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EIN 45-6420054

Johnson Controls Retiree Welfare Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Glendale
State
Wisconsin
Year formed
2011
Most recent tax filings
2022-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Johnson Controls Retiree Welfare Trust provides medical, health, and life insurance benefits under designated programs to eligible union and non-union retired employees of Johnson Controls, Inc. and certain affiliated companies. The plan is a Welfare benefit plan.
Also known as...
Johnson Controls Union Retiree Medical Trust
Total revenues
$2,775,803
2022
Total expenses
$13,912,569
2022
Total assets
$141,359,465
2022
Num. employees
0
2022

Program areas at Johnson Controls Retiree Welfare Trust

The plan is a Welfare benefit plan providing medical, health and life insurance benefits under designated programs to eligible union and non-union retired employees of Johnson Controls, Inc. and certain affiliated companies.

Personnel at Johnson Controls Retiree Welfare Trust

NameTitleCompensation
Olivier LeonettiChief Financial Officer / Trustee$0
Marlon J SullivanChief Human Resources Officer$0
Patty BakkeDirector Global Tax Accounting
Pieter LensTreasurer$0
Patty Bakke DomesticTax Director

Financials for Johnson Controls Retiree Welfare Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$2,744,415
Investment income and dividends$31,388
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,775,803

Form 990s for Johnson Controls Retiree Welfare Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-14990View PDF
2020-122021-11-10990View PDF
2019-122021-06-08990View PDF
2018-122020-02-11990View PDF
...and 7 more Form 990s
Data update history
January 9, 2024
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 28, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 27, 2023
Updated personnel
Identified 1 new personnel
June 3, 2023
Updated personnel
Identified 5 new personnel
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
No issues found
Characteristics
No full-time employees
General information
Address
5757 N Green Bay Ave Mail Stopx-
Glendale, WI 53209
Metro area
Milwaukee-Waukesha, WI
Phone
(414) 524-1200
IRS details
EIN
45-6420054
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2011
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Independent
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