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: 502
- Total Participants: 3,334
- Total Assets: $5.8M
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 | 3,334 | $5.8M | $0 | $1.7M |
| 2023 | 3,330 | $6.8M | $0 | $1.8M |
| 2022 | 3,875 | $7.0M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $47,500 | — | $47,500 |
| HARTFORD | Other Service Provider | $19,933 | — | $19,933 |
| CROWE LLP | Other Service Provider | $12,200 | — | $12,200 |
| ANDERSON TAX | Other Service Provider | $6,800 | — | $6,800 |
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: $86,433
- Estimated Expense Ratio: 1.484% 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 | $89,377 | $2,700 | $67,433 | $12,200 | — |
| 2023 | $83,139 | $3,600 | $47,236 | $23,500 | — |
| 2022 | $122,030 | — | — | — | $122,030 |