2023 Form 5500 filing — Johnson Controls World Services, Inc. Retiree Life And Health 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 20241003083022NAL0005586883001) for Johnson Controls World Services, Inc. Retiree Life And Health Plan, reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 520. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003083022NAL0005586883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Controls, Inc.
- EIN
- 39-0380010
- Plan number
- 520
- Location
- Milwaukee, WI
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,766,785
- Total liabilities (EOY)
- $78,820
- Net assets (EOY)
- $7,687,965
- Total income / additions
- $402,868
- Benefits paid
- $491,338
- Administrative expenses
- $20,060
- Total expenses
- $511,398
- Net increase / (decrease)
- -$108,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $14,895 | not reported in the loaded dataset |