2023 Form 5500 filing — Clif Bar & Company Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918170017NAL0001821251001) for Clif Bar & Company Retirement Savings Plan, reported by Mondelez Global LLC under EIN 38-3869170 and plan number 102. It reports 1,622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918170017NAL0001821251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mondelez Global LLC
- EIN
- 38-3869170
- Plan number
- 102
- Location
- Emeryville, CA
- Participants
- 1,622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,749,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $204,749,979
- Employer contributions
- $5,950,342
- Participant contributions
- $9,244,680
- Total income / additions
- $49,715,421
- Benefits paid
- $39,298,836
- Administrative expenses
- $335,615
- Total expenses
- $39,640,415
- Net increase / (decrease)
- $10,075,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $335,201 | $350 |
| Resources Investment Advisors Inc | INVESTMENT ADVISORY | $0 | $112,478 |
| Bpm Llp | OTHER SERVICES | $0 | $10,350 |