Trimas Corporation Union Employees Pension Plan
Corporate pension, based in Bloomfield Hills, Michigan, reporting $10.7M in assets, for 230 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Raymond James Financial no longer appears on Trimas Corporation Union Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser, 2 more commitments and 8 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Prin Liquid Assets Sep Acct-Z2 commitments
- SLC Mgmnt Strips Cit1 commitment
- SLC Mgmnt Long Credit Cit1 commitment
- Principal3 commitments
- SLC Management2 commitments
Relationship network
20 connected entities5 observed commitments3 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 4.3%
- Common/collective trusts 46.8%
- Registered investment companies 47.0%
Consultants and advisers
- Concurrent Investment Advisors, Lcc Investment adviser (plan)through Dec 31, 2023 Form 5500
- Crowe LLP Investment adviser (plan)through Dec 31, 2022 Form 5500
- Raymond James Financial Investment adviser (plan)through Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Principal3 rows, latest Dec 31, 2023
- SLC Management2 rows, latest Dec 31, 2024
- SLC Managementplan years
- Slcmgmt Collective Investment Trustplan years 2024
What changed
- 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
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | SLC Mgmnt Strips Citcollective trust | SLC Management | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SLC Mgmnt Long Credit Citcollective trust | SLC Management | Private credit | $2.6M 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 |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| 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 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 233 | $8.4M | $10.9M | 84.7% | $9.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 237 | $9.9M | $10.2M | 91.8% | $8.4M | Not disclosed | Not disclosed | Not disclosed |
- 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
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Trimas Corporation Union Employees Pension Plan sits on 6 traced paths of capital across the graphs.
DFX traced 6 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+10 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+7 connections on the graph
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