Plan Snapshot
- Plan Sponsor: Mondelez Global LLC
- Sponsor EIN: 383869170
- Sponsor Address: 905 WEST FULTON MARKET, SUITE 200, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 13,691
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13,691 | $7.6M | $135.1M | $18.5M |
| 2023 | 13,623 | $6.6M | $114.9M | $19.4M |
| 2022 | 13,893 | $5.8M | $122.4M | $18.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION | Other Service Provider | $3,661,592 | — | $3,661,592 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $2,345,349 | — | $2,345,349 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $1,267,613 | — | $1,267,613 |
| CAREMARK | Other Service Provider | $862,789 | — | $862,789 |
| CIGNA HEALTH AND LIFE INS. COMPANY | Other Service Provider | $480,649 | — | $480,649 |
| BUSINESSOLVER.COM | Other Service Provider | $270,674 | — | $270,674 |
| DELTA DENTAL | Other Service Provider | $245,113 | — | $245,113 |
| MAGELLAN BEHAVIORAL HEALTH | Other Service Provider | $243,207 | — | $243,207 |
| LIVONGO HEALTH INC | Other Service Provider | $152,529 | — | $152,529 |
| PROGYNY, INC. | Other Service Provider | $128,017 | — | $128,017 |
| THE HARTFORD | Other Service Provider | $110,214 | — | $110,214 |
| CARRUM HEALTH, INC. | Other Service Provider | $23,140 | — | $23,140 |
| CROWE LLP | Other Service Provider | $19,200 | — | $19,200 |
| FIRST AMERICAN | Other Service Provider | $17,981 | — | $17,981 |
| BELL LITHO | Other Service Provider | $14,315 | — | $14,315 |
| EYEMED VISION CARE LLC | Other Service Provider | $7,064 | — | $7,064 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,849,446
- Estimated Expense Ratio: 129.841% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,870,267 | $3,847 | $9,835,004 | $19,200 | — |
| 2023 | $11,129,999 | — | $10,894,943 | $27,750 | — |
| 2022 | $7,051,425 | — | — | — | $7,051,425 |