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THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 401k Plan overview

Plan NameTHE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO
Plan identification number 020

THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

LILLY DEL CARIBE, INC. has sponsored the creation of one or more 401k plans.

Company Name:LILLY DEL CARIBE, INC.
Employer identification number (EIN):980167031
NAIC Classification:325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0202023-01-01
0202022-01-01
0202021-01-01
0202020-01-01
0202019-01-01
0202018-01-01
0202017-01-01STACEY ROBERSON SUSAN RIDLEN2018-10-11
0202016-01-01STACEY ROBERSON SUSAN RIDLEN2017-10-11
0202015-01-01STACEY ROBERSON SUSAN RIDLEN2016-10-07
0202014-01-01STACEY ROBERSON SUSAN RIDLEN2015-10-09
0202013-01-01STACEY ROBERSON SUSAN RIDLEN2014-10-09
0202012-01-01STACEY ROBERSON SUSAN RIDLEN2013-10-14
0202011-01-01LAURA BICKLE SUSAN RIDLEN2012-10-08

Plan Statistics for THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO

401k plan membership statisitcs for THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO

Measure Date Value
2023: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2023 401k membership
Total participants, beginning-of-year2023-01-012,645
Total number of active participants reported on line 7a of the Form 55002023-01-011,175
Number of retired or separated participants receiving benefits2023-01-01889
Number of other retired or separated participants entitled to future benefits2023-01-01487
Total of all active and inactive participants2023-01-012,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01155
Total participants2023-01-012,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0190
2022: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2022 401k membership
Market value of plan assets2022-12-31387,148,082
Acturial value of plan assets2022-12-31349,126,255
Funding target for retired participants and beneficiaries receiving payment2022-12-31152,739,285
Number of terminated vested participants2022-12-31505
Fundng target for terminated vested participants2022-12-3134,372,084
Active participant vested funding target2022-12-31106,127,289
Number of active participants2022-12-311,067
Total funding liabilities for active participants2022-12-31114,485,499
Total participant count2022-12-312,531
Total funding target for all participants2022-12-31301,596,868
Balance at beginning of prior year after applicable adjustments2022-12-3127,494,384
Prefunding balance at beginning of prior year after applicable adjustments2022-12-318,431,179
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-317,277,525
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3120,216,859
Amount remaining of prefunding balance2022-12-318,431,179
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3123,963,043
Balance of prefunding at beginning of current year2022-12-319,993,476
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-317,859,668
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012,531
Total number of active participants reported on line 7a of the Form 55002022-01-011,144
Number of retired or separated participants receiving benefits2022-01-01860
Number of other retired or separated participants entitled to future benefits2022-01-01496
Total of all active and inactive participants2022-01-012,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01145
Total participants2022-01-012,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0185
2021: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2021 401k membership
Market value of plan assets2021-12-31339,654,345
Acturial value of plan assets2021-12-31306,553,731
Funding target for retired participants and beneficiaries receiving payment2021-12-31143,271,257
Number of terminated vested participants2021-12-31500
Fundng target for terminated vested participants2021-12-3129,686,174
Active participant vested funding target2021-12-3198,735,304
Number of active participants2021-12-311,049
Total funding liabilities for active participants2021-12-31107,041,244
Total participant count2021-12-312,485
Total funding target for all participants2021-12-31279,998,675
Balance at beginning of prior year after applicable adjustments2021-12-3130,243,810
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-316,790,441
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3123,453,369
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-317,235,169
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-318,431,179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-318,431,179
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3127,494,384
Balance of prefunding at beginning of current year2021-12-318,431,179
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-317,277,525
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-317,277,525
Carryover balance elected to use to offset funding requirement2021-12-317,277,525
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,485
Total number of active participants reported on line 7a of the Form 55002021-01-011,067
Number of retired or separated participants receiving benefits2021-01-01840
Number of other retired or separated participants entitled to future benefits2021-01-01503
Total of all active and inactive participants2021-01-012,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01121
Total participants2021-01-012,531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0190
2020: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2020 401k membership
Market value of plan assets2020-12-31294,482,481
Acturial value of plan assets2020-12-31280,618,803
