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PENSION PLAN FOR EATON CORPORATION EMPLOYEES 401k Plan overview

Plan NamePENSION PLAN FOR EATON CORPORATION EMPLOYEES
Plan identification number 029
Legal Entity Identifier LEI 549300Z3VW81LW58NE79

PENSION PLAN FOR EATON CORPORATION EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EATON CORPORATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EATON CORPORATION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0292023-01-01GORDON HARMAN2024-10-10 GORDON HARMAN2024-10-10
0292022-01-01GORDON HARMAN2023-10-12 GORDON HARMAN2023-10-12
0292021-01-01GORDON HARMAN2022-10-13 GORDON HARMAN2022-10-13
0292020-01-01GORDON HARMAN2021-10-14 GORDON HARMAN2021-10-14
0292019-01-01GORDON HARMAN2020-10-15 GORDON HARMAN2020-10-15
0292018-01-01GORDON HARMAN2019-10-15 GORDON HARMAN2019-10-15
0292017-01-01
0292016-01-01
0292015-01-01
0292014-01-01
0292013-01-01ELLEN P. COLLIER
0292012-01-01ELLEN P. COLLIER
0292011-01-01ELLEN P. COLLIER
0292010-01-01ELLEN P. COLLIER
0292009-01-01ELLEN P. COLLIER
0292009-01-01ELLEN P. COLLIER

Financial Data on PENSION PLAN FOR EATON CORPORATION EMPLOYEES

Measure Date Value
2023 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$466,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,360,040
Total income from all sources (including contributions)2023-12-31$221,672,958
Total of all expenses incurred2023-12-31$251,355,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$233,527,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$281,585
Value of total assets at end of year2023-12-31$2,604,426,878
Value of total assets at beginning of year2023-12-31$2,635,003,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$17,828,635
Total interest from all sources2023-12-31$12,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$281,585
Participant contributions at end of year2023-12-31$25,617
Participant contributions at beginning of year2023-12-31$26,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$46,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$63,633
Administrative expenses (other) incurred2023-12-31$14,126,694
Liabilities. Value of operating payables at end of year2023-12-31$466,243
Liabilities. Value of operating payables at beginning of year2023-12-31$1,360,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-29,682,949
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,603,960,635
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,633,643,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in master investment trust accounts at end of year2023-12-31$2,602,779,673
Value of interest in master investment trust accounts at beginning of year2023-12-31$2,632,153,724
Value of interest in common/collective trusts at end of year2023-12-31$1,535,841
Value of interest in common/collective trusts at beginning of year2023-12-31$2,660,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$39,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$99,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$99,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$12,225
Net investment gain or loss from common/collective trusts2023-12-31$93,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$233,527,272
Contract administrator fees2023-12-31$2,936,176
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2023-12-31341818258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$466,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,360,040
Total income from all sources (including contributions)2023-01-01$221,672,958
Total of all expenses incurred2023-01-01$251,355,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$233,527,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$281,585
Value of total assets at end of year2023-01-01$2,604,426,878
Value of total assets at beginning of year2023-01-01$2,635,003,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$17,828,635
Total interest from all sources2023-01-01$12,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$30,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$281,585
Participant contributions at end of year2023-01-01$25,617
Participant contributions at beginning of year2023-01-01$26,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$46,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$63,633
Administrative expenses (other) incurred2023-01-01$14,126,694
Liabilities. Value of operating payables at end of year2023-01-01$466,243
Liabilities. Value of operating payables at beginning of year2023-01-01$1,360,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-29,682,949
Value of net assets at end of year (total assets less liabilities)2023-01-01$2,603,960,635
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$2,633,643,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in master investment trust accounts at end of year2023-01-01$2,602,779,673
Value of interest in master investment trust accounts at beginning of year2023-01-01$2,632,153,724
Value of interest in common/collective trusts at end of year2023-01-01$1,535,841
Value of interest in common/collective trusts at beginning of year2023-01-01$2,660,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$39,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$12,225
Net investment gain or loss from common/collective trusts2023-01-01$93,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$233,527,272
Contract administrator fees2023-01-01$2,936,176
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MEADEN & MOORE, LTD
Accountancy firm EIN2023-01-01341818258
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 incurred2022-12-31$364,233,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$2,635,003,624
Value of total assets at beginning of year2022-12-31$3,672,157,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,345,661
Total interest from all sources2022-12-31$75,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$816,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$275,463
Participant contributions at end of year2022-12-31$26,237
Participant contributions at beginning of year2022-12-31$26,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$63,633
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,263
Administrative expenses (other) incurred2022-12-31$4,481,400
Liabilities. Value of operating payables at end of year2022-12-31$1,360,040
Liabilities. Value of operating payables at beginning of year2022-12-31$814,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,544,353
Value of interest in master investment trust accounts at end of year2022-12-31$2,632,153,724
Value of interest in master investment trust accounts at beginning of year2022-12-31$3,633,756,599
Value of interest in common/collective trusts at end of year2022-12-31$2,660,711
