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Sponsor portfolioTH

THE LILLY COMPANY

EIN 62-0271840-machinery-Latest filing 2025
Plans
2
Retirement
1
$27.1M assets
Welfare
1
$2.9M premiums
Participants
543
3613 KNIGHT ARNOLD ROAD - MEMPHIS, TN 38118901-363-6000lillyforklifts.comLinkedIn201-500 employeesmachinery
Plans on this EIN
2 filings
#002401k-$27.1M - 317 part#501Fully Insured-$2.9M - 589 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 589 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Vision$2.4M
  • Long-term disability$244K
  • Life$237K
  • Short-term disability$205K
  • Dental$144K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • DELTA DENTAL OF CALIFORNIA5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • WILLIAM L. GLASS66%
  • COWLEY INSURANCE SERVICES INC20%
  • GLASS INSURANCE GROUP LLC9%
  • FRANK WOODWARD CRAIG2%
  • ROBBINS RESEARCH AND PLANNING INC1%
  • +3 more
Total $134K8 slices

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 COMPANY 401(K) PLAN

401k

Assets$27.1M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE LILLY COMPANY FLEXIBLE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives589
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE LILLY COMPANY 401(K) PLAN401k$27.1M3172025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE LILLY COMPANY FLEXIBLE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.9M5892024
Retirement plans
Welfare plans
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