# Mondelez Global LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/mondelez-global-llc-383869170-502

> Mondelez Global LLC's Health & Welfare plan: 3,334 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:** 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](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:** $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|

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