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CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 401k Plan overview

Plan NameCASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN
Plan identification number 002

CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HALLMARK CARDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HALLMARK CARDS, INC.
Employer identification number (EIN):440272180
NAIC Classification:424100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01BETH O'SHAUGHNESSY MARY COLLEEN MEURER2018-10-10
0022016-01-01BETH O'SHAUGHNESSY MARY COLLEEN MEURER2017-10-11
0022015-01-01BETH O'SHAUGHNESSY COLLEEN MEURER2016-10-12
0022015-01-01BETH OSHAUGHNESSY MARY COLLEEN MEURER2016-10-13
0022014-01-01BETH O'SHAUGHNESSY COLLEEN MEURER2015-10-14
0022013-01-01BETH OSHAUGHNESSY MARY COLLEEN MEURER2014-10-15
0022012-01-01BETH OSHAUGHNESSY MARY COLLEEN MEURER2013-10-14
0022011-01-01BETH OSHAUGHNESSY MARY COLLEEN MEURER2012-10-12
0022010-01-01BETH O'SHAUGHNESSY COLLEEN MEURER2011-10-12
0022009-01-01BETH O'SHAUGHNESSY LINDA WOOFTER2010-10-12
0022009-01-01BETH O'SHAUGHNESSY LINDA WOOFTER2010-10-08
0022009-01-01BETH O'SHAUGHNESSY LINDA WOOFTER2010-10-11
0022009-01-01BETH O'SHAUGHNESSY LINDA WOOFTER2010-10-11

Plan Statistics for CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN

401k plan membership statisitcs for CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN

Measure Date Value
2023: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2023 401k membership
Total participants, beginning-of-year2023-01-017,254
Total number of active participants reported on line 7a of the Form 55002023-01-011,511
Number of retired or separated participants receiving benefits2023-01-013,020
Number of other retired or separated participants entitled to future benefits2023-01-011,753
Total of all active and inactive participants2023-01-016,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01693
Total participants2023-01-016,977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2022 401k membership
Market value of plan assets2022-12-31538,906,848
Acturial value of plan assets2022-12-31529,266,442
Funding target for retired participants and beneficiaries receiving payment2022-12-31328,821,530
Number of terminated vested participants2022-12-311,821
Fundng target for terminated vested participants2022-12-31137,541,422
Active participant vested funding target2022-12-31120,175,693
Number of active participants2022-12-311,928
Total funding liabilities for active participants2022-12-31120,189,376
Total participant count2022-12-317,494
Total funding target for all participants2022-12-31586,552,328
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3147,481,710
Prefunding balanced used to offset prior years funding requirement2022-12-3117,390,305
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3130,091,405
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3132,254,977
Total employer contributions2022-12-314,500,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-314,124,237
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-316,252,792
Net shortfall amortization installment of oustanding balance2022-12-3189,540,863
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3116,173,237
Prefunding balance elected to use to offset funding requirement2022-12-3116,173,237
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-314,124,237
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-017,494
Total number of active participants reported on line 7a of the Form 55002022-01-011,798
Number of retired or separated participants receiving benefits2022-01-013,060
Number of other retired or separated participants entitled to future benefits2022-01-011,714
Total of all active and inactive participants2022-01-016,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01682
Total participants2022-01-017,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2021 401k membership
Market value of plan assets2021-12-31557,362,568
Acturial value of plan assets2021-12-31536,437,261
Funding target for retired participants and beneficiaries receiving payment2021-12-31334,707,147
Number of terminated vested participants2021-12-311,932
Fundng target for terminated vested participants2021-12-31140,493,431
Active participant vested funding target2021-12-31125,038,535
Number of active participants2021-12-312,076
Total funding liabilities for active participants2021-12-31125,054,304
Total participant count2021-12-317,794
Total funding target for all participants2021-12-31600,254,882
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3127,000,175
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3127,000,175
Present value of excess contributions2021-12-3116,873,075
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3117,811,218
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3117,811,218
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3147,481,710
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-315,958,032
Net shortfall amortization installment of oustanding balance2021-12-31111,299,331
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3117,390,305
Prefunding balance elected to use to offset funding requirement2021-12-3117,390,305
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-017,794
Total number of active participants reported on line 7a of the Form 55002021-01-011,928
Number of retired or separated participants receiving benefits2021-01-013,131
Number of other retired or separated participants entitled to future benefits2021-01-011,783
Total of all active and inactive participants2021-01-016,842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01652
Total participants2021-01-017,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2020 401k membership
Market value of plan assets2020-12-31543,838,508
Acturial value of plan assets2020-12-31544,056,966
Funding target for retired participants and beneficiaries receiving payment2020-12-31341,728,860
Number of terminated vested participants2020-12-311,639
Fundng target for terminated vested participants2020-12-31103,371,464
Active participant vested funding target2020-12-31181,514,027
Number of active participants2020-12-312,836
Total funding liabilities for active participants2020-12-31181,537,950
Total participant count2020-12-318,255
Total funding target for all participants2020-12-31626,638,274
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3118,827,780
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3117,998,319
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31829,461
Present value of excess contributions2020-12-3123,623,422
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3126,071,676
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3126,071,676
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3127,000,175
Total employer contributions2020-12-3135,541,283
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3133,640,847
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-315,945,984
Net shortfall amortization installment of oustanding balance2020-12-31109,581,483
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3116,767,772
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3116,767,772
Contributions allocatedtoward minimum required contributions for current year2020-12-3133,640,847
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-018,255
Total number of active participants reported on line 7a of the Form 55002020-01-012,076
Number of retired or separated participants receiving benefits2020-01-013,187
Number of other retired or separated participants entitled to future benefits2020-01-011,932
Total of all active and inactive participants2020-01-017,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01599
Total participants2020-01-017,794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2019 401k membership
Market value of plan assets2019-12-31510,953,821
Acturial value of plan assets2019-12-31539,287,656
Funding target for retired participants and beneficiaries receiving payment2019-12-31353,188,790
Number of terminated vested participants2019-12-311,657
Fundng target for terminated vested participants2019-12-3198,290,879
Active participant vested funding target2019-12-31199,028,338
Number of active participants2019-12-313,084
Total funding liabilities for active participants2019-12-31199,044,601
Total participant count2019-12-318,507
Total funding target for all participants2019-12-31650,524,270
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3124,473,075
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3124,473,075
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3122,794,555
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3121,809,830
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3118,827,780
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3118,827,780
Total employer contributions2019-12-316,420,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-316,084,496
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-315,972,847
Net shortfall amortization installment of oustanding balance2019-12-31130,064,394
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3142,412,776
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3118,827,780
Additional cash requirement2019-12-3123,584,996
Contributions allocatedtoward minimum required contributions for current year2019-12-316,084,496
Unpaid minimum required contributions for current year2019-12-3117,500,500
Unpaid minimum required contributions for all years2019-12-3117,500,500
Total participants, beginning-of-year2019-01-018,507
Total number of active participants reported on line 7a of the Form 55002019-01-012,836
Number of retired or separated participants receiving benefits2019-01-013,206
Number of other retired or separated participants entitled to future benefits2019-01-011,639
Total of all active and inactive participants2019-01-017,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01574
Total participants2019-01-018,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2018 401k membership
Market value of plan assets2018-12-31562,235,335
Acturial value of plan assets2018-12-31548,604,155
Funding target for retired participants and beneficiaries receiving payment2018-12-31340,267,274
Number of terminated vested participants2018-12-311,744
Fundng target for terminated vested participants2018-12-3197,655,464
Active participant vested funding target2018-12-31202,860,480
Number of active participants2018-12-313,294
Total funding liabilities for active participants2018-12-31202,910,766
Total participant count2018-12-318,781
Total funding target for all participants2018-12-31640,833,504
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3118,731,865
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3118,731,865
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3122,104,208
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3124,503,046
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3124,473,075
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3124,473,075
Total employer contributions2018-12-3125,900,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3123,971,267
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-315,976,257
Net shortfall amortization installment of oustanding balance2018-12-31116,702,424
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3125,649,787
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3124,473,075
Additional cash requirement2018-12-311,176,712
Contributions allocatedtoward minimum required contributions for current year2018-12-3123,971,267
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-018,781
Total number of active participants reported on line 7a of the Form 55002018-01-013,084
Number of retired or separated participants receiving benefits2018-01-013,228
Number of other retired or separated participants entitled to future benefits2018-01-011,657
Total of all active and inactive participants2018-01-017,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01538
Total participants2018-01-018,507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2017 401k membership
Market value of plan assets2017-12-31543,138,354
Acturial value of plan assets2017-12-31566,513,223
Funding target for retired participants and beneficiaries receiving payment2017-12-31354,630,477
Number of terminated vested participants2017-12-311,950
Fundng target for terminated vested participants2017-12-3198,268,617
Active participant vested funding target2017-12-31206,947,636
Number of active participants2017-12-313,531
Total funding liabilities for active participants2017-12-31207,002,270
Total participant count2017-12-3110,079
Total funding target for all participants2017-12-31659,901,364
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3117,684,918
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3118,731,865
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3118,731,865
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3118,731,865
Total employer contributions2017-12-3129,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3127,018,496
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-316,649,294
Net shortfall amortization installment of oustanding balance2017-12-31112,120,006
Total funding amount beforereflecting carryover/prefunding balances2017-12-3123,646,153
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3118,731,865
Additional cash requirement2017-12-314,914,288
Contributions allocatedtoward minimum required contributions for current year2017-12-3127,018,496
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0110,079
Total number of active participants reported on line 7a of the Form 55002017-01-013,294
Number of retired or separated participants receiving benefits2017-01-013,237
Number of other retired or separated participants entitled to future benefits2017-01-011,744
Total of all active and inactive participants2017-01-018,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01506
Total participants2017-01-018,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2016 401k membership
Market value of plan assets2016-12-31541,826,892
Acturial value of plan assets2016-12-31574,844,169
Funding target for retired participants and beneficiaries receiving payment2016-12-31349,181,180
Number of terminated vested participants2016-12-311,764
Fundng target for terminated vested participants2016-12-3179,234,006
Active participant vested funding target2016-12-31236,511,706
Number of active participants2016-12-314,237
Total funding liabilities for active participants2016-12-31236,553,289
Total participant count2016-12-3110,564
Total funding target for all participants2016-12-31664,968,475
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3111,815,146
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3111,815,146
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3135,233
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3134,888
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3138,505,759
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3136,626,996
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-316,758,096
Net shortfall amortization installment of oustanding balance2016-12-3190,124,306
Total funding amount beforereflecting carryover/prefunding balances2016-12-3118,942,078
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3118,942,078
Contributions allocatedtoward minimum required contributions for current year2016-12-3136,626,996
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0110,564
Total number of active participants reported on line 7a of the Form 55002016-01-013,531
Number of retired or separated participants receiving benefits2016-01-013,893
Number of other retired or separated participants entitled to future benefits2016-01-011,950
Total of all active and inactive participants2016-01-019,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01705
Total participants2016-01-0110,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2015 401k membership
Total participants, beginning-of-year2015-01-0111,433
Total number of active participants reported on line 7a of the Form 55002015-01-014,237
Number of retired or separated participants receiving benefits2015-01-013,895
Number of other retired or separated participants entitled to future benefits2015-01-011,764
Total of all active and inactive participants2015-01-019,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01668
Total participants2015-01-0110,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2014 401k membership
Total participants, beginning-of-year2014-01-0114,163
Total number of active participants reported on line 7a of the Form 55002014-01-015,150
Number of retired or separated participants receiving benefits2014-01-013,910
Number of other retired or separated participants entitled to future benefits2014-01-011,722
Total of all active and inactive participants2014-01-0110,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01651
Total participants2014-01-0111,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0158
2013: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2013 401k membership
Total participants, beginning-of-year2013-01-0114,959
Total number of active participants reported on line 7a of the Form 55002013-01-017,608
Number of retired or separated participants receiving benefits2013-01-013,890
Number of other retired or separated participants entitled to future benefits2013-01-012,019
Total of all active and inactive participants2013-01-0113,517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01646
Total participants2013-01-0114,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0185
2012: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2012 401k membership
Total participants, beginning-of-year2012-01-0115,682
Total number of active participants reported on line 7a of the Form 55002012-01-018,485
Number of retired or separated participants receiving benefits2012-01-013,803
Number of other retired or separated participants entitled to future benefits2012-01-012,015
Total of all active and inactive participants2012-01-0114,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01656
Total participants2012-01-0114,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0184
2011: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2011 401k membership
Total participants, beginning-of-year2011-01-0116,348
Total number of active participants reported on line 7a of the Form 55002011-01-019,413
Number of retired or separated participants receiving benefits2011-01-013,761
Number of other retired or separated participants entitled to future benefits2011-01-011,922
Total of all active and inactive participants2011-01-0115,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01586
Total participants2011-01-0115,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01108
2010: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2010 401k membership
Total participants, beginning-of-year2010-01-0117,516
Total number of active participants reported on line 7a of the Form 55002010-01-019,980
Number of retired or separated participants receiving benefits2010-01-013,730
Number of other retired or separated participants entitled to future benefits2010-01-012,061
Total of all active and inactive participants2010-01-0115,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01577
Total participants2010-01-0116,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01161
2009: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2009 401k membership
Total participants, beginning-of-year2009-01-0118,847
Total number of active participants reported on line 7a of the Form 55002009-01-0110,765
Number of retired or separated participants receiving benefits2009-01-013,753
Number of other retired or separated participants entitled to future benefits2009-01-012,098
Total of all active and inactive participants2009-01-0116,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01900
Total participants2009-01-0117,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01333

Financial Data on CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN

Measure Date Value
2023 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$55,461,752
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$56,550,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$49,755,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$16,906,620
Value of total assets at end of year2023-12-31$436,007,954
Value of total assets at beginning of year2023-12-31$437,096,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$6,795,061
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Administrative expenses (other) incurred2023-12-31$5,447,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-1,088,832
Value of net assets at end of year (total assets less liabilities)2023-12-31$436,007,954
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$437,096,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$221,283
Value of interest in master investment trust accounts at end of year2023-12-31$423,144,644
Value of interest in master investment trust accounts at beginning of year2023-12-31$432,596,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$16,906,620
Employer contributions (assets) at end of year2023-12-31$12,863,310
Employer contributions (assets) at beginning of year2023-12-31$4,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$49,755,523
Contract administrator fees2023-12-31$97,594
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RUBINBROWN LLP
Accountancy firm EIN2023-12-31430765316
2022 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-52,598,905
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$49,211,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$42,829,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,500,000
Value of total assets at end of year2022-12-31$437,096,786
Value of total assets at beginning of year2022-12-31$538,906,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,382,148
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$924,946
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$5,125,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-101,810,063
Value of net assets at end of year (total assets less liabilities)2022-12-31$437,096,786
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$538,906,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$178,659
Value of interest in master investment trust accounts at end of year2022-12-31$432,596,786
Value of interest in master investment trust accounts at beginning of year2022-12-31$538,906,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,500,000
Employer contributions (assets) at end of year2022-12-31$4,500,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$42,829,010
Contract administrator fees2022-12-31$152,751
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RUBINBROWN LLP
Accountancy firm EIN2022-12-31430765316
2021 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$38,001,534
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$56,494,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$49,957,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$538,906,849
Value of total assets at beginning of year2021-12-31$557,399,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,537,211
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,035,884
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$5,193,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-18,493,072
Value of net assets at end of year (total assets less liabilities)2021-12-31$538,906,849
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$557,399,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$189,130
Value of interest in master investment trust accounts at end of year2021-12-31$538,906,849
Value of interest in master investment trust accounts at beginning of year2021-12-31$502,429,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$54,970,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$49,957,395
Contract administrator fees2021-12-31$119,165
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RUBINBROWN LLP
Accountancy firm EIN2021-12-31430765316
2020 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$84,025,900
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$71,433,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$65,220,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$35,541,283
Value of total assets at end of year2020-12-31$557,399,921
Value of total assets at beginning of year2020-12-31$544,807,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,212,755
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$685,057
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$5,303,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,592,884
Value of net assets at end of year (total assets less liabilities)2020-12-31$557,399,921
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$544,807,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$221,263
Value of interest in master investment trust accounts at end of year2020-12-31$502,429,921
Value of interest in master investment trust accounts at beginning of year2020-12-31$518,958,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$35,541,283
Employer contributions (assets) at end of year2020-12-31$54,970,000
Employer contributions (assets) at beginning of year2020-12-31$25,848,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$65,220,261
Contract administrator fees2020-12-31$2,451
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RUBINBROWN LLP
Accountancy firm EIN2020-12-31430765316
2019 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$63,212,216
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$49,400,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$43,495,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,420,000
Value of total assets at end of year2019-12-31$525,378,320
Value of total assets at beginning of year2019-12-31$511,566,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,904,499
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$389,415
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$5,291,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,811,790
Value of net assets at end of year (total assets less liabilities)2019-12-31$525,378,320
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$511,566,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$163,013
Value of interest in master investment trust accounts at end of year2019-12-31$518,958,320
Value of interest in master investment trust accounts at beginning of year2019-12-31$485,666,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,420,000
Employer contributions (assets) at end of year2019-12-31$6,420,000
Employer contributions (assets) at beginning of year2019-12-31$25,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,495,927
Contract administrator fees2019-12-31$60,684
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RUBINBROWN LLP
Accountancy firm EIN2019-12-31430765316
2018 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,029,041
Total income from all sources (including contributions)2018-12-31$3,145,630
