Plan5500

Johnson Controls Pension 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 Pension Plan is a benefit plan reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 028. The latest loaded filing year is 2023. The filing reports 25,136 participants and $1,602,741,528 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
028
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
25,136
End-of-year plan assets
$1,602,741,528

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325,136H, C20241007144703NAL0027728608001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,602,741,528
Total liabilities (EOY)
$2,607,491
Net assets (EOY)
$1,600,134,037
Net assets (BOY)
$1,652,210,939

Income & contributions

Total contributions
$0
Total income / additions
$140,116,202

Expenses & distributions

Benefits paid
$184,953,276
Administrative expenses
$7,239,828
Total expenses
$192,193,104
Net increase / (decrease)
-$52,076,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingNONE$1,931,386not reported in the loaded dataset2023
Alight Solutions LLCNONE$1,757,422not reported in the loaded dataset2023
Wipfli LlpNONE$104,525not reported in the loaded dataset2023
Foley & LardnerNONE$79,333not reported in the loaded dataset2023

Related Form 5500 pages