Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EATON INTELLIGENT POWER LIMITED
EIN 98-1098668ManufacturingLatest filing 2024
Plans
4
Retirement
2
$183.2M assets
Welfare
2
$1.2M premiums
Participants
9,143
601 TRAVIS STREET, SUITE 1850 - HOUSTON, TX 770021372787-656-7791
Retirement portfolio analytics
2 plans aggregated / $183.2M assets / 5,757 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- EATON CORPORATION57%
- (Not disclosed)43%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.2M premiums / 3,673 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$509K
- Long-term disability$320K
- Health$178K
- Dental$178K
- Prescription drug$178K
- Stop-loss$178K
- +3 more
Carrier market share
Premium dollars by Schedule A carrier
94%top
- TRIPLE S SALUD, INC.94%
- EYEMED VISION CARE6%
Broker market share
Schedule A broker compensation
58%top
- POPULAR RISK SERVICES, LLC58%
- CGF INSURANCE LLC42%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PENSION PLAN FOR EATON EMPLOYEES IN PUERTO RICO
TraditionalDB
Assets$104.2M
Participants3,886
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE EATON PUERTO RICO RETIREMENT SAVINGS PLAN
OtherDC
Assets$79.0M
Participants1,871
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EATON ELECTRICAL DE PUERTO RICO MEDICAL, DENTAL & LIFE INSURANCE PLAN
Fully Insured - TRIPLE-S VIDA, INC.
Premiums$753K
Covered lives2,068
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
EATON ELECTRICAL DE PUERTO RICO SHORT & LTD DISABILITY PLAN
Fully Insured - TRIPLE-S VIDA, INC.
Premiums$416K
Covered lives1,605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PENSION PLAN FOR EATON EMPLOYEES IN PUERTO RICO | TraditionalDB | $104.2M | 3,886 | 2024 | |
| 002 | THE EATON PUERTO RICO RETIREMENT SAVINGS PLAN | OtherDC | $79.0M | 1,871 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EATON ELECTRICAL DE PUERTO RICO MEDICAL, DENTAL & LIFE INSURANCE PLAN | Fully Insured | TRIPLE-S VIDA, INC. | $753K | 2,068 | 2024 | |
| 502 | EATON ELECTRICAL DE PUERTO RICO SHORT & LTD DISABILITY PLAN | Fully Insured | TRIPLE-S VIDA, INC. | $416K | 1,605 | 2024 |
Retirement plans
Welfare plans