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JOHNSON CONTROLS PENSION PLAN 401k Plan overview

Plan NameJOHNSON CONTROLS PENSION PLAN
Plan identification number 027

JOHNSON CONTROLS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHNSON CONTROLS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHNSON CONTROLS, INC.
Employer identification number (EIN):390380010
NAIC Classification:336300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON CONTROLS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0272022-01-01
0272021-01-01
0272020-01-01
0272019-01-01

Plan Statistics for JOHNSON CONTROLS PENSION PLAN

401k plan membership statisitcs for JOHNSON CONTROLS PENSION PLAN

Measure Date Value
2022: JOHNSON CONTROLS PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,372,744,256
Acturial value of plan assets2022-12-312,372,744,256
Funding target for retired participants and beneficiaries receiving payment2022-12-31741,849,140
Number of terminated vested participants2022-12-319,711
Fundng target for terminated vested participants2022-12-31570,598,786
Active participant vested funding target2022-12-31417,859,987
Number of active participants2022-12-315,023
Total funding liabilities for active participants2022-12-31446,488,767
Total participant count2022-12-3126,505
Total funding target for all participants2022-12-311,758,936,693
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31248,982,661
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31248,982,661
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31267,955,140
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-316,999,045
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0126,505
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JOHNSON CONTROLS PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,771,173,305
Acturial value of plan assets2021-12-312,771,173,305
Funding target for retired participants and beneficiaries receiving payment2021-12-311,061,452,141
Number of terminated vested participants2021-12-3110,260
Fundng target for terminated vested participants2021-12-31645,113,111
Active participant vested funding target2021-12-31459,435,856
Number of active participants2021-12-315,536
Total funding liabilities for active participants2021-12-31492,858,795
Total participant count2021-12-3131,714
Total funding target for all participants2021-12-312,199,424,047
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31215,774,903
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31215,774,903
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31248,982,661
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-317,549,882
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0131,714
Total number of active participants reported on line 7a of the Form 55002021-01-015,023
Number of retired or separated participants receiving benefits2021-01-019,607
Number of other retired or separated participants entitled to future benefits2021-01-019,349
Total of all active and inactive participants2021-01-0123,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012,526
Total participants2021-01-0126,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: JOHNSON CONTROLS PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,640,648,546
Acturial value of plan assets2020-12-312,640,648,546
Funding target for retired participants and beneficiaries receiving payment2020-12-311,055,824,632
Number of terminated vested participants2020-12-3110,431
Fundng target for terminated vested participants2020-12-31624,907,495
Active participant vested funding target2020-12-31503,348,130
Number of active participants2020-12-316,437
Total funding liabilities for active participants2020-12-31533,390,417
Total participant count2020-12-3133,157
Total funding target for all participants2020-12-312,214,122,544
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31191,996,908
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3113,256,929
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31178,739,979
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31215,774,903
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-317,223,962
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0131,985
Total number of active participants reported on line 7a of the Form 55002020-01-015,536
Number of retired or separated participants receiving benefits2020-01-0113,070
Number of other retired or separated participants entitled to future benefits2020-01-019,906
Total of all active and inactive participants2020-01-0128,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013,202
Total participants2020-01-0131,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: JOHNSON CONTROLS PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,350,373,341
Acturial value of plan assets2019-12-312,350,373,341
Funding target for retired participants and beneficiaries receiving payment2019-12-311,048,070,015
Number of terminated vested participants2019-12-319,913
Fundng target for terminated vested participants2019-12-31550,635,462
Active participant vested funding target2019-12-31572,196,524
Number of active participants2019-12-316,712
Total funding liabilities for active participants2019-12-31610,751,704
Total participant count2019-12-3133,020
Total funding target for all participants2019-12-312,209,457,181
Balance at beginning of prior year after applicable adjustments2019-12-3129,152,894
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31344,406,703
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31433,292
Amount remaining of carryover balance2019-12-3129,152,894
Amount remaining of prefunding balance2019-12-31343,973,411
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-3127,904,656
Reductions in prefunding balances due to elections or deemed elections2019-12-31137,495,344
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31191,996,908
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-314,956,931
Net shortfall amortization installment of oustanding balance2019-12-3151,080,748
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3113,256,929
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3113,256,929
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0132,841
Total number of active participants reported on line 7a of the Form 55002019-01-015,752
Number of retired or separated participants receiving benefits2019-01-0113,374
Number of other retired or separated participants entitled to future benefits2019-01-019,740
Total of all active and inactive participants2019-01-0128,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013,119
Total participants2019-01-0131,985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013

Financial Data on JOHNSON CONTROLS PENSION PLAN

Measure Date Value
2022 : JOHNSON CONTROLS PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$1,585,576,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$781,664
Total income from all sources (including contributions)2022-12-31$-437,329,615
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$349,837,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$344,514,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$2,373,525,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,322,934
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$2,990,494
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$6,470,441
Administrative expenses (other) incurred2022-12-31$2,332,440
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$781,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-787,167,492
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,372,744,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$2,373,525,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$344,514,943
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : JOHNSON CONTROLS PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$781,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$308,784
Total income from all sources (including contributions)2021-12-31$188,956,888
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$587,385,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$579,993,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$2,373,525,920
Value of total assets at beginning of year2021-12-31$2,771,482,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,392,587
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$4,665,183
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$2,727,404
Liabilities. Value of operating payables at end of year2021-12-31$781,664
Liabilities. Value of operating payables at beginning of year2021-12-31$308,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-398,429,049
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,372,744,256
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,771,173,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$2,373,525,920
Value of interest in master investment trust accounts at beginning of year2021-12-31$2,771,482,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$579,993,350
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : JOHNSON CONTROLS PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$35,163,638
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$308,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,385,598
Total income from all sources (including contributions)2020-12-31$387,342,990
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$256,818,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$249,342,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$2,771,482,089
Value of total assets at beginning of year2020-12-31$2,606,870,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,475,688
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$4,820,933
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$2,654,755
Liabilities. Value of operating payables at end of year2020-12-31$308,784
Liabilities. Value of operating payables at beginning of year2020-12-31$1,385,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$130,524,759
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,771,173,305
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,605,484,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$2,771,482,089
Value of interest in master investment trust accounts at beginning of year2020-12-31$2,606,870,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$249,342,543
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : JOHNSON CONTROLS PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$2,339,656,338
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,385,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,524
Total income from all sources (including contributions)2019-12-31$465,977,387
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$210,865,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$206,344,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$2,606,870,506
Value of total assets at beginning of year2019-12-31$10,737,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,521,249
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$4,400,154
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$121,095
Liabilities. Value of operating payables at end of year2019-12-31$1,385,598
Liabilities. Value of operating payables at beginning of year2019-12-31$20,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$255,111,567
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,605,484,908
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,717,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$2,606,870,506
Value of interest in master investment trust accounts at beginning of year2019-12-31$10,737,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$206,344,571
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449

Form 5500 Responses for JOHNSON CONTROLS PENSION PLAN

2022: JOHNSON CONTROLS PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHNSON CONTROLS PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHNSON CONTROLS PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHNSON CONTROLS PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

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