Plan5500

Johnson Controls, Inc. Union Retiree Welfare 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, Inc. Union Retiree Welfare Plan is a benefit plan reported by Johnson Controls, Inc. under EIN 39-0380010 and plan number 570. The latest loaded filing year is 2023. The filing reports 565 participants and $124,287,639 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
570
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
565
End-of-year plan assets
$124,287,639

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023565H, C20240927131428NAL0001275987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$124,287,639
Total liabilities (EOY)
$526,630
Net assets (EOY)
$123,761,009
Net assets (BOY)
$111,941,914

Income & contributions

Participant contributions
$88,124
Total contributions
$88,124
Total income / additions
$17,872,568

Expenses & distributions

Benefits paid
$6,007,763
Administrative expenses
$45,710
Total expenses
$6,053,473
Net increase / (decrease)
$11,819,095

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blackrock, Inc.NONE$22,499not reported in the loaded dataset2023
Blue Cross Blue Shield Of IllinoisNONE$14,023not reported in the loaded dataset2023
Us BankTRUSTEE$13,684not reported in the loaded dataset2023

Related Form 5500 pages