The Eli Lilly And Company Retiree Health 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 Eli Lilly And Company Retiree Health Plan is a benefit plan reported by Eli Lilly And Company under EIN 35-0470950 and plan number 504. The latest loaded filing year is 2023. The filing reports 11,712 participants and $1,545,484,183 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
- 504
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 11,712
- End-of-year plan assets
- $1,545,484,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,712 | H, C | 20241011104231NAL0010829891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,545,484,183
- Total liabilities (EOY)
- $72,565,758
- Net assets (EOY)
- $1,472,918,425
- Net assets (BOY)
- $1,409,963,557
Income & contributions
- Employer contributions
- $851,333
- Participant contributions
- $15,946,196
- Total contributions
- $16,797,529
- Total income / additions
- $140,426,555
Expenses & distributions
- Benefits paid
- $73,584,919
- Administrative expenses
- $3,886,768
- Total expenses
- $77,471,687
- Net increase / (decrease)
- $62,954,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Insurance Co. | NONE KNOWN | $1,880,773 | $906,821 | 2023 |
| Anthem Insurance Companies, Inc. | NONE KNOWN | $1,267,985 | $0 | 2023 |
| Eli Lilly And Company | PLAN SPONSOR | $71,996 | not reported in the loaded dataset | 2023 |
| Plante & Moran Pllc | NONE KNOWN | $47,768 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE KNOWN | $38,700 | not reported in the loaded dataset | 2023 |
| Hmh Consulting | NONE KNOWN | $37,917 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE KNOWN | $23,331 | $0 | 2023 |
| Aon Consulting, Inc. | NONE KNOWN | $11,250 | 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
- Prudential Insurance Co. — Schedule C compensation
- Anthem Insurance Companies, Inc. — Schedule C compensation
- Eli Lilly And Company — Schedule C compensation
- Plante & Moran Pllc — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Hmh Consulting — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation