Civic Intelligence

Johnson Controls Inc Retiree Welfare

EIN 45-6420054 • 501(c)9 • Glendale, WI

Profile

NONE

5757 N Green Bay Ave Mail Stopx-Glendale, WI 53209

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.61x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

1st percentile

-371%

Higher net margin than 1% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

53rd percentile

7.4%

Faster asset growth than 53% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-21%

Faster revenue growth than 7% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$160,855,134

Up $11,068,366 (+7.4%) from 2023

Liabilities

Up

$1,239,387

Up $192,949 (+18%) from 2023

Net Assets

Up

$159,615,747

Up $10,875,417 (+7.3%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin1st percentile

Revenue

Down

$2,025,962

Down $533,456 (-21%) from 2023

Expenses

Down

$9,551,095

Down $3,028,105 (-24%) from 2023

Net Income

Up

-$7,525,133

Up $2,494,649 (+25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2012: $144,686,011Liabilities 2012: $644,308Net Assets 2012: $144,041,7032012Assets 2013: $145,421,319Liabilities 2013: $833,412Net Assets 2013: $144,587,9072013Assets 2014: $214,925,221Liabilities 2014: $1,555,651Net Assets 2014: $213,369,5702014Assets 2015: $190,682,820Liabilities 2015: $2,233,972Net Assets 2015: $188,448,8482015Assets 2016: $176,864,801Liabilities 2016: $1,538,551Net Assets 2016: $175,326,2502016Assets 2017: $184,653,681Liabilities 2017: $2,344,395Net Assets 2017: $182,309,2862017Assets 2018: $159,550,796Liabilities 2018: $1,223,817Net Assets 2018: $158,326,9792018Assets 2019: $167,230,260Liabilities 2019: $4,209,421Net Assets 2019: $163,020,8392019Assets 2020: $165,245,895Liabilities 2020: $2,348,871Net Assets 2020: $162,897,0242020Assets 2021: $174,046,177Liabilities 2021: $3,297,872Net Assets 2021: $170,748,3052021Assets 2022: $141,359,465Liabilities 2022: $4,526,742Net Assets 2022: $136,832,7232022Assets 2023: $149,786,768Liabilities 2023: $1,046,438Net Assets 2023: $148,740,3302023Assets 2024: $160,855,134Liabilities 2024: $1,239,387Net Assets 2024: $159,615,7472024

Highlighted filing

2024

Assets$160,855,134
Liabilities$1,239,387
Net Assets$159,615,747
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MRevenue 2012: $16,165,566Expenses 2012: $12,202,243Net Income 2012: $3,963,3232012Revenue 2013: $11,141,800Expenses 2013: $10,595,596Net Income 2013: $546,2042013Revenue 2014: $81,219,386Expenses 2014: $12,437,723Net Income 2014: $68,781,6632014Revenue 2015: -$1,479,899Expenses 2015: $23,440,840Net Income 2015: -$24,920,7392015Revenue 2016: $7,762,986Expenses 2016: $20,885,584Net Income 2016: -$13,122,5982016Revenue 2017: $4,884,282Expenses 2017: $19,689,850Net Income 2017: -$14,805,5682017Revenue 2018: $7,405,436Expenses 2018: $22,570,576Net Income 2018: -$15,165,1402018Revenue 2019: $5,548,142Expenses 2019: $21,008,059Net Income 2019: -$15,459,9172019Revenue 2020: $3,908,121Expenses 2020: $16,924,520Net Income 2020: -$13,016,3992020Revenue 2021: $3,298,684Expenses 2021: $12,808,861Net Income 2021: -$9,510,1772021Revenue 2022: $2,775,803Expenses 2022: $13,912,569Net Income 2022: -$11,136,7662022Revenue 2023: $2,559,418Expenses 2023: $12,579,200Net Income 2023: -$10,019,7822023Revenue 2024: $2,025,962Expenses 2024: $9,551,095Net Income 2024: -$7,525,1332024

