# Mondelez Global LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/mondelez-global-llc-383869170-501

> Mondelez Global LLC's Health & Welfare plan: 13,691 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mondelez Global LLC

- **Sponsor EIN:** 383869170

- **Sponsor Address:** 905 WEST FULTON MARKET, SUITE 200, CHICAGO, IL, 60607

- **Plan Type:** Health & Welfare

- **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](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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