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Plan Name | PENSION PLAN FOR EATON CORPORATION EMPLOYEES |
Plan identification number | 029 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | EATON CORPORATION |
Employer identification number (EIN): | 340196300 |
NAIC Classification: | 336300 |
Additional information about EATON CORPORATION
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1916-08-28 |
Company Identification Number: | 47290 |
Legal Registered Office Address: |
1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114 |
More information about EATON CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
029 | 2022-01-01 | GORDON HARMAN | 2023-10-12 | GORDON HARMAN | 2023-10-12 |
029 | 2021-01-01 | GORDON HARMAN | 2022-10-13 | GORDON HARMAN | 2022-10-13 |
029 | 2020-01-01 | GORDON HARMAN | 2021-10-14 | GORDON HARMAN | 2021-10-14 |
029 | 2019-01-01 | GORDON HARMAN | 2020-10-15 | GORDON HARMAN | 2020-10-15 |
029 | 2018-01-01 | GORDON HARMAN | 2019-10-15 | GORDON HARMAN | 2019-10-15 |
029 | 2017-01-01 | ||||
029 | 2016-01-01 | ||||
029 | 2015-01-01 | ||||
029 | 2014-01-01 | ||||
029 | 2013-01-01 | ELLEN P. COLLIER | |||
029 | 2012-01-01 | ELLEN P. COLLIER | |||
029 | 2011-01-01 | ELLEN P. COLLIER | |||
029 | 2010-01-01 | ELLEN P. COLLIER | |||
029 | 2009-01-01 | ELLEN P. COLLIER | |||
029 | 2009-01-01 | ELLEN P. COLLIER |
Measure | Date | Value |
---|---|---|
2022: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 3,672,155,542 |
Acturial value of plan assets | 2022-12-31 | 3,398,919,639 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 1,111,430,571 |
Number of terminated vested participants | 2022-12-31 | 18,731 |
Fundng target for terminated vested participants | 2022-12-31 | 766,310,530 |
Active participant vested funding target | 2022-12-31 | 925,522,897 |
Number of active participants | 2022-12-31 | 9,767 |
Total funding liabilities for active participants | 2022-12-31 | 946,055,575 |
Total participant count | 2022-12-31 | 50,925 |
Total funding target for all participants | 2022-12-31 | 2,823,796,676 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 466,302,975 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 44,850,531 |
Amount remaining of prefunding balance | 2022-12-31 | 421,452,444 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 468,697,263 |
Total employee contributions | 2022-12-31 | 275,462 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 39,681,192 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 50,925 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8,916 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 15,976 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 17,783 |
Total of all active and inactive participants | 2022-01-01 | 42,675 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 5,749 |
Total participants | 2022-01-01 | 48,424 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 75 |
2021: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 3,662,719,214 |
Acturial value of plan assets | 2021-12-31 | 3,367,193,047 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 1,091,289,274 |
Number of terminated vested participants | 2021-12-31 | 18,099 |
Fundng target for terminated vested participants | 2021-12-31 | 690,868,150 |
Active participant vested funding target | 2021-12-31 | 1,113,852,142 |
Number of active participants | 2021-12-31 | 12,478 |
Total funding liabilities for active participants | 2021-12-31 | 1,135,103,293 |
Total participant count | 2021-12-31 | 53,194 |
Total funding target for all participants | 2021-12-31 | 2,917,260,717 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 240,630,068 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 240,630,068 |
Present value of excess contributions | 2021-12-31 | 188,661,277 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 199,396,104 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 199,396,104 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 466,302,975 |
Total employee contributions | 2021-12-31 | 276,322 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 43,324,106 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 16,370,645 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 44,850,531 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 44,850,531 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 53,194 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9,767 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 18,130 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 17,078 |
Total of all active and inactive participants | 2021-01-01 | 44,975 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5,950 |
Total participants | 2021-01-01 | 50,925 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 121 |
2020: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 3,432,825,240 |
Acturial value of plan assets | 2020-12-31 | 3,283,443,899 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 1,094,780,053 |
Number of terminated vested participants | 2020-12-31 | 18,355 |
Fundng target for terminated vested participants | 2020-12-31 | 665,521,908 |
Active participant vested funding target | 2020-12-31 | 1,161,819,744 |
Number of active participants | 2020-12-31 | 14,358 |
Total funding liabilities for active participants | 2020-12-31 | 1,192,753,033 |
Total participant count | 2020-12-31 | 55,764 |
Total funding target for all participants | 2020-12-31 | 2,953,054,994 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 312,069,968 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 114,767,518 |
Amount remaining of prefunding balance | 2020-12-31 | 197,302,450 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 240,630,068 |
Total employer contributions | 2020-12-31 | 200,000,000 |
Total employee contributions | 2020-12-31 | 272,019 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 188,661,277 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 85,913,488 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 188,661,277 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 55,764 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12,478 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 18,299 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 16,777 |
Total of all active and inactive participants | 2020-01-01 | 47,554 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5,640 |
Total participants | 2020-01-01 | 53,194 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 240 |
2019: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 3,068,191,579 |
Acturial value of plan assets | 2019-12-31 | 3,347,729,743 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 118,987,426 |
Number of terminated vested participants | 2019-12-31 | 19,169 |
Fundng target for terminated vested participants | 2019-12-31 | 679,100,586 |
Active participant vested funding target | 2019-12-31 | 1,220,790,578 |
Number of active participants | 2019-12-31 | 15,403 |
Total funding liabilities for active participants | 2019-12-31 | 1,252,980,679 |
Total participant count | 2019-12-31 | 57,840 |
Total funding target for all participants | 2019-12-31 | 2,051,068,691 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 450,809,206 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 117,166,395 |
Amount remaining of prefunding balance | 2019-12-31 | 333,642,811 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 312,069,968 |
