DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Trimas Corporation Union Employees Pension Plan
Corporate pensionBloomfield Hills, MI
Assets
$10.7M
Total assets, Dec 31, 2024 reported
Funded
87.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
1 managers on Schedule C
Plan sponsor: Trimas Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.3%
- Common/collective trusts 46.8%
- Registered investment companies 47.0%
Consultants and advisers
4 firms
- Concurrent Investment Advisors, Lcc Investment adviser (plan)through Dec 31, 2023 Form 5500
- Raymond James Financial Investment adviser (plan)through Dec 31, 2022 Form 5500
- Crowe LLP Investment adviser (plan)through Dec 31, 2022 Form 5500
- AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Principal3 rows, latest Dec 31, 2023
- Slcmgmt Collective Investment Trust2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Slcmgmt Collective Investment Trustplan years 2024
Commitments
5 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | SLC Mgmnt Long Credit Citcollective trust | Slcmgmt Collective Investment Trust | Private credit | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SLC Mgmnt Strips Citcollective trust | Slcmgmt Collective Investment Trust | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $173,591 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prin Liquid Assets Sep Acct-Zseparate account | Principal | Pooled vehicles | $258,538 held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$18,000 (2023-12) · $18,000 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 230 | $9.8M | $11.4M | 87.8% | $10.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 233 | $8.4M | $10.9M | 84.7% | $9.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 237 | $9.9M | $10.2M | 91.8% | $8.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc (nj) codes 13 50 $53,198 PY2024
- Milliman codes 13 50 $35,664 PY2024
- Crowe LLP codes 10 27 50 $19,800 PY2024
- Concurrent Investment Advisors, Lcc codes 27 50 $18,000 PY2024
- Delaware Charter Guarantee & Trust codes 13 50 64 $16,216 PY2024
- Principal Life Insurance Company codes 13 50 64 $11,950 PY2024
- Slcmgmt Collective Investment Trust codes 28 51 $5,251 PY2024
- SLC Management Long Credit Cit Sched. D C $2.6M PY2024
- SLC Management Long Strips Cit Sched. D C $2.5M PY2024
- AON Consulting, Inc. codes 11 PY2024
- AON Consulting Inc (nj) codes 13 50 $72,000 PY2023
- Milliman codes 13 50 $35,888 PY2023
- Principal Life Insurance Company codes 13 50 64 $23,950 PY2023
- Crowe LLP codes 10 27 50 $17,800 PY2023
- Concurrent Investment Advisors, LLC codes 27 50 $13,500 PY2023
- Raymond James Financial codes 27 50 $4,500 PY2023
- Prin Liquid Assets Sep Acct-Z Sched. D P $173,591 PY2023
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.6M PY2023
- AON Consulting, Inc. codes 11 PY2023
- AON Consulting Inc (nj) codes 13 50 $78,931 PY2022
- Milliman codes 13 50 $29,793 PY2022
- Principal Life Insurance Company codes 13 50 64 $23,950 PY2022
- Raymond James Financial codes 27 50 $18,000 PY2022
- Crowe LLP codes 10 27 50 $16,600 PY2022
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.0M PY2022
- Prin Liquid Assets Sep Acct-Z Sched. D P $258,538 PY2022
- AON Consulting, Inc. codes 11 PY2022
What changed
13 events
- Dec 31, 2024Holding startedTrimas Corporation Union Employees Pension Plan first reports an interest in SLC Mgmnt Strips Cit (Slcmgmt Collective Investment Trust): $2M at 2024-12-31with Slcmgmt Collective Investment Trustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceTrimas Corporation Union Employees Pension Plan no longer reports Prin Ldi Intrm Dur Sep Acct-Z (Principal) (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2024Holding startedTrimas Corporation Union Employees Pension Plan first reports an interest in SLC Mgmnt Long Credit Cit (Slcmgmt Collective Investment Trust): $3M at 2024-12-31with Slcmgmt Collective Investment Trustaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceTrimas Corporation Union Employees Pension Plan no longer reports Prin Liquid Assets Sep Acct-Z (Principal) (last held $173,591 at 2023-12-31; absent from the 2024-12-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceRaymond James Financial no longer appears on Trimas Corporation Union Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Raymond James Financialaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedSlcmgmt Collective Investment Trust appears on Trimas Corporation Union Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Slcmgmt Collective Investment Trustaskebsa.dol.gov
- Jan 1, 2024Funded status changedTrimas Corporation Union Employees Pension Plan funded ratio 84.7% -> 87.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedTrimas Corporation Union Employees Pension Plan plan assets $8M -> $10M (+16.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedTrimas Corporation Union Employees Pension Plan first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $4M at 2023-12-31with Principalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceConcurrent Investment Advisors, LLC appears on Trimas Corporation Union Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Concurrent Investment Advisors, Lccaskebsa.dol.gov
- Dec 31, 2023Assets changedTrimas Corporation Union Employees Pension Plan total assets $8M -> $10M (+16.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedTrimas Corporation Union Employees Pension Plan funded ratio 91.8% -> 84.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTrimas Corporation Union Employees Pension Plan plan assets $10M -> $8M (-14.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 382687639-043
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.