Trimas Corporation Hourly Retirement Program — Form 5500 plan (Trimas Corporation)
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, Trimas Corporation Hourly Retirement Program is a benefit plan reported by Trimas Corporation under EIN 38-2687639 and plan number 017. The latest loaded filing year is 2023. The filing reports 1,634 participants and $77,347,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trimas Corporation
- EIN
- 38-2687639
- Plan number
- 017
- Plan type
- 2
- Location
- Bloomfield Hills, MI
- Latest filing year
- 2023
- Participants
- 1,634
- End-of-year plan assets
- $77,347,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,634 | H, C | 20240904125223NAL0020229089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,347,825
- Total liabilities (EOY)
- $6,090
- Net assets (EOY)
- $77,341,735
- Net assets (BOY)
- $62,324,527
Income & contributions
- Employer contributions
- $2,476,677
- Participant contributions
- $5,714,381
- Total contributions
- $11,010,826
- Total income / additions
- $22,437,483
Expenses & distributions
- Benefits paid
- $10,807,448
- Administrative expenses
- $233,411
- Total expenses
- $11,069,272
- Net increase / (decrease)
- $11,368,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $168,235 | $0 | 2023 |
| Concurrent Investment Advisors, Ll | CONSULTANT | $37,383 | not reported in the loaded dataset | 2023 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $15,200 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Services | CONSULTANT | $12,592 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trimas Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Bloomfield Hills, MI
- Fidelity Investments Institutional — Schedule C compensation
- Concurrent Investment Advisors, Ll — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation