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Original filing (PDF)20251010143254NAL0004334243001
TRILLIUM PUMPS USA, INC.
Form 5500
FILING_RECEIVED
WEIR FLOWAY, INC. PENSION PLAN DBPP
Defined-benefit pension plan
Signals · 2
43% in single holding~551 bps in Sched C fees
Active participants
20
Accounts w/ balance
—
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
20 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Aon Trust Company, LLC" is 43% of plan.
- 551 bps in Schedule C fees — 959% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRILLIUM PUMPS USA, INC..
Plan sponsor
Name
TRILLIUM PUMPS USA, INC.
EIN
77-0298303
Address
945 BUNKER HILL ROAD · SUITE 250 · HOUSTON, TX · 77024
Phone
(559) 442-4000
Industry
Manufacturingsee all
Plan administrator
Name
TRILLIUM FLOW TECHNOLOGIES RETIREMENT PLANS COMMITTEE
EIN
77-0298303
City
HOUSTON, TX
Phone
(559) 442-4000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | 52-2200060 | — | NONE | $160K | — |
| AON CONSULTING | 22-2232264 | — | NONE | $146K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $34K | — |
| BAKER TILLY US, LLP | 39-0859910 | — | NONE | $26K | — |
Investments
10 direct securities · 20 pooled funds· $13.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$6.6M
20 holdings
Uncategorized
$6.5M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Aon Trust Company, LLC | — | — | $3.1M | $2.8M | 42.4% | |
| LONG CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | — | $2.8M | 42.4% | |
| Aon Trust Company, LLC | — | — | $729K | $1.0M | 15.2% | |
| LARGE CAP EQUITY FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 002 | Common Collective Trust | — | — | $1.0M | 15.2% | |
| Aon Trust Company, LLC | — | — | $907K | $857K | 12.9% | |
| 20+ YEAR U.S. TREASURY STRIPS FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 036 | Common Collective Trust | — | — | $857K | 12.9% | |
| Aon Trust Company, LLC | — | — | $639K | $683K | 10.2% | |
| NON-US EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 044 | Common Collective Trust | — | — | $683K | 10.2% | |
| Aon Trust Company, LLC | — | — | $455K | $505K | 7.6% | |
| GLOBAL REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 006 | Common Collective Trust | — | — | $505K | 7.6% | |
| Aon Trust Company, LLC | — | — | $246K | $275K | 4.1% | |
| HIGH YIELD PLUS FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | — | — | $275K | 4.1% | |
| Aon Trust Company, LLC | — | — | $176K | $201K | 3.0% | |
| SMALL CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 045 | Common Collective Trust | — | — | $201K | 3.0% | |
| Mellon Bank, N.A. | — | — | $149K | $149K | 2.2% | |
| EB TEMPORARY INVESTMENT FUND MELLON BANK, N.A. · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $149K | 2.2% | |
| AON INTERMEDIATE CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | — | $79K | $82K | 1.2% | |
| Aon Trust Company, LLC | — | — | $27K | $20K | 0.3% | |
| US LONG GOVERNMENT BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | — | $20K | 0.3% | |
| Aon Trust Company, LLC | — | — | $12K | $12K | 0.2% | |
| US INTERMEDIATE GOVERNMENT BOND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | — | $12K | 0.2% | |
| INTERNATIONAL EQUITY MULTI-STRATEGY MELLON BANK, N.A. · EIN 25-6078093 / PN 102 | Common Collective Trust | — | — | $0 | <0.1% | |
| EB US INVEST. GRADE CORP LONG FUND MELLON BANK, N.A. · EIN 25-6078093 / PN 220 | Common Collective Trust | — | — | $0 | <0.1% | |
| EB DV STOCK INDEX FUND MELLON BANK, N.A. · EIN 25-6078093 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| DB SL INTERNATIONAL STOCK INDEX FD MELLON BANK, N.A. · EIN 25-6078093 / PN 034 | Common Collective Trust | — | — | $0 | <0.1% | |
| BNY MELLON LONG DURATION MELLON BANK, N.A. · EIN 25-6078093 / PN 138 | Common Collective Trust | — | — | $0 | <0.1% | |
| BNY MELLON MID CAP CORE FUND MELLON BANK, N.A. · EIN 25-6078093 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% | |
| US SM CAP OPPORTUNISTIC VALUE FUND MELLON BANK, N.A. · EIN 25-6078093 / PN 303 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 037 | Common Collective Trust | — | — | $0 | <0.1% | |
| MULTI-ASSET CREDIT FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | — | — | $0 | <0.1% |
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