The Lilly Employee 401(K) Plan — 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 Employee 401(K) Plan is a benefit plan reported by Eli Lilly And Company under EIN 35-0470950 and plan number 002. The latest loaded filing year is 2023. The filing reports 27,460 participants and $11,133,214,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eli Lilly And Company
- EIN
- 35-0470950
- Plan number
- 002
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 27,460
- End-of-year plan assets
- $11,133,214,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,460 | H, C | 20241011104147NAL0010829123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,133,214,731
- Total liabilities (EOY)
- $2,765,739
- Net assets (EOY)
- $11,130,448,992
- Net assets (BOY)
- $8,873,065,039
Income & contributions
- Employer contributions
- $152,833,770
- Participant contributions
- $283,250,138
- Total contributions
- $481,844,365
- Total income / additions
- $2,792,002,346
Expenses & distributions
- Benefits paid
- $557,173,608
- Administrative expenses
- $1,992,126
- Total expenses
- $559,966,985
- Net increase / (decrease)
- $2,232,035,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions, LLC | NONE KNOWN | $1,372,983 | $0 | 2023 |
| Eli Lilly And Company | PLAN SPONSOR | $432,372 | not reported in the loaded dataset | 2023 |
| Pershing LLC | NONE KNOWN | $0 | $291,032 | 2023 |
| Alight Financial Solutions, LLC | NONE KNOWN | $43,017 | $111,362 | 2023 |
| Ernst & Young Llp | NONE KNOWN | $90,161 | not reported in the loaded dataset | 2023 |
| Cem Benchmarking Inc. | NONE KNOWN | $36,369 | not reported in the loaded dataset | 2023 |
| Plante & Moran Pllc | NONE KNOWN | $35,232 | not reported in the loaded dataset | 2023 |
| Evestment Alliance LLC | NONE KNOWN | $11,145 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | NONE KNOWN | $10,755 | 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
- Alight Solutions, LLC — Schedule C compensation
- Eli Lilly And Company — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Alight Financial Solutions, LLC — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Cem Benchmarking Inc. — Schedule C compensation
- Plante & Moran Pllc — Schedule C compensation
- Evestment Alliance LLC — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation