Lilly Savings Plan Master Trust Fund B — 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, Lilly Savings Plan Master Trust Fund B is a benefit plan reported by Eli Lilly And Company under EIN 46-2790681 and plan number 015. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $11,533,177,026 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eli Lilly And Company
EIN
46-2790681
Plan number
015
Plan type
4
Location
Indianapolis, IN
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$11,533,177,026

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241011104132NAL0010828755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,533,177,026
Total liabilities (EOY)
$5,042,350
Net assets (EOY)
$11,528,134,676
Net assets (BOY)
$9,171,731,354

Income & contributions

Total contributions
$0
Total income / additions
$2,419,441,573

Expenses & distributions

Benefits paid
$0
Administrative expenses
$9,385,906
Total expenses
$9,385,906
Net increase / (decrease)
$2,410,055,667

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blackrock Institutional Trust Co NaNONE KNOWN$5,725,684$02023
The Northern Trust CompanyNONE KNOWN$2,937,640$02023
InvescoNONE KNOWN$722,581$02023

Related Form 5500 pages