Total employee contributions | 2019-12-31 | 296,891 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 108,062,934 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 15,408,916 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 114,767,518 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 114,767,518 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 57,841 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 14,358 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 18,629 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 17,118 |
Total of all active and inactive participants | 2019-01-01 | 50,105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 5,659 |
Total participants | 2019-01-01 | 55,764 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 119 |
2018: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 3,081,251,243 |
Acturial value of plan assets | 2018-12-31 | 2,847,929,814 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 861,951,912 |
Number of terminated vested participants | 2018-12-31 | 16,471 |
Fundng target for terminated vested participants | 2018-12-31 | 578,190,629 |
Active participant vested funding target | 2018-12-31 | 1,137,507,404 |
Number of active participants | 2018-12-31 | 15,231 |
Total funding liabilities for active participants | 2018-12-31 | 1,166,148,199 |
Total participant count | 2018-12-31 | 50,012 |
Total funding target for all participants | 2018-12-31 | 2,606,290,740 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 445,371,020 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 107,205,726 |
Amount remaining of prefunding balance | 2018-12-31 | 338,165,294 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 35,066,387 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 364,611,174 |
Total employee contributions | 2018-12-31 | 283,252 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 95,550,149 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 122,972,100 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 117,166,395 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 117,166,395 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 50,012 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15,403 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 18,869 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 17,664 |
Total of all active and inactive participants | 2018-01-01 | 51,936 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 5,905 |
Total participants | 2018-01-01 | 57,841 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 92 |
2017: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 2,844,821,323 |
Acturial value of plan assets | 2017-12-31 | 2,884,834,997 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 839,435,387 |
Number of terminated vested participants | 2017-12-31 | 16,979 |
Fundng target for terminated vested participants | 2017-12-31 | 552,959,062 |
Active participant vested funding target | 2017-12-31 | 1,096,934,455 |
Number of active participants | 2017-12-31 | 16,656 |
Total funding liabilities for active participants | 2017-12-31 | 1,126,424,447 |
Total participant count | 2017-12-31 | 51,929 |
Total funding target for all participants | 2017-12-31 | 2,518,818,896 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 190,354,004 |
Amount remaining of prefunding balance | 2017-12-31 | 190,354,004 |
Present value of excess contributions | 2017-12-31 | 302,177,072 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 320,398,349 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 237,923,226 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 445,371,020 |
Total employee contributions | 2017-12-31 | 282,453 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 94,174,705 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 79,354,919 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 107,205,726 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 107,205,726 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 51,929 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15,231 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 14,978 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15,083 |
Total of all active and inactive participants | 2017-01-01 | 45,292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 4,720 |
Total participants | 2017-01-01 | 50,012 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 119 |
2016: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 2,470,086,001 |
Acturial value of plan assets | 2016-12-31 | 2,650,684,995 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 817,193,465 |
Number of terminated vested participants | 2016-12-31 | 16,828 |
Fundng target for terminated vested participants | 2016-12-31 | 506,718,455 |
Active participant vested funding target | 2016-12-31 | 1,131,895,518 |
Number of active participants | 2016-12-31 | 18,923 |
Total funding liabilities for active participants | 2016-12-31 | 1,159,156,259 |
Total participant count | 2016-12-31 | 54,167 |
Total funding target for all participants | 2016-12-31 | 2,483,068,179 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 192,665,996 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 192,665,996 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 190,354,004 |
Total employer contributions | 2016-12-31 | 450,000,000 |
Total employee contributions | 2016-12-31 | 270,497 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 414,931,885 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 112,754,813 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 112,754,813 |
Additional cash requirement | 2016-12-31 | 112,754,813 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 414,931,885 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 54,167 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 16,656 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 15,002 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 15,545 |
Total of all active and inactive participants | 2016-01-01 | 47,203 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 4,726 |
Total participants | 2016-01-01 | 51,929 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 182 |
2015: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 56,333 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 18,923 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 15,124 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 15,449 |
Total of all active and inactive participants | 2015-01-01 | 49,496 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4,671 |
Total participants | 2015-01-01 | 54,167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 276 |
2014: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 60,109 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 21,224 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 15,181 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 15,255 |
Total of all active and inactive participants | 2014-01-01 | 51,660 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 4,673 |
Total participants | 2014-01-01 | 56,333 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 514 |
2013: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 61,880 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 23,282 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 16,901 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 15,236 |
