Johnson Controls Inc. Savings And Investment Master Trust — 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 Inc. Savings And Investment Master Trust is a benefit plan reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 023. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $6,642,107,116 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
- 023
- Plan type
- 4
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $6,642,107,116
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240718152840NAL0003299299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,642,107,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,642,107,116
- Net assets (BOY)
- $5,996,418,187
Income & contributions
- Total contributions
- $0
- Total income / additions
- $923,465,092
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $4,129,729
- Total expenses
- $4,129,729
- Net increase / (decrease)
- $919,335,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | NONE | $1,922,523 | $0 | 2023 |
| Strategic Advisors, Inc. | NONE | $1,907,428 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Investments | NONE | $127,511 | not reported in the loaded dataset | 2023 |
| Foley & Lardner Llp | NONE | $65,698 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | CONSULTANT | $45,180 | not reported in the loaded dataset | 2023 |
| Alight Solutions | NONE | $32,389 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | NONE | $29,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Johnson Controls, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Fidelity Investments — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Aon Hewitt Investments — Schedule C compensation
- Foley & Lardner Llp — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Alight Solutions — Schedule C compensation
- Wipfli Llp — Schedule C compensation