2023 Form 5500 filing — Trimas Corporation Hourly Retirement Program
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 20240904125223NAL0020229089001) for Trimas Corporation Hourly Retirement Program, reported by Trimas Corporation under EIN 38-2687639 and plan number 017. It reports 1,634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904125223NAL0020229089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trimas Corporation
- EIN
- 38-2687639
- Plan number
- 017
- Location
- Bloomfield Hills, MI
- Participants
- 1,634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,347,825
- Total liabilities (EOY)
- $6,090
- Net assets (EOY)
- $77,341,735
- Employer contributions
- $2,476,677
- Participant contributions
- $5,714,381
- Total income / additions
- $22,437,483
- Benefits paid
- $10,807,448
- Administrative expenses
- $233,411
- Total expenses
- $11,069,272
- Net increase / (decrease)
- $11,368,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $168,235 | $0 |
| Concurrent Investment Advisors, Ll | CONSULTANT | $37,383 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT/AUDITOR | $15,200 | not reported in the loaded dataset |
| Raymond James Financial Services | CONSULTANT | $12,592 | not reported in the loaded dataset |