Plan Ledger DOL Form 5500 · updated monthly

Lilly Del Caribe, Inc.Stock bonus plan

THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO · CAROLINA, PR · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Lilly Del Caribe, Inc. reported $227,510 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $4,652 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.047%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 3rd-largest of 323 plans among PR employers on file, and the 555th of 13,661 in manufacturing. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$519,192,026
Participants with balances1,888
Active participants1,145
Employer contributions$5,326,069
Employee contributions$9,395,463
Employer contribution per active participant$4,652
Average account balance$274,996
Benefits paid to participants$30,541,021
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$519.2M · 1,888 accts · $5.3M emplr
2023$441.9M · 1,712 accts · $5.0M emplr
2022$335.7M · 1,612 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,690
Audit (IQPA)$23,432
Total administrative$227,510
Employer contributions to the Lilly Del Caribe, Inc. plan · 2024
Employer contribution per active participant$4,652
Median for plans this size$4,294
2024$4,652 per active participant
2023$4,304 per active participant
2022$4,178 per active participant

Lilly Del Caribe, Inc.'s 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20247
ALIGHT SOLUTIONS, LLC · Recordkeeping · Loan processing$67,690
BANCO POPULAR DE PUERTO RICO · Trustee$64,451
ELI LILLY AND COMPANY · Plan administrator$31,590
PLANTE & MORAN PLLC · Accounting / audit$28,733
ERNST & YOUNG LLP · Accounting / audit$23,432
AON CONSULTING, INC. · Actuarial · Other services$9,135
ALIGHT FINANCIAL SOLUTIONS, LLC · Securities brokerage$1,134

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Alight
2023Alight

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$227,510 · 0.05%
2023$227,754 · 0.06%
2022$168,472 · 0.05%
Same employer
Similar plansManufacturing · PR
Treehouse Foods, Inc. IL$524.1M · 0.15%
Jeld-Wen Holding, Inc. NC$517.6M · 0.18%
Firmenich Incorporated NJ$514.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980167031 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.