Eaton Corporation Master Retirement Trust — 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 Master Retirement Trust is a benefit plan reported by Eaton Corporation under EIN 47-6268243 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $2,725,536,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eaton Corporation
- EIN
- 47-6268243
- Plan number
- 001
- Plan type
- 4
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $2,725,536,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014101834NAL0013117955005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,725,536,805
- Total liabilities (EOY)
- $122,757,132
- Net assets (EOY)
- $2,602,779,673
- Net assets (BOY)
- $2,632,153,724
Income & contributions
- Total income / additions
- $229,495,476
Expenses & distributions
- Administrative expenses
- $8,209,833
- Total expenses
- $8,209,833
- Net increase / (decrease)
- $221,285,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Investment Management | not reported in the loaded dataset | $863,455 | not reported in the loaded dataset | 2023 |
| Standish Mellon Asset | not reported in the loaded dataset | $636,035 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | not reported in the loaded dataset | $629,832 | $0 | 2023 |
| Loomis Sayles & Company Lp | not reported in the loaded dataset | $563,967 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors | not reported in the loaded dataset | $515,832 | not reported in the loaded dataset | 2023 |
| Centersquare Investment | not reported in the loaded dataset | $484,652 | not reported in the loaded dataset | 2023 |
| Albourne Consulting | not reported in the loaded dataset | $409,600 | not reported in the loaded dataset | 2023 |
| Ubs Global Asset Management | not reported in the loaded dataset | $409,253 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | not reported in the loaded dataset | $200,000 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust | not reported in the loaded dataset | $177,843 | $0 | 2023 |
| Efront Financial Solutions Inc. | not reported in the loaded dataset | $158,760 | not reported in the loaded dataset | 2023 |
| Mellon Capital Management Corp | not reported in the loaded dataset | $114,069 | not reported in the loaded dataset | 2023 |
| Blackrock Inst Trust Company | not reported in the loaded dataset | $94,178 | $0 | 2023 |
| State Street Bank And Trust Co | not reported in the loaded dataset | $44,167 | $0 | 2023 |
| Ir+M Collective Investment | not reported in the loaded dataset | $17,337 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eaton Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Pacific Investment Management — Schedule C compensation
- Standish Mellon Asset — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Loomis Sayles & Company Lp — Schedule C compensation
- Nisa Investment Advisors — Schedule C compensation
- Centersquare Investment — Schedule C compensation
- Albourne Consulting — Schedule C compensation
- Ubs Global Asset Management — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- State Street Bank And Trust — Schedule C compensation
- Efront Financial Solutions Inc. — Schedule C compensation
- Mellon Capital Management Corp — Schedule C compensation
- Blackrock Inst Trust Company — Schedule C compensation
- State Street Bank And Trust Co — Schedule C compensation
- Ir+M Collective Investment — Schedule C compensation