The Savings Plan For Lilly Affiliate Employees In Puerto Rico — Form 5500 plan (Lilly Del Caribe, 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 Savings Plan For Lilly Affiliate Employees In Puerto Rico is a benefit plan reported by Lilly Del Caribe, Inc. under EIN 98-0167031 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,742 participants and $441,870,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lilly Del Caribe, Inc.
- EIN
- 98-0167031
- Plan number
- 004
- Plan type
- 2
- Location
- Carolina, PR
- Latest filing year
- 2023
- Participants
- 1,742
- End-of-year plan assets
- $441,870,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,742 | H, C | 20241011104200NAL0012381027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $441,870,695
- Total liabilities (EOY)
- $3,943
- Net assets (EOY)
- $441,866,752
- Net assets (BOY)
- $335,749,142
Income & contributions
- Employer contributions
- $5,044,840
- Participant contributions
- $8,923,983
- Total contributions
- $14,041,819
- Total income / additions
- $115,426,126
Expenses & distributions
- Benefits paid
- $9,033,711
- Administrative expenses
- $227,754
- Total expenses
- $9,308,516
- Net increase / (decrease)
- $106,117,610
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions, LLC | NONE KNOWN | $74,062 | $0 | 2023 |
| Banco Popular De Puerto Rico | NONE KNOWN | $59,468 | not reported in the loaded dataset | 2023 |
| Plante & Moran Pllc | NONE KNOWN | $35,050 | not reported in the loaded dataset | 2023 |
| Eli Lilly And Company | PLAN SPONSOR | $29,976 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE KNOWN | $22,590 | not reported in the loaded dataset | 2023 |
| Alight Financial Solutions, LLC | NONE KNOWN | $637 | $1,525 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lilly Del Caribe, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Carolina, PR
- Alight Solutions, LLC — Schedule C compensation
- Banco Popular De Puerto Rico — Schedule C compensation
- Plante & Moran Pllc — Schedule C compensation
- Eli Lilly And Company — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Alight Financial Solutions, LLC — Schedule C compensation