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: 623
- Total Participants: 0
- Total Assets: $72.7M
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 | 0 | $72.7M | $11.9M | $3.3M |
| 2023 | 0 | $71.6M | $77.4M | $3.4M |
| 2022 | 0 | $977,599 | $11.0M | $3.5M |
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 | Recordkeeper | $518,021 | — | $518,021 |
| HEALTH CARE SERVICE CORPORATION | Other Service Provider | $497,922 | — | $497,922 |
| CAREMARK | Other Service Provider | $343,935 | — | $343,935 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $49,625 | — | $49,625 |
| BUSINESSOLVER.COM | Other Service Provider | $29,303 | — | $29,303 |
| CARRUM HEALTH, INC. | Other Service Provider | $28,421 | — | $28,421 |
| CIGNA HEALTH AND LIFE INS. COMPANY | Other Service Provider | $26,461 | — | $26,461 |
| LIVONGO HEALTH INC | Other Service Provider | $17,070 | — | $17,070 |
| BRYAN CAVE LLP | Other Service Provider | $17,060 | — | $17,060 |
| CROWE LLP | Other Service Provider | $16,600 | — | $16,600 |
| THE HARTFORD | Other Service Provider | $12,200 | — | $12,200 |
| BELL LITHO, INC. | Other Service Provider | $6,115 | — | $6,115 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,562,733
- Estimated Expense Ratio: 2.151% 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 | $1,390,168 | $167,342 | $1,181,565 | $16,600 | — |
| 2023 | $1,501,357 | $73,144 | $1,274,473 | $25,936 | — |
| 2022 | $1,639,626 | — | — | — | $1,639,626 |