Clif Bar & Company Retirement Savings Plan — Form 5500 plan (Mondelez Global LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Clif Bar & Company Retirement Savings Plan is a benefit plan reported by Mondelez Global LLC under EIN 38-3869170 and plan number 102. The latest loaded filing year is 2023. The filing reports 1,622 participants and $204,749,979 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mondelez Global LLC
EIN
38-3869170
Plan number
102
Plan type
2
Location
Emeryville, CA
Latest filing year
2023
Participants
1,622
End-of-year plan assets
$204,749,979

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,622H, C20240918170017NAL0001821251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$204,749,979
Total liabilities (EOY)
$0
Net assets (EOY)
$204,749,979
Net assets (BOY)
$194,674,973

Income & contributions

Employer contributions
$5,950,342
Participant contributions
$9,244,680
Total contributions
$16,493,888
Total income / additions
$49,715,421

Expenses & distributions

Benefits paid
$39,298,836
Administrative expenses
$335,615
Total expenses
$39,640,415
Net increase / (decrease)
$10,075,006

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$335,201$3502023
Resources Investment Advisors IncINVESTMENT ADVISORY$0$112,4782023
Bpm LlpOTHER SERVICES$0$10,3502023

Related Form 5500 pages