# First Horizon Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/first-horizon-corporation-620803242-516

> First Horizon Corporation's Health & Welfare plan: 264 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Horizon Corporation

- **Sponsor EIN:** 620803242

- **Sponsor Address:** PO BOX 84, MEMPHIS, TN, 38101

- **Plan Type:** Health & Welfare

- **Plan Number:** 516

- **Total Participants:** 264

- **Total Assets:** $57,496

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|264|$57,496|$11,175|$0|

| 2023|283|$23,050|$11,983|$0|

| 2022|286|$65,895|$14,150|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIRST HORIZON BANK TRUST DIVISION|Other Service Provider|$34,233|—|$34,233|

| CBIZ CPAS P.C.|Auditor|$23,930|—|$23,930|

| COMPSYCH CORPORATION|Other Service Provider|$18,630|—|$18,630|

| WILLIS TOWERS WATSON US, LLC|Recordkeeper|$12,469|—|$12,469|

| AON INVESTMENT CONSULTING|Other Service Provider|$5,375|—|$5,375|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US, LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $94,637

- **Estimated Expense Ratio:** 164.598% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$99,591|—|$35,485|$23,930|—|

| 2023|$122,189|—|$25,116|$15,750|—|

| 2022|$56,713|$6,250|$24,863|—|$25,600|

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