Retirement Plan For Employees Of S.C. Johnson & So — Form 5500 plan (S.C. Johnson & Son, Inc.)
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, Retirement Plan For Employees Of S.C. Johnson & So is a benefit plan reported by S.C. Johnson & Son, Inc. under EIN 39-0379990 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,152 participants and $439,891,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S.C. Johnson & Son, Inc.
- EIN
- 39-0379990
- Plan number
- 002
- Plan type
- 3
- Location
- Racine, WI
- Latest filing year
- 2023
- Participants
- 3,152
- End-of-year plan assets
- $439,891,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,152 | H, C | 20240830155642NAL0014723569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $439,891,909
- Total liabilities (EOY)
- $366,887
- Net assets (EOY)
- $439,525,022
- Net assets (BOY)
- $448,117,036
Income & contributions
- Total income / additions
- $35,740,204
Expenses & distributions
- Benefits paid
- $41,777,877
- Administrative expenses
- $2,554,341
- Total expenses
- $44,332,218
- Net increase / (decrease)
- -$8,592,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARY | $424,324 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase | INVESTMENT MANAGER | $273,913 | not reported in the loaded dataset | 2023 |
| Robert W. Baird And Company | INVESTMENT MANAGER | $248,346 | not reported in the loaded dataset | 2023 |
| Garcia Hamilton & Associates, L.P. | INVESTMENT MANAGER | $203,163 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $154,227 | not reported in the loaded dataset | 2023 |
| Captrust Advisors | INVESTMENT ADVISOR | $120,000 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | INVESTMENT MANAGER | $63,031 | not reported in the loaded dataset | 2023 |
| Reams Asset Management | INVESTMENT MANAGER | $56,073 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us Llp | ACCOUNTANT | $19,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for S.C. Johnson & Son, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Racine, WI
- Willis Towers Watson Us LLC — Schedule C compensation
- Jp Morgan Chase — Schedule C compensation
- Robert W. Baird And Company — Schedule C compensation
- Garcia Hamilton & Associates, L.P. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Captrust Advisors — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Reams Asset Management — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation