Fulton Financial Corporation Employee Benefit 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 Corporation Employee Benefit Plan is a benefit plan reported by Fulton Financial Corporation under EIN 23-2195389 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,495 participants and $1,276,194 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
- 501
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 3,495
- End-of-year plan assets
- $1,276,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,495 | H, C | 20241015125808NAL0028495761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,276,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,276,194
- Net assets (BOY)
- $1,074,384
Income & contributions
- Employer contributions
- $32,688,155
- Participant contributions
- $9,554,791
- Total contributions
- $42,482,600
- Total income / additions
- $42,531,598
Expenses & distributions
- Benefits paid
- $39,637,544
- Administrative expenses
- $2,692,244
- Total expenses
- $42,329,788
- Net increase / (decrease)
- $201,810
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highmark | MED/RX | $1,678,538 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | RX ADMIN | $362,280 | not reported in the loaded dataset | 2023 |
| Ap Benefit Advisors, LLC | COBRA/FSA/ BENEFIT ADMIN | $210,288 | not reported in the loaded dataset | 2023 |
| United Concordia | DENTAL ADMIN | $172,375 | not reported in the loaded dataset | 2023 |
| Bdo Usa, LLC | AUDITOR/ACCOUNTANT | $78,882 | not reported in the loaded dataset | 2023 |
| Carebridge Corporation | EAP | $50,675 | not reported in the loaded dataset | 2023 |
| Highmark | FSA ADMIN | $15,932 | not reported in the loaded dataset | 2023 |
| Conrad M Siegel, Inc. | ACTUARIAL SERVICES | $14,150 | not reported in the loaded dataset | 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
- Highmark — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Ap Benefit Advisors, LLC — Schedule C compensation
- United Concordia — Schedule C compensation
- Bdo Usa, LLC — Schedule C compensation
- Carebridge Corporation — Schedule C compensation
- Conrad M Siegel, Inc. — Schedule C compensation