Highlighted filing

2024

Revenue$2,025,962
Expenses$9,551,095
Net Income-$7,525,133
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$160,855,134
Liabilities
$1,239,387
Net assets
$159,615,747
Revenue
$2,025,962
Expenses
$9,551,095
Net income
-$7,525,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$161$1.24$160$2.03$9.55$7.53
2023Detailed filing. Detailed filing data is available for this year.$150$1.05$149$2.56$12.6$10.0
2022Detailed filing. Detailed filing data is available for this year.$141$4.53$137$2.78$13.9$11.1
2021Detailed filing. Detailed filing data is available for this year.$174$3.30$171$3.30$12.8$9.51
2020Detailed filing. Detailed filing data is available for this year.$165$2.35$163$3.91$16.9$13.0
2019Detailed filing. Detailed filing data is available for this year.$167$4.21$163$5.55$21.0$15.5
2018Detailed filing. Detailed filing data is available for this year.$160$1.22$158$7.41$22.6$15.2
2017Summary only. Only limited summary data is available for this year.$185$2.34$182$4.88$19.7$14.8
2016Detailed filing. Detailed filing data is available for this year.$177$1.54$175$7.76$20.9$13.1
2015Detailed filing. Detailed filing data is available for this year.$191$2.23$188$1.48$23.4$24.9
2014Detailed filing. Detailed filing data is available for this year.$215$1.56$213$81.2$12.4$68.8
2013Detailed filing. Detailed filing data is available for this year.$145$0.83$145$11.1$10.6$0.55
2012Summary only. Only limited summary data is available for this year.$145$0.64$144$16.2$12.2$3.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$2,025,962
Mission and Program Overview

Mission

To provide medical benefits under designated benefits program to eligible union retirees of Johnson Controls International Plc. and certain affiliated companies.

To provide medical, health & life insurance benefits under designated benefits programs to eligible union & non-union retired employees of johnson controls, inc. And certain affiliated companies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$149,057,939$160,061,626▲ $11,003,687
Cap Stk Tr Prin Current Funds$148,740,330$159,615,747▲ $10,875,417
Accounts Receivable$728,829$793,508▲ $64,679
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$149,786,768$160,855,134▲ $11,068,366
Liabilities
Other Liabilities$748,721$901,087▲ $152,366
Accounts Payable and Accrued Expenses$297,717$338,300▲ $40,583
Total Liabilities$1,046,438$1,239,387▲ $192,949
Net Assets / Fund Balance
Total Net Assets Fund Balance$148,740,330$159,615,747▲ $10,875,417
Total Liabilities and Net Assets / Fund Balance$149,786,768$160,855,134▲ $11,068,366
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Marc VandiepenbeeckChief Financial Officer
Marlon J SullivanChief Human Resources Officer
Pieter LensTreasurer
Jody YaegerVP Global Total Rewards
Kathy MladaVP Hr Benefits & Global Payroll
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,910,546
Investment Income
$115,416
Other Revenue
$0
Change in Net Assets
$-7,525,133

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,025,962
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$18,400,550
Total Revenue per Audited Statements
$20,426,512
Total Revenue per Form 990
$2,025,962
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,560
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,415,535
Other Expenses---$135,560
Total Functional Expenses$0$0$0$9,551,095

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,551,095
Total Expenses per Audited Statements$9,551,095
Total Expenses per Form 990$9,551,095
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Benefits Payments$901,087
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The trustee of the organization is designated by the employee benefits policy committee.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the lead analyst, external reporting who reports to the trustees of the trust. The form 990 is also reviewed by the director global tax accounting, who ensures all tax filings of the organization, before it is filed.”

Form 990, Part VI, Section B, Line 12C

“The ethics policy of the sponsor requires individuals to make immediate disclosure to the audit committee on issues relating to conflicts of interest. Employees must avoid any relationship or activity that could affect their independent judgement in the conduct of johnson controls' interests. In assessing whether a situation poses a conflict of interest, employees should examine whether their interest or activity could influence, or could give the appearance of influencing, their decisions on behalf of the company. All employees must provide written notice to the company of an actual or potential conflict of interest.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request and on the sponsors' website www.johnsoncontrols.com.”

