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Plan Name | EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN |
Plan identification number | 612 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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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 |
---|---|---|---|---|---|
612 | 2015-01-01 | ||||
612 | 2014-01-01 | ||||
612 | 2013-01-01 | ELLEN P. COLLIER | |||
612 | 2012-01-01 | ELLEN P. COLLIER | |||
612 | 2011-01-01 | ELLEN P. COLLIER | |||
612 | 2010-01-01 | ELLEN P. COLLIER | |||
612 | 2009-01-01 | ELLEN P. COLLIER | |||
612 | 2009-01-01 | ELLEN P. COLLIER |
Measure | Date | Value |
---|---|---|
2015: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 321 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
2014: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 311 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 321 |
Total of all active and inactive participants | 2014-01-01 | 321 |
2013: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 313 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 311 |
Total of all active and inactive participants | 2013-01-01 | 311 |
Total participants | 2013-01-01 | 311 |
2012: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 298 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 313 |
Total of all active and inactive participants | 2012-01-01 | 313 |
Total participants | 2012-01-01 | 313 |
2011: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 298 |
Total of all active and inactive participants | 2011-01-01 | 298 |
Total participants | 2011-01-01 | 298 |
2010: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 186 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 158 |
Total of all active and inactive participants | 2010-01-01 | 158 |
Total participants | 2010-01-01 | 158 |
2009: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 239 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 186 |
Total of all active and inactive participants | 2009-01-01 | 186 |
Total participants | 2009-01-01 | 186 |
Measure | Date | Value |
---|---|---|
2013 : EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $7,602 |
Total of all expenses incurred | 2013-12-31 | $182,253 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $179,319 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $7,365 |
Value of total assets at beginning of year | 2013-12-31 | $174,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,934 |
Total interest from all sources | 2013-12-31 | $20 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $363 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $363 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $19 |
Other income not declared elsewhere | 2013-12-31 | $-146 |
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 | $-174,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $174,651 |
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 |
Investment advisory and management fees | 2013-12-31 | $2,934 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $172,555 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $20 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 | $7,365 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,077 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $179,319 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 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 | Yes |
Aggregate proceeds on sale of assets | 2013-12-31 | $123,205 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $123,205 |
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 : EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $71,506 |
Total of all expenses incurred | 2012-12-31 | $565,272 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $563,772 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $23,262 |
Value of total assets at end of year | 2012-12-31 | $174,651 |
Value of total assets at beginning of year | 2012-12-31 | $668,417 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,500 |
Total interest from all sources | 2012-12-31 | $19 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $3,608 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $3,608 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $19 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $10 |
Administrative expenses (other) incurred | 2012-12-31 | $1,500 |
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 | $-493,766 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $174,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $668,417 |
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 registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $172,555 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $356,056 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $310,410 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $310,410 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $19 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $44,617 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
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 | $23,262 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,077 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,941 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $563,772 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $320,777 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $320,777 |
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 : EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $-2,283 |
Total of all expenses incurred | 2011-12-31 | $569,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $567,868 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $25,246 |
Value of total assets at end of year | 2011-12-31 | $668,417 |
Value of total assets at beginning of year | 2011-12-31 | $1,240,068 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,500 |
Total interest from all sources | 2011-12-31 | $2,799 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $4,192 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $4,192 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $10 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $347 |
Administrative expenses (other) incurred | 2011-12-31 | $1,500 |
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 | $-571,651 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $668,417 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,240,068 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $356,056 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $390,575 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $310,410 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $846,833 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $846,833 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2,799 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-34,520 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 | $25,246 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,941 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $2,313 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $567,868 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $569,368 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $569,368 |
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 : EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $73,370 |
Total of all expenses incurred | 2010-12-31 | $348,134 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $346,634 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $23,073 |
Value of total assets at end of year | 2010-12-31 | $1,240,068 |
Value of total assets at beginning of year | 2010-12-31 | $1,514,832 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,500 |
Total interest from all sources | 2010-12-31 | $2,766 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $5,589 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $5,589 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $347 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $252 |
Administrative expenses (other) incurred | 2010-12-31 | $1,500 |
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 | $-274,764 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,240,068 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,514,832 |
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 registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $390,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $348,633 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $846,833 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,163,941 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,163,941 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,766 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $41,942 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 | $23,073 |
Employer contributions (assets) at end of year | 2010-12-31 | $2,313 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,006 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $346,634 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $348,134 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $348,134 |
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 |
2015: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 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 – General assets of the sponsor | Yes |
2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
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: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 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: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 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: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
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: EATON CORPORATION UAW RETIREE HEALTH BENEFIT PLAN 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 |