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  2. EATON CORPORATION
Sponsor portfolioTH

EATON CORPORATION

EIN 34-0196300-Manufacturing-Latest filing 2024
Plans
10
Retirement
3
$11.06B assets
Welfare
7
$19.2M premiums
Participants
293,352
1000 EATON BOULEVARD - CLEVELAND, OH 44122440-523-5000
Plans on this EIN
10 filings
#055ESOP-$8.39B - 37,536 part#029CashBalance-$2.45B - 44,528 part#162401k-$225.0M - 4,205 part#590Mixed-$12.0M - 42,460 lives#616Mixed-$7.1M - 26,344 lives#568Fully Insured-$69K - 94,894 lives#594Self Funded-0 lives#598Self Funded-0 lives#613Unknown-0 lives#620Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $11.06B assets / 86,269 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • EATON Savings (#055)76%
  • EATON CORPORATION EMPLOYEES (#029)22%
  • PERSONAL INVESTMENT PLAN (#162)2%
Total $11.06BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • EATON CORPORATION98%
  • (Not disclosed)2%
Total $11.06BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EATON CORPORATION EMPLOYEES (#029)44,528
  • EATON Savings (#055)37,536
  • PERSONAL INVESTMENT PLAN (#162)4,205
Total 86,269Click row to drill in

Benefits portfolio analytics

7 plans / $19.2M premiums / 163,698 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$14.6M
  • Vision$3.9M
  • Health$836K
  • Prescription drug$668K
  • Other$237K
  • Dental$167K
Total $19.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • SECURIAN LIFE INSURANCE COMPANY76%
  • EYEMED VISION CARE19%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $19.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • CREATIVA ASSOCIATES FINANCIAL & INS71%
  • MERCER HEALTH AND BENEFITS, LLC29%
Total $42K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#055

EATON SAVINGS PLAN

ESOP

Assets$8.39B
Participants37,536
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#029

PENSION PLAN FOR EATON CORPORATION EMPLOYEES

CashBalance

Assets$2.45B
Participants44,528
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#162

EATON PERSONAL INVESTMENT PLAN

401k

Assets$225.0M
Participants4,205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#590

EATON CORPORATION GROUP INSURANCE PLAN FOR U.S. EMPLOYEES

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$12.0M
Covered lives42,460
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#616

EATON CORPORATION MEDICAL PLAN FOR RETIRED U.S. EMPLOYEES

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$7.1M
Covered lives26,344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#568

EATON CORPORATION GROUP TRAVEL ACCIDENT PLAN

Fully Insured - NATIONAL UNION FIRE INSURANCE CO OF PITTSBURGH PA

Premiums$69K
Covered lives94,894
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#594

EATON CORPORATION FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#598

EATON CORPORATION SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#613

EATON CORPORATION SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN FOR HOURLY-RATE EMPLOYEES OF THE

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#620

EATON CORPORATION OPT OUT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
055EATON SAVINGS PLANESOP$8.39B37,5362024
029PENSION PLAN FOR EATON CORPORATION EMPLOYEESCashBalance$2.45B44,5282024
162EATON PERSONAL INVESTMENT PLAN401k$225.0M4,2052024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
590EATON CORPORATION GROUP INSURANCE PLAN FOR U.S. EMPLOYEESMixedSECURIAN LIFE INSURANCE COMPANY$12.0M42,4602024
616EATON CORPORATION MEDICAL PLAN FOR RETIRED U.S. EMPLOYEESMixedSECURIAN LIFE INSURANCE COMPANY$7.1M26,3442024
568EATON CORPORATION GROUP TRAVEL ACCIDENT PLANFully InsuredNATIONAL UNION FIRE INSURANCE CO OF PITTSBURGH PA$69K94,8942024
594EATON CORPORATION FLEXIBLE BENEFITS PLANSelf Funded-$002024
598EATON CORPORATION SEVERANCE PLANSelf Funded-$002024
613EATON CORPORATION SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN FOR HOURLY-RATE EMPLOYEES OF THEUnknown-$002024
620EATON CORPORATION OPT OUT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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