2023 Form 5500 filing — Johnson Controls Select Hourly 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 20241119104809NAL0002285713001) for Johnson Controls Select Hourly Retirement Savings And Investment Plan, reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 011. It reports 12,791 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241119104809NAL0002285713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Controls, Inc.
- EIN
- 39-0380010
- Plan number
- 011
- Location
- Milwaukee, WI
- Participants
- 12,791
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $603,234
- Participant contributions
- $4,351,315
- Total income / additions
- $30,491,859
- Benefits paid
- $22,069,439
- Administrative expenses
- $259,484
- Total expenses
- $22,328,923
- Net increase / (decrease)
- $8,162,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invest. Inst. Opr. Co. | RECORDKEEPER | $422,442 | $0 |
| Fidelity Invest. Inst. Opr. Co. | RECORDKEEPER | $184,345 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $78,732 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $29,374 | not reported in the loaded dataset |
| Foley & Lardner Llp | CONSULTANT | $22,215 | not reported in the loaded dataset |
| Wipfli Llp | CONSULTANT | $21,000 | not reported in the loaded dataset |
| Foley & Lardner Llp | CONSULTANT | $15,733 | not reported in the loaded dataset |
| Aon Hewitt Investments | CONSULTANT | $12,276 | not reported in the loaded dataset |
| Aon Consulting Inc | CONSULTANT | $11,575 | not reported in the loaded dataset |