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THE LILLY EMPLOYEE WELFARE PLAN 401k Plan overview

Plan NameTHE LILLY EMPLOYEE WELFARE PLAN
Plan identification number 503

THE LILLY EMPLOYEE WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Severance pay
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

ELI LILLY AND COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ELI LILLY AND COMPANY
Employer identification number (EIN):350470950
NAIC Classification:325410

Additional information about ELI LILLY AND COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3824464

More information about ELI LILLY AND COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LILLY EMPLOYEE WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-01-01
5032021-01-01
5032020-01-01
5032019-01-01
5032018-01-01
5032017-01-01STACEY ROBERSON SUSAN RIDLEN2018-10-15
5032016-01-01STACEY ROBERSON SUSAN RIDLEN2017-10-11
5032015-01-01STACEY ROBERSON SUSAN RIDLEN2016-10-07
5032014-01-01STACEY ROBERSON SUSAN RIDLEN2015-10-09
5032013-01-01STACEY ROBERSON SUSAN RIDLEN2014-10-09
5032012-01-01STACEY ROBERSON SUSAN RIDLEN2013-10-14
5032011-01-01LAURA BICKLE SUSAN RIDLEN2012-10-08
5032009-01-01STACEY ROBERSON SUSAN RIDLEN2010-10-14
5032009-01-01STACEY ROBERSON SUSAN RIDLEN2010-12-02

Plan Statistics for THE LILLY EMPLOYEE WELFARE PLAN

401k plan membership statisitcs for THE LILLY EMPLOYEE WELFARE PLAN

Measure Date Value
2022: THE LILLY EMPLOYEE WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0117,286
Total number of active participants reported on line 7a of the Form 55002022-01-0119,378
Number of retired or separated participants receiving benefits2022-01-01278
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0119,656
2021: THE LILLY EMPLOYEE WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116,959
Total number of active participants reported on line 7a of the Form 55002021-01-0117,008
Number of retired or separated participants receiving benefits2021-01-01278
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0117,286
2020: THE LILLY EMPLOYEE WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116,614
Total number of active participants reported on line 7a of the Form 55002020-01-0116,668
Number of retired or separated participants receiving benefits2020-01-01291
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0116,959
2019: THE LILLY EMPLOYEE WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116,259
Total number of active participants reported on line 7a of the Form 55002019-01-0116,311
Number of retired or separated participants receiving benefits2019-01-01303
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0116,614
2018: THE LILLY EMPLOYEE WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0118,441
Total number of active participants reported on line 7a of the Form 55002018-01-0118,344
Number of retired or separated participants receiving benefits2018-01-01341
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0118,685
2017: THE LILLY EMPLOYEE WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121,357
Total number of active participants reported on line 7a of the Form 55002017-01-0120,038
Number of retired or separated participants receiving benefits2017-01-01362
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0120,400
2016: THE LILLY EMPLOYEE WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119,744
Total number of active participants reported on line 7a of the Form 55002016-01-0121,034
Number of retired or separated participants receiving benefits2016-01-01323
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0121,357
2015: THE LILLY EMPLOYEE WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119,700
Total number of active participants reported on line 7a of the Form 55002015-01-0119,434
Number of retired or separated participants receiving benefits2015-01-01310
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0119,744
Total participants2015-01-0119,744
2014: THE LILLY EMPLOYEE WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118,624
Total number of active participants reported on line 7a of the Form 55002014-01-0119,384
Number of retired or separated participants receiving benefits2014-01-01316
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0119,700
2013: THE LILLY EMPLOYEE WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119,931
Total number of active participants reported on line 7a of the Form 55002013-01-0118,238
Number of retired or separated participants receiving benefits2013-01-01386
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0118,624
2012: THE LILLY EMPLOYEE WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0126,533
Total number of active participants reported on line 7a of the Form 55002012-01-0117,087
Number of retired or separated participants receiving benefits2012-01-019,228
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0126,315
2011: THE LILLY EMPLOYEE WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125,452
Total number of active participants reported on line 7a of the Form 55002011-01-0116,082
Number of retired or separated participants receiving benefits2011-01-019,252
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0125,334
2009: THE LILLY EMPLOYEE WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0130,959
Total number of active participants reported on line 7a of the Form 55002009-01-0121,069
Number of retired or separated participants receiving benefits2009-01-019,031
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0130,100

Financial Data on THE LILLY EMPLOYEE WELFARE PLAN

Measure Date Value
2022 : THE LILLY EMPLOYEE WELFARE PLAN 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$34,108,415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,515,566
Total income from all sources (including contributions)2022-12-31$705,982,838
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$709,544,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$701,194,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$706,967,404
Value of total assets at end of year2022-12-31$24,791,634
Value of total assets at beginning of year2022-12-31$23,760,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,349,359
Total interest from all sources2022-12-31$-11
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$125,856
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
Contributions received from participants2022-12-31$83,546,583
Participant contributions at end of year2022-12-31$2,395,019
Participant contributions at beginning of year2022-12-31$2,187,058
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,983,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,854,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$17,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$17,737
Administrative expenses (other) incurred2022-12-31$7,806,120
Liabilities. Value of operating payables at end of year2022-12-31$5,905
Liabilities. Value of operating payables at beginning of year2022-12-31$5,473
Total non interest bearing cash at end of year2022-12-31$7,345,754
Total non interest bearing cash at beginning of year2022-12-31$6,942,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,561,235
Value of net assets at end of year (total assets less liabilities)2022-12-31$-9,316,781
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$-5,755,546
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 common/collective trusts at end of year2022-12-31$13,067,487
Value of interest in common/collective trusts at beginning of year2022-12-31$11,776,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-11
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$12,227,542
Net investment gain or loss from common/collective trusts2022-12-31$-984,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Contributions received in cash from employer2022-12-31$623,420,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$688,967,172
Contract administrator fees2022-12-31$417,383
Liabilities. Value of benefit claims payable at end of year2022-12-31$34,084,789
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$29,492,356
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
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 LILLY EMPLOYEE WELFARE PLAN 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$29,515,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$29,359,290
Total income from all sources (including contributions)2021-12-31$624,319,802
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$629,547,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$621,429,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$624,453,292
Value of total assets at end of year2021-12-31$23,760,020
Value of total assets at beginning of year2021-12-31$28,831,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,118,556
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$136,864
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$81,085,995
Participant contributions at end of year2021-12-31$2,187,058
Participant contributions at beginning of year2021-12-31$2,586,367
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,854,185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,417,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$17,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$19,847
Administrative expenses (other) incurred2021-12-31$7,474,820
Liabilities. Value of operating payables at end of year2021-12-31$5,473
Liabilities. Value of operating payables at beginning of year2021-12-31$6,918
Total non interest bearing cash at end of year2021-12-31$6,942,603
Total non interest bearing cash at beginning of year2021-12-31$6,718,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-5,227,878
Value of net assets at end of year (total assets less liabilities)2021-12-31$-5,755,546
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$-527,668
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 common/collective trusts at end of year2021-12-31$11,776,174
Value of interest in common/collective trusts at beginning of year2021-12-31$14,109,349
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$12,517,227
Net investment gain or loss from common/collective trusts2021-12-31$-133,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Contributions received in cash from employer2021-12-31$543,367,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$608,911,897
Contract administrator fees2021-12-31$506,872
Liabilities. Value of benefit claims payable at end of year2021-12-31$29,492,356
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$29,332,525
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
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 LILLY EMPLOYEE WELFARE PLAN 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$29,359,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,898,349
Total income from all sources (including contributions)2020-12-31$576,506,620
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$578,776,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$570,882,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$575,811,847
Value of total assets at end of year2020-12-31$28,831,622
Value of total assets at beginning of year2020-12-31$28,640,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,894,012
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$26,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$26,253
Administrative expenses professional fees incurred2020-12-31$122,919
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$83,746,452
Participant contributions at end of year2020-12-31$2,586,367
Participant contributions at beginning of year2020-12-31$2,863,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,417,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,592,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$19,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$19,913
Administrative expenses (other) incurred2020-12-31$7,691,384
Liabilities. Value of operating payables at end of year2020-12-31$6,918
Liabilities. Value of operating payables at beginning of year2020-12-31$3,985
