2023 Form 5500 filing — The Lilly Employee 401(K) 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 20241011104147NAL0010829123001) for The Lilly Employee 401(K) Plan, reported by Eli Lilly And Company under EIN 35-0470950 and plan number 002. It reports 27,460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104147NAL0010829123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eli Lilly And Company
- EIN
- 35-0470950
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 27,460
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,133,214,731
- Total liabilities (EOY)
- $2,765,739
- Net assets (EOY)
- $11,130,448,992
- Employer contributions
- $152,833,770
- Participant contributions
- $283,250,138
- Total income / additions
- $2,792,002,346
- Benefits paid
- $557,173,608
- Administrative expenses
- $1,992,126
- Total expenses
- $559,966,985
- Net increase / (decrease)
- $2,232,035,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions, LLC | NONE KNOWN | $1,372,983 | $0 |
| Eli Lilly And Company | PLAN SPONSOR | $432,372 | not reported in the loaded dataset |
| Pershing LLC | NONE KNOWN | $0 | $291,032 |
| Alight Financial Solutions, LLC | NONE KNOWN | $43,017 | $111,362 |
| Ernst & Young Llp | NONE KNOWN | $90,161 | not reported in the loaded dataset |
| Cem Benchmarking Inc. | NONE KNOWN | $36,369 | not reported in the loaded dataset |
| Plante & Moran Pllc | NONE KNOWN | $35,232 | not reported in the loaded dataset |
| Evestment Alliance LLC | NONE KNOWN | $11,145 | not reported in the loaded dataset |
| Aon Consulting, Inc. | NONE KNOWN | $10,755 | not reported in the loaded dataset |