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Original filing (PDF)20251009064443NAL0003690147001
ELI LILLY AND COMPANY
Form 5500
FILING_RECEIVED
THE LILLY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
21,629
Accounts w/ balance
—
Plan assets (EOY)
$11.8B
Net assets (EOY)
$11.8B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELI LILLY AND COMPANY.
Plan sponsor
Name
ELI LILLY AND COMPANY
EIN
35-0470950
Address
LILLY CORPORATE CENTER · INDIANAPOLIS, IN · 462850002
Phone
(317) 276-2000
Industry
Manufacturingsee all
Plan administrator
Name
ELI LILLY AND COMPANY
EIN
35-0470950
City
INDIANAPOLIS, IN
Phone
(317) 276-2000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE KNOWN | $2.3M | — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE KNOWN | $440K | — |
| ELI LILLY AND COMPANY | 35-0470950 | — | PLAN SPONSOR | $142K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE KNOWN | $80K | — |
| PLANTE & MORAN PLLC | 33-1498605 | — | NONE KNOWN | $30K | — |
| CURCIO WEBB, LLC | 36-4171366 | — | NONE KNOWN | $7K | — |
Investments
1 pooled fund· $11.8B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| THE LILLY RETIREMENT PLAN MASTER TR ELI LILLY AND COMPANY · EIN 13-6032849 / PN 030 | Master Trust | $11.8B | 99.7% |