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| Plan Name | EATON CORPORATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST |
| Plan identification number | 618 |
| 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 |
|---|---|---|---|---|---|
| 618 | 2014-01-01 | ||||
| 618 | 2013-01-01 | ELLEN P. COLLIER | |||
| 618 | 2012-01-01 | ELLEN P. COLLIER | |||
| 618 | 2011-01-01 | ELLEN P. COLLIER | |||
| 618 | 2010-01-01 | ELLEN P. COLLIER | |||
| 618 | 2009-01-01 | ELLEN P. COLLIER |
| Measure | Date | Value |
|---|---|---|
| 2014 : EATON CORPORATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST 2014 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-2,300,812 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-2,300,812 |
| Total transfer of assets from this plan | 2014-12-31 | $25,509,714 |
| Total income from all sources (including contributions) | 2014-12-31 | $4,799,445 |
| Total loss/gain on sale of assets | 2014-12-31 | $-1,186,150 |
| Value of total assets at end of year | 2014-12-31 | $120,168,420 |
| Value of total assets at beginning of year | 2014-12-31 | $140,878,689 |
| Total interest from all sources | 2014-12-31 | $1,886,404 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $701,479 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $804,922 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $395,859 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $454,049 |
| Total non interest bearing cash at end of year | 2014-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $-18,216 |
| Value of net income/loss | 2014-12-31 | $4,799,445 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $120,168,420 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $140,878,689 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Interest earned on other investments | 2014-12-31 | $26,128 |
| Income. Interest from US Government securities | 2014-12-31 | $1,473,369 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $385,203 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $54,203,351 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $70,323,712 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $5,832,510 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,820,424 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $4,820,424 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,704 |
| Asset value of US Government securities at end of year | 2014-12-31 | $46,481,930 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $49,353,526 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $6,400,003 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $12,553,291 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $15,140,272 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2014-12-31 | $170,016,465 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $171,202,615 |
| 2013 : EATON CORPORATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST 2013 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-2,155,797 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-2,155,797 |
| Total transfer of assets from this plan | 2013-12-31 | $24,123,428 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $9,439,453 |
| Total income from all sources (including contributions) | 2013-12-31 | $14,904,040 |
| Total loss/gain on sale of assets | 2013-12-31 | $-435,511 |
| Value of total assets at end of year | 2013-12-31 | $140,878,689 |
| Value of total assets at beginning of year | 2013-12-31 | $159,537,530 |
| Total interest from all sources | 2013-12-31 | $2,020,321 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $804,922 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $840,346 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $454,049 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $9,822,413 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $9,439,453 |
| Total non interest bearing cash at end of year | 2013-12-31 | $-18,216 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
| Value of net income/loss | 2013-12-31 | $14,904,040 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $140,878,689 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $150,098,077 |
| 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 |
| Interest earned on other investments | 2013-12-31 | $29,650 |
| Income. Interest from US Government securities | 2013-12-31 | $1,488,857 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $494,918 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $70,323,712 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $75,143,272 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,820,424 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $8,220,848 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $8,220,848 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $6,896 |
| Asset value of US Government securities at end of year | 2013-12-31 | $49,353,526 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $51,659,625 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $15,475,027 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $15,140,272 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $13,851,026 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2013-12-31 | $112,115,780 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $112,551,291 |
| 2012 : EATON CORPORATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST 2012 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $180,353 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $180,353 |
| Total transfer of assets from this plan | 2012-12-31 | $23,424,862 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,439,453 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,564,103 |
| Total income from all sources (including contributions) | 2012-12-31 | $13,749,906 |
| Total loss/gain on sale of assets | 2012-12-31 | $-207,265 |
| Value of total assets at end of year | 2012-12-31 | $159,537,530 |
| Value of total assets at beginning of year | 2012-12-31 | $162,337,136 |
| Total interest from all sources | 2012-12-31 | $2,206,448 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $840,346 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $913,946 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $9,822,413 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $3,267,070 |
| Other income not declared elsewhere | 2012-12-31 | $2,595 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $9,439,453 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $2,564,103 |
| Value of net income/loss | 2012-12-31 | $13,749,906 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $150,098,077 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $159,773,033 |
| 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 |
| Interest earned on other investments | 2012-12-31 | $37,803 |
| Income. Interest from US Government securities | 2012-12-31 | $1,607,600 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $549,837 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $75,143,272 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $51,619,522 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $8,220,848 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $58,278,014 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $58,278,014 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $11,208 |
| Asset value of US Government securities at end of year | 2012-12-31 | $51,659,625 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $38,428,803 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $11,567,775 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $13,851,026 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $9,829,781 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2012-12-31 | $406,293,623 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $406,500,888 |
| 2011 : EATON CORPORATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST 2011 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $4,692 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $4,692 |
| Total transfer of assets to this plan | 2011-12-31 | $154,545,479 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,564,103 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,673,702 |
| Total loss/gain on sale of assets | 2011-12-31 | $4,836 |
| Value of total assets at end of year | 2011-12-31 | $162,337,136 |
| Value of total assets at beginning of year | 2011-12-31 | $3,553,852 |
| Total interest from all sources | 2011-12-31 | $47,442 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $913,946 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $3,267,070 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,257 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $2,564,103 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
| Value of net income/loss | 2011-12-31 | $1,673,702 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $159,773,033 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,553,852 |
| 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 |
| Interest earned on other investments | 2011-12-31 | $939 |
| Income. Interest from US Government securities | 2011-12-31 | $25,701 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $14,372 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $51,619,522 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $58,278,014 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $3,552,595 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $3,552,595 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $6,430 |
| Asset value of US Government securities at end of year | 2011-12-31 | $38,428,803 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,616,732 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $9,829,781 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2011-12-31 | $238,309,821 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $238,304,985 |
| 2010 : EATON CORPORATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST 2010 401k financial data | ||
| Total transfer of assets to this plan | 2010-12-31 | $983,773 |
| Total income from all sources (including contributions) | 2010-12-31 | $2,590 |
| Value of total assets at end of year | 2010-12-31 | $3,553,852 |
| Value of total assets at beginning of year | 2010-12-31 | $2,567,489 |
| Total interest from all sources | 2010-12-31 | $2,590 |
| 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 | $1,257 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $699 |
| Value of net income/loss | 2010-12-31 | $2,590 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,553,852 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,567,489 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $3,552,595 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,566,790 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,566,790 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,590 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2010-12-31 | $121,539,711 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $121,539,711 |
| 2014: EATON CORPORATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST 2014 form 5500 responses | ||
|---|---|---|
| 2014-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2013: EATON CORPORATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2012: EATON CORPORATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2011: EATON CORPORATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2010: EATON CORPORATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2009: EATON CORPORATION VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
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