Total of all active and inactive participants | 2013-01-01 | 55,419 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4,690 |
Total participants | 2013-01-01 | 60,109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 622 |
2012: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 60,998 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 24,678 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 16,676 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 15,817 |
Total of all active and inactive participants | 2012-01-01 | 57,171 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4,709 |
Total participants | 2012-01-01 | 61,880 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 534 |
2011: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 59,777 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 24,145 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 15,830 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 16,898 |
Total of all active and inactive participants | 2011-01-01 | 56,873 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 4,125 |
Total participants | 2011-01-01 | 60,998 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 357 |
2010: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 58,583 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 23,108 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 15,027 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 17,639 |
Total of all active and inactive participants | 2010-01-01 | 55,774 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 4,003 |
Total participants | 2010-01-01 | 59,777 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 349 |
2009: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 61,529 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22,252 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 14,155 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 19,002 |
Total of all active and inactive participants | 2009-01-01 | 55,409 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 3,174 |
Total participants | 2009-01-01 | 58,583 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1,385 |
Measure | Date | Value |
---|---|---|
2022 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2022 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,360,040 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $814,588 |
Total income from all sources (including contributions) | 2022-12-31 | $-673,466,251 |
Total of all expenses incurred | 2022-12-31 | $364,233,480 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $355,887,819 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $275,463 |
Value of total assets at end of year | 2022-12-31 | $2,635,003,624 |
Value of total assets at beginning of year | 2022-12-31 | $3,672,157,903 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $8,345,661 |
Total interest from all sources | 2022-12-31 | $75,788 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $816,500 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $275,463 |
Participant contributions at end of year | 2022-12-31 | $26,237 |
Participant contributions at beginning of year | 2022-12-31 | $26,659 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $63,633 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,263 |
Administrative expenses (other) incurred | 2022-12-31 | $4,481,400 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $1,360,040 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $814,588 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,037,699,731 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,633,643,584 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,671,343,315 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $29,544,353 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $2,632,153,724 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $3,633,756,599 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,660,711 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $8,563,503 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $99,319 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $264,526 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $264,526 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $75,788 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,336,005 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $355,887,819 |
Contract administrator fees | 2022-12-31 | $3,047,761 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2022-12-31 | 341818258 |
2021 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2021 401k financial data | ||
Total transfer of assets to this plan | 2021-12-31 | $29,808,879 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $814,588 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $867,818 |
Total income from all sources (including contributions) | 2021-12-31 | $384,438,495 |
Total of all expenses incurred | 2021-12-31 | $405,411,504 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $397,048,060 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $276,322 |
Value of total assets at end of year | 2021-12-31 | $3,672,157,903 |
Value of total assets at beginning of year | 2021-12-31 | $3,663,375,263 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,363,444 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $721,525 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $276,322 |
Participant contributions at end of year | 2021-12-31 | $26,659 |
Participant contributions at beginning of year | 2021-12-31 | $26,462 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,263 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $52,073 |
Administrative expenses (other) incurred | 2021-12-31 | $4,574,684 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $814,588 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $867,818 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-20,973,009 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,671,343,315 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,662,507,445 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $29,544,353 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $3,633,756,599 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $3,457,176,978 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $8,563,503 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $6,119,750 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $264,526 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $91,678 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at beginning of year | 2021-12-31 | $200,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $397,048,060 |
Contract administrator fees | 2021-12-31 | $3,067,235 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2021-12-31 | 341818258 |
2020 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2020 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $867,818 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,227,491 |
Total income from all sources (including contributions) | 2020-12-31 | $551,170,878 |
Total of all expenses incurred | 2020-12-31 | $320,294,083 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $312,121,213 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $200,272,019 |
Value of total assets at end of year | 2020-12-31 | $3,663,375,263 |
Value of total assets at beginning of year | 2020-12-31 | $3,432,858,141 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $8,172,870 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $560,482 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $272,019 |
Participant contributions at end of year | 2020-12-31 | $26,462 |
Participant contributions at beginning of year | 2020-12-31 | $23,093 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $52,073 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $32,854 |
Administrative expenses (other) incurred | 2020-12-31 | $4,583,878 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $867,818 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $1,227,491 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $230,876,795 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,662,507,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,431,630,650 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $3,457,176,978 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $3,426,450,292 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $6,119,750 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $6,351,902 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,068,376 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $200,000,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $200,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $312,121,213 |
Contract administrator fees | 2020-12-31 | $3,028,510 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2020-12-31 | 341818258 |
2019 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2019 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,227,491 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,227,491 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $975,669 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $975,669 |
Total income from all sources (including contributions) | 2019-12-31 | $639,066,930 |
Total income from all sources (including contributions) | 2019-12-31 | $639,066,930 |
Total of all expenses incurred | 2019-12-31 | $274,673,422 |
Total of all expenses incurred | 2019-12-31 | $274,673,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $253,440,804 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $253,440,804 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $296,891 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $296,891 |
Value of total assets at end of year | 2019-12-31 | $3,432,858,141 |
Value of total assets at end of year | 2019-12-31 | $3,432,858,141 |
Value of total assets at beginning of year | 2019-12-31 | $3,068,212,811 |
Value of total assets at beginning of year | 2019-12-31 | $3,068,212,811 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,232,618 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,232,618 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $660,494 |
Administrative expenses professional fees incurred | 2019-12-31 | $660,494 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $296,891 |
Contributions received from participants | 2019-12-31 | $296,891 |
Participant contributions at end of year | 2019-12-31 | $23,093 |
Participant contributions at end of year | 2019-12-31 | $23,093 |
Participant contributions at beginning of year | 2019-12-31 | $23,258 |
Participant contributions at beginning of year | 2019-12-31 | $23,258 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $32,854 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $32,854 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $21,106 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $21,106 |
Administrative expenses (other) incurred | 2019-12-31 | $17,212,219 |
Administrative expenses (other) incurred | 2019-12-31 | $17,212,219 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $1,227,491 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $1,227,491 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $975,669 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $975,669 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $364,393,508 |
Value of net income/loss | 2019-12-31 | $364,393,508 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,431,630,650 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,431,630,650 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,067,237,142 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,067,237,142 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $3,426,450,292 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $3,426,450,292 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $3,062,938,036 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $3,062,938,036 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $6,351,902 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $6,351,902 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $5,230,411 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $5,230,411 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $104,028 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $104,028 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $253,440,804 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $253,440,804 |
Contract administrator fees | 2019-12-31 | $3,359,905 |
Contract administrator fees | 2019-12-31 | $3,359,905 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm name | 2019-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2019-12-31 | 341818258 |
Accountancy firm EIN | 2019-12-31 | 341818258 |
2018 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2018 401k financial data | ||
Total transfer of assets to this plan | 2018-12-31 | $446,995,274 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $975,669 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $547,692 |
Total income from all sources (including contributions) | 2018-12-31 | $-219,455,175 |
Total of all expenses incurred | 2018-12-31 | $241,006,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $231,175,212 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $283,253 |
Value of total assets at end of year | 2018-12-31 | $3,068,212,811 |
Value of total assets at beginning of year | 2018-12-31 | $3,081,251,372 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,831,425 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $429,142 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $283,253 |
Participant contributions at end of year | 2018-12-31 | $23,258 |
Participant contributions at beginning of year | 2018-12-31 | $27,551 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $21,106 |
Administrative expenses (other) incurred | 2018-12-31 | $6,516,308 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $975,669 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $547,692 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-460,461,812 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,067,237,142 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,080,703,680 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $3,062,938,036 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $3,081,223,821 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $5,230,411 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $231,175,212 |
Contract administrator fees | 2018-12-31 | $2,885,975 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2018-12-31 | 341818258 |
