Plan Snapshot
- Plan Sponsor: Lilly Del Caribe, INC.
- Sponsor EIN: 980167031
- Sponsor Address: P.O. BOX 1198, CAROLINA, PR, 009861198
- Plan Type: DB
- Total Participants: 1,198
- Total Assets: $334.7M
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 | 1,198 | $334.7M | $0 | $0 |
| 2023 | 1,175 | $335.3M | $0 | $0 |
| 2022 | 1,144 | $323.8M | $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 |
|---|---|---|---|---|
| AON CONSULTING, INC. | NONE KNOWN | $146,740 | — | $146,740 |
| ALIGHT SOLUTIONS LLC | NONE KNOWN | $128,417 | — | $128,417 |
| BANCO POPULAR DE PUERTO RICO | NONE KNOWN | $46,193 | — | $46,193 |
| PLANTE & MORAN PLLC | NONE KNOWN | $29,770 | — | $29,770 |
| ELI LILLY AND COMPANY | PLAN SPONSOR | $21,368 | — | $21,368 |
| ERNST & YOUNG LLP | NONE KNOWN | $20,120 | — | $20,120 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING, INC. — NONE KNOWN
- ALIGHT SOLUTIONS LLC — 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: $392,608
- Estimated Expense Ratio: 0.117% 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 | $395,880 | — | — | $20,120 | — |
| 2023 | $381,142 | — | — | $19,440 | — |
| 2022 | $390,053 | — | $111,886 | — | $267,341 |