Value of interest in common/collective trusts at beginning of year2022-12-31$8,563,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$99,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$264,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$264,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$75,788
Net investment gain or loss from common/collective trusts2022-12-31$-1,336,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$355,887,819
Contract administrator fees2022-12-31$3,047,761
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2022-12-31341818258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,360,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$814,588
Total income from all sources (including contributions)2022-01-01$-673,466,251
Total of all expenses incurred2022-01-01$364,233,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$355,887,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$275,463
Value of total assets at end of year2022-01-01$2,635,003,624
Value of total assets at beginning of year2022-01-01$3,672,157,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$8,345,661
Total interest from all sources2022-01-01$75,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$816,500
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$25,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$275,463
Participant contributions at end of year2022-01-01$26,237
Participant contributions at beginning of year2022-01-01$26,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$63,633
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$2,263
Administrative expenses (other) incurred2022-01-01$4,481,400
Liabilities. Value of operating payables at end of year2022-01-01$1,360,040
Liabilities. Value of operating payables at beginning of year2022-01-01$814,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,037,699,731
Value of net assets at end of year (total assets less liabilities)2022-01-01$2,633,643,584
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$3,671,343,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$29,544,353
Value of interest in master investment trust accounts at end of year2022-01-01$2,632,153,724
Value of interest in master investment trust accounts at beginning of year2022-01-01$3,633,756,599
Value of interest in common/collective trusts at end of year2022-01-01$2,660,711
Value of interest in common/collective trusts at beginning of year2022-01-01$8,563,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$99,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$75,788
Net investment gain or loss from common/collective trusts2022-01-01$-1,336,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$355,887,819
Contract administrator fees2022-01-01$3,047,761
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MEADEN & MOORE, LTD
Accountancy firm EIN2022-01-01341818258
2021 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2021 401k financial data
Total transfer of assets to this plan2021-12-31$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 incurred2021-12-31$405,411,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$3,672,157,903
Value of total assets at beginning of year2021-12-31$3,663,375,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,363,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$721,525
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$276,322
Participant contributions at end of year2021-12-31$26,659
Participant contributions at beginning of year2021-12-31$26,462
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$52,073
Administrative expenses (other) incurred2021-12-31$4,574,684
Liabilities. Value of operating payables at end of year2021-12-31$814,588
Liabilities. Value of operating payables at beginning of year2021-12-31$867,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,544,353
Value of interest in master investment trust accounts at end of year2021-12-31$3,633,756,599
Value of interest in master investment trust accounts at beginning of year2021-12-31$3,457,176,978
Value of interest in common/collective trusts at end of year2021-12-31$8,563,503
Value of interest in common/collective trusts at beginning of year2021-12-31$6,119,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$264,526
Net investment gain or loss from common/collective trusts2021-12-31$91,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at beginning of year2021-12-31$200,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$397,048,060
Contract administrator fees2021-12-31$3,067,235
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2021-12-31341818258
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 incurred2020-12-31$320,294,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$3,663,375,263
Value of total assets at beginning of year2020-12-31$3,432,858,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,172,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$560,482
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$272,019
Participant contributions at end of year2020-12-31$26,462
Participant contributions at beginning of year2020-12-31$23,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$52,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$32,854
Administrative expenses (other) incurred2020-12-31$4,583,878
Liabilities. Value of operating payables at end of year2020-12-31$867,818
Liabilities. Value of operating payables at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$3,457,176,978
Value of interest in master investment trust accounts at beginning of year2020-12-31$3,426,450,292
Value of interest in common/collective trusts at end of year2020-12-31$6,119,750
Value of interest in common/collective trusts at beginning of year2020-12-31$6,351,902
Net investment gain or loss from common/collective trusts2020-12-31$1,068,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$200,000,000
Employer contributions (assets) at end of year2020-12-31$200,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$312,121,213
Contract administrator fees2020-12-31$3,028,510
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2020-12-31341818258
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 incurred2019-12-31$274,673,422
Total of all expenses incurred2019-12-31$274,673,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$253,440,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$3,432,858,141
Value of total assets at end of year2019-12-31$3,432,858,141
Value of total assets at beginning of year2019-12-31$3,068,212,811
Value of total assets at beginning of year2019-12-31$3,068,212,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,232,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,232,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$660,494
Administrative expenses professional fees incurred2019-12-31$660,494
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$296,891
Contributions received from participants2019-12-31$296,891
