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AllocatorsPlancorporate pension<100m

Trimas Corporation Union Employees Pension Plan

Allocators

Bloomfield Hills, MI

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:ab18559f-d458-4a02-a7ce-91099bd66de7

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 3:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 13
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $10.7Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 88%
Participants: 230
Commitments: 5with an amount; holdings are counted apart
Managers: 2
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Prin Ldi Intrm Dur Sep Acct-Z	Principal	Pooled vehicle	$3.6M	Dec 31, 2023	Separate account	Dol form 5500 pension
SLC Mgmnt Long Credit Cit	Slcmgmt Collective Investment Trust	Private credit	$2.6M	Dec 31, 2024	Collective trust	Dol form 5500 pension
SLC Mgmnt Strips Cit	Slcmgmt Collective Investment Trust	Pooled vehicle	$2.5M	Dec 31, 2024	Collective trust	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$258,538	Dec 31, 2022	Separate account	Dol form 5500 pension
Prin Liquid Assets Sep Acct-Z	Principal	Pooled vehicle	$173,591	Dec 31, 2023	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 7 rows folded into 3

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	4	$461,177	Dec 31, 2024	Derived
Common/collective trusts	n/a	n/a	n/a	47	$5.0M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	47	$5.0M	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Concurrent Investment Advisors, Lcc	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Raymond James Financial	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Crowe LLP	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
AON Consulting, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Slcmgmt Collective Investment Trust	Investment management	Jan 1, 2024	Dec 31, 2024	no	fact

Relationships

Sponsors (1)

← Trimas CorporationPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (4)

→ Raymond James FinancialInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Crowe LLPInvestment consultantInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AON Consulting, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Concurrent Investment Advisors, LccInvestment consultantInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500

Manages for (1)

← Slcmgmt Collective Investment TrustManager with allocator capitalInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

5 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
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)
Raymond James Financial Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Manager relationship started
Slcmgmt Collective Investment Trust appears on Trimas Corporation Union Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
Slcmgmt Collective Investment Trust Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Trimas 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)
Principal Form 5500observed 4 days ago
$173,591
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Trimas Corporation Union Employees Pension Plan first reports an interest in SLC Mgmnt Long Credit Cit (Slcmgmt Collective Investment Trust): $3M at 2024-12-31
Slcmgmt Collective Investment Trust Form 5500observed 4 days ago
$2.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Trimas 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)
Principal Form 5500observed 4 days ago
$3.6M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Trimas Corporation Union Employees Pension Plan first reports an interest in SLC Mgmnt Strips Cit (Slcmgmt Collective Investment Trust): $2M at 2024-12-31
Slcmgmt Collective Investment Trust Form 5500observed 4 days ago
$2.5M
Occurred
Dec 31, 2023
Consultant changed
Concurrent Investment Advisors, LLC appears on Trimas Corporation Union Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Concurrent Investment Advisors, Lcc Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Holding in a pooled vehicle started
Trimas Corporation Union Employees Pension Plan first reports an interest in Prin Ldi Intrm Dur Sep Acct-Z (Principal): $4M at 2023-12-31
Principal Form 5500observed 4 days ago
$3.6M

Show 5 bookkeeping events

Occurred
Jan 1, 2024
Trimas Corporation Union Employees Pension Plan funded ratio 84.7% -> 87.8% (2023-01-01 to 2024-01-01)
Occurred
Jan 1, 2024
Trimas Corporation Union Employees Pension Plan plan assets $8M -> $10M (+16.2%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Trimas Corporation Union Employees Pension Plan total assets $8M -> $10M (+16.2%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Trimas Corporation Union Employees Pension Plan funded ratio 91.8% -> 84.7% (2022-01-01 to 2023-01-01)
Occurred
Jan 1, 2023
Trimas Corporation Union Employees Pension Plan plan assets $10M -> $8M (-14.9%, 2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:ab18559f-d458-4a02-a7ce-91099bd66de7
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Trimas Corporation Union Employees Pension Plan

Allocators

Bloomfield Hills, MI

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:ab18559f-d458-4a02-a7ce-91099bd66de7

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Prin Ldi Intrm Dur Sep Acct-Z

Principal

Pooled vehicle

$3.6M

Dec 31, 2023

Separate account

Dol form 5500 pension

SLC Mgmnt Long Credit Cit

Slcmgmt Collective Investment Trust

Private credit

$2.6M

Dec 31, 2024

Collective trust

Dol form 5500 pension

SLC Mgmnt Strips Cit

Slcmgmt Collective Investment Trust

Pooled vehicle

$2.5M

Dec 31, 2024

Collective trust

Dol form 5500 pension

Prin Liquid Assets Sep Acct-Z

Principal

Pooled vehicle

$258,538

Dec 31, 2022

Separate account

Dol form 5500 pension

Prin Liquid Assets Sep Acct-Z

Principal

Pooled vehicle

$173,591

Dec 31, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$461,177

Dec 31, 2024

Derived

Common/collective trusts

n/a

$5.0M

Dec 31, 2024

Derived

Registered investment companies

n/a

$5.0M

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Concurrent Investment Advisors, Lcc

Investment adviser

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Raymond James Financial

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Crowe LLP

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

AON Consulting, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Slcmgmt Collective Investment Trust

Investment management

Jan 1, 2024

Dec 31, 2024

fact