Funding target for retired participants and beneficiaries receiving payment2020-12-31132,329,433
Number of terminated vested participants2020-12-31494
Fundng target for terminated vested participants2020-12-3127,766,938
Active participant vested funding target2020-12-3194,302,073
Number of active participants2020-12-311,062
Total funding liabilities for active participants2020-12-31103,218,320
Total participant count2020-12-312,457
Total funding target for all participants2020-12-31263,314,691
Balance at beginning of prior year after applicable adjustments2020-12-3132,038,760
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-316,956,814
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3125,081,946
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3130,243,810
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-318,604,687
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-318,089,975
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-317,645,247
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-317,645,247
Carryover balance elected to use to offset funding requirement2020-12-316,790,441
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31854,806
Contributions allocatedtoward minimum required contributions for current year2020-12-318,089,975
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,457
Total number of active participants reported on line 7a of the Form 55002020-01-011,049
Number of retired or separated participants receiving benefits2020-01-01830
Number of other retired or separated participants entitled to future benefits2020-01-01497
Total of all active and inactive participants2020-01-012,376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01109
Total participants2020-01-012,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01100
2019: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2019 401k membership
Market value of plan assets2019-12-31255,339,107
Acturial value of plan assets2019-12-31267,075,541
Funding target for retired participants and beneficiaries receiving payment2019-12-31130,719,439
Number of terminated vested participants2019-12-31484
Fundng target for terminated vested participants2019-12-3128,625,921
Active participant vested funding target2019-12-3190,533,254
Number of active participants2019-12-311,122
Total funding liabilities for active participants2019-12-31100,560,554
Total participant count2019-12-312,483
Total funding target for all participants2019-12-31259,905,914
Balance at beginning of prior year after applicable adjustments2019-12-3140,074,478
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-316,395,554
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3133,678,924
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3132,038,760
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-316,956,814
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-316,956,814
Carryover balance elected to use to offset funding requirement2019-12-316,956,814
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,483
Total number of active participants reported on line 7a of the Form 55002019-01-011,062
Number of retired or separated participants receiving benefits2019-01-01802
Number of other retired or separated participants entitled to future benefits2019-01-01493
Total of all active and inactive participants2019-01-012,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01100
Total participants2019-01-012,457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01101
2018: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2018 401k membership
Market value of plan assets2018-12-31280,478,491
Acturial value of plan assets2018-12-31262,010,815
Funding target for retired participants and beneficiaries receiving payment2018-12-31126,083,916
Number of terminated vested participants2018-12-31470
Fundng target for terminated vested participants2018-12-3124,560,927
Active participant vested funding target2018-12-3180,462,359
Number of active participants2018-12-311,119
Total funding liabilities for active participants2018-12-3195,613,901
Total participant count2018-12-312,451
Total funding target for all participants2018-12-31246,258,744
Balance at beginning of prior year after applicable adjustments2018-12-3140,521,380
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-316,310,625
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3134,210,755
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3140,074,478
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-316,395,554
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-316,395,554
Carryover balance elected to use to offset funding requirement2018-12-316,395,554
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,451
Total number of active participants reported on line 7a of the Form 55002018-01-011,122
Number of retired or separated participants receiving benefits2018-01-01785
Number of other retired or separated participants entitled to future benefits2018-01-01483
Total of all active and inactive participants2018-01-012,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0193
Total participants2018-01-012,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0182
2017: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2017 401k membership
Market value of plan assets2017-12-31250,122,263
Acturial value of plan assets2017-12-31254,319,597
Funding target for retired participants and beneficiaries receiving payment2017-12-31117,531,163
Number of terminated vested participants2017-12-31478
Fundng target for terminated vested participants2017-12-3122,513,143
Active participant vested funding target2017-12-3169,502,985
