Cause IQ organization profile

Johnson Controls Retiree Welfare Trust

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

Johnson Controls Retiree Welfare Trust is a fraternal society based in Glendale, WI that was founded in 2011. As of 2019 they had $7.4 million in revenue and $159 million in assets.

To provide medical benefits under designated benefits program to eligible union retirees of Johnson Controls, Inc. and certain affiliated companies. To provide health benefits under designated benefits program to eligible union retirees of Johnson Con...

Previous legal names or variations of their name include: Johnson Controls Union Retiree Medical Trust.

Fiscal year end:
Revenue trends:
Asset trends:

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.

Form 990s for Johnson Controls Retiree Welfare Trust

Fiscal year endingDate received by IRSFormPDF link
2018-12Feb 11, 2020990View PDF
2017-12Feb 27, 2019990OView PDF
2016-12Jan 18, 2018990View PDF
2015-12Apr 5, 2017990OView PDF
2014-12Feb 4, 2016990OView PDF
...and three more Form 990 PDFs

Financials for Johnson Controls Retiree Welfare Trust

Total grants, contributions, etc.$0
Program services$7,361,632
Investment income and dividends$43,804
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$7,405,436

Vendors for Johnson Controls Retiree Welfare Trust

VendorServicesAmount paidDate
Wipfli LLPTax accounting2019-11-12

Personnel at Johnson Controls Retiree Welfare Trust

NameTitleCompensationMost recent data
Patty BakkeDirector Global Tax Accounting / Domestic Tax Director-Feb. 11, 2020
Patty Bakke DomesticTax Director-Nov. 12, 2014

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