S.C. Johnson & Son, Inc. Retiree Health Care Plan — 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, S.C. Johnson & Son, Inc. Retiree Health Care Plan is a benefit plan reported by S.C. Johnson & Son, Inc. under EIN 39-0379990 and plan number 513. The latest loaded filing year is 2023. The filing reports 5,380 participants and $379,929,987 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
- 513
- Plan type
- 2
- Location
- Racine, WI
- Latest filing year
- 2023
- Participants
- 5,380
- End-of-year plan assets
- $379,929,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,380 | H, C | 20241011141643NAL0022019233002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $379,929,987
- Total liabilities (EOY)
- $28,934,690
- Net assets (EOY)
- $350,995,297
- Net assets (BOY)
- $322,853,160
Income & contributions
- Employer contributions
- $1,148,129
- Participant contributions
- $3,282,416
- Total contributions
- $4,430,545
- Total income / additions
- $56,853,902
Expenses & distributions
- Benefits paid
- $28,140,426
- Administrative expenses
- $571,339
- Total expenses
- $28,711,765
- Net increase / (decrease)
- $28,142,137
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | TRUSTEE | $475,920 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $49,339 | $0 | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT | $26,080 | not reported in the loaded dataset | 2023 |
| Captrust Advisors | INVESTMENT ADVISOR | $20,000 | 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
- Northern Trust Company — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Captrust Advisors — Schedule C compensation