Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ELI LILLY AND COMPANY
EIN 35-0470950pharmaceuticalsLatest filing 2024
Plans
4
Retirement
2
$24.85B assets
Welfare
2
$20.2M premiums
Participants
116,467
LILLY CORPORATE CENTER - INDIANAPOLIS, IN 462850002317-276-2000lilly.comLinkedIn10001+ employeespharmaceuticals
Retirement portfolio analytics
2 plans aggregated / $24.85B assets / 81,354 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $20.2M premiums / 44,664 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$9.2M
- Other$6.1M
- Long-term disability$4.3M
- Vision$3.7M
- Health$3.0M
- Prescription drug$3.0M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
46%top
- AMERICAN UNITED LIFE INSURANCE COMPANY46%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA21%
- ANTHEM LIFE INSURANCE COMPANY18%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE LILLY EMPLOYEE 401(K) PLAN
401k
Assets$13.06B
Participants31,411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE LILLY RETIREMENT PLAN
TraditionalDB
Assets$11.79B
Participants49,943
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE LILLY EMPLOYEE WELFARE PLAN
Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$19.9M
Covered lives41,370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE ELI LILLY AND COMPANY RETIREE HEALTH PLAN
Mixed - ANTHEM INSURANCE COMPANIES, INC.
Premiums$270K
Covered lives3,294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE LILLY EMPLOYEE 401(K) PLAN | 401k | $13.06B | 31,411 | 2024 | |
| 001 | THE LILLY RETIREMENT PLAN | TraditionalDB | $11.79B | 49,943 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THE LILLY EMPLOYEE WELFARE PLAN | Fully Insured | AMERICAN UNITED LIFE INSURANCE COMPANY | $19.9M | 41,370 | 2024 | |
| 504 | THE ELI LILLY AND COMPANY RETIREE HEALTH PLAN | Mixed | ANTHEM INSURANCE COMPANIES, INC. | $270K | 3,294 | 2024 |
Retirement plans
Welfare plans