The Lilly Retirement Plan Master Trust — Form 5500 plan (Eli Lilly And Company)
Plain-English plan 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, The Lilly Retirement Plan Master Trust is a benefit plan reported by Eli Lilly And Company under EIN 13-6032849 and plan number 030. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $12,060,735,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eli Lilly And Company
- EIN
- 13-6032849
- Plan number
- 030
- Plan type
- 4
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $12,060,735,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241011104002NAL0021689185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,060,735,986
- Total liabilities (EOY)
- $75,517,764
- Net assets (EOY)
- $11,985,218,222
- Net assets (BOY)
- $11,518,315,823
Income & contributions
- Total contributions
- $0
- Total income / additions
- $996,118,850
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $16,776,237
- Total expenses
- $16,776,237
- Net increase / (decrease)
- $979,342,613
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Insight North America LLC | NONE KNOWN | $3,063,039 | not reported in the loaded dataset | 2023 |
| Centersquare Investment Mgmt LLC | NONE KNOWN | $2,810,547 | $0 | 2023 |
| Jacobs Levy Equity Management Inc | NONE KNOWN | $2,055,202 | $0 | 2023 |
| Morgan Stanley Investment Mgmt Inc. | NONE KNOWN | $1,467,213 | $0 | 2023 |
| Acadian Asset Management, LLC | NONE KNOWN | $1,398,202 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE KNOWN | $1,289,690 | $0 | 2023 |
| Eli Lilly And Company | PLAN SPONSOR | $1,061,666 | not reported in the loaded dataset | 2023 |
| William Blair Investment Management | NONE KNOWN | $915,282 | not reported in the loaded dataset | 2023 |
| Wellington Management Co. Llp | NONE KNOWN | $742,806 | $0 | 2023 |
| The Northern Trust Company | NONE KNOWN | $729,130 | $0 | 2023 |
| Jp Morgan Investment Management Inc | NONE KNOWN | $679,932 | not reported in the loaded dataset | 2023 |
| Linklaters Llp | NONE KNOWN | $526,916 | not reported in the loaded dataset | 2023 |
| Plante & Moran Pllc | NONE KNOWN | $328,886 | not reported in the loaded dataset | 2023 |
| Apollo Advisors Ix, L.P. | NONE KNOWN | $0 | $215,495 | 2023 |
| Groom Law Group, Chartered | NONE KNOWN | $33,917 | not reported in the loaded dataset | 2023 |
| Cem Benchmarking Inc. | NONE KNOWN | $25,000 | not reported in the loaded dataset | 2023 |
| Apollo Advisors Viii, L.P. | NONE KNOWN | $0 | $24,333 | 2023 |
| Evestment Alliance LLC | NONE KNOWN | $14,564 | not reported in the loaded dataset | 2023 |
| Institutional Limited Partners Asso | NONE KNOWN | $6,397 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE KNOWN | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eli Lilly And Company
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Insight North America LLC — Schedule C compensation
- Centersquare Investment Mgmt LLC — Schedule C compensation
- Jacobs Levy Equity Management Inc — Schedule C compensation
- Morgan Stanley Investment Mgmt Inc. — Schedule C compensation
- Acadian Asset Management, LLC — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Eli Lilly And Company — Schedule C compensation
- William Blair Investment Management — Schedule C compensation
- Wellington Management Co. Llp — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Linklaters Llp — Schedule C compensation
- Plante & Moran Pllc — Schedule C compensation
- Apollo Advisors Ix, L.P. — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Cem Benchmarking Inc. — Schedule C compensation
- Apollo Advisors Viii, L.P. — Schedule C compensation
- Evestment Alliance LLC — Schedule C compensation
- Institutional Limited Partners Asso — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation