ELI LILLY AND COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE LILLY EMPLOYEE 401(K) PLAN
Measure | Date | Value |
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2022 : THE LILLY EMPLOYEE 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $14,212,810 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,190,315 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $3,125,654 |
Total income from all sources (including contributions) | 2022-12-31 | $-419,813,246 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $452,527,625 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $449,867,629 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,301,224 |
Value of total corrective distributions | 2022-12-31 | $12,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $376,905,259 |
Value of total assets at end of year | 2022-12-31 | $8,875,255,354 |
Value of total assets at beginning of year | 2022-12-31 | $9,734,318,754 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,346,634 |
Total interest from all sources | 2022-12-31 | $987,896 |
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 year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $126,591 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $227,788,919 |
Participant contributions at end of year | 2022-12-31 | $22,432,099 |
Participant contributions at beginning of year | 2022-12-31 | $22,350,660 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $30,160,380 |
Administrative expenses (other) incurred | 2022-12-31 | $255,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-872,340,871 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,873,065,039 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,731,193,100 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest on participant loans | 2022-12-31 | $987,896 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $8,838,309,868 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $9,699,950,991 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $118,955,960 |
Employer contributions (assets) at end of year | 2022-12-31 | $14,513,387 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $12,017,103 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $449,867,629 |
Contract administrator fees | 2022-12-31 | $964,323 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $2,190,315 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $3,125,654 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2022-12-31 | 346565596 |
2021 : THE LILLY EMPLOYEE 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,125,654 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,675,720 |
Total income from all sources (including contributions) | 2021-12-31 | $2,014,192,545 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $503,707,126 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $500,213,778 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $1,306,687 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $332,458,486 |
Value of total assets at end of year | 2021-12-31 | $9,734,318,754 |
Value of total assets at beginning of year | 2021-12-31 | $8,222,383,401 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,186,661 |
Total interest from all sources | 2021-12-31 | $1,117,858 |
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 year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $122,752 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $207,602,102 |
Participant contributions at end of year | 2021-12-31 | $22,350,660 |
Participant contributions at beginning of year | 2021-12-31 | $23,375,326 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $18,738,252 |
Administrative expenses (other) incurred | 2021-12-31 | $270,258 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,510,485,419 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,731,193,100 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,220,707,681 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $656,954 |
Interest on participant loans | 2021-12-31 | $1,117,858 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $9,699,950,991 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $8,187,219,897 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $106,118,132 |
Employer contributions (assets) at end of year | 2021-12-31 | $12,017,103 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $11,788,178 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $500,213,778 |
Contract administrator fees | 2021-12-31 | $1,136,697 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $3,125,654 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $1,675,720 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2021-12-31 | 346565596 |
2020 : THE LILLY EMPLOYEE 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,675,720 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,726,758 |
Total income from all sources (including contributions) | 2020-12-31 | $1,345,063,217 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $337,922,655 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $334,044,914 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $834,635 |
Value of total corrective distributions | 2020-12-31 | $58,264 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $309,487,481 |
Value of total assets at end of year | 2020-12-31 | $8,222,383,401 |
Value of total assets at beginning of year | 2020-12-31 | $7,216,293,877 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,984,842 |
Total interest from all sources | 2020-12-31 | $1,308,755 |
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 year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $108,316 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $197,614,857 |
Participant contributions at end of year | 2020-12-31 | $23,375,326 |
Participant contributions at beginning of year | 2020-12-31 | $25,524,186 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $9,764,989 |
Administrative expenses (other) incurred | 2020-12-31 | $304,572 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,007,140,562 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,220,707,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,213,567,119 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $401 |
Interest on participant loans | 2020-12-31 | $1,308,755 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $8,187,219,897 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $7,182,720,141 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $102,107,635 |
Employer contributions (assets) at end of year | 2020-12-31 | $11,788,178 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $8,049,550 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $334,044,914 |
Contract administrator fees | 2020-12-31 | $2,571,553 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $1,675,720 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $2,726,758 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2020-12-31 | 346565596 |
2019 : THE LILLY EMPLOYEE 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $1,157,670 |
Total transfer of assets from this plan | 2019-12-31 | $301,080,748 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,726,758 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,551,601 |
Total income from all sources (including contributions) | 2019-12-31 | $1,515,172,933 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $395,503,942 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $391,009,911 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $842,927 |
Value of total corrective distributions | 2019-12-31 | $2,165 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $299,142,097 |
Value of total assets at end of year | 2019-12-31 | $7,216,293,877 |
Value of total assets at beginning of year | 2019-12-31 | $6,395,372,807 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,648,939 |
Total interest from all sources | 2019-12-31 | $1,504,841 |
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 year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $126,434 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $183,811,495 |
Participant contributions at end of year | 2019-12-31 | $25,524,186 |
Participant contributions at beginning of year | 2019-12-31 | $29,082,621 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $17,155,586 |
Administrative expenses (other) incurred | 2019-12-31 | $359,112 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,119,668,991 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,213,567,119 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,393,821,206 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $401 |
Interest on participant loans | 2019-12-31 | $1,504,841 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $7,182,720,141 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $6,357,555,430 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $98,175,016 |
Employer contributions (assets) at end of year | 2019-12-31 | $8,049,550 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $8,734,756 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $391,009,911 |
Contract administrator fees | 2019-12-31 | $3,162,992 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $2,726,758 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,551,601 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2019-12-31 | 346565596 |
2018 : THE LILLY EMPLOYEE 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,551,601 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,754,818 |
Total income from all sources (including contributions) | 2018-12-31 | $205,574,170 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $801,141,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $793,449,230 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $3,847,033 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $318,434,056 |
Value of total assets at end of year | 2018-12-31 | $6,395,372,807 |
Value of total assets at beginning of year | 2018-12-31 | $6,991,143,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,845,650 |
Total interest from all sources | 2018-12-31 | $1,396,396 |
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 year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $124,355 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $194,928,548 |
Participant contributions at end of year | 2018-12-31 | $29,082,621 |
Participant contributions at beginning of year | 2018-12-31 | $33,464,590 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $19,182,986 |
Administrative expenses (other) incurred | 2018-12-31 | $269,978 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-595,567,743 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,393,821,206 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,989,388,949 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $1,396,396 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $6,357,555,430 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $6,948,256,913 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $104,322,522 |
Employer contributions (assets) at end of year | 2018-12-31 | $8,734,756 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $9,422,264 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $793,449,230 |
Contract administrator fees | 2018-12-31 | $3,451,317 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $1,551,601 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $1,754,818 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2018-12-31 | 346565596 |
2017 : THE LILLY EMPLOYEE 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,754,818 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,641,569 |
Total income from all sources (including contributions) | 2017-12-31 | $1,334,870,976 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $408,701,178 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $403,187,145 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,653,985 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $374,260,654 |
Value of total assets at end of year | 2017-12-31 | $6,991,143,767 |
Value of total assets at beginning of year | 2017-12-31 | $6,064,860,720 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,860,048 |
Total interest from all sources | 2017-12-31 | $1,466,799 |
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 year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $3,480,977 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $223,894,595 |
Participant contributions at end of year | 2017-12-31 | $33,464,590 |
Participant contributions at beginning of year | 2017-12-31 | $35,324,052 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $32,705,625 |
Administrative expenses (other) incurred | 2017-12-31 | $379,071 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $4,252,919 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $926,169,798 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,989,388,949 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,063,219,151 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest on participant loans | 2017-12-31 | $1,466,799 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $6,948,256,913 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $6,015,685,887 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $117,660,434 |
Employer contributions (assets) at end of year | 2017-12-31 | $9,422,264 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $9,597,862 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $403,187,145 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $1,754,818 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $1,641,569 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2017-12-31 | 346565596 |
2016 : THE LILLY EMPLOYEE 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $12,257,671 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,641,569 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,414,949 |
Total income from all sources (including contributions) | 2016-12-31 | $646,967,634 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $260,765,272 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $256,940,480 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $737,630 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $352,058,685 |
Value of total assets at end of year | 2016-12-31 | $6,064,860,720 |
Value of total assets at beginning of year | 2016-12-31 | $5,666,174,067 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,087,162 |
Total interest from all sources | 2016-12-31 | $1,425,477 |
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 year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $2,728,856 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $213,587,273 |
Participant contributions at end of year | 2016-12-31 | $35,324,052 |
Participant contributions at beginning of year | 2016-12-31 | $34,612,352 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $23,761,924 |
Administrative expenses (other) incurred | 2016-12-31 | $358,306 |
Total non interest bearing cash at end of year | 2016-12-31 | $4,252,919 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $386,202,362 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,063,219,151 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,664,759,118 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest on participant loans | 2016-12-31 | $1,425,477 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $6,015,685,887 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $5,622,785,685 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $114,709,488 |
Employer contributions (assets) at end of year | 2016-12-31 | $9,597,862 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $8,776,030 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $256,940,480 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $1,641,569 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $1,414,949 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2016-12-31 | 346565596 |
2015 : THE LILLY EMPLOYEE 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $5,966,482 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,414,949 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $5,796,303 |
Total income from all sources (including contributions) | 2015-12-31 | $478,738,504 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $319,903,049 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $315,922,857 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $1,004,939 |
Value of total corrective distributions | 2015-12-31 | $88 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $319,901,413 |
Value of total assets at end of year | 2015-12-31 | $5,666,174,067 |
Value of total assets at beginning of year | 2015-12-31 | $5,505,753,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,975,165 |
Total interest from all sources | 2015-12-31 | $1,418,110 |
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 year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $2,673,635 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $214,122,086 |
Participant contributions at end of year | 2015-12-31 | $34,612,352 |
Participant contributions at beginning of year | 2015-12-31 | $35,407,612 |
Administrative expenses (other) incurred | 2015-12-31 | $301,530 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $158,835,455 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,664,759,118 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,499,957,181 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $1,418,110 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $5,622,785,685 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $5,462,047,721 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $105,779,327 |
Employer contributions (assets) at end of year | 2015-12-31 | $8,776,030 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $8,298,151 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $315,922,857 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $1,414,949 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $5,796,303 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2015-12-31 | 346565596 |
2014 : THE LILLY EMPLOYEE 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,796,303 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,548,384 |
Total income from all sources (including contributions) | 2014-12-31 | $779,983,668 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $310,175,882 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $306,867,500 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $860,986 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $295,430,800 |
Value of total assets at end of year | 2014-12-31 | $5,505,753,484 |
Value of total assets at beginning of year | 2014-12-31 | $5,032,697,779 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,447,396 |
Total interest from all sources | 2014-12-31 | $1,380,546 |
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 year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $2,247,282 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $194,465,861 |
Participant contributions at end of year | 2014-12-31 | $35,407,612 |
Participant contributions at beginning of year | 2014-12-31 | $33,509,313 |
Administrative expenses (other) incurred | 2014-12-31 | $200,114 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $469,807,786 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,499,957,181 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,030,149,395 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest on participant loans | 2014-12-31 | $1,380,546 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $5,462,047,721 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $4,991,119,247 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $100,964,939 |
Employer contributions (assets) at end of year | 2014-12-31 | $8,298,151 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $8,069,219 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $306,867,500 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $5,796,303 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $2,548,384 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2014-12-31 | 346565596 |
2013 : THE LILLY EMPLOYEE 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $74,780,692 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,548,384 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,520,525 |
Total income from all sources (including contributions) | 2013-12-31 | $894,074,504 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $296,743,653 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $292,484,168 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $1,627,879 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $291,707,423 |
Value of total assets at end of year | 2013-12-31 | $5,032,697,779 |
Value of total assets at beginning of year | 2013-12-31 | $4,359,558,377 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,631,606 |
Total interest from all sources | 2013-12-31 | $1,325,083 |
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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $2,300,885 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $192,280,058 |
Participant contributions at end of year | 2013-12-31 | $33,509,313 |
Participant contributions at beginning of year | 2013-12-31 | $32,782,242 |
Administrative expenses (other) incurred | 2013-12-31 | $330,721 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $597,330,851 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,030,149,395 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,358,037,852 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest on participant loans | 2013-12-31 | $1,325,083 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $4,991,119,247 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $4,318,564,339 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $99,427,365 |
