2023 Form 5500 filing — The Eli Lilly And Company Retiree Health 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 20241011104231NAL0010829891001) for The Eli Lilly And Company Retiree Health Plan, reported by Eli Lilly And Company under EIN 35-0470950 and plan number 504. It reports 11,712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104231NAL0010829891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eli Lilly And Company
- EIN
- 35-0470950
- Plan number
- 504
- Location
- Indianapolis, IN
- Participants
- 11,712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,545,484,183
- Total liabilities (EOY)
- $72,565,758
- Net assets (EOY)
- $1,472,918,425
- Employer contributions
- $851,333
- Participant contributions
- $15,946,196
- Total income / additions
- $140,426,555
- Benefits paid
- $73,584,919
- Administrative expenses
- $3,886,768
- Total expenses
- $77,471,687
- Net increase / (decrease)
- $62,954,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Insurance Co. | NONE KNOWN | $1,880,773 | $906,821 |
| Anthem Insurance Companies, Inc. | NONE KNOWN | $1,267,985 | $0 |
| Eli Lilly And Company | PLAN SPONSOR | $71,996 | not reported in the loaded dataset |
| Plante & Moran Pllc | NONE KNOWN | $47,768 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE KNOWN | $38,700 | not reported in the loaded dataset |
| Hmh Consulting | NONE KNOWN | $37,917 | not reported in the loaded dataset |
| The Northern Trust Company | NONE KNOWN | $23,331 | $0 |
| Aon Consulting, Inc. | NONE KNOWN | $11,250 | not reported in the loaded dataset |