Fulton Financial Affiliates Defined Benefit Pension Plan — Form 5500 plan (Fulton Financial Corporation)
Plain-English plan 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, Fulton Financial Affiliates Defined Benefit Pension Plan is a benefit plan reported by Fulton Financial Corporation under EIN 23-2195389 and plan number 004. The latest loaded filing year is 2023. The filing reports 767 participants and $84,658,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fulton Financial Corporation
- EIN
- 23-2195389
- Plan number
- 004
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 767
- End-of-year plan assets
- $84,658,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 767 | H, C | 20240802140013NAL0016020515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,658,929
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,658,929
- Net assets (BOY)
- $78,136,544
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $11,535,600
Expenses & distributions
- Benefits paid
- $4,686,577
- Administrative expenses
- $326,638
- Total expenses
- $5,013,215
- Net increase / (decrease)
- $6,522,385
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $53,955 | not reported in the loaded dataset | 2023 |
| Fulton Financial Advisors | NONE | $35,020 | $0 | 2023 |
| Bdo Usa, Llp | NONE | $24,872 | $0 | 2023 |
| Ssga Funds Management, Inc. | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Federated Mdta LLC | NONE | $0 | $0 | 2023 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 | 2023 |
| Johcm (Usa) Inc. | NONE | $0 | $0 | 2023 |
| John Hancock Advisors, LLC | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
| Harris Associates Lp | NONE | $0 | $0 | 2023 |
| Principal Global Investors LLC | NONE | $0 | $0 | 2023 |
| Smead Capital , Inc. | NONE | $0 | $0 | 2023 |
| Federated Hermes | NONE | $0 | $0 | 2023 |
| Pacific Investment Company LLC | NONE | $0 | $0 | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $0 | $0 | 2023 |
| Calamos Advisors LLC | NONE | $0 | $0 | 2023 |
| First Pacific Advisors, LLC | NONE | $0 | $0 | 2023 |
| J.P. Morgan Investment Management, | NONE | $0 | $0 | 2023 |
| Blackrock Fund Advisors | NONE | $0 | $0 | 2023 |
| First Trust Portfolios Lp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fulton Financial Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lancaster, PA
- Conrad Siegel — Schedule C compensation
- Fulton Financial Advisors — Schedule C compensation
- Bdo Usa, Llp — Schedule C compensation
- Ssga Funds Management, Inc. — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Federated Mdta LLC — Schedule C compensation
- Goldman Sachs Asset Lp — Schedule C compensation
- Johcm (Usa) Inc. — Schedule C compensation
- John Hancock Advisors, LLC — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation
- Harris Associates Lp — Schedule C compensation
- Principal Global Investors LLC — Schedule C compensation
- Smead Capital , Inc. — Schedule C compensation
- Federated Hermes — Schedule C compensation
- Pacific Investment Company LLC — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Calamos Advisors LLC — Schedule C compensation
- First Pacific Advisors, LLC — Schedule C compensation
- J.P. Morgan Investment Management, — Schedule C compensation
- Blackrock Fund Advisors — Schedule C compensation
- First Trust Portfolios Lp — Schedule C compensation