Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHNSON CONTROLS, INC.
EIN 39-0380010ManufacturingLatest filing 2024
Plans
7
Retirement
2
$8.63B assets
Welfare
5
$114.6M premiums
Participants
100,213
5757 N GREEN BAY AVENUE - GREEN BAY, WI 532094408414-524-1200
Retirement portfolio analytics
2 plans aggregated / $8.63B assets / 76,329 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
83%top
- (Not disclosed)83%
- ALIGHT SOLUTIONS LLC17%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $114.6M premiums / 53,807 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$84.7M
- Other$84.7M
- Vision$15.9M
- Long-term disability$7.9M
- Health$6.0M
Carrier market share
Premium dollars by Schedule A carrier
74%top
- RELIASTAR LIFE INSURANCE COMPANY74%
- EYEMED VISION CARE14%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
- KAISER FOUNDATION HEALTH PLAN INC4%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
Broker market share
Schedule A broker compensation
90%top
- MERCER HEALTH AND BENEFITS, LLC90%
- CUENCA & ASSO. INS. AGENCY, INC.10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#026
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
401k
Assets$7.19B
Participants53,662
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#028
JOHNSON CONTROLS PENSION PLAN
TraditionalDB
Assets$1.44B
Participants22,667
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#564
JOHNSON CONTROLS, INC. WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$39.1M
Covered lives53,807
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
JOHNSON CONTROLS WORLD SERVICES, INC. RETIREE LIFE AND HEALTH PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$25.2M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#569
JOHNSON CONTROLS, INC. NON-UNION RETIREE WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$25.2M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#570
JOHNSON CONTROLS, INC. UNION RETIREE WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$25.2M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#532
JOHNSON CONTROLS EMPLOYMENT TRANSITION BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 026 | JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN | 401k | $7.19B | 53,662 | 2024 | |
| 028 | JOHNSON CONTROLS PENSION PLAN | TraditionalDB | $1.44B | 22,667 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 564 | JOHNSON CONTROLS, INC. WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $39.1M | 53,807 | 2024 | |
| 520 | JOHNSON CONTROLS WORLD SERVICES, INC. RETIREE LIFE AND HEALTH PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $25.2M | 0 | 2024 | |
| 569 | JOHNSON CONTROLS, INC. NON-UNION RETIREE WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $25.2M | 0 | 2024 | |
| 570 | JOHNSON CONTROLS, INC. UNION RETIREE WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $25.2M | 0 | 2024 | |
| 532 | JOHNSON CONTROLS EMPLOYMENT TRANSITION BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans