Plan Snapshot
- Plan Sponsor: Eli Lilly And Company
- Sponsor EIN: 350470950
- Sponsor Address: LILLY CORPORATE CENTER, INDIANAPOLIS, IN, 462850002
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 23,080
- Total Assets: $36.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 23,080 | $36.9M | $829.7M | $113.4M |
| 2023 | 21,217 | $304.4M | $765.7M | $98.1M |
| 2022 | 19,378 | $24.8M | $623.4M | $83.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | Other Service Provider | $10,102,102 | — | $10,102,102 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $524,104 | — | $524,104 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $215,767 | — | $215,767 |
| ELI LILLY AND COMPANY | Other Service Provider | $78,751 | — | $78,751 |
| ERNST & YOUNG LLP | Auditor | $77,800 | — | $77,800 |
| PLANTE & MORAN PLLC | Other Service Provider | $35,160 | — | $35,160 |
| AON CONSULTING, INC. | Recordkeeper | $5,685 | — | $5,685 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- ERNST & YOUNG LLP — Auditor
- AON CONSULTING, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,039,369
- Estimated Expense Ratio: 29.922% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $11,165,645 | — | $10,626,206 | $77,800 | — |
| 2023 | $13,341,334 | — | $9,509,809 | $75,200 | — |
| 2022 | $8,349,359 | — | $417,383 | — | $125,856 |