Number of active participants2017-12-311,132
Total funding liabilities for active participants2017-12-3185,269,452
Total participant count2017-12-312,456
Total funding target for all participants2017-12-31225,313,758
Balance at beginning of prior year after applicable adjustments2017-12-3137,519,796
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3137,519,796
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3140,521,380
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-316,310,625
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-316,310,625
Carryover balance elected to use to offset funding requirement2017-12-316,310,625
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,456
Total number of active participants reported on line 7a of the Form 55002017-01-011,119
Number of retired or separated participants receiving benefits2017-01-01769
Number of other retired or separated participants entitled to future benefits2017-01-01469
Total of all active and inactive participants2017-01-012,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0194
Total participants2017-01-012,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01103
2016: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2016 401k membership
Market value of plan assets2016-12-31242,557,008
Acturial value of plan assets2016-12-31255,671,465
Funding target for retired participants and beneficiaries receiving payment2016-12-31115,077,538
Number of terminated vested participants2016-12-31447
Fundng target for terminated vested participants2016-12-3120,011,772
Active participant vested funding target2016-12-3161,130,315
Number of active participants2016-12-311,238
Total funding liabilities for active participants2016-12-3177,511,749
Total participant count2016-12-312,511
Total funding target for all participants2016-12-31212,601,059
Balance at beginning of prior year after applicable adjustments2016-12-3143,875,185
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3143,875,185
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-316,000,000
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3137,519,796
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,459,008
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,511
Total number of active participants reported on line 7a of the Form 55002016-01-011,132
Number of retired or separated participants receiving benefits2016-01-01760
Number of other retired or separated participants entitled to future benefits2016-01-01476
Total of all active and inactive participants2016-01-012,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0188
Total participants2016-01-012,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01103
2015: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2015 401k membership
Total participants, beginning-of-year2015-01-012,466
Total number of active participants reported on line 7a of the Form 55002015-01-011,238
Number of retired or separated participants receiving benefits2015-01-01747
Number of other retired or separated participants entitled to future benefits2015-01-01445
Total of all active and inactive participants2015-01-012,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0181
Total participants2015-01-012,511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0199
2014: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2014 401k membership
Total participants, beginning-of-year2014-01-012,466
Total number of active participants reported on line 7a of the Form 55002014-01-011,210
Number of retired or separated participants receiving benefits2014-01-01738
Number of other retired or separated participants entitled to future benefits2014-01-01443
Total of all active and inactive participants2014-01-012,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0175
Total participants2014-01-012,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0199
2013: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2013 401k membership
Total participants, beginning-of-year2013-01-012,421
Total number of active participants reported on line 7a of the Form 55002013-01-011,242
Number of retired or separated participants receiving benefits2013-01-01727
Number of other retired or separated participants entitled to future benefits2013-01-01430
Total of all active and inactive participants2013-01-012,399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0168
Total participants2013-01-012,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01104
2012: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2012 401k membership
Total participants, beginning-of-year2012-01-012,331
Total number of active participants reported on line 7a of the Form 55002012-01-011,294
Number of retired or separated participants receiving benefits2012-01-01708
Number of other retired or separated participants entitled to future benefits2012-01-01356
Total of all active and inactive participants2012-01-012,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0163
Total participants2012-01-012,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0148
2011: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2011 401k membership
Total participants, beginning-of-year2011-01-012,408
Total number of active participants reported on line 7a of the Form 55002011-01-011,231
Number of retired or separated participants receiving benefits2011-01-01721
Number of other retired or separated participants entitled to future benefits2011-01-01325
Total of all active and inactive participants2011-01-012,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0154
Total participants2011-01-012,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01108