Filing and Contact Details

Filer

Filer Name
Johnson Controls Inc Retiree Welfare
EIN
45-6420054
Phone
4145241200
Address
5757 N GREEN BAY AVE MAIL STOPX-, GLENDALE, WI 53209

Signing Officer

Name
Patty Bakke
Title
Director Global Tax Accounting
Phone
4145241200
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Mlada
Formed
2011
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Wipfli Advisory LLC
Address
170 N RADNOR-CHESTER RD SUITE 200, RADNOR, PA 19087
Preparer
Solomon Mardakhaev
Phone
6105653930
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The company established the johnson controls, inc. Retiree welfare trust (the trust) for the purpose of accumulating and distributing contributions made in accordance with the plan. The trust is qualified pursuant to section 501(c)(9) of the internal revenue code; therefore, the trust's net investment income, to the extent the trust is deficient in net assets compared to the plan's obligations, are treated as exempt from income taxes. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the irs or department of labor. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix317 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COMPANY ESTABLISHED THE JOHNSON CONTROLS, INC. RETIREE WELFARE TRUST (THE TRUST) FOR THE PURPOSE OF ACCUMULATING AND DISTRIBUTING CONTRIBUTIONS MADE IN ACCORDANCE WITH THE PLAN. THE TRUST IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE; THEREFORE, THE TRUST'S NET INVESTMENT INCOME, TO THE EXTENT THE TRUST IS DEFICIENT IN NET ASSETS COMPARED TO THE PLAN'S OBLIGATIONS, ARE TREATED AS EXEMPT FROM INCOME TAXES. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR DEPARTMENT OF LABOR. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt09551095
IRS990ScheduleD/TotalLiabilityAmt0901087
IRS990ScheduleD/TotalRevenuePerForm990Amt02025962
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020426512
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09551095
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE OF THE ORGANIZATION IS DESIGNATED BY THE EMPLOYEE BENEFITS POLICY COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE LEAD ANALYST, EXTERNAL REPORTING WHO REPORTS TO THE TRUSTEES OF THE TRUST. THE FORM 990 IS ALSO REVIEWED BY THE DIRECTOR GLOBAL TAX ACCOUNTING, WHO ENSURES ALL TAX FILINGS OF THE ORGANIZATION, BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ETHICS POLICY OF THE SPONSOR REQUIRES INDIVIDUALS TO MAKE IMMEDIATE DISCLOSURE TO THE AUDIT COMMITTEE ON ISSUES RELATING TO CONFLICTS OF INTEREST. EMPLOYEES MUST AVOID ANY RELATIONSHIP OR ACTIVITY THAT COULD AFFECT THEIR INDEPENDENT JUDGEMENT IN THE CONDUCT OF JOHNSON CONTROLS' INTERESTS. IN ASSESSING WHETHER A SITUATION POSES A CONFLICT OF INTEREST, EMPLOYEES SHOULD EXAMINE WHETHER THEIR INTEREST OR ACTIVITY COULD INFLUENCE, OR COULD GIVE THE APPEARANCE OF INFLUENCING, THEIR DECISIONS ON BEHALF OF THE COMPANY. ALL EMPLOYEES MUST PROVIDE WRITTEN NOTICE TO THE COMPANY OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE SPONSORS' WEBSITE WWW.JOHNSONCONTROLS.COM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0390380010
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0JOHNSON CONTROLS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt05757 N GREEN BAY AVE MAIL STOP X-81
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0GLENDALE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd053209
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0149786768
IRS990/TotalAssetsEOYAmt0160855134
IRS990/TotalAssetsGrp/BOYAmt0149786768
IRS990/TotalAssetsGrp/EOYAmt0160855134
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09551095
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01046438
IRS990/TotalLiabilitiesEOYAmt01239387
IRS990/TotalLiabilitiesGrp/BOYAmt01046438
IRS990/TotalLiabilitiesGrp/EOYAmt01239387
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0148740330
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0159615747
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01910546
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02025962
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02025962
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0149786768
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0160855134
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05757 N GREEN BAY AVE MAIL STOPX-81
IRS990/USAddress/CityNm0GLENDALE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053209
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTY BAKKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR GLOBAL TAX ACCOUNTING
ReturnHeader/BusinessOfficerGrp/PhoneNum04145241200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSON CONTROLS INC RETIREE WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0456420054
ReturnHeader/Filer/PhoneNum04145241200
ReturnHeader/Filer/USAddress/AddressLine1Txt05757 N GREEN BAY AVE MAIL STOPX-
ReturnHeader/Filer/USAddress/CityNm0GLENDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0393647910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 N RADNOR-CHESTER RD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RADNOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum06105653930
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SOLOMON MARDAKHAEV
ReturnHeader/ReturnTs02025-11-14T10:01:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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