DAWN Bergien-Skarbalus signed H.B. Fuller Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H.B. Fuller Company's EIN is 41-0268370.
Download the official 2023 Form 5500 (PDF) for H.B. Fuller Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)H.B. Fuller Company's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC. | 36-3109431 | — | NONE | $333K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $292K | — |
| STEVEN DOUGLAS FINANCIAL | 20-5219496 | — | NONE | $74K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Aon Large Cap Equity Index Fund Equity Investment Fund | Common Collective Trusts | — | $53.7M | $93.3M | 26.7% | |
| Ahcit Long Credit Fund Fixed Income Investment Fund | Other securities | — | $77.9M | $73.2M | 21.0% | |
| Aon Non Equity Index Fund Equity Investment Fund | Common Collective Trusts | — | $44.1M | $53.0M | 15.2% | |
| Aon US Intermediate Govt Bd Index Fund Fixed Income Investment Fund | Common Collective Trusts | — | $27.0M | $27.2M | 7.8% | |
| Aon Core Real Estate Fund Collective Investment Fund | Common Collective Trusts | — | $19.5M | $17.8M | 5.1% | |
| Aon Small Cap Equity Index Fund Equity Investment Fund | Common Collective Trusts | — | $12.0M | $17.6M | 5.0% | |
| AON ENH LIAB DRIV INV FD SR AON TRUST COMPANY LLC · EIN 37-6543784 / PN 048 | Common Collective Trust | — | $15.0M | $16.2M | 4.7% | |
| Ahcit Intermediate Credit Fund Fixed Income Investment Fund | Other securities | — | $14.6M | $15.3M | 4.4% | |
| Aon Multi-Asset Credit Fund Collective Investment Fund | Common Collective Trusts | — | $8.8M | $10.2M | 2.9% | |
| Aon US Long Govt Bd Index Fund Fixed Income Investment Fund | Common Collective Trusts | — | $7.8M | $7.7M | 2.2% | |
| NISA ULTRA MID TREASURY CIF GLOBAL TRUST COMPANY · EIN 88-6547562 / PN 006 | Common Collective Trust | — | $7.5M | $7.0M | 2.0% | |
| NISA ULTRA LONG TREASURY CIF GLOBAL TRUST COMPANY · EIN 88-6547562 / PN 007 | Common Collective Trust | — | $3.4M | $3.3M | 0.9% | |
| Aon Global Real Estate Fund Equity Investment Fund | Other securities | — | $1.4M | $1.4M | 0.4% | |
| Aon High Yield Plus Collective Investment Fund | Common Collective Trusts | — | $650K | $715K | 0.2% |
| NONE |
| $72K |
| — |
| BDO | 13-5381590 | — | NONE | $31K | — |
| FAEGRE DRINKER | 41-0244008 | — | NONE | $7K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-2042737 | — | NONE | $5K | — |
