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.

EIN:
45-6420054
City:
State:
Metro:
Founded:
2011
Type:
501(c)(9)
NTEE:
Revenue:
$7,405,436
Assets:
$159,550,796
Employees:
0
Fiscal year end:
December
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

Field2018
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

Peer fraternal organizations

 NameTypeRevenueLocation
1Fox Valley Sheet Metal Health Fund501(c)(9)$11 millionWaukesha, WI
2WAICU Benefits Consortium501(c)(9)$22 millionMadison, WI
3Interstate Power and Light Non-Bargaining Employees Health501(c)(9)$5.8 millionMadison, WI
4Baycare Employees Employee Welfare Benefit Program501(c)(9)$10 millionGreen Bay, WI
5Local 434 Health and Welfare Fund Workers and Service Techs501(c)(9)$14 millionMosinee, WI
6Milwaukee Roofers Health Fund501(c)(9)$4.0 millionNew Berlin, WI
7M and I Health Retiree Program501(c)(9)$8.1 millionMilwaukee, WI
8United Food and Commerical Workers Unions and Employers Health Plan501(c)(9)$2.2 millionMilwaukee, WI
9Blain Supply and Farm & Fleet Employee Welfare Benefit Plan501(c)(9)$11 millionJanesville, WI
10Cinti Bell Retiree Flex Medical501(c)(9)$5.2 millionMilwaukee, WI
11Wisconsin Masons Health Care Fund501(c)(9)$29 millionMadison, WI
12Milwaukee Painters Local Union No 781 Health Fund501(c)(9)$12 millionMilwaukee, WI
13Wisconsin Pipe Trades Health Fund501(c)(9)$34 millionMilwaukee, WI
14City of Minneapolis Veba 12627200501(c)(9)$7.6 millionMilwaukee, WI
15Un-Sp HLTH Ben TR Emp City St Paul501(c)(9)$3.4 millionMilwaukee, WI
16Plumbers and Steamfitters Local 400 and Mca N Central Wi Health and Welfare Trust501(c)(9)$32 millionKaukauna, WI
17Sunoco Retiree Medical and Life Insurance Trust501(c)(9)$4.7 millionMilwaukee, WI
18Milwaukee Hotel Industry Health and Welfare Fund501(c)(9)$2.3 millionPewaukee, WI
19Iron Workers Local 383 Health Care Plan501(c)(9)$5.8 millionMadison, WI
20HDMC Group Inc Bargaining Unit Employees Post-Retirement Welfare Benefits Trust501(c)(9)$16 millionMilwaukee, WI
21Plumbers Local 75 Health Fund501(c)(9)$14 millionMilwaukee, WI
22Local Unions No 19 and 127 Health and Welfare Fund501(c)(9)$8.6 millionMilwaukee, WI
23Peoples Energy Corporation Life and Health Benefits Trust501(c)(9)$36 millionMilwaukee, WI
24Metropolitan Council Hra Plan501(c)(9)$3.1 millionMilwaukee, WI
25SC Johnson and Son Retiree Medical Benefits Trust501(c)(9)$24 millionRacine, WI