Johnson Controls, Inc.
Overview
Johnson Controls, Inc. sponsors a self-funded health plan that covered 2,234 participants in plan year 2025, down 3% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 2,234 · prior year 2,310
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Johnson Controls, Inc. Non-Union Retiree Welfare Plan, plan 569 (2,234 participants); Johnson Controls, Inc. Union Retiree Welfare Plan, plan 570 (488 participants); Johnson Controls World Services, Inc. Retiree Life and Health Plan, plan 520 (269 participants)
- Broker compensation
- $6.6M across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Reliastar Life Insurance Company | Life | 48,866 | $91.2M | $6.5M |
| Eyemed | Vision | 41,187 | $16.2M | — |
| Lincoln National Life Insurance Company | Long-term disability | 28,150 | $6.8M | $108K |
| Kaiser Foundation Health Plan Inc. | Medical | 704 | $4.8M | — |
| Hmsa | Medical | 206 | $1.2M | — |
| Kaiser Foundation Health Plan | Medical | 74 | $455K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,234 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Johnson Controls, Inc.
- Sponsor EIN
- 39-0380010
- Plan numbers
- 569, 570, 520
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 39-0380010 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Johnson Controls Retirement Savings and Investment Plan
- Type
- 401(k) plan
- Participants
- 53,662
About this data
Source: Johnson Controls, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Johnson Controls, Inc..