2023 Form 5500 filing — Johnson Controls, Inc. Non-Union Retiree Welfare Plan
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 20240927131246NAL0001275475001) for Johnson Controls, Inc. Non-Union Retiree Welfare Plan, reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 569. It reports 2,399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927131246NAL0001275475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Controls, Inc.
- EIN
- 39-0380010
- Plan number
- 569
- Location
- Milwaukee, WI
- Participants
- 2,399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,499,129
- Total liabilities (EOY)
- $519,808
- Net assets (EOY)
- $24,979,321
- Participant contributions
- $2,307,487
- Total income / additions
- $6,614,239
- Benefits paid
- $6,440,693
- Administrative expenses
- $85,034
- Total expenses
- $6,525,727
- Net increase / (decrease)
- $88,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $69,002 | not reported in the loaded dataset |
| Express Scripts | NONE | $11,196 | not reported in the loaded dataset |
| Blackrock, Inc. | NONE | $6,948 | not reported in the loaded dataset |