The Retirement 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 Retirement 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 020. The latest loaded filing year is 2023. The filing reports 2,645 participants and $335,326,883 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
- 020
- Plan type
- 2
- Location
- Carolina, PR
- Latest filing year
- 2023
- Participants
- 2,645
- End-of-year plan assets
- $335,326,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,645 | H, C | 20241011104041NAL0036686800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $335,326,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $335,326,883
- Net assets (BOY)
- $323,809,210
Income & contributions
- Total contributions
- $0
- Total income / additions
- $27,355,200
Expenses & distributions
- Benefits paid
- $15,456,385
- Administrative expenses
- $381,142
- Total expenses
- $15,837,527
- Net increase / (decrease)
- $11,517,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE KNOWN | $151,450 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | NONE KNOWN | $104,475 | not reported in the loaded dataset | 2023 |
| Banco Popular De Puerto Rico | NONE KNOWN | $55,987 | not reported in the loaded dataset | 2023 |
| Plante & Moran Pllc | NONE KNOWN | $33,696 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE KNOWN | $19,440 | not reported in the loaded dataset | 2023 |
| Eli Lilly And Company | PLAN SPONSOR | $16,094 | not reported in the loaded dataset | 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
- Aon Consulting, Inc. — Schedule C compensation
- Banco Popular De Puerto Rico — Schedule C compensation
- Plante & Moran Pllc — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Eli Lilly And Company — Schedule C compensation