Eaton Corporation Medical Plan For Retired U.S. Employees — Form 5500 plan (Eaton Corporation)
Plain-English plan 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, Eaton Corporation Medical Plan For Retired U.S. Employees is a benefit plan reported by Eaton Corporation under EIN 34-0196300 and plan number 616. The latest loaded filing year is 2023. The filing reports 19,396 participants and $17,331,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eaton Corporation
- EIN
- 34-0196300
- Plan number
- 616
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,396 | H | 20241015083314NAL0055208370004 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $17,331,160
- Net assets (EOY)
- $17,331,160
- Net assets (BOY)
- $15,812,283
Income & contributions
- Employer contributions
- $15,110,059
- Participant contributions
- $10,812,371
- Total contributions
- $25,922,430
- Total income / additions
- $31,758,580
Expenses & distributions
- Benefits paid
- $30,317,630
- Total expenses
- $30,317,630
- Net increase / (decrease)
- $1,440,950
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.