Plan Snapshot
- Plan Sponsor: Eli Lilly And Company
- Sponsor EIN: 350470950
- Sponsor Address: LILLY CORPORATE CENTER, INDIANAPOLIS, IN, 462850002
- Plan Type: DB
- Total Participants: 21,629
- Total Assets: $11.8B
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 | 21,629 | $11.8B | $0 | $0 |
| 2023 | 19,897 | $11.7B | $0 | $0 |
| 2022 | 19,111 | $11.2B | $0 | $0 |
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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | NONE KNOWN | $2,302,404 | — | $2,302,404 |
| AON CONSULTING, INC. | NONE KNOWN | $439,640 | — | $439,640 |
| ELI LILLY AND COMPANY | PLAN SPONSOR | $141,748 | — | $141,748 |
| ERNST & YOUNG LLP | NONE KNOWN | $80,480 | — | $80,480 |
| PLANTE & MORAN PLLC | NONE KNOWN | $30,125 | — | $30,125 |
| CURCIO WEBB, LLC | NONE KNOWN | $6,951 | — | $6,951 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — NONE KNOWN
- AON CONSULTING, INC. — NONE KNOWN
- ERNST & YOUNG LLP — NONE KNOWN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,001,348
- Estimated Expense Ratio: 0.025% 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 | $7,864,498 | — | — | $80,480 | — |
| 2023 | $21,170,711 | — | — | $77,760 | — |
| 2022 | $6,571,348 | — | $1,964,958 | — | $661,949 |