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Original filing (PDF)20251011122508NAL0004754915001
ELANCO US INC.
Form 5500
FILING_RECEIVED
ELANCO US INC. FORT DODGE LOCAL 1155 EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 3
83% in single holding~289 bps in Sched C feesNo recordkeeper disclosed
Active participants
149
Accounts w/ balance
—
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
- Top holding "Common Collective Trust Funds *Northern Trust Collective All Country World Investable Market Index Fund 12,386 units" is 83% of plan.
- 289 bps in Schedule C fees — 456% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELANCO US INC..
Plan sponsor
Name
ELANCO US INC.
EIN
56-2002553
Address
2500 INNOVATION WAY · GREENFIELD, IN · 46140
Phone
(317) 431-3297
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FINANCIAL ADVISORY COUNCIL OF ELANCO US INC.
EIN
56-2002553
City
GREENFIELD, IN
Phone
(317) 431-3297
Plan characteristics
Plan number
040
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $98K | — |
| FORVIS MAZARS LLP | 44-0160260 | — | NONE | $29K | — |
| SHEPHERD FINC INV ADVISORY, LLC | 82-0759826 | — | NONE | $15K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $9K | — |
Investments
3 pooled funds· $4.9M(94% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NORTHERN TRUST COLLECTIVE ALL COUNT NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 134 | Common Collective Trust | — | $2.7M | $4.0M | 77.6% | |
| MFB NORTHERN TRUST COLLECTIVE LONG NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 094 | Common Collective Trust | — | $815K | $685K | 13.2% | |
| COLTV SHORT TERM INVT FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | $160K | $160K | 3.1% |