Johnson Controls 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 Retirement Savings And Investment Plan is a benefit plan reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 026. The latest loaded filing year is 2023. The filing reports 45,428 participants and $6,160,116,767 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
- 026
- Plan type
- 2
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 45,428
- End-of-year plan assets
- $6,160,116,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 45,428 | H, C | 20240718152941NAL0006063617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,160,116,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,160,116,767
- Net assets (BOY)
- $5,548,820,507
Income & contributions
- Employer contributions
- $168,897,640
- Participant contributions
- $254,326,198
- Total contributions
- $423,223,838
- Total income / additions
- $1,270,387,092
Expenses & distributions
- Benefits paid
- $655,587,074
- Administrative expenses
- $3,479,688
- Total expenses
- $659,066,762
- Net increase / (decrease)
- $611,320,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $1,793,921 | not reported in the loaded dataset | 2023 |
| Fidelity Invest Inst Opr Co. | RECORDKEEPER | $1,469,180 | $0 | 2023 |
| Aon Hewitt Investment Consulting | CONSULTANT | $112,321 | not reported in the loaded dataset | 2023 |
| Foley & Lardner Llp | CONSULTANT | $31,047 | not reported in the loaded dataset | 2023 |
| Alight Solutions | CONSULTANT | $27,123 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | CONSULTANT | $23,096 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | ACCOUNTANT | $23,000 | 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 Green Bay, WI
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Invest Inst Opr Co. — Schedule C compensation
- Aon Hewitt Investment Consulting — Schedule C compensation
- Foley & Lardner Llp — Schedule C compensation
- Alight Solutions — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Wipfli Llp — Schedule C compensation