Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
LILLY DEL CARIBE, INC.
EIN 98-0167031ManufacturingLatest filing 2024
Plans
3
Retirement
2
$854.0M assets
Welfare
1
$2.2M premiums
Participants
6,522
P.O. BOX 1198 - CAROLINA, PR 009861198787-257-5437
Retirement portfolio analytics
2 plans aggregated / $854.0M assets / 4,706 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 1,477 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.8M
- Dental$1.6M
- Vision$1.6M
- Prescription drug$1.6M
- Health$1.2M
- Life$501K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
74%top
- TRIPLE S SALUD, INC.74%
- METROPOLITAN LIFE INSURANCE COMPANY22%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
- ACE AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
- MERCER HEALTH AND BENEFITS, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO
ProfitSharing
Assets$519.3M
Participants1,935
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020
THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO
TraditionalDB
Assets$334.7M
Participants2,771
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
THE ELI LILLY PUERTO RICO EMPLOYEE WELFARE PLAN
Fully Insured - TRIPLE S ADVANTAGE
Premiums$2.2M
Covered lives1,477
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO | ProfitSharing | $519.3M | 1,935 | 2024 | |
| 020 | THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO | TraditionalDB | $334.7M | 2,771 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | THE ELI LILLY PUERTO RICO EMPLOYEE WELFARE PLAN | Fully Insured | TRIPLE S ADVANTAGE | $2.2M | 1,477 | 2024 |
Retirement plans
Welfare plans