Original filing (PDF)20240226135315NAL0010064529001

L.L.BEAN, INC.

Name: L.L.BEAN, INC. — L.L.BEAN, INC. PENSION PLAN, Form 5500 (2023)
Creator: L.L.BEAN, INC.

Form 5500

FILING_RECEIVED

L.L.BEAN, INC. PENSION PLAN

Defined-benefit pension plan

Signals · 1

~1603620 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

1603620 bps in Schedule C fees — 1014849% above peer band of 158 bps.
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L.L.BEAN, INC..

Plan sponsor

Name

L.L.BEAN, INC.

EIN

01-0026590

Address

CASCO STREET · FREEPORT, ME · 040330001

Phone

(207) 552-7547

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-07-31

Filed

2024-02-26

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

BERRY DUNN MCNEIL & PARKER, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS TOWERS WATSON US LLC	53-0181291	—	NONE	$193K	—
VERRILL DANA, LLP	01-0176171	—	NONE	$46K	—

Investments

2 pooled funds· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
GS CIT INTERMED DUR CREDIT CTF GOLDMAN SACHS · EIN 13-4166989 / PN 034	Common Collective Trust	$0	<0.1%
GS LONG CR FXD INC FD I GOLDMAN SACHS · EIN 13-4166989 / PN 026	Common Collective Trust	$0	<0.1%