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: 570
- Total Participants: 470
- Total Assets: $135.4M
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 | 470 | $135.4M | $0 | $65,021 |
| 2023 | 505 | $124.3M | $0 | $88,124 |
| 2022 | 549 | $113.5M | $0 | $104,003 |
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 |
|---|---|---|---|---|
| BLACKROCK, INC. | Other Service Provider | $26,478 | — | $26,478 |
| US BANK | Custodian / Trustee | $14,257 | — | $14,257 |
| EXPRESS SCRIPTS | Other Service Provider | $12,891 | — | $12,891 |
| BLUE CROSS BLUE SHIELD OF ILLINOIS | Other Service Provider | $10,450 | — | $10,450 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,076
- Estimated Expense Ratio: 0.047% 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 | $64,076 | $26,478 | $23,341 | — | — |
| 2023 | $45,710 | $16,113 | $15,913 | — | — |
| 2022 | $102,720 | — | — | — | $102,720 |