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Original filing (PDF)20251015161045NAL0010565826001
MONDELEZ GLOBAL LLC
Form 5500
FILING_RECEIVED
MONDELEZ GLOBAL LLC EMPLOYEE-PAID GROUP BENEFITS PLAN
Health & welfare plan
Signals · 3
97% in single holding~148 bps in Sched C feesNo recordkeeper disclosed
Active participants
3,334
Accounts w/ balance
—
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Fund Vanguard Total Bond" is 97% of plan.
- 148 bps in Schedule C fees — 185% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONDELEZ GLOBAL LLC.
Plan sponsor
Name
MONDELEZ GLOBAL LLC
EIN
38-3869170
Address
905 WEST FULTON MARKET, SUITE 200 · CHICAGO, IL · 60607
Phone
(847) 943-4000
Industry
Manufacturingsee all
Plan administrator
Name
MONDELEZ GLOBAL LLC ADMINISTRATIVE COMMITTEE
EIN
38-3869170
City
CHICAGO, IL
Phone
(847) 943-4000
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4G · Prepaid Legal
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $48K | — |
| HARTFORD | 06-0838648 | — | NONE | $20K | — |
| CROWE LLP | 35-0921680 | — | NONE | $12K | — |
| ANDERSON TAX | — | CHICAGO, IL | NONE | $7K | — |
Investments
2 direct securities· $5.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Fund Vanguard Total Bond | — | — | $6.4M | $5.7M | 97.2% | |
| Market Index Fund * JP Morgan Asset JP Morgan US | — | — | $149K | $149K | 2.6% |