Johnson Controls World Services, Inc. Retiree Life And Health 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 World Services, Inc. Retiree Life And Health Plan is a benefit plan reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 520. The latest loaded filing year is 2023. The filing reports 251 participants and $7,766,785 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
520
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
251
End-of-year plan assets
$7,766,785

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20241003083022NAL0005586883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,766,785
Total liabilities (EOY)
$78,820
Net assets (EOY)
$7,687,965
Net assets (BOY)
$7,796,495

Income & contributions

Total contributions
$0
Total income / additions
$402,868

Expenses & distributions

Benefits paid
$491,338
Administrative expenses
$20,060
Total expenses
$511,398
Net increase / (decrease)
-$108,530

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Blue Shield Of IllinoisNONE$14,895not reported in the loaded dataset2023

Related Form 5500 pages