2023 Form 5500 filing — H.B. Fuller Legacy Pension 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 20250915170711NAL0001216769001) for H.B. Fuller Legacy Pension Plan, reported by H.B. Fuller Company under EIN 41-0268370 and plan number 001. It reports 2,114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915170711NAL0001216769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H.B. Fuller Company
- EIN
- 41-0268370
- Plan number
- 001
- Location
- St. Paul, MN
- Participants
- 2,114
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $349,023,906
- Total liabilities (EOY)
- $44,968
- Net assets (EOY)
- $348,978,938
- Total income / additions
- $49,667,837
- Benefits paid
- $19,985,174
- Administrative expenses
- $364,045
- Total expenses
- $20,349,219
- Net increase / (decrease)
- $29,318,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa Inc. | NONE | $333,147 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $292,496 | not reported in the loaded dataset |
| Steven Douglas Financial | NONE | $74,250 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $72,302 | $0 |
| Bdo | NONE | $30,700 | not reported in the loaded dataset |
| Faegre Drinker | NONE | $6,753 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $5,042 | not reported in the loaded dataset |