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Original filing (PDF)20251013100122NAL0001663376001
JOHNSON CONTROLS, INC.
Form 5500
FILING_RECEIVED
JOHNSON CONTROLS WORLD SERVICES, INC. RETIREE LIFE AND HEALTH PLAN
Health & welfare plan
Signals · 2
99% in single holdingNo recordkeeper disclosed
Active participants
269
Accounts w/ balance
—
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.6M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "N uveen Nuveen Short Term Bond Fund" is 99% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON CONTROLS, INC..
Plan sponsor
Name
JOHNSON CONTROLS, INC.
EIN
39-0380010
Address
5757 N. GREEN BAY AVENUE · MILWAUKEE, WI · 532094408
Phone
(414) 524-1200
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
EMPLOYEE BENEFITS POLICY COMMITEE
EIN
39-0380010
City
MILWAUKEE, WI
Phone
(414) 524-1200
Plan characteristics
Plan number
520
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | 36-1236610 | — | NONE | $12K | — |
Investments
2 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| N uveen Nuveen Short Term Bond Fund | — | — | $7.8M | $7.6M | 99.2% | |
| U.S. Bank First American Government Obligations Fund | — | — | $55K | $55K | 0.7% |
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