Trimas Corporation Union Employees Pension Plan — 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 Union Employees Pension Plan is a benefit plan reported by Trimas Corporation under EIN 38-2687639 and plan number 043. The latest loaded filing year is 2023. The filing reports 233 participants and $9,758,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trimas Corporation
- EIN
- 38-2687639
- Plan number
- 043
- Plan type
- 2
- Location
- Bloomfield Hills, MI
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $9,758,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241002120432NAL0004771907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,758,697
- Total liabilities (EOY)
- $25,732
- Net assets (EOY)
- $9,732,965
- Net assets (BOY)
- $8,371,345
Income & contributions
- Employer contributions
- $853,000
- Total contributions
- $853,000
- Total income / additions
- $2,067,641
Expenses & distributions
- Benefits paid
- $364,879
- Administrative expenses
- $341,142
- Total expenses
- $706,021
- Net increase / (decrease)
- $1,361,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc (Nj) | CONTRACT ADMINISTRATOR | $72,000 | not reported in the loaded dataset | 2023 |
| Milliman | CONTRACT ADMINISTRATOR | $35,888 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,950 | not reported in the loaded dataset | 2023 |
| Crowe Llp | ACCOUNTANT | $17,800 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors, LLC | INVESTMENT ADVISOR | $13,500 | not reported in the loaded dataset | 2023 |
| Raymond James Financial | INVESTMENT ADVISOR | $4,500 | 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
- Aon Consulting Inc (Nj) — Schedule C compensation
- Milliman — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Concurrent Investment Advisors, LLC — Schedule C compensation
- Raymond James Financial — Schedule C compensation