2023 Form 5500 filing — The Lilly Retirement 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 20241011104023NAL0036685408001) for The Lilly Retirement Plan, reported by Eli Lilly And Company under EIN 35-0470950 and plan number 001. It reports 46,111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104023NAL0036685408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eli Lilly And Company
- EIN
- 35-0470950
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 46,111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,687,553,790
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,687,553,790
- Total income / additions
- $951,987,413
- Benefits paid
- $474,524,701
- Administrative expenses
- $21,170,711
- Total expenses
- $495,695,412
- Net increase / (decrease)
- $456,292,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE KNOWN | $2,704,967 | not reported in the loaded dataset |
| Aon Consulting, Inc. | NONE KNOWN | $326,990 | not reported in the loaded dataset |
| Eli Lilly And Company | PLAN SPONSOR | $197,106 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE KNOWN | $77,760 | not reported in the loaded dataset |
| Plante & Moran Pllc | NONE KNOWN | $34,026 | not reported in the loaded dataset |