# Johnson Controls, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/johnson-controls-inc-390380010-520

> Johnson Controls, INC.'s Health & Welfare plan: 269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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