Plan5500

H.B. Fuller Company Retiree Medical Plan — Form 5500 plan (H. B. Fuller Company)

Plain-English plan 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, H.B. Fuller Company Retiree Medical Plan is a benefit plan reported by H. B. Fuller Company under EIN 41-0268370 and plan number 509. The latest loaded filing year is 2023. The filing reports 689 participants and $176,044,070 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$176MPlan net assets, end of year$176,031,353
Participants689Covered participants reported
Assets / participant$255.5KComputed: assets ÷ participants$255,507 (computed)
Provider compensation$150.5K5 Schedule C provider row(s)$150,468
Plan sponsor
H. B. Fuller Company
EIN
41-0268370
Plan number
509
Plan type
2
Location
St. Paul, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    689 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$176M total assets
Net assets$176MLiabilities$12.7K
Money in vs. money out
Total income / additions$45M
Total expenses$2.4M
Benefits paid / distributions$2.2M
Contributions
EmployerNot reported
Participant$796K
Full reported line items

Net assets

Total assets (EOY)
$176,044,070
Total liabilities (EOY)
$12,717
Net assets (EOY)
$176,031,353
Net assets (BOY)
$133,432,622

Income & contributions

Participant contributions
$795,970
Total contributions
$795,970
Total income / additions
$45,027,323

Expenses & distributions

Benefits paid
$2,244,049
Administrative expenses
$184,543
Total expenses
$2,428,592
Net increase / (decrease)
$42,598,731
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income5%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Stephen Douglas$52K
    NONE · Direct $52K · Indirect $0
  2. 2
    Willis Towers Watson$39.4K
    NONE · Direct $39.4K · Indirect $0
  3. 3
    Bdo Usa, P.C.$37.4K
    NONE · Direct $37.4K · Indirect $0
  4. 4
    Us Bank$14.1K
    NONE · Direct $14.1K · Indirect $0
  5. 5
    Businesssolver.Com$7.5K
    NONE · Direct $7.5K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the H.B. Fuller Company Retiree Medical Plan?
H.B. Fuller Company Retiree Medical Plan is reported as sponsored by H. B. Fuller Company (EIN 41-0268370, plan number 509) in public Form 5500 filings.
What is the most recent Form 5500 filing year for H.B. Fuller Company Retiree Medical Plan?
The latest Form 5500 filing year loaded for H.B. Fuller Company Retiree Medical Plan is 2023.
How many participants does H.B. Fuller Company Retiree Medical Plan report?
H.B. Fuller Company Retiree Medical Plan reports 689 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for H.B. Fuller Company Retiree Medical Plan?
H.B. Fuller Company Retiree Medical Plan reports $176,044,070 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages