Investment Management

$301,237

JP MORGAN INVESTMENT MANAGEMENT INC1+ years

Filed as: JP MORGAN INVESTMENT MANAGEMENT

Service code 28 · EIN 13-3200244

Investment Management

$296,200

TIMES SQUARE CAPITAL MANAGEMENT1+ years

Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC

Service code 50 · EIN 20-1665304

Direct Payment

$289,321

PROFIT SHARING OWNERSHIP & SAVINGS PLAN OF HALLMARK CARDS, INC.

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING OWNERSHIP & SAVINGS PLAN OF HALLMARK CARDS, INC.

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion