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  2. FULTON FINANCIAL CORPORATION
Sponsor portfolioTH

FULTON FINANCIAL CORPORATION

EIN 23-2195389-banking-Latest filing 2024
Plans
3
Retirement
2
$654.7M assets
Welfare
1
$2.6M premiums
Participants
9,042
P. O. BOX 7989, ATTN HR EMPLOYEE SERVICES - LANCASTER, PA 17604717-291-2630fult.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
3 filings
#001ESOP-$569.1M - 4,541 part#004TraditionalDB-$85.6M - 701 part#501Mixed-$2.6M - 3,861 lives

Retirement portfolio analytics

2 plans aggregated / $654.7M assets / 5,242 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • 401(K) RETIREMENT PLAN (#001)87%
  • DEFINED BENEFIT PENSION (#004)13%
Total $654.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • FULTON FINANCIAL ADVISORS87%
  • (Not disclosed)13%
Total $654.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)4,541
  • DEFINED BENEFIT PENSION (#004)701
Total 5,242Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 3,861 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$574K
  • Long-term disability$524K
  • Vision$341K
  • Health$191K
Total $2.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY79%
  • VISION SERVICE PLAN13%
  • BLUE CROSS OF CALIFORNIA7%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • AP BENEFIT ADVISORS, LLC90%
  • GIS BENEFITS INC10%
Total $379K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FULTON FINANCIAL CORPORATION 401(K) RETIREMENT PLAN

ESOP

Assets$569.1M
Participants4,541
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FULTON FINANCIAL AFFILIATES DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$85.6M
Participants701
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives3,861
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FULTON FINANCIAL CORPORATION 401(K) RETIREMENT PLANESOP$569.1M4,5412024
004FULTON FINANCIAL AFFILIATES DEFINED BENEFIT PENSION PLANTraditionalDB$85.6M7012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$2.6M3,8612024
Retirement plans
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