2023 Form 5500 filing — First Horizon Corporation Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703175459NAL0014109650001) for First Horizon Corporation Savings Plan, reported by First Horizon Corporation under EIN 62-0803242 and plan number 002. It reports 10,266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703175459NAL0014109650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Horizon Corporation
- EIN
- 62-0803242
- Plan number
- 002
- Location
- Memphis, TN
- Participants
- 10,266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $979,738,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $979,738,988
- Employer contributions
- $35,098,892
- Participant contributions
- $50,491,920
- Total income / additions
- $155,402,192
- Benefits paid
- $105,609,143
- Administrative expenses
- $1,182,664
- Total expenses
- $106,791,807
- Net increase / (decrease)
- $48,610,385
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $923,253 | $0 |
| Office Team | CONSULTANT | $92,073 | not reported in the loaded dataset |
| Aon Investment Usa, Inc | CONSULTANT | $82,500 | not reported in the loaded dataset |
| Mayer Hoffman Mccann P.C. | AUDITOR | $49,800 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | CONSULTING | $21,333 | not reported in the loaded dataset |