2017 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2017 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $547,692 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $591,727 |
Total income from all sources (including contributions) | 2017-12-31 | $479,610,290 |
Total of all expenses incurred | 2017-12-31 | $253,241,462 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $243,001,132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $282,453 |
Value of total assets at end of year | 2017-12-31 | $3,081,251,372 |
Value of total assets at beginning of year | 2017-12-31 | $2,854,926,579 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $10,240,330 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $433,433 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $282,453 |
Participant contributions at end of year | 2017-12-31 | $27,551 |
Participant contributions at beginning of year | 2017-12-31 | $25,685 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $10,076 |
Administrative expenses (other) incurred | 2017-12-31 | $7,002,413 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $547,692 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $591,727 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $226,368,828 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,080,703,680 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,854,334,852 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $3,081,223,821 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $2,504,890,818 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Employer contributions (assets) at beginning of year | 2017-12-31 | $350,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $243,001,132 |
Contract administrator fees | 2017-12-31 | $2,804,484 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2017-12-31 | 341818258 |
2016 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2016 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $591,727 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $511,907 |
Total income from all sources (including contributions) | 2016-12-31 | $656,299,053 |
Total of all expenses incurred | 2016-12-31 | $271,570,155 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $250,473,525 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $450,270,497 |
Value of total assets at end of year | 2016-12-31 | $2,854,926,579 |
Value of total assets at beginning of year | 2016-12-31 | $2,470,117,861 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $21,096,630 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $511,052 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $270,497 |
Participant contributions at end of year | 2016-12-31 | $25,685 |
Participant contributions at beginning of year | 2016-12-31 | $28,555 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $10,076 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $31,808 |
Administrative expenses (other) incurred | 2016-12-31 | $17,680,148 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $591,727 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $511,907 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $384,728,898 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,854,334,852 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,469,605,954 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $2,504,890,818 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $2,470,057,498 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $450,000,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $350,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $250,473,525 |
Contract administrator fees | 2016-12-31 | $2,905,430 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2016-12-31 | 341818258 |
2015 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $511,907 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $876,999 |
Total income from all sources (including contributions) | 2015-12-31 | $-36,283,255 |
Total of all expenses incurred | 2015-12-31 | $274,593,897 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $261,893,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $297,348 |
Value of total assets at end of year | 2015-12-31 | $2,470,117,861 |
Value of total assets at beginning of year | 2015-12-31 | $2,781,360,105 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $12,700,397 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $440,060 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $297,348 |
Participant contributions at end of year | 2015-12-31 | $28,555 |
Participant contributions at beginning of year | 2015-12-31 | $30,135 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $31,808 |
Administrative expenses (other) incurred | 2015-12-31 | $9,156,279 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $511,907 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $876,999 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-310,877,152 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,469,605,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,780,483,106 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $102,331 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $2,470,057,498 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $2,581,329,970 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Employer contributions (assets) at beginning of year | 2015-12-31 | $200,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $261,893,500 |
Contract administrator fees | 2015-12-31 | $3,001,727 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MEADEN & MOORE LTD |
Accountancy firm EIN | 2015-12-31 | 341818258 |
2014 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2014 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $876,999 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $659,959 |
Total income from all sources (including contributions) | 2014-12-31 | $395,581,549 |
Total of all expenses incurred | 2014-12-31 | $289,574,068 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $280,725,068 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $200,341,086 |
Value of total assets at end of year | 2014-12-31 | $2,781,360,105 |
Value of total assets at beginning of year | 2014-12-31 | $2,675,135,584 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $8,849,000 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $428,020 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $341,086 |
Participant contributions at end of year | 2014-12-31 | $30,135 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $5,089,195 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $876,999 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $659,959 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $106,007,481 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,780,483,106 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,674,475,625 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $2,581,329,970 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $2,437,135,584 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $200,000,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $200,000,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $238,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $280,725,068 |
Contract administrator fees | 2014-12-31 | $3,331,785 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MEADEN & MOORE LTD |
