2023 Form 5500 filing — The Elanco Us, Inc. 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 20241014144217NAL0015126883001) for The Elanco Us, Inc. 401(K) Plan, reported by Elanco Us, Inc. under EIN 56-2002553 and plan number 001. It reports 4,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144217NAL0015126883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elanco Us, Inc.
- EIN
- 56-2002553
- Plan number
- 001
- Location
- Greenfield, IN
- Participants
- 4,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $619,575,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $619,575,070
- Employer contributions
- $26,136,089
- Participant contributions
- $32,938,268
- Total income / additions
- $147,338,566
- Benefits paid
- $61,723,036
- Administrative expenses
- $289,576
- Total expenses
- $62,036,143
- Net increase / (decrease)
- $85,302,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $162,151 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $60,077 | not reported in the loaded dataset |
| Shepherd Financial | INVESTMENT ADVISOR | $48,404 | not reported in the loaded dataset |
| Forvis, Llp | ACCOUNTANT/AUDITOR | $12,294 | not reported in the loaded dataset |
| Kmj | ACCOUNTANT/AUDITOR | $7,000 | not reported in the loaded dataset |