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$54,255,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$48,351,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$25,900,000
Value of total assets at end of year2018-12-31$511,566,530
Value of total assets at beginning of year2018-12-31$577,705,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,904,442
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$401,744
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$15,029,041
Administrative expenses (other) incurred2018-12-31$5,251,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-51,110,255
Value of net assets at end of year (total assets less liabilities)2018-12-31$511,566,530
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$562,676,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$201,230
Value of interest in master investment trust accounts at end of year2018-12-31$485,666,530
Value of interest in master investment trust accounts at beginning of year2018-12-31$548,705,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$25,900,000
Employer contributions (assets) at end of year2018-12-31$25,900,000
Employer contributions (assets) at beginning of year2018-12-31$29,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$48,351,443
Contract administrator fees2018-12-31$49,953
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31RUBINBROWN
Accountancy firm EIN2018-12-31430765316
2017 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$15,029,041
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,029,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$89,076,184
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$54,870,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$48,228,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$29,000,000
Value of total assets at end of year2017-12-31$577,705,826
Value of total assets at beginning of year2017-12-31$543,500,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,642,283
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$610,991
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$15,029,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$5,922,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$34,205,313
Value of net assets at end of year (total assets less liabilities)2017-12-31$562,676,785
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$543,500,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$4,469
Value of interest in master investment trust accounts at end of year2017-12-31$548,705,826
Value of interest in master investment trust accounts at beginning of year2017-12-31$520,500,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$29,000,000
Employer contributions (assets) at end of year2017-12-31$29,000,000
Employer contributions (assets) at beginning of year2017-12-31$23,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$48,228,588
Contract administrator fees2017-12-31$104,096
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31RUBINBROWN
Accountancy firm EIN2017-12-31430765316
2016 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$60,075,615
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$58,583,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$51,853,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$38,505,759
Value of total assets at end of year2016-12-31$543,500,513
Value of total assets at beginning of year2016-12-31$542,008,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,730,135
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$629,306
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$5,991,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,492,280
Value of net assets at end of year (total assets less liabilities)2016-12-31$543,500,513
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$542,008,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$3,858
Value of interest in master investment trust accounts at end of year2016-12-31$520,500,513
Value of interest in master investment trust accounts at beginning of year2016-12-31$534,050,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$38,505,759
Employer contributions (assets) at end of year2016-12-31$23,000,000
Employer contributions (assets) at beginning of year2016-12-31$7,957,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$51,853,200
Contract administrator fees2016-12-31$105,428
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RUBINBROWN
Accountancy firm EIN2016-12-31430765316
2015 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,124,664
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$61,278,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$55,134,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,667,241
Value of total assets at end of year2015-12-31$542,008,233
Value of total assets at beginning of year2015-12-31$600,162,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,144,197
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$377,967
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$5,430,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-58,154,171
Value of net assets at end of year (total assets less liabilities)2015-12-31$542,008,233
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$600,162,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$229,316
Value of interest in master investment trust accounts at end of year2015-12-31$534,050,992
Value of interest in master investment trust accounts at beginning of year2015-12-31$582,162,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,667,241
Employer contributions (assets) at end of year2015-12-31$7,957,241
Employer contributions (assets) at beginning of year2015-12-31$18,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$55,134,638
Contract administrator fees2015-12-31$106,239
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31RUBIN BROWN
Accountancy firm EIN2015-12-31430765316
2014 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$13,327,794
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$44,763,843
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$57,459,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$53,543,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,000,000
Value of total assets at end of year2014-12-31$600,162,404
Value of total assets at beginning of year2014-12-31$626,185,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,915,131
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$531,726
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$3,030,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-12,695,200
Value of net assets at end of year (total assets less liabilities)2014-12-31$600,162,404
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$626,185,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$245,233
