# Eli Lilly And Company Health & Welfare Plan
Source: https://planprovider.pro/companies/eli-lilly-and-company-350470950-504

> Eli Lilly And Company's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/empower) — Recordkeeper

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — 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|

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