Employer contributions (assets) at end of year | 2013-12-31 | $8,069,219 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $8,211,796 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $292,484,168 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $2,548,384 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $1,520,525 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : THE LILLY EMPLOYEE 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $3,265,072 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,520,525 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $7,537,687 |
Total income from all sources (including contributions) | 2012-12-31 | $798,609,740 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $243,280,759 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $239,643,520 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $896,012 |
Value of total corrective distributions | 2012-12-31 | $29,235 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $290,224,649 |
Value of total assets at end of year | 2012-12-31 | $4,359,558,377 |
Value of total assets at beginning of year | 2012-12-31 | $3,806,981,486 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,711,992 |
Total interest from all sources | 2012-12-31 | $1,248,566 |
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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $2,427,998 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $188,595,919 |
Participant contributions at end of year | 2012-12-31 | $32,782,242 |
Participant contributions at beginning of year | 2012-12-31 | $29,481,116 |
Administrative expenses (other) incurred | 2012-12-31 | $283,994 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $555,328,981 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,358,037,852 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,799,443,799 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $1,248,566 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $4,318,564,339 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $3,769,613,746 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $101,628,730 |
Employer contributions (assets) at end of year | 2012-12-31 | $8,211,796 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $7,886,624 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $239,643,520 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $1,520,525 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $7,537,687 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : THE LILLY EMPLOYEE 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $1,984,929 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,537,687 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $89,886,425 |
Expenses. Interest paid | 2011-12-31 | $11,642,640 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $11,642,640 |
Total income from all sources (including contributions) | 2011-12-31 | $388,032,419 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $274,639,350 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $262,187,815 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $783,455 |
Value of total corrective distributions | 2011-12-31 | $25,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $276,907,781 |
Value of total assets at end of year | 2011-12-31 | $3,806,981,486 |
Value of total assets at beginning of year | 2011-12-31 | $3,773,952,226 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $1,209,488 |
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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $179,801,824 |
Participant contributions at end of year | 2011-12-31 | $29,481,116 |
Participant contributions at beginning of year | 2011-12-31 | $28,214,718 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $80,093,696 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $113,393,069 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,799,443,799 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,684,065,801 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $1,209,488 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $3,769,613,746 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $3,738,446,082 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $97,105,957 |
Employer contributions (assets) at end of year | 2011-12-31 | $7,886,624 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $7,291,426 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $262,187,815 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $7,537,687 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $9,792,729 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : THE LILLY EMPLOYEE 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $2,808,977 |
Total transfer of assets from this plan | 2010-12-31 | $473,032 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $89,886,425 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $121,193,696 |
Expenses. Interest paid | 2010-12-31 | $7,301,916 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $7,301,916 |
Total income from all sources (including contributions) | 2010-12-31 | $611,736,797 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $364,014,978 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $356,521,967 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $187,228 |
Value of total corrective distributions | 2010-12-31 | $3,867 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $259,557,308 |
Value of total assets at end of year | 2010-12-31 | $3,773,952,226 |
Value of total assets at beginning of year | 2010-12-31 | $3,555,201,733 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $1,364,146 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $35,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $168,707,115 |
Participant contributions at end of year | 2010-12-31 | $28,214,718 |
Participant contributions at beginning of year | 2010-12-31 | $28,446,608 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $80,093,696 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $121,193,696 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $247,721,819 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,684,065,801 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,434,008,037 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest on participant loans | 2010-12-31 | $1,364,146 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $3,738,446,082 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $3,518,562,693 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $90,850,193 |
Employer contributions (assets) at end of year | 2010-12-31 | $7,291,426 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $8,192,432 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $356,521,967 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $9,792,729 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : THE LILLY EMPLOYEE 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |