Plan Snapshot
- Plan Sponsor: Eli Lilly And Company
- Sponsor EIN: 350470950
- Sponsor Address: LILLY CORPORATE CENTER, INDIANAPOLIS, IN, 462850002
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 0
- Total Assets: $1.5B
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 | 0 | $1.5B | $28,614 | $16.8M |
| 2023 | 0 | $1.5B | $851,333 | $15.9M |
| 2022 | 0 | $1.5B | $1.1M | $16.6M |
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 |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE CO. | Recordkeeper | $1,947,526 | $995,246 | $2,942,772 |
| ANTHEM INSURANCE COMPANIES, INC. | Other Service Provider | $1,182,540 | — | $1,182,540 |
| ELI LILLY AND COMPANY | Other Service Provider | $77,013 | — | $77,013 |
| PLANTE & MORAN PLLC | Other Service Provider | $46,325 | — | $46,325 |
| ERNST & YOUNG LLP | Auditor | $40,100 | — | $40,100 |
| HMH CONSULTING | Other Service Provider | $35,000 | — | $35,000 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $26,590 | — | $26,590 |
| AON CONSULTING, INC. | Recordkeeper | $19,478 | — | $19,478 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO. — 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: $4,369,818
- Estimated Expense Ratio: 0.291% 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 | $3,916,800 | — | $1,182,540 | $40,100 | — |
| 2023 | $3,886,768 | — | $1,267,985 | $38,700 | — |
| 2022 | $3,623,186 | $2,011,155 | $1,382,485 | — | $118,255 |