2023 Form 5500 filing — Eaton Corporation Medical Plan For Retired U.S. Employees
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015083314NAL0055208370004) for Eaton Corporation Medical Plan For Retired U.S. Employees, reported by Eaton Corporation under EIN 34-0196300 and plan number 616. It reports 19,396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.3MReported net assets$17,331,160
Participants19.4K19,396
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241015083314NAL0055208370004
- Plan sponsor
- Eaton Corporation
- EIN
- 34-0196300
- Plan number
- 616
- Location
- Cleveland, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.3M total assets
Net assets$17.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $17,331,160
- Net assets (EOY)
- $17,331,160
- Employer contributions
- $15,110,059
- Participant contributions
- $10,812,371
- Total income / additions
- $31,758,580
- Benefits paid
- $30,317,630
- Total expenses
- $30,317,630
- Net increase / (decrease)
- $1,440,950