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Original filing (PDF)20251007211740NAL0012226690001
ELI LILLY AND COMPANY
Form 5500
FILING_RECEIVED
THE ELI LILLY AND COMPANY RETIREE HEALTH PLAN
Health & welfare plan
Signals · 2
100% in single holding8 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.4B
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Trust Owned Life Insurance contract" is 100% of plan.
- 22 bps in Schedule C fees — 349% above peer band of 5 bps.
- No active participants reported but plan still holds assets.
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
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE CO. | 22-1211670 | — | NONE KNOWN | $1.9M | — |
| ANTHEM INSURANCE COMPANIES, INC. | 35-0781558 | — | NONE KNOWN | $1.2M | — |
| ELI LILLY AND COMPANY | 35-0470950 | — | PLAN SPONSOR | $77K | — |
| PLANTE & MORAN PLLC | 33-1498605 | — | NONE KNOWN | $46K | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE KNOWN | $40K | — |
| HMH CONSULTING | 56-2559267 | — | NONE KNOWN | $35K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE KNOWN | $27K | — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE KNOWN | $19K | — |
Investments
1 direct security · 1 pooled fund· $1.5B(98% 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.
Uncategorized
$1.5B
1 holding
Common Collective Trust
$6.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Trust Owned Life Insurance contract | — | — | $522.5M | $1.5B | 97.5% | |
| NT COMMON SHORT-TERM INVT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 36-6452394 / PN 001 | Common Collective Trust | — | $6.8M | $6.8M | 0.4% |