2023 Form 5500 filing — Johnson Controls Inc. Savings And Investment Master Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718152840NAL0003299299001) for Johnson Controls Inc. Savings And Investment Master Trust, reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 023. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718152840NAL0003299299001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Johnson Controls, Inc.
- EIN
- 39-0380010
- Plan number
- 023
- Location
- Milwaukee, WI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,642,107,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,642,107,116
- Total income / additions
- $923,465,092
- Benefits paid
- $0
- Administrative expenses
- $4,129,729
- Total expenses
- $4,129,729
- Net increase / (decrease)
- $919,335,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | NONE | $1,922,523 | $0 |
| Strategic Advisors, Inc. | NONE | $1,907,428 | not reported in the loaded dataset |
| Aon Hewitt Investments | NONE | $127,511 | not reported in the loaded dataset |
| Foley & Lardner Llp | NONE | $65,698 | not reported in the loaded dataset |
| Aon Consulting, Inc. | CONSULTANT | $45,180 | not reported in the loaded dataset |
| Alight Solutions | NONE | $32,389 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $29,000 | not reported in the loaded dataset |