2023 Form 5500 filing — Lilly Savings Plan Master Trust Fund B
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 20241011104132NAL0010828755001) for Lilly Savings Plan Master Trust Fund B, reported by Eli Lilly And Company under EIN 46-2790681 and plan number 015. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104132NAL0010828755001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Eli Lilly And Company
- EIN
- 46-2790681
- Plan number
- 015
- Location
- Indianapolis, IN
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,533,177,026
- Total liabilities (EOY)
- $5,042,350
- Net assets (EOY)
- $11,528,134,676
- Total income / additions
- $2,419,441,573
- Benefits paid
- $0
- Administrative expenses
- $9,385,906
- Total expenses
- $9,385,906
- Net increase / (decrease)
- $2,410,055,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Institutional Trust Co Na | NONE KNOWN | $5,725,684 | $0 |
| The Northern Trust Company | NONE KNOWN | $2,937,640 | $0 |
| Invesco | NONE KNOWN | $722,581 | $0 |