Participant contributions at end of year2019-12-31$23,093
Participant contributions at end of year2019-12-31$23,093
Participant contributions at beginning of year2019-12-31$23,258
Participant contributions at beginning of year2019-12-31$23,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$32,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$32,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$21,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$21,106
Administrative expenses (other) incurred2019-12-31$17,212,219
Administrative expenses (other) incurred2019-12-31$17,212,219
Liabilities. Value of operating payables at end of year2019-12-31$1,227,491
Liabilities. Value of operating payables at end of year2019-12-31$1,227,491
Liabilities. Value of operating payables at beginning of year2019-12-31$975,669
Liabilities. Value of operating payables at beginning of year2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$364,393,508
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$3,426,450,292
Value of interest in master investment trust accounts at end of year2019-12-31$3,426,450,292
Value of interest in master investment trust accounts at beginning of year2019-12-31$3,062,938,036
Value of interest in master investment trust accounts at beginning of year2019-12-31$3,062,938,036
Value of interest in common/collective trusts at end of year2019-12-31$6,351,902
Value of interest in common/collective trusts at end of year2019-12-31$6,351,902
Value of interest in common/collective trusts at beginning of year2019-12-31$5,230,411
Value of interest in common/collective trusts at beginning of year2019-12-31$5,230,411
Net investment gain or loss from common/collective trusts2019-12-31$104,028
Net investment gain or loss from common/collective trusts2019-12-31$104,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$253,440,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$253,440,804
Contract administrator fees2019-12-31$3,359,905
Contract administrator fees2019-12-31$3,359,905
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MEADEN & MOORE, LTD.
Accountancy firm name2019-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2019-12-31341818258
Accountancy firm EIN2019-12-31341818258
2018 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2018 401k financial data
Total transfer of assets to this plan2018-12-31$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 incurred2018-12-31$241,006,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$3,068,212,811
Value of total assets at beginning of year2018-12-31$3,081,251,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,831,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$429,142
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$283,253
Participant contributions at end of year2018-12-31$23,258
Participant contributions at beginning of year2018-12-31$27,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$21,106
Administrative expenses (other) incurred2018-12-31$6,516,308
Liabilities. Value of operating payables at end of year2018-12-31$975,669
Liabilities. Value of operating payables at beginning of year2018-12-31$547,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$3,062,938,036
Value of interest in master investment trust accounts at beginning of year2018-12-31$3,081,223,821
Value of interest in common/collective trusts at end of year2018-12-31$5,230,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$231,175,212
Contract administrator fees2018-12-31$2,885,975
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2018-12-31341818258
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 incurred2017-12-31$253,241,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$3,081,251,372
Value of total assets at beginning of year2017-12-31$2,854,926,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,240,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$433,433
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$282,453
Participant contributions at end of year2017-12-31$27,551
Participant contributions at beginning of year2017-12-31$25,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10,076
Administrative expenses (other) incurred2017-12-31$7,002,413
Liabilities. Value of operating payables at end of year2017-12-31$547,692
Liabilities. Value of operating payables at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$3,081,223,821
Value of interest in master investment trust accounts at beginning of year2017-12-31$2,504,890,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at beginning of year2017-12-31$350,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$243,001,132
Contract administrator fees2017-12-31$2,804,484
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2017-12-31341818258
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 incurred2016-12-31$271,570,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$2,854,926,579
Value of total assets at beginning of year2016-12-31$2,470,117,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,096,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$511,052
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$270,497
Participant contributions at end of year2016-12-31$25,685
Participant contributions at beginning of year2016-12-31$28,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$31,808
Administrative expenses (other) incurred2016-12-31$17,680,148
Liabilities. Value of operating payables at end of year2016-12-31$591,727
Liabilities. Value of operating payables at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$2,504,890,818
Value of interest in master investment trust accounts at beginning of year2016-12-31$2,470,057,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$450,000,000
Employer contributions (assets) at end of year2016-12-31$350,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$250,473,525
Contract administrator fees2016-12-31$2,905,430
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2016-12-31341818258
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 incurred2015-12-31$274,593,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$2,470,117,861
Value of total assets at beginning of year2015-12-31$2,781,360,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,700,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$440,060
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$297,348
Participant contributions at end of year2015-12-31$28,555
Participant contributions at beginning of year2015-12-31$30,135
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$31,808
Administrative expenses (other) incurred2015-12-31$9,156,279
Liabilities. Value of operating payables at end of year2015-12-31$511,907
Liabilities. Value of operating payables at beginning of year2015-12-31$876,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$102,331
Value of interest in master investment trust accounts at end of year2015-12-31$2,470,057,498
Value of interest in master investment trust accounts at beginning of year2015-12-31$2,581,329,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at beginning of year2015-12-31$200,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$261,893,500
Contract administrator fees2015-12-31$3,001,727
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MEADEN & MOORE LTD
Accountancy firm EIN2015-12-31341818258
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 incurred2014-12-31$289,574,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$2,781,360,105
Value of total assets at beginning of year2014-12-31$2,675,135,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,849,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$428,020
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$341,086
Participant contributions at end of year2014-12-31$30,135
Participant contributions at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$5,089,195
Liabilities. Value of operating payables at end of year2014-12-31$876,999
Liabilities. Value of operating payables at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$2,581,329,970
Value of interest in master investment trust accounts at beginning of year2014-12-31$2,437,135,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$200,000,000
Employer contributions (assets) at end of year2014-12-31$200,000,000
Employer contributions (assets) at beginning of year2014-12-31$238,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$280,725,068
Contract administrator fees2014-12-31$3,331,785
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MEADEN & MOORE LTD
Accountancy firm EIN2014-12-31341818258
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 incurred2013-12-31$200,033,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$2,675,135,584
Value of total assets at beginning of year2013-12-31$2,310,659,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,435,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$415,600
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$298,083
Administrative expenses (other) incurred2013-12-31$6,199,132
Liabilities. Value of operating payables at end of year2013-12-31$659,959
Liabilities. Value of operating payables at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$2,437,135,584
Value of interest in master investment trust accounts at beginning of year2013-12-31$2,134,659,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$241,590,034
Employer contributions (assets) at end of year2013-12-31$238,000,000
Employer contributions (assets) at beginning of year2013-12-31$176,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$189,597,968
Contract administrator fees2013-12-31$3,820,969
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2013-12-31341818258
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 incurred2012-12-31$135,395,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$2,310,659,567
Value of total assets at beginning of year2012-12-31$1,805,084,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,358,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$615,430
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$317,755
Administrative expenses (other) incurred2012-12-31$9,442,026
Liabilities. Value of operating payables at end of year2012-12-31$2,015,781
Liabilities. Value of operating payables at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$2,134,659,567
Value of interest in master investment trust accounts at beginning of year2012-12-31$1,664,084,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$339,000,000
Employer contributions (assets) at end of year2012-12-31$176,000,000
Employer contributions (assets) at beginning of year2012-12-31$141,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$122,037,211
Contract administrator fees2012-12-31$3,301,282
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2012-12-31341818258
2011 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2011 401k financial data
Total transfer of assets from this plan2011-12-31$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 incurred2011-12-31$127,771,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$1,805,084,445
Value of total assets at beginning of year2011-12-31$1,639,048,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,789,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$234,380
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$290,494
Administrative expenses (other) incurred2011-12-31$7,312,683
Liabilities. Value of operating payables at end of year2011-12-31$620,745
Liabilities. Value of operating payables at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$56,907
Value of interest in master investment trust accounts at end of year2011-12-31$1,664,084,445
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,571,873,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$323,824,908
Employer contributions (assets) at end of year2011-12-31$141,000,000
Employer contributions (assets) at beginning of year2011-12-31$67,175,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$116,981,802
Contract administrator fees2011-12-31$3,185,358
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2011-12-31341818258
2010 : PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2010 401k financial data
Total transfer of assets to this plan2010-12-31$9,030,877
Total transfer of assets from this plan2010-12-31$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 incurred2010-12-31$120,479,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$1,639,048,948
Value of total assets at beginning of year2010-12-31$1,343,974,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,297,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$432,370
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$260,030
Administrative expenses (other) incurred2010-12-31$7,793,356
Liabilities. Value of operating payables at end of year2010-12-31$630,651
Liabilities. Value of operating payables at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$1,571,873,856
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,200,834,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$224,160,029
Employer contributions (assets) at end of year2010-12-31$67,175,092
Employer contributions (assets) at beginning of year2010-12-31$143,140,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$109,181,965
Contract administrator fees2010-12-31$3,072,170
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2010-12-31341818258

Form 5500 Responses for PENSION PLAN FOR EATON CORPORATION EMPLOYEES

2023: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EATON CORPORATION EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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