Plan5500

Johnson Controls, Inc. Non-Union Retiree Welfare 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, Inc. Non-Union Retiree Welfare Plan is a benefit plan reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 569. The latest loaded filing year is 2023. The filing reports 2,399 participants and $25,499,129 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
569
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
2,399
End-of-year plan assets
$25,499,129

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,399H, C20240927131246NAL0001275475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,499,129
Total liabilities (EOY)
$519,808
Net assets (EOY)
$24,979,321
Net assets (BOY)
$24,890,809

Income & contributions

Participant contributions
$2,307,487
Total contributions
$2,307,487
Total income / additions
$6,614,239

Expenses & distributions

Benefits paid
$6,440,693
Administrative expenses
$85,034
Total expenses
$6,525,727
Net increase / (decrease)
$88,512

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Blue Shield Of IllinoisNONE$69,002not reported in the loaded dataset2023
Express ScriptsNONE$11,196not reported in the loaded dataset2023
Blackrock, Inc.NONE$6,948not reported in the loaded dataset2023

Related Form 5500 pages