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FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameFULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN
Plan identification number 501

FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

FULTON FINANCIAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:FULTON FINANCIAL CORPORATION
Employer identification number (EIN):232195389
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about FULTON FINANCIAL CORPORATION

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 646902

More information about FULTON FINANCIAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-01-01ELLI MILLER
5012023-01-01
5012023-01-01ELLI MILLER
5012022-01-01
5012022-01-01ELLI MILLER
5012021-01-01
5012021-01-01ELLI MILLER
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01
5012016-01-01ELLI MILLER
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01LOUIS YOKA
5012011-01-01JEFFREY R. HOOTON

Financial Data on FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN

Measure Date Value
2023 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$42,531,598
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$42,329,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$39,637,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$42,482,600
Value of total assets at end of year2023-12-31$1,276,194
Value of total assets at beginning of year2023-12-31$1,074,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,692,244
Total interest from all sources2023-12-31$48,998
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$9,554,791
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$239,654
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$50,675
Administrative expenses (other) incurred2023-12-31$93,032
Total non interest bearing cash at end of year2023-12-31$342,400
Total non interest bearing cash at beginning of year2023-12-31$342,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$201,810
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,276,194
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,074,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$933,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$731,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$731,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$48,998
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$3,123,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$32,688,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$36,463,367
Contract administrator fees2023-12-31$2,599,212
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDO USA, P.C.
Accountancy firm EIN2023-12-31135381590
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$42,531,598
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$42,329,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$39,637,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$42,482,600
Value of total assets at end of year2023-01-01$1,276,194
Value of total assets at beginning of year2023-01-01$1,074,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$2,692,244
Total interest from all sources2023-01-01$48,998
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$20,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$9,554,791
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$239,654
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$50,675
Administrative expenses (other) incurred2023-01-01$93,032
Total non interest bearing cash at end of year2023-01-01$342,400
Total non interest bearing cash at beginning of year2023-01-01$342,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$201,810
Value of net assets at end of year (total assets less liabilities)2023-01-01$1,276,194
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$1,074,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$933,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$48,998
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$3,123,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$32,688,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$36,463,367
Contract administrator fees2023-01-01$2,599,212
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BDO USA, P.C.
Accountancy firm EIN2023-01-01135381590
2022 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$36,900,146
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$37,695,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$35,103,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$36,875,420
Value of total assets at end of year2022-12-31$1,074,384
Value of total assets at beginning of year2022-12-31$1,870,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,592,170
Total interest from all sources2022-12-31$24,726
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$65,478
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,597,734
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$297,311
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$38,644
Total non interest bearing cash at end of year2022-12-31$342,400
Total non interest bearing cash at beginning of year2022-12-31$314,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-795,848
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,074,384
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,870,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$731,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,556,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,556,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$24,726
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,578,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$27,980,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$32,486,730
Contract administrator fees2022-12-31$2,526,692
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$36,900,146
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$37,695,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$35,103,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$36,875,420
Value of total assets at end of year2022-01-01$1,074,384
Value of total assets at beginning of year2022-01-01$1,870,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$2,592,170
Total interest from all sources2022-01-01$24,726
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$65,478
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$20,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$8,597,734
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$297,311
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$38,644
Total non interest bearing cash at end of year2022-01-01$342,400
Total non interest bearing cash at beginning of year2022-01-01$314,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-795,848
Value of net assets at end of year (total assets less liabilities)2022-01-01$1,074,384
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$1,870,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$731,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$24,726
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$2,578,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$27,980,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$32,486,730
Contract administrator fees2022-01-01$2,526,692
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BDO USA, P.C.
Accountancy firm EIN2022-01-01135381590
2021 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$39,150,271
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$37,598,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$34,989,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$39,150,173
Value of total assets at end of year2021-12-31$1,870,232
Value of total assets at beginning of year2021-12-31$318,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,609,171
Total interest from all sources2021-12-31$98
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$50,065
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,351,707
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$38,236
Total non interest bearing cash at end of year2021-12-31$314,000
Total non interest bearing cash at beginning of year2021-12-31$313,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,551,838
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,870,232
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$318,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,556,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$98
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,245,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$30,798,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,705,619
Contract administrator fees2021-12-31$2,559,106
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$34,558,317
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$35,454,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,249,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$34,553,764
Value of total assets at end of year2020-12-31$318,394
Value of total assets at beginning of year2020-12-31$1,214,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,205,153
Total interest from all sources2020-12-31$4,553
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$98,515
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,271,364
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$41,269
Total non interest bearing cash at end of year2020-12-31$313,200
Total non interest bearing cash at beginning of year2020-12-31$300,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-896,342
Value of net assets at end of year (total assets less liabilities)2020-12-31$318,394
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,214,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$914,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$914,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,553
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,368,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$26,282,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$30,839,987
Contract administrator fees2020-12-31$2,106,638
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$34,370,242
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$34,848,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$32,445,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$34,328,507
Value of total assets at end of year2019-12-31$1,214,736
Value of total assets at beginning of year2019-12-31$1,692,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,402,552
Total interest from all sources2019-12-31$41,735
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$101,523
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,296,535
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$37,865
Total non interest bearing cash at end of year2019-12-31$300,500
Total non interest bearing cash at beginning of year2019-12-31$315,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-477,989
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,214,736
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,692,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$914,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,377,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,377,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$41,735
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,244,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$26,031,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$30,163,482
