2023 Form 5500 filing — Pension Plan For Eaton Employees In Puerto Rico
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 20241014103848NAL0013148323005) for Pension Plan For Eaton Employees In Puerto Rico, reported by Eaton Intelligent Power Limited under EIN 98-1098668 and plan number 003. It reports 3,687 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103848NAL0013148323005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eaton Intelligent Power Limited
- EIN
- 98-1098668
- Plan number
- 003
- Location
- Houston, TX
- Participants
- 3,687
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,586,784
- Total liabilities (EOY)
- $32,825
- Net assets (EOY)
- $97,553,959
- Employer contributions
- $3,512,604
- Total income / additions
- $16,069,243
- Benefits paid
- $5,141,457
- Administrative expenses
- $311,683
- Total expenses
- $5,453,140
- Net increase / (decrease)
- $10,616,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| October Three LLC | not reported in the loaded dataset | $193,929 | not reported in the loaded dataset |
| Fidelity Management Trust Company | not reported in the loaded dataset | $87,997 | not reported in the loaded dataset |
| Meaden & Moore Ltd | not reported in the loaded dataset | $14,800 | not reported in the loaded dataset |