Plan Snapshot
- Plan Sponsor: Johnson Controls, INC.
- Sponsor EIN: 390380010
- Sponsor Address: 5757 N. GREEN BAY AVENUE, MILWAUKEE, WI, 532094408
- Plan Type: Health & Welfare
- Plan Number: 520
- Total Participants: 269
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 269 | $7.7M | $0 | $0 |
| 2023 | 245 | $7.8M | $0 | $0 |
| 2022 | 251 | $7.9M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | Other Service Provider | $12,258 | — | $12,258 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,258
- Estimated Expense Ratio: 0.160% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $52,357 | — | $15,126 | — | — |
| 2023 | $20,060 | — | $19,294 | — | — |
| 2022 | $9,145 | — | — | — | $9,145 |