2023 Form 5500 filing — Johnson Controls Retirement Savings And Investment Plan
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 20240718152941NAL0006063617001) for Johnson Controls Retirement Savings And Investment Plan, reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 026. It reports 45,428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718152941NAL0006063617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Controls, Inc.
- EIN
- 39-0380010
- Plan number
- 026
- Location
- Green Bay, WI
- Participants
- 45,428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,160,116,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,160,116,767
- Employer contributions
- $168,897,640
- Participant contributions
- $254,326,198
- Total income / additions
- $1,270,387,092
- Benefits paid
- $655,587,074
- Administrative expenses
- $3,479,688
- Total expenses
- $659,066,762
- Net increase / (decrease)
- $611,320,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $1,793,921 | not reported in the loaded dataset |
| Fidelity Invest Inst Opr Co. | RECORDKEEPER | $1,469,180 | $0 |
| Aon Hewitt Investment Consulting | CONSULTANT | $112,321 | not reported in the loaded dataset |
| Foley & Lardner Llp | CONSULTANT | $31,047 | not reported in the loaded dataset |
| Alight Solutions | CONSULTANT | $27,123 | not reported in the loaded dataset |
| Aon Consulting, Inc. | CONSULTANT | $23,096 | not reported in the loaded dataset |
| Wipfli Llp | ACCOUNTANT | $23,000 | not reported in the loaded dataset |