Civic Intelligence

Mondelez Global LLC Group Benefit Trust II

990 • Fiscal year 2017 • EIN 46-0595387

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

C/O JPMORGAN CHASE BANK Suite NY1-ANew York, NY 10005

(212) 552-2992

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

5th percentile

-47%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$6,499

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

17th percentile

-7.8%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-45%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Down

$10,909,675

Down $920,311 (-7.8%) from 2016

Net Assets

Down

$10,909,675

Down $920,311 (-7.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$2,220,276

Down $1,799,131 (-45%) from 2016

Expenses

Up

$3,257,021

Up $1,228,591 (+61%) from 2016

Net Income

Down

-$1,036,745

Down $3,027,722 (-152%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2013: $4,915,290Liabilities 2013: $0Net Assets 2013: $4,915,2902013Assets 2014: $7,369,137Liabilities 2014: $0Net Assets 2014: $7,369,1372014Assets 2015: $9,871,646Liabilities 2015: $0Net Assets 2015: $9,871,6462015Assets 2016: $11,829,986Liabilities 2016: $0Net Assets 2016: $11,829,9862016Assets 2017: $10,909,675Liabilities 2017: $0Net Assets 2017: $10,909,6752017Assets 2018: $8,031,714Liabilities 2018: $0Net Assets 2018: $8,031,7142018Assets 2019: $7,860,605Liabilities 2019: $0Net Assets 2019: $7,860,6052019Assets 2020: $8,974,583Liabilities 2020: $0Net Assets 2020: $8,974,5832020Assets 2021: $8,458,599Liabilities 2021: $0Net Assets 2021: $8,458,5992021Assets 2022: $6,954,333Liabilities 2022: $0Net Assets 2022: $6,954,3332022Assets 2023: $6,835,676Liabilities 2023: $0Net Assets 2023: $6,835,6762023Assets 2024: $5,811,048Liabilities 2024: $0Net Assets 2024: $5,811,0482024

Highlighted filing

2017

Assets$10,909,675
Liabilities$0
Net Assets$10,909,675

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2013: $4,895,230Expenses 2013: $2,642,144Net Income 2013: $2,253,0862013Revenue 2014: $4,595,374Expenses 2014: $2,326,586Net Income 2014: $2,268,7882014Revenue 2015: $4,454,776Expenses 2015: $1,764,303Net Income 2015: $2,690,4732015Revenue 2016: $4,019,407Expenses 2016: $2,028,430Net Income 2016: $1,990,9772016Revenue 2017: $2,220,276Expenses 2017: $3,257,021Net Income 2017: -$1,036,7452017Revenue 2018: $2,195,666Expenses 2018: $4,893,044Net Income 2018: -$2,697,3782018Revenue 2019: $2,334,524Expenses 2019: $2,925,049Net Income 2019: -$590,5252019Revenue 2020: $2,118,972Expenses 2020: $1,374,902Net Income 2020: $744,0702020Revenue 2021: $1,964,630Expenses 2021: $2,191,536Net Income 2021: -$226,9062021Revenue 2022: $2,023,706Expenses 2022: $2,351,545Net Income 2022: -$327,8392022Revenue 2023: $1,920,184Expenses 2023: $2,251,054Net Income 2023: -$330,8702023Revenue 2024: $1,795,621Expenses 2024: $2,800,457Net Income 2024: -$1,004,8362024

Highlighted filing

2017

Revenue$2,220,276
Expenses$3,257,021
Net Income-$1,036,745
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$4,384,992
Mission and Program Overview

Mission

The primary exempt purpose of the trust is to provide employee-pay-all long term disability benefits to eligible employees & purchase insured ltd coverage under the mondelez global llc long term disability plan as set forth in the mondelez global llc group benefits trust ii.

SEE PART III, LINE 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$11,829,986$10,909,675▼ $920,311
Investments in Publicly Traded Securities$10,798,195$10,432,806▼ $365,389
Savings and Temporary Cash Investments$986,925$473,260▼ $513,665
Cash and Non-Interest-Bearing Accounts$0$3,115▲ $3,115
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$11,829,986$10,909,675▼ $920,311
Other Assets Total$44,866$494▼ $44,372
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,829,986$10,909,675▼ $920,311
Total Liabilities and Net Assets / Fund Balance$11,829,986$10,909,675▼ $920,311
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jpmorgan Chase Bank NaTrusteeFT$6,499$6,499

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,992,604
Investment Income
$227,672
Other Revenue
$0
Change in Net Assets
$-1,036,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$309,888
Salaries, Compensation, and Employee Benefits$6,499
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,940,634--$2,940,634
Other Expenses-$290,748-$290,748
Fees for Services Accounting-$19,140-$19,140
Current Officers, Directors, Trustees, and Key Employees-$6,499-$6,499
Total Functional Expenses$2,940,634$316,387$0$3,257,021
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

PART VI, SECTION A, LINE 3:

Jpmorgan chase is the directed trustee of the trust and pursuant to the trust agreement performs certain functions with respect to the trust.

PART VI, SECTION B, LINE 11A:

The governing trust committee delegates day to day responsibilities for operating the trust to the trustee and to professionals in finance, benefits, and law of the trust sponsor. The trust prepares a draft of the form 990 which is then reviewed by staff professionals on behalf of the governing trust committee. A copy is then provided to members of the committee.

PART VI, SECTION B, LINE 12C:

Apart from the trustee which is an institutional trustee and subject to fiduciary and contractual standards, each officer who is a member of the trust's governing committee is also a fiduciary under erisa who is required to act in the exclusive benefit of benefit plan participants. Further, each officer, as an employee of mondelez international, inc. Is subject to the mondelez international, inc. Conflicts of interest/ethics policy. Under this policy, an officer would be precluded from acting in a manner which would represent a conflict of interest with mondelez international, inc. Or its benefit plans or trusts.

PART VI, SECTION C, LINE 19:

The trust provides copies of its governing documents to plan participants on written request to the plan administrator. All mondelez employees have intranet access to the mondelez conflicts of interest policies applying to the trust officers who are mondelez employees. The trust financial statements are available to all plan participants on request; summary annual reports are distributed to plan participants and posted on an intranet site.

Filing and Contact Details

Filer

Filer Name
Mondelez Global LLC Group Benefit Trust II
EIN
46-0595387
In Care Of
% ANASTASIA D YUELYS
Phone
2125522992
Address
C/O JPMORGAN CHASE BANK Suite NY1-A, NEW YORK, NY 10005

Signing Officer

Name
Bill Whisler
Title
Assistant Treasurer
Phone
2125522992
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Whisler
Formed
2012
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Andersen Tax LLC
Address
100 CAPMUS DRIVE SUITE 100, FLORHAM PARK, NJ 07932
Preparer
George T Lyons
Phone
9732107062
Supplemental Narrative

Additional Explanations

Part XII, Line 2B

The mondelez global llc group benefit trust ii funds the underlying benefits plan, the mondelez global llc retiree health and life benefits plan. The mondelez global llc retiree health and life benefits plan's financial statements are audited by an independent audit firm.

PART III, LINE 2:

Effective january 1, 2017 the plan began insuring ltd for active partners.

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE PART III, LINE 1
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt02940634
IRS990/BenefitsToMembersGrp/TotalAmt02940634
IRS990/BooksInCareOfDetail/PersonNm0ANASTASIA D YUELYS
IRS990/BooksInCareOfDetail/PhoneNum02125522992
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt028 LIBERTY STREET NY1-A156
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010005
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt011829986
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt010909675
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt03115
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt06499
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt06499
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02940634
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0227672
IRS990/CYOtherExpensesAmt0309888
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01992604
IRS990/CYRevenuesLessExpensesAmt0-1036745
IRS990/CYSalariesCompEmpBnftPaidAmt06499
IRS990/CYTotalExpensesAmt03257021
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02220276
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PAYMENT OF LONG TERM DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES AND PURCHASE OF INSURED LTD COVERAGE UNDER THE MONDELEZ GLOBAL LLC LONG TERM DISABILITY PLAN AS SET FORTH IN THE MONDELEZ GLOBAL LLC GROUP BENEFIT TRUST II.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt01845437
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019140
IRS990/FeesForServicesAccountingGrp/TotalAmt019140
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0BENEFITS INVESTMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/PersonNm1JPMORGAN CHASE BANK NA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16499
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-9973
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02154743
IRS990/GrossReceiptsAmt04384992
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0237645
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0237645
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010798195
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010432806
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02164716
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PRIMARY EXEMPT PURPOSE OF THE TRUST IS TO PROVIDE EMPLOYEE-PAY-ALL LONG TERM DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES AND PURCHASE INSURED LTD COVERAGE UNDER THE MONDELEZ GLOBAL LLC LONG TERM DISABILITY PLAN AS SET FORTH IN THE MONDELEZ GLOBAL LLC GROUP BENEFITS TRUST II.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt011829986
IRS990/NetAssetsOrFundBalancesEOYAmt010909675
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-9973
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-9973
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0116434
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt044866
IRS990/OtherAssetsTotalGrp/EOYAmt0494
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FEES FOR SERVICES RENDERED
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0290748
IRS990/OtherExpensesGrp/TotalAmt0290748
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BILL WHISLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01992604
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01992604
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01428935
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0307399
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0592395
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03712008
IRS990/PYRevenuesLessExpensesAmt01990977
IRS990/PYSalariesCompEmpBnftPaidAmt07100
IRS990/PYTotalExpensesAmt02028430
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04019407
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1036745
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0986925
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0473260
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JPMORGAN CHASE IS THE DIRECTED TRUSTEE OF THE TRUST AND PURSUANT TO THE TRUST AGREEMENT PERFORMS CERTAIN FUNCTIONS WITH RESPECT TO THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING TRUST COMMITTEE DELEGATES DAY TO DAY RESPONSIBILITIES FOR OPERATING THE TRUST TO THE TRUSTEE AND TO PROFESSIONALS IN FINANCE, BENEFITS, AND LAW OF THE TRUST SPONSOR. THE TRUST PREPARES A DRAFT OF THE FORM 990 WHICH IS THEN REVIEWED BY STAFF PROFESSIONALS ON BEHALF OF THE GOVERNING TRUST COMMITTEE. A COPY IS THEN PROVIDED TO MEMBERS OF THE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2APART FROM THE TRUSTEE WHICH IS AN INSTITUTIONAL TRUSTEE AND SUBJECT TO FIDUCIARY AND CONTRACTUAL STANDARDS, EACH OFFICER WHO IS A MEMBER OF THE TRUST'S GOVERNING COMMITTEE IS ALSO A FIDUCIARY UNDER ERISA WHO IS REQUIRED TO ACT IN THE EXCLUSIVE BENEFIT OF BENEFIT PLAN PARTICIPANTS. FURTHER, EACH OFFICER, AS AN EMPLOYEE OF MONDELEZ INTERNATIONAL, INC. IS SUBJECT TO THE MONDELEZ INTERNATIONAL, INC. CONFLICTS OF INTEREST/ETHICS POLICY. UNDER THIS POLICY, AN OFFICER WOULD BE PRECLUDED FROM ACTING IN A MANNER WHICH WOULD REPRESENT A CONFLICT OF INTEREST WITH MONDELEZ INTERNATIONAL, INC. OR ITS BENEFIT PLANS OR TRUSTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST PROVIDES COPIES OF ITS GOVERNING DOCUMENTS TO PLAN PARTICIPANTS ON WRITTEN REQUEST TO THE PLAN ADMINISTRATOR. ALL MONDELEZ EMPLOYEES HAVE INTRANET ACCESS TO THE MONDELEZ CONFLICTS OF INTEREST POLICIES APPLYING TO THE TRUST OFFICERS WHO ARE MONDELEZ EMPLOYEES. THE TRUST FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PLAN PARTICIPANTS ON REQUEST; SUMMARY ANNUAL REPORTS ARE DISTRIBUTED TO PLAN PARTICIPANTS AND POSTED ON AN INTRANET SITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MONDELEZ GLOBAL LLC GROUP BENEFIT TRUST II FUNDS THE UNDERLYING BENEFITS PLAN, THE MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS PLAN. THE MONDELEZ GLOBAL LLC RETIREE HEALTH AND LIFE BENEFITS PLAN'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT AUDIT FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EFFECTIVE JANUARY 1, 2017 THE PLAN BEGAN INSURING LTD FOR ACTIVE PARTNERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART III, LINE 2:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0MONDELEZ INTERN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0383869170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0FOOD MANUFACT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0MONDELEZ GLOBAL LLC A DELAWARE LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0THREE PARKWAY NORTH
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0DEERFIELD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd060015
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MONDELEZ GLOBAL LLC GROUP BNFT TRUST I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MONDELEZ GLOBAL LLC HEALTH & LIFE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0460591172
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1460606215
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND EMP BENE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUND EMP BENE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01 CHASE MANHATTAN PLAZA NY1-A156
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11 CHASE MANHATTAN PLAZA NY1-A156
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010005
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd110005
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011829986
IRS990/TotalAssetsEOYAmt010909675
IRS990/TotalAssetsGrp/BOYAmt011829986
IRS990/TotalAssetsGrp/EOYAmt010909675
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0316387
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02940634
IRS990/TotalFunctionalExpensesGrp/TotalAmt03257021
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011829986
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010909675
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01845437
IRS990/TotalProgramServiceRevenueAmt01992604
IRS990/TotalReportableCompFromOrgAmt06499
IRS990/TotalRevenueGrp/ExclusionAmt0227672
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01992604
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02220276
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011829986
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010909675
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0THREE PARKWAY NORTH SUITE 300
IRS990/USAddress/CityNm0DEERFIELD
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060015
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL WHISLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02125522992
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mondelez Global LLC Group Benefit Trust II
ReturnHeader/Filer/BusinessNameControlTxt0MOND
ReturnHeader/Filer/EIN0460595387
ReturnHeader/Filer/InCareOfNm0% ANASTASIA D YUELYS
ReturnHeader/Filer/PhoneNum02125522992
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JPMORGAN CHASE BANK Suite NY1-A
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB6D39D92440D45720DC9B4A5FA4A58E761135F8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DB6D39D92440D45720DC9B4A5FA4A58E761135F8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId020060520181355000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.15.26.110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Andersen Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CAPMUS DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007932
ReturnHeader/PreparerPersonGrp/PhoneNum09732107062
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE T LYONS
ReturnHeader/ReturnTs02018-05-15T16:55:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings