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Original filing (PDF)20250915170711NAL0001216769001
H.B. FULLER COMPANY
Form 5500
FILING_RECEIVED
H.B. FULLER LEGACY PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
237
Accounts w/ balance
—
Plan assets (EOY)
$349.0M
Net assets (EOY)
$349.0M
How this plan invests
This plan
3 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)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 133% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 H.B. FULLER COMPANY.
Plan sponsor
Name
H.B. FULLER COMPANY
EIN
41-0268370
Address
P.O. BOX 64683 · ST. PAUL, MN · 55164
Phone
(651) 236-5058
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| 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 | — | NONE | $72K | — |
| BDO | 13-5381590 | — | NONE | $31K | — |
| FAEGRE DRINKER | 41-0244008 | — | NONE | $7K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-2042737 | — | NONE | $5K | — |
Investments
3 pooled funds· $26.5M(8% 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 |
|---|---|---|---|
| AON ENH LIAB DRIV INV FD SR AON TRUST COMPANY LLC · EIN 37-6543784 / PN 048 | Common Collective Trust | $16.2M | 4.7% |
| NISA ULTRA MID TREASURY CIF GLOBAL TRUST COMPANY · EIN 88-6547562 / PN 006 | Common Collective Trust | $7.0M | 2.0% |
| NISA ULTRA LONG TREASURY CIF GLOBAL TRUST COMPANY · EIN 88-6547562 / PN 007 | Common Collective Trust | $3.3M | 0.9% |