Total non interest bearing cash at end of year2020-12-31$6,718,063
Total non interest bearing cash at beginning of year2020-12-31$6,630,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-2,269,466
Value of net assets at end of year (total assets less liabilities)2020-12-31$-527,668
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,741,798
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,130,505
Value of interest in common/collective trusts at end of year2020-12-31$14,109,349
Value of interest in common/collective trusts at beginning of year2020-12-31$8,422,865
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$10,552,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-1,777
Net investment gain or loss from common/collective trusts2020-12-31$670,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$492,065,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$560,329,985
Contract administrator fees2020-12-31$79,709
Liabilities. Value of benefit claims payable at end of year2020-12-31$29,332,525
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$26,874,451
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
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 LILLY EMPLOYEE WELFARE PLAN 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$26,898,349
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,480,697
Total income from all sources (including contributions)2019-12-31$560,793,096
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$561,928,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$553,716,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$559,391,935
Value of total assets at end of year2019-12-31$28,640,147
Value of total assets at beginning of year2019-12-31$29,358,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,212,538
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$719,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$719,789
Administrative expenses professional fees incurred2019-12-31$123,094
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$85,097,759
Participant contributions at end of year2019-12-31$2,863,335
Participant contributions at beginning of year2019-12-31$3,098,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,592,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,236,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$19,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$19,314
Administrative expenses (other) incurred2019-12-31$7,900,217
Liabilities. Value of operating payables at end of year2019-12-31$3,985
Liabilities. Value of operating payables at beginning of year2019-12-31$7,930
Total non interest bearing cash at end of year2019-12-31$6,630,995
Total non interest bearing cash at beginning of year2019-12-31$6,783,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,135,888
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,741,798
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,877,686
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
Investment advisory and management fees2019-12-31$4,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,130,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,493,144
Value of interest in common/collective trusts at end of year2019-12-31$8,422,865
Value of interest in common/collective trusts at beginning of year2019-12-31$7,746,637
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$11,385,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,452
Net investment gain or loss from common/collective trusts2019-12-31$679,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$474,294,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$542,331,284
Contract administrator fees2019-12-31$184,373
Liabilities. Value of benefit claims payable at end of year2019-12-31$26,874,451
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$26,453,453
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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 LILLY EMPLOYEE WELFARE PLAN 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$26,480,697
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$31,297,369
Total income from all sources (including contributions)2018-12-31$588,639,291
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$588,899,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$579,764,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$587,791,093
Value of total assets at end of year2018-12-31$29,358,383
Value of total assets at beginning of year2018-12-31$34,435,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,135,511
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$846,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$846,526
Administrative expenses professional fees incurred2018-12-31$116,256
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$89,053,695
Participant contributions at end of year2018-12-31$3,098,531
Participant contributions at beginning of year2018-12-31$3,179,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,236,539
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,544,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$19,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$15,936
Administrative expenses (other) incurred2018-12-31$8,958,967
Liabilities. Value of operating payables at end of year2018-12-31$7,930
Liabilities. Value of operating payables at beginning of year2018-12-31$9,587
Total non interest bearing cash at end of year2018-12-31$6,783,532
Total non interest bearing cash at beginning of year2018-12-31$6,983,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-260,373
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,877,686
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,138,059
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
Investment advisory and management fees2018-12-31$5,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,493,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,978,812
Value of interest in common/collective trusts at end of year2018-12-31$7,746,637
Value of interest in common/collective trusts at beginning of year2018-12-31$7,749,166
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$9,415,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$4,201
Net investment gain or loss from common/collective trusts2018-12-31$-2,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Contributions received in cash from employer2018-12-31$498,737,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$570,348,762
Contract administrator fees2018-12-31$54,517
Liabilities. Value of benefit claims payable at end of year2018-12-31$26,453,453
