Johnson Controls Select Hourly Retirement Savings And Investment Plan — Form 5500 plan (Johnson Controls, 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, Johnson Controls Select Hourly Retirement Savings And Investment Plan is a benefit plan reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 011. The latest loaded filing year is 2023. The filing reports 12,302 participants and $605,061,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson Controls, Inc.
- EIN
- 39-0380010
- Plan number
- 011
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 12,302
- End-of-year plan assets
- $605,061,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,302 | H, C | 20240718152635NAL0003581411001 |
| 2023 | 12,791 | H, C | 20241119104809NAL0002285713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $605,061,014
Income & contributions
- Employer contributions
- $603,234
- Participant contributions
- $4,351,315
- Total contributions
- $4,991,027
- Total income / additions
- $30,491,859
Expenses & distributions
- Benefits paid
- $22,069,439
- Administrative expenses
- $259,484
- Total expenses
- $22,328,923
- Net increase / (decrease)
- $8,162,936
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Invest. Inst. Opr. Co. | RECORDKEEPER | $422,442 | $0 | 2023 |
| Fidelity Invest. Inst. Opr. Co. | RECORDKEEPER | $184,345 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $78,732 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $29,374 | not reported in the loaded dataset | 2023 |
| Foley & Lardner Llp | CONSULTANT | $22,215 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | CONSULTANT | $21,000 | not reported in the loaded dataset | 2023 |
| Foley & Lardner Llp | CONSULTANT | $15,733 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Investments | CONSULTANT | $12,276 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc | CONSULTANT | $11,575 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson Controls, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Fidelity Invest. Inst. Opr. Co. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Foley & Lardner Llp — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Aon Hewitt Investments — Schedule C compensation
- Aon Consulting Inc — Schedule C compensation