2023 Form 5500 filing — Trimas Corporation Union Employees Pension Plan
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 20241002120432NAL0004771907001) for Trimas Corporation Union Employees Pension Plan, reported by Trimas Corporation under EIN 38-2687639 and plan number 043. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002120432NAL0004771907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trimas Corporation
- EIN
- 38-2687639
- Plan number
- 043
- Location
- Bloomfield Hills, MI
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,758,697
- Total liabilities (EOY)
- $25,732
- Net assets (EOY)
- $9,732,965
- Employer contributions
- $853,000
- Total income / additions
- $2,067,641
- Benefits paid
- $364,879
- Administrative expenses
- $341,142
- Total expenses
- $706,021
- Net increase / (decrease)
- $1,361,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc (Nj) | CONTRACT ADMINISTRATOR | $72,000 | not reported in the loaded dataset |
| Milliman | CONTRACT ADMINISTRATOR | $35,888 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,950 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT | $17,800 | not reported in the loaded dataset |
| Concurrent Investment Advisors, LLC | INVESTMENT ADVISOR | $13,500 | not reported in the loaded dataset |
| Raymond James Financial | INVESTMENT ADVISOR | $4,500 | not reported in the loaded dataset |