# Mondelez Global LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/mondelez-global-llc-383869170-623

> Mondelez Global LLC's Health & Welfare plan: 0 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:** 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](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mondelez-global-llc-383869170-623)

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