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Form 5500 · Retirement plan · RACINE, WI

S.C. JOHNSON & SON, INC.

The filing calls this plan RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO.

S.C. JOHNSON & SON, INC. of RACINE, WI's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
AXA EQUITABLE LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0379990 · plan 002 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
3,035
Contracts on file
1
Contract value
$127,406
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with AXA EQUITABLE LIFE INSURANCE COMPANY.

The contracts held $127,406 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AXA EQUITABLE LIFE INSURANCE COMPANYAnnuity / GIC—December$127,406$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
S.C. JOHNSON & SON, INC.
EIN 39-0379990
WILLIS TOWERS WATSON US LLC
ACTUARY · EIN 53-0181291
$403,633
paid directly by the plan
GARCIA HAMILTON & ASSOCIATES, L.P.
INVESTMENT MANAGER · EIN 76-0589652
$193,640
paid directly by the plan
NORTHERN TRUST COMPANY
Investment advisory · EIN 36-1561860
$149,923
paid directly by the plan
CAPTRUST ADVISORS
INVESTMENT ADVISOR · EIN 26-0058143
$120,000
paid directly by the plan
REAMS ASSET MANAGEMENT
INVESTMENT MANAGER · EIN 43-1925734
$59,945
paid directly by the plan
JP MORGAN INVESTMENT MANAGEMENT INC
INVESTMENT MANAGER · EIN 13-3200244
$48,097
paid directly by the plan
BAKER TILLY US LLP
Accounting and audit · EIN 30-1413443
$9,125
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 2,747 employees, 22 recordable cases, 291 days away from work.

EmployeesThe company's own average for the year
2,747
Hours worked
5,194,218
Recordable cases
22
Days away from work
291
Establishments filed under this EIN
6

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$406,544,369
Paid out in benefits
$42,296,673
Participants at the start of the year
3,035

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 30-1413443
BAKER TILLY US, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

Other plans filed by this employer

Welfare Benefit PlanInsured benefit plan · 11 Schedule A contractsRenews ~Jan 1Travel Accident Insurance PlanInsured benefit plan · 2 Schedule A contractsRenews ~Jan 1plan 001Retirement plan · 3 Schedule A contractsRetiree Health Care PlanForm 5500 filing · no insured Schedule A contractsSeparation Pay PlanForm 5500 filing · no insured Schedule A contracts

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