Form 5500 · Employee benefit plan · CLEVELAND, OH
EATON CORPORATION
The filing calls this plan EATON CORPORATION MEDICAL PLAN FOR RETIRED U.S. EMPLOYEES.
EATON CORPORATION of CLEVELAND, OH is a 19,477-participant manufacturing employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is CREATIVA ASSOC. FIN. & INV. SVCS. Coverage is written through SECURIAN LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-0196300 · plan 616 · plan year 2024, filed Oct 14, 2025
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2,504 other employer plans in Ohio have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. covers 1,202 of 19,477 participants (6.2%) on Schedule A.
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health and life; the largest, with SECURIAN LIFE INSURANCE COMPANY, covers 26,344 people.
The filing declares health and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $7,102,577, with $14,237 in disclosed broker commissions — about 0.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
CREATIVA ASSOC. FIN. & INV. SVCS is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SECURIAN LIFE INSURANCE COMPANY | Life | 26,344 | Jan 1, 2025 | $6,434,267 | $14,237 |
| SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | Health | 1,202 | Jan 1, 2025 | $668,310 | $0 |
Premium and claims on this contract
SECURIAN LIFE INSURANCE COMPANY, contract 70231. For the contract year on this filing, the carrier reported $4,136,114 in premium earned and $5,907,653 in claims incurred. Dividing one by the other gives 143%.
- SECURIAN LIFE INSURANCE COMPANY, contract 70231 reported $522,216 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 31,677 employees, 293 recordable cases, 3,927 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
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