Original filing (PDF)20251015085450NAL0002129763001

HALLMARK CARDS, INC.

Name: HALLMARK CARDS, INC. — RETIREE MEDICAL PLAN, Form 5500 (2024)
Creator: HALLMARK CARDS, INC.

Form 5500

FILING_RECEIVED

RETIREE MEDICAL PLAN

Health & welfare plan

Signals · 1

~165 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HALLMARK CARDS, INC..

Plan sponsor

Name

HALLMARK CARDS, INC.

EIN

44-0272180

Address

2501 MCGEE · KANSAS CITY, MO · 64108

Phone

(816) 545-6200

Industry

Wholesale Tradesee all

Plan administrator

Name

HALLMARK WELFARE COMMITTEE

EIN

43-1722352

City

KANSAS CITY, MO

Phone

(816) 545-6200

Plan characteristics

Plan number

520

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MHM RPS	20-1876798	—	RECORDKEEPER	$8K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ CPAS P.C.	43-1947695	—	AUDITOR	$15K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

1 pooled fund· $5.4M(91% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
HALLMARK RETIREE VEBA MASTER TRUST HALLMARK CARDS, INC. · EIN 44-0272180 / PN 502	Master Trust	$5.4M	90.8%

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