Value of interest in master investment trust accounts at end of year2014-12-31$582,162,404
Value of interest in master investment trust accounts at beginning of year2014-12-31$612,887,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,000,000
Employer contributions (assets) at end of year2014-12-31$18,000,000
Employer contributions (assets) at beginning of year2014-12-31$13,297,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$53,543,912
Contract administrator fees2014-12-31$107,949
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31RUBINBROWN
Accountancy firm EIN2014-12-31430765316
2013 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$16,618,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$68,854,577
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$55,560,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$52,722,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,297,823
Value of total assets at end of year2013-12-31$626,185,398
Value of total assets at beginning of year2013-12-31$596,273,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,837,971
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$493,888
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$2,238,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,293,737
Value of net assets at end of year (total assets less liabilities)2013-12-31$626,185,398
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$596,273,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$22,952
Value of interest in master investment trust accounts at end of year2013-12-31$612,887,575
Value of interest in master investment trust accounts at beginning of year2013-12-31$590,540,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,297,823
Employer contributions (assets) at end of year2013-12-31$13,297,823
Employer contributions (assets) at beginning of year2013-12-31$5,732,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$52,722,869
Contract administrator fees2013-12-31$82,346
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31RUBINBROWN LLP
Accountancy firm EIN2013-12-31430765316
2012 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$61,908,738
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$55,848,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$53,185,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,732,742
Value of total assets at end of year2012-12-31$596,273,590
Value of total assets at beginning of year2012-12-31$590,213,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,662,695
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$332,133
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$1,944,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,060,513
Value of net assets at end of year (total assets less liabilities)2012-12-31$596,273,590
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$590,213,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$261,376
Value of interest in master investment trust accounts at end of year2012-12-31$590,540,848
Value of interest in master investment trust accounts at beginning of year2012-12-31$545,733,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,732,742
Employer contributions (assets) at end of year2012-12-31$5,732,742
Employer contributions (assets) at beginning of year2012-12-31$44,479,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$53,185,530
Contract administrator fees2012-12-31$124,334
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31RIBUNBROWN LLP
Accountancy firm EIN2012-12-31430765316
2011 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$36,113,158
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$45,533,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$43,354,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$44,479,908
Value of total assets at end of year2011-12-31$590,213,077
Value of total assets at beginning of year2011-12-31$599,633,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,179,402
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$507,294
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$1,348,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-9,420,571
Value of net assets at end of year (total assets less liabilities)2011-12-31$590,213,077
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$599,633,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$249,624
Value of interest in master investment trust accounts at end of year2011-12-31$545,733,169
Value of interest in master investment trust accounts at beginning of year2011-12-31$577,270,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$44,479,908
Employer contributions (assets) at end of year2011-12-31$44,479,908
Employer contributions (assets) at beginning of year2011-12-31$22,362,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$43,354,327
Contract administrator fees2011-12-31$73,623
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31RUBINBROWN LLP
Accountancy firm EIN2011-12-31430765316
2010 : CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$77,211
Total income from all sources (including contributions)2010-12-31$83,071,500
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$50,653,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$48,480,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$22,362,836
Value of total assets at end of year2010-12-31$599,633,648
Value of total assets at beginning of year2010-12-31$567,292,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,173,346
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$424,396
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$77,211
Administrative expenses (other) incurred2010-12-31$1,399,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$32,418,043
Value of net assets at end of year (total assets less liabilities)2010-12-31$599,633,648
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$567,215,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$236,147
Value of interest in master investment trust accounts at end of year2010-12-31$577,270,812
Value of interest in master investment trust accounts at beginning of year2010-12-31$567,292,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$22,362,836
Employer contributions (assets) at end of year2010-12-31$22,362,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$48,480,111
Contract administrator fees2010-12-31$113,633
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31RUBINBROWN LLP
Accountancy firm EIN2010-12-31430765316

Form 5500 Responses for CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN

2023: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CASH BALANCE RETIREMENT PLAN OF HALLMARK CARDS, IN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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