2023 Form 5500 filing — Fulton Financial Affiliates Defined Benefit Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240802140013NAL0016020515001) for Fulton Financial Affiliates Defined Benefit Pension Plan, reported by Fulton Financial Corporation under EIN 23-2195389 and plan number 004. It reports 767 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802140013NAL0016020515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fulton Financial Corporation
- EIN
- 23-2195389
- Plan number
- 004
- Location
- Lancaster, PA
- Participants
- 767
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,658,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,658,929
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $11,535,600
- Benefits paid
- $4,686,577
- Administrative expenses
- $326,638
- Total expenses
- $5,013,215
- Net increase / (decrease)
- $6,522,385
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $53,955 | not reported in the loaded dataset |
| Fulton Financial Advisors | NONE | $35,020 | $0 |
| Bdo Usa, Llp | NONE | $24,872 | $0 |
| Ssga Funds Management, Inc. | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| Federated Mdta LLC | NONE | $0 | $0 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 |
| Johcm (Usa) Inc. | NONE | $0 | $0 |
| John Hancock Advisors, LLC | NONE | $0 | $0 |
| Jp Morgan Investment Inc | NONE | $0 | $0 |
| Harris Associates Lp | NONE | $0 | $0 |
| Principal Global Investors LLC | NONE | $0 | $0 |
| Smead Capital , Inc. | NONE | $0 | $0 |
| Federated Hermes | NONE | $0 | $0 |
| Pacific Investment Company LLC | NONE | $0 | $0 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 |
| Calamos Advisors LLC | NONE | $0 | $0 |
| First Pacific Advisors, LLC | NONE | $0 | $0 |
| J.P. Morgan Investment Management, | NONE | $0 | $0 |
| Blackrock Fund Advisors | NONE | $0 | $0 |
| First Trust Portfolios Lp | NONE | $0 | $0 |