Financial Data on THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO

Measure Date Value
2023 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$27,355,200
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$15,837,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$15,456,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$335,326,883
Value of total assets at beginning of year2023-12-31$323,809,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$381,142
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,295,031
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,198,747
Administrative expenses (other) incurred2023-12-31$33,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$11,517,673
Value of net assets at end of year (total assets less liabilities)2023-12-31$335,326,883
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$323,809,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in master investment trust accounts at end of year2023-12-31$334,031,852
Value of interest in master investment trust accounts at beginning of year2023-12-31$322,610,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$15,456,385
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ERNST & YOUNG LLP
Accountancy firm EIN2023-12-31346565596
2022 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-48,842,800
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,496,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,106,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$323,809,210
Value of total assets at beginning of year2022-12-31$387,148,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$390,053
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$267,341
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,198,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,159,705
Administrative expenses (other) incurred2022-12-31$10,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-63,338,872
Value of net assets at end of year (total assets less liabilities)2022-12-31$323,809,210
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$387,148,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$322,610,463
Value of interest in master investment trust accounts at beginning of year2022-12-31$385,988,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,106,019
Contract administrator fees2022-12-31$111,886
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$61,524,628
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,072,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,726,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$387,148,082
Value of total assets at beginning of year2021-12-31$339,695,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$346,316
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$220,767
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,159,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,122,075
Administrative expenses (other) incurred2021-12-31$10,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$47,452,289
Value of net assets at end of year (total assets less liabilities)2021-12-31$387,148,082
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$339,695,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$385,988,377
Value of interest in master investment trust accounts at beginning of year2021-12-31$329,969,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$8,604,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,726,023
Contract administrator fees2021-12-31$115,302
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$58,258,021
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,044,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,693,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,604,687
Value of total assets at end of year2020-12-31$339,695,793
Value of total assets at beginning of year2020-12-31$294,482,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$350,813
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$215,221
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,122,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,030,901
Administrative expenses (other) incurred2020-12-31$11,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$45,213,312
Value of net assets at end of year (total assets less liabilities)2020-12-31$339,695,793
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$294,482,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$329,969,031
Value of interest in master investment trust accounts at beginning of year2020-12-31$293,451,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,604,687
Employer contributions (assets) at end of year2020-12-31$8,604,687
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,693,896
Contract administrator fees2020-12-31$123,649
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$51,351,596
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,208,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,859,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$294,482,481
Value of total assets at beginning of year2019-12-31$255,339,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$348,713
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$220,786
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,030,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$985,718
Administrative expenses (other) incurred2019-12-31$17,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$39,143,374
Value of net assets at end of year (total assets less liabilities)2019-12-31$294,482,481
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$255,339,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$293,451,580
Value of interest in master investment trust accounts at beginning of year2019-12-31$254,353,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,859,509
Contract administrator fees2019-12-31$110,446
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-13,182,379
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,957,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,600,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$255,339,107
Value of total assets at beginning of year2018-12-31$280,478,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$356,882
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$231,797
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$985,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,482,106
Administrative expenses (other) incurred2018-12-31$14,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-25,139,384
Value of net assets at end of year (total assets less liabilities)2018-12-31$255,339,107
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$280,478,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$254,353,389
Value of interest in master investment trust accounts at beginning of year2018-12-31$278,996,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,600,123
Contract administrator fees2018-12-31$111,024
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$41,919,035
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,562,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,208,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$280,478,491
Value of total assets at beginning of year2017-12-31$250,122,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$354,535
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$100,926
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,482,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$921,219
Other income not declared elsewhere2017-12-31$529,062
Administrative expenses (other) incurred2017-12-31$15,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$30,356,228
Value of net assets at end of year (total assets less liabilities)2017-12-31$280,478,491
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$250,122,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$278,996,385
Value of interest in master investment trust accounts at beginning of year2017-12-31$249,201,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,208,272
Contract administrator fees2017-12-31$238,545
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$18,999,274
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,434,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,070,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$250,122,263
Value of total assets at beginning of year2016-12-31$242,557,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$363,351
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$99,794
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$921,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$914,116
Administrative expenses (other) incurred2016-12-31$8,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,565,255
Value of net assets at end of year (total assets less liabilities)2016-12-31$250,122,263
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$242,557,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$249,201,044
Value of interest in master investment trust accounts at beginning of year2016-12-31$241,642,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,070,668
Contract administrator fees2016-12-31$255,054
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-2,029,247
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,355,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,854,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$242,557,008
Value of total assets at beginning of year2015-12-31$255,941,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$501,138
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$103,996
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$914,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$904,142
Administrative expenses (other) incurred2015-12-31$154,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-13,384,634
Value of net assets at end of year (total assets less liabilities)2015-12-31$242,557,008
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$255,941,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$241,642,892
Value of interest in master investment trust accounts at beginning of year2015-12-31$255,037,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,854,249
Contract administrator fees2015-12-31$243,117
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$15,970,807
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,197,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,771,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$255,941,642
Value of total assets at beginning of year2014-12-31$251,168,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$426,709
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$104,380
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$904,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$893,756
Administrative expenses (other) incurred2014-12-31$131,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,773,080
Value of net assets at end of year (total assets less liabilities)2014-12-31$255,941,642
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$251,168,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$255,037,500
Value of interest in master investment trust accounts at beginning of year2014-12-31$250,274,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,771,018
Contract administrator fees2014-12-31$190,471
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$31,999,210
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,188,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,734,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$251,168,562
Value of total assets at beginning of year2013-12-31$230,357,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$454,288
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$78,007
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$893,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$883,179
Administrative expenses (other) incurred2013-12-31$114,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,810,853
Value of net assets at end of year (total assets less liabilities)2013-12-31$251,168,562
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$230,357,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$250,274,806
Value of interest in master investment trust accounts at beginning of year2013-12-31$220,474,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,734,069
Contract administrator fees2013-12-31$261,383
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$37,294,755
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,217,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,698,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,000,000
Value of total assets at end of year2012-12-31$230,357,709
Value of total assets at beginning of year2012-12-31$204,280,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$518,735
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$98,721
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$883,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$91,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$26,077,172
Value of net assets at end of year (total assets less liabilities)2012-12-31$230,357,709
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$204,280,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$220,474,530
Value of interest in master investment trust accounts at beginning of year2012-12-31$204,280,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,000,000
Employer contributions (assets) at end of year2012-12-31$9,000,000
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,698,848
Contract administrator fees2012-12-31$328,056
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$214,504,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$796,847
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,021,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,749,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$204,280,537
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$271,789
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$8,939
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$35,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$112,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,224,178
Value of net assets at end of year (total assets less liabilities)2011-12-31$204,280,537
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$204,280,537
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,749,236
Contract administrator fees2011-12-31$150,643
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596

Form 5500 Responses for THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO

2023: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE RETIREMENT PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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