# Fulton Financial Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/fulton-financial-corporation-232195389-501

> Fulton Financial Corporation's Health & Welfare plan: 3,488 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fulton Financial Corporation

- **Sponsor EIN:** 232195389

- **Sponsor Address:** PO BOX 4887, ONE PENN SQUARE, LANCASTER, PA, 17604

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 3,488

- **Total Assets:** $2.1M

## 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|3,488|$2.1M|$40.3M|$9.2M|

| 2023|3,436|$1.3M|$32.7M|$9.6M|

| 2022|3,338|$1.1M|$28.0M|$8.6M|

## 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|

| HIGHMARK|Other Service Provider|$1,564,197|—|$1,564,197|

| AP BENEFIT ADVISORS, LLC|Other Service Provider|$206,692|—|$206,692|

| UNITED CONCORDIA|Other Service Provider|$188,381|—|$188,381|

| SEDGWICK CLAIMS MANAGEMENT SERVICES|Other Service Provider|$174,702|—|$174,702|

| CAREBRIDGE CORPORATION|Other Service Provider|$73,891|—|$73,891|

| BDO USA, LLC|Auditor|$65,343|—|$65,343|

| VISION SERVICE PLAN|Other Service Provider|$47,807|—|$47,807|

### Verified Provider Profiles

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

- [BDO USA, LLC](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,321,013

- **Estimated Expense Ratio:** 109.245% 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|$2,450,004|—|$2,384,661|—|—|

| 2023|$2,692,244|—|$2,599,212|—|—|

| 2022|$2,592,170|—|$2,526,692|—|$65,478|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fulton-financial-corporation-232195389-501)

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