Accountancy firm EIN | 2014-12-31 | 341818258 |
2013 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2013 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $659,959 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,015,781 |
Total income from all sources (including contributions) | 2013-12-31 | $565,865,508 |
Total of all expenses incurred | 2013-12-31 | $200,033,669 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $189,597,968 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $241,888,117 |
Value of total assets at end of year | 2013-12-31 | $2,675,135,584 |
Value of total assets at beginning of year | 2013-12-31 | $2,310,659,567 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,435,701 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $415,600 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-12-31 | 0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $298,083 |
Administrative expenses (other) incurred | 2013-12-31 | $6,199,132 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $659,959 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $2,015,781 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $365,831,839 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,674,475,625 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,308,643,786 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $2,437,135,584 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $2,134,659,567 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $241,590,034 |
Employer contributions (assets) at end of year | 2013-12-31 | $238,000,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $176,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $189,597,968 |
Contract administrator fees | 2013-12-31 | $3,820,969 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2013-12-31 | 341818258 |
2012 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,015,781 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $620,745 |
Total income from all sources (including contributions) | 2012-12-31 | $639,576,035 |
Total of all expenses incurred | 2012-12-31 | $135,395,949 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $122,037,211 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $339,317,755 |
Value of total assets at end of year | 2012-12-31 | $2,310,659,567 |
Value of total assets at beginning of year | 2012-12-31 | $1,805,084,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $13,358,738 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $615,430 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-12-31 | 0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $317,755 |
Administrative expenses (other) incurred | 2012-12-31 | $9,442,026 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $2,015,781 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $620,745 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $504,180,086 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,308,643,786 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,804,463,700 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $2,134,659,567 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $1,664,084,445 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $339,000,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $176,000,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $141,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $122,037,211 |
Contract administrator fees | 2012-12-31 | $3,301,282 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2012-12-31 | 341818258 |
2011 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2011 401k financial data | ||
Total transfer of assets from this plan | 2011-12-31 | $29,811 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $620,745 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $630,651 |
Total income from all sources (including contributions) | 2011-12-31 | $293,846,344 |
Total of all expenses incurred | 2011-12-31 | $127,771,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $116,981,802 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $324,115,402 |
Value of total assets at end of year | 2011-12-31 | $1,805,084,445 |
Value of total assets at beginning of year | 2011-12-31 | $1,639,048,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $10,789,328 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $234,380 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $290,494 |
Administrative expenses (other) incurred | 2011-12-31 | $7,312,683 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $620,745 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $630,651 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $166,075,214 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,804,463,700 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,638,418,297 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $56,907 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $1,664,084,445 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $1,571,873,856 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $323,824,908 |
Employer contributions (assets) at end of year | 2011-12-31 | $141,000,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $67,175,092 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $116,981,802 |
Contract administrator fees | 2011-12-31 | $3,185,358 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2011-12-31 | 341818258 |
2010 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2010 401k financial data | ||
Total transfer of assets to this plan | 2010-12-31 | $9,030,877 |
Total transfer of assets from this plan | 2010-12-31 | $11,004,289 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $630,651 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,335,368 |
Total income from all sources (including contributions) | 2010-12-31 | $418,232,124 |
Total of all expenses incurred | 2010-12-31 | $120,479,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $109,181,965 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $224,420,059 |
Value of total assets at end of year | 2010-12-31 | $1,639,048,948 |
Value of total assets at beginning of year | 2010-12-31 | $1,343,974,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $11,297,896 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $432,370 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $260,030 |
Administrative expenses (other) incurred | 2010-12-31 | $7,793,356 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $630,651 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $1,335,368 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $297,752,263 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,638,418,297 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,342,639,446 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $1,571,873,856 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $1,200,834,814 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $224,160,029 |
Employer contributions (assets) at end of year | 2010-12-31 | $67,175,092 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $143,140,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $109,181,965 |
Contract administrator fees | 2010-12-31 | $3,072,170 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2010-12-31 | 341818258 |
2022: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |