2023 Form 5500 filing — The Retirement Plan For Lilly Affiliate Employees In Puerto Rico
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 20241011104041NAL0036686800001) for The Retirement Plan For Lilly Affiliate Employees In Puerto Rico, reported by Lilly Del Caribe, Inc. under EIN 98-0167031 and plan number 020. It reports 2,645 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104041NAL0036686800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lilly Del Caribe, Inc.
- EIN
- 98-0167031
- Plan number
- 020
- Location
- Carolina, PR
- Participants
- 2,645
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $335,326,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $335,326,883
- Total income / additions
- $27,355,200
- Benefits paid
- $15,456,385
- Administrative expenses
- $381,142
- Total expenses
- $15,837,527
- Net increase / (decrease)
- $11,517,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE KNOWN | $151,450 | not reported in the loaded dataset |
| Aon Consulting, Inc. | NONE KNOWN | $104,475 | not reported in the loaded dataset |
| Banco Popular De Puerto Rico | NONE KNOWN | $55,987 | not reported in the loaded dataset |
| Plante & Moran Pllc | NONE KNOWN | $33,696 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE KNOWN | $19,440 | not reported in the loaded dataset |
| Eli Lilly And Company | PLAN SPONSOR | $16,094 | not reported in the loaded dataset |