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Original filing (PDF)20251013095941NAL0001659872001

JOHNSON CONTROLS, INC.

Form 5500
FILING_RECEIVED
JOHNSON CONTROLS, INC. NON-UNION RETIREE WELFARE PLAN
Health & welfare plan
Signals · 2
76% in single holdingNo recordkeeper disclosed
Active participants
2,208
Accounts w/ balance
—
Plan assets (EOY)
$25.5M
Net assets (EOY)
$24.5M
How this plan invests
This plan
4 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 "Blackrock ACWI Equity Index Fund B" is 76% of plan.
  • No recordkeeper disclosed on Schedule C.
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
Manufacturingsee all
Plan administrator
Name
EMPLOYEE BENEFITS POLICY COMMITTEE
EIN
39-0380010
City
MILWAUKEE, WI
Phone
(414) 524-1200
Plan characteristics
Plan number
569
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
4E · Vision
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
BLUE CROSS BLUE SHIELD OF ILLINOIS36-1236610—NONE$54K—
BLACKROCK, INC.32-0174431—NONE$8K—
EXPRESS SCRIPTS43-1420563—NONE$6K—

Investments

4 direct securities· $24.9M(98% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Blackrock ACWI Equity Index Fund B——$16.6M$18.8M73.9%
Blackrock Multi-Strategy Credit Fund——$4.7M$5.1M20.1%
U.S. Bank First American Government Obligations Fund CI Z——$894K$894K3.5%
Blackrock Money Market Fund B——$8K$8K<0.1%

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