Plan5500

Pension Plan For Eaton Employees In Puerto Rico — Form 5500 plan (Eaton Intelligent Power Limited)

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, Pension Plan For Eaton Employees In Puerto Rico is a benefit plan reported by Eaton Intelligent Power Limited under EIN 98-1098668 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,687 participants and $97,586,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eaton Intelligent Power Limited
EIN
98-1098668
Plan number
003
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
3,687
End-of-year plan assets
$97,586,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,687H, C20241014103848NAL0013148323005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,586,784
Total liabilities (EOY)
$32,825
Net assets (EOY)
$97,553,959
Net assets (BOY)
$86,937,856

Income & contributions

Employer contributions
$3,512,604
Total contributions
$3,512,604
Total income / additions
$16,069,243

Expenses & distributions

Benefits paid
$5,141,457
Administrative expenses
$311,683
Total expenses
$5,453,140
Net increase / (decrease)
$10,616,103

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
October Three LLCnot reported in the loaded dataset$193,929not reported in the loaded dataset2023
Fidelity Management Trust Companynot reported in the loaded dataset$87,997not reported in the loaded dataset2023
Meaden & Moore Ltdnot reported in the loaded dataset$14,800not reported in the loaded dataset2023

Related Form 5500 pages