Johnson Controls Inc. Master Pension Trust — 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. Master Pension Trust is a benefit plan reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 024. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,649,196,841 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
- 024
- Plan type
- 4
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,649,196,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241007144849NAL0008975331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,649,196,841
- Total liabilities (EOY)
- $31,723,919
- Net assets (EOY)
- $1,617,472,922
- Net assets (BOY)
- $1,670,032,051
Income & contributions
- Total contributions
- $2,315,657
- Total income / additions
- $143,602,522
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $7,314,688
- Total expenses
- $7,314,688
- Net increase / (decrease)
- $136,287,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting | NONE | $2,014,363 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | NONE | $1,772,545 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | NONE | $104,525 | not reported in the loaded dataset | 2023 |
| Foley & Lardner | NONE | $80,819 | 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 Milwaukee, WI
- Aon Consulting — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Foley & Lardner — Schedule C compensation