Contract administrator fees2019-12-31$2,301,029
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$34,856,085
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$33,483,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$31,462,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$34,825,791
Value of total assets at end of year2018-12-31$1,692,725
Value of total assets at beginning of year2018-12-31$320,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,021,404
Total interest from all sources2018-12-31$30,294
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$170,420
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,868,834
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$42,693
Total non interest bearing cash at end of year2018-12-31$315,000
Total non interest bearing cash at beginning of year2018-12-31$308,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,372,656
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,692,725
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$320,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,377,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$30,294
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,215,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$26,956,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$29,204,035
Contract administrator fees2018-12-31$1,850,984
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$33,468,773
Total of all expenses incurred2017-12-31$33,825,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$31,939,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$33,458,201
Value of total assets at end of year2017-12-31$320,069
Value of total assets at beginning of year2017-12-31$676,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,886,418
Total interest from all sources2017-12-31$10,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$109,819
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,582,087
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$47,693
Total non interest bearing cash at end of year2017-12-31$308,800
Total non interest bearing cash at beginning of year2017-12-31$372,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-356,664
Value of net assets at end of year (total assets less liabilities)2017-12-31$320,069
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$676,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$304,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$304,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,572
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,094,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$25,876,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,796,876
Contract administrator fees2017-12-31$1,776,599
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$32,730,456
Total of all expenses incurred2016-12-31$33,068,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,987,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$32,728,501
Value of total assets at end of year2016-12-31$676,733
Value of total assets at beginning of year2016-12-31$1,014,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,081,093
Total interest from all sources2016-12-31$1,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$74,990
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,041,863
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$43,099
Total non interest bearing cash at end of year2016-12-31$372,200
Total non interest bearing cash at beginning of year2016-12-31$334,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-337,852
Value of net assets at end of year (total assets less liabilities)2016-12-31$676,733
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,014,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$304,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$680,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$680,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,955
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,936,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$26,686,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$29,007,374
Contract administrator fees2016-12-31$2,006,103
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$30,066,994
Total of all expenses incurred2015-12-31$29,741,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,859,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,066,879
Value of total assets at end of year2015-12-31$1,014,585
Value of total assets at beginning of year2015-12-31$688,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,881,754
Total interest from all sources2015-12-31$115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$101,979
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,187,470
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$44,642
Total non interest bearing cash at end of year2015-12-31$334,200
Total non interest bearing cash at beginning of year2015-12-31$334,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$325,678
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,014,585
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$688,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$680,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$354,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$354,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$115
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,953,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$24,879,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$25,860,934
Contract administrator fees2015-12-31$1,779,775
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$31,859,475
Total of all expenses incurred2014-12-31$32,601,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$31,012,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$31,859,431
Value of total assets at end of year2014-12-31$688,907
Value of total assets at beginning of year2014-12-31$1,430,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,589,161
Total interest from all sources2014-12-31$44
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$102,057
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,466,234
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$91,256
Total non interest bearing cash at end of year2014-12-31$334,200
Total non interest bearing cash at beginning of year2014-12-31$881,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-741,881
Value of net assets at end of year (total assets less liabilities)2014-12-31$688,907
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,430,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$354,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$548,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$548,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$44
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,174,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$26,393,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,746,446
Contract administrator fees2014-12-31$1,487,104
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$28,954,538
Total of all expenses incurred2013-12-31$29,860,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$28,129,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$28,954,463
Value of total assets at end of year2013-12-31$1,430,788
Value of total assets at beginning of year2013-12-31$2,336,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,730,423
Total interest from all sources2013-12-31$75
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$64,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,531,266
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$100,690
Total non interest bearing cash at end of year2013-12-31$881,922
Total non interest bearing cash at beginning of year2013-12-31$881,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-905,519
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,430,788
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,336,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$548,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,454,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,454,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$75
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,130,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$23,423,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$25,898,102
Contract administrator fees2013-12-31$1,666,423
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$26,868,129
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$27,220,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,827,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$26,868,045
Value of total assets at end of year2012-12-31$2,336,307
Value of total assets at beginning of year2012-12-31$2,688,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,392,245
Total interest from all sources2012-12-31$84
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$45,450
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,664,147
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$101,638
Total non interest bearing cash at end of year2012-12-31$881,800
Total non interest bearing cash at beginning of year2012-12-31$881,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-351,994
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,336,307
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,688,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,454,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,806,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,806,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$84
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,905,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$21,203,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$23,820,776
Contract administrator fees2012-12-31$1,346,795
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$24,793,535
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$27,322,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,980,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,791,844
Value of total assets at end of year2011-12-31$2,688,301
Value of total assets at beginning of year2011-12-31$5,217,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,342,564
Total interest from all sources2011-12-31$1,691
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$52,689
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,606,954
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$91,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,106
Total non interest bearing cash at end of year2011-12-31$881,800
Total non interest bearing cash at beginning of year2011-12-31$812,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,529,202
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,688,301
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,217,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,806,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,395,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,395,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,691
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,798,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$19,184,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,089,999
Contract administrator fees2011-12-31$1,289,875
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680

