The Elanco Us, Inc. 401(K) Plan — Form 5500 plan (Elanco Us, Inc.)
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 Elanco Us, Inc. 401(K) Plan is a benefit plan reported by Elanco Us, Inc. under EIN 56-2002553 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,021 participants and $619,575,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elanco Us, Inc.
- EIN
- 56-2002553
- Plan number
- 001
- Plan type
- 2
- Location
- Greenfield, IN
- Latest filing year
- 2023
- Participants
- 4,021
- End-of-year plan assets
- $619,575,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,021 | H, C | 20241014144217NAL0015126883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $619,575,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $619,575,070
- Net assets (BOY)
- $534,272,647
Income & contributions
- Employer contributions
- $26,136,089
- Participant contributions
- $32,938,268
- Total contributions
- $66,075,268
- Total income / additions
- $147,338,566
Expenses & distributions
- Benefits paid
- $61,723,036
- Administrative expenses
- $289,576
- Total expenses
- $62,036,143
- Net increase / (decrease)
- $85,302,423
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $162,151 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $60,077 | not reported in the loaded dataset | 2023 |
| Shepherd Financial | INVESTMENT ADVISOR | $48,404 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | ACCOUNTANT/AUDITOR | $12,294 | not reported in the loaded dataset | 2023 |
| Kmj | ACCOUNTANT/AUDITOR | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elanco Us, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Greenfield, IN
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Shepherd Financial — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Kmj — Schedule C compensation