Form 5500 Responses for FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN

2023: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: FULTON FINANCIAL CORPORATION EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number403007379
Policy instance 9
Insurance contract or identification number403007379
Number of Individuals Covered150
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,666
Total amount of fees paid to insurance companyUSD $1,552
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOL. AD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $17,774
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number087210
Policy instance 1
Insurance contract or identification number087210
Number of Individuals Covered3826
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $235,751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0P4 SUBGROUPS
Policy instance 2
Insurance contract or identification number0P4 SUBGROUPS
Number of Individuals Covered2521
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $279,778
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCI - 0000000722
Policy instance 3
Insurance contract or identification numberCI - 0000000722
Number of Individuals Covered461
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $33,322
Total amount of fees paid to insurance companyUSD $13,212
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCRITICAL ILLNESS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $166,654
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberACC-0000000723
Policy instance 4
Insurance contract or identification numberACC-0000000723
Number of Individuals Covered441
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $21,026
Total amount of fees paid to insurance companyUSD $8,198
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $105,130
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253984
Policy instance 5
Insurance contract or identification number10253984
Number of Individuals Covered3396
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $24,464
Total amount of fees paid to insurance companyUSD $39,077
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $489,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253987
Policy instance 6
Insurance contract or identification number10253987
Number of Individuals Covered3436
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $26,919
Total amount of fees paid to insurance companyUSD $42,876
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $538,386
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253988
Policy instance 7
Insurance contract or identification number10253988
Number of Individuals Covered476
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $30,035
Total amount of fees paid to insurance companyUSD $15,953
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $200,231
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number40000100025274
Policy instance 8
Insurance contract or identification number40000100025274
Number of Individuals Covered922
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $87,927
Total amount of fees paid to insurance companyUSD $45,559
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOL. LIFE, VOL. SPOUSE LIFE, VOL. CHILD LIFE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number087210
Policy instance 1
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberFF-001
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCI - 0000000722
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberACC-0000000723
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253984
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253987
Policy instance 6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253988
Policy instance 7
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number40000100025274
Policy instance 8
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number403007379
Policy instance 9
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number087210
Policy instance 1
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberFF-001
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCI - 0000000722
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number0000000723
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253984
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253987
Policy instance 6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253988
Policy instance 7
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number40000100025274
Policy instance 8
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number403007379
Policy instance 9
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberFF-001
Policy instance 1
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number087210
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253984
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253987
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253988
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number40000100025274
Policy instance 6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number403007379
Policy instance 7
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberACC-0000000723
Policy instance 8
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCI - 0000000722
Policy instance 9
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number087210
Policy instance 2
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberFF-001
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number919806
Policy instance 9
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number244715
Policy instance 8
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number403007379
Policy instance 7
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number40000100025274
Policy instance 6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253988
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253987
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10253984
Policy instance 3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberFF-001
Policy instance 1
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number087210
Policy instance 2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number244715
Policy instance 3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberFF-001
Policy instance 2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number244715
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 204898
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 147189-91
Policy instance 2
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 120852
Policy instance 3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberSR 228147
Policy instance 4
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number239139
Policy instance 5
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number204898
Policy instance 3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4011700010SSLS
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 120852
Policy instance 5
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 147189-91
Policy instance 4
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberFF-001, COB
Policy instance 2
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number204898
Policy instance 3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 147189-91
Policy instance 4
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4011700010SLA
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 120852
Policy instance 5
DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberFF-ALL
Policy instance 2
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 120852
Policy instance 5
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number147189-91
Policy instance 4
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number204898
Policy instance 3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberFF-ALL
Policy instance 2
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4011700010SLA
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number147189-91;12085
Policy instance 5
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number204898
Policy instance 4
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberFF-ALL
Policy instance 3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4011700010SLA
Policy instance 2
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberETB140004
Policy instance 1

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