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$31,271,846
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
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 LILLY EMPLOYEE WELFARE PLAN 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$31,297,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,580,101
Total income from all sources (including contributions)2017-12-31$764,627,031
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$763,185,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$752,950,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$763,886,237
Value of total assets at end of year2017-12-31$34,435,428
Value of total assets at beginning of year2017-12-31$35,276,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,234,300
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$479,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$479,425
Administrative expenses professional fees incurred2017-12-31$333,963
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$97,433,416
Participant contributions at end of year2017-12-31$3,179,209
Participant contributions at beginning of year2017-12-31$3,647,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,544,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,026,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$15,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$9,890,695
Liabilities. Value of operating payables at end of year2017-12-31$9,587
Liabilities. Value of operating payables at beginning of year2017-12-31$9,632
Total non interest bearing cash at end of year2017-12-31$6,983,537
Total non interest bearing cash at beginning of year2017-12-31$6,942,350
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$1,441,949
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,138,059
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,696,110
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
Investment advisory and management fees2017-12-31$9,642
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,978,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$7,749,166
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,362,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,362,694
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$11,462,799
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$7,296,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-762
Net investment gain or loss from common/collective trusts2017-12-31$262,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Contributions received in cash from employer2017-12-31$666,452,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$741,487,983
Liabilities. Value of benefit claims payable at end of year2017-12-31$31,271,846
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$33,570,469
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : THE LILLY EMPLOYEE WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-59,974
Total unrealized appreciation/depreciation of assets2016-12-31$-59,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$33,580,101
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$29,224,207
Total income from all sources (including contributions)2016-12-31$662,535,279
Total loss/gain on sale of assets2016-12-31$8,204
Total of all expenses incurred2016-12-31$657,983,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$648,364,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$662,133,164
Value of total assets at end of year2016-12-31$35,276,211
Value of total assets at beginning of year2016-12-31$26,368,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,619,274
Total interest from all sources2016-12-31$453,885
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$109,679
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$94,003,254
Participant contributions at end of year2016-12-31$3,647,286
Participant contributions at beginning of year2016-12-31$3,250,044
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,026,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,527,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$150,000
Administrative expenses (other) incurred2016-12-31$9,476,216
Liabilities. Value of operating payables at end of year2016-12-31$9,632
Liabilities. Value of operating payables at beginning of year2016-12-31$7,992
Total non interest bearing cash at end of year2016-12-31$6,942,350
Total non interest bearing cash at beginning of year2016-12-31$6,683,705
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$4,551,734
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,696,110
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-2,855,624
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
Investment advisory and management fees2016-12-31$33,379
Income. Interest from US Government securities2016-12-31$244,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,362,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,609,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,609,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$209,164
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$9,383,429
Asset value of US Government securities at end of year2016-12-31$7,296,897
Asset value of US Government securities at beginning of year2016-12-31$7,297,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Contributions received in cash from employer2016-12-31$568,129,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$638,980,842
Liabilities. Value of benefit claims payable at end of year2016-12-31$33,570,469
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$29,066,215
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$8,921,981
Aggregate carrying amount (costs) on sale of assets2016-12-31$8,913,777
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : THE LILLY EMPLOYEE WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-76,514
Total unrealized appreciation/depreciation of assets2015-12-31$-76,514
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,224,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$31,069,226
Total income from all sources (including contributions)2015-12-31$607,323,202
Total loss/gain on sale of assets2015-12-31$10,041
Total of all expenses incurred2015-12-31$603,693,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$596,543,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$607,149,513
Value of total assets at end of year2015-12-31$26,368,583
Value of total assets at beginning of year2015-12-31$24,584,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,150,123
Total interest from all sources2015-12-31$240,162
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$96,619
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$88,486,683
Participant contributions at end of year2015-12-31$3,250,044
Participant contributions at beginning of year2015-12-31$3,335,288
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$72,686
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,527,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,607,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$150,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$146,323
Administrative expenses (other) incurred2015-12-31$7,004,560
Liabilities. Value of operating payables at end of year2015-12-31$7,992
Liabilities. Value of operating payables at beginning of year2015-12-31$6,295
Total non interest bearing cash at end of year2015-12-31$6,683,705
Total non interest bearing cash at beginning of year2015-12-31$6,457,939
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$3,629,430
Value of net assets at end of year (total assets less liabilities)2015-12-31$-2,855,624
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-6,485,054
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
Investment advisory and management fees2015-12-31$48,944
Income. Interest from US Government securities2015-12-31$187,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,609,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,803,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,803,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$52,189
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$11,136,637
Asset value of US Government securities at end of year2015-12-31$7,297,299
Asset value of US Government securities at beginning of year2015-12-31$7,307,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Contributions received in cash from employer2015-12-31$518,662,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$585,407,012
Liabilities. Value of benefit claims payable at end of year2015-12-31$29,066,215
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$30,916,608
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$347,333,509
Aggregate carrying amount (costs) on sale of assets2015-12-31$347,323,468
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : THE LILLY EMPLOYEE WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-56,558
Total unrealized appreciation/depreciation of assets2014-12-31$-56,558
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$31,069,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26,361,038
Total income from all sources (including contributions)2014-12-31$534,172,913
Total loss/gain on sale of assets2014-12-31$9,354
Total of all expenses incurred2014-12-31$540,994,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$533,164,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$534,020,339
Value of total assets at end of year2014-12-31$24,584,172
Value of total assets at beginning of year2014-12-31$26,697,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,830,480
Total interest from all sources2014-12-31$198,735
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$97,705
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$84,661,733
Participant contributions at end of year2014-12-31$3,335,288
Participant contributions at beginning of year2014-12-31$3,122,233
Assets. Other investments not covered elsewhere at end of year2014-12-31$72,686
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$445,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,607,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,019,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$146,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$470,441
Other income not declared elsewhere2014-12-31$1,043
Administrative expenses (other) incurred2014-12-31$7,675,973
Liabilities. Value of operating payables at end of year2014-12-31$6,295
Liabilities. Value of operating payables at beginning of year2014-12-31$4,844
Total non interest bearing cash at end of year2014-12-31$6,457,939
Total non interest bearing cash at beginning of year2014-12-31$5,591,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-6,821,801
Value of net assets at end of year (total assets less liabilities)2014-12-31$-6,485,054
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$336,747
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
Investment advisory and management fees2014-12-31$56,802
Income. Interest from US Government securities2014-12-31$120,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,803,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,344,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,344,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$78,258
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$10,991,315
Asset value of US Government securities at end of year2014-12-31$7,307,960
Asset value of US Government securities at beginning of year2014-12-31$7,173,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Contributions received in cash from employer2014-12-31$449,358,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$522,172,919
Liabilities. Value of benefit claims payable at end of year2014-12-31$30,916,608
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$25,885,753
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$350,880,281
Aggregate carrying amount (costs) on sale of assets2014-12-31$350,870,927
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : THE LILLY EMPLOYEE WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-104,975
Total unrealized appreciation/depreciation of assets2013-12-31$-104,975
Total transfer of assets from this plan2013-12-31$875,095,362
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$26,361,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$33,912,673
Total income from all sources (including contributions)2013-12-31$574,335,440
Total loss/gain on sale of assets2013-12-31$-10,181
Total of all expenses incurred2013-12-31$566,701,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$558,857,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$574,196,579
Value of total assets at end of year2013-12-31$26,697,785
Value of total assets at beginning of year2013-12-31$901,710,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,843,704
Total interest from all sources2013-12-31$248,608
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$64,328
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$82,152,361
Participant contributions at end of year2013-12-31$3,122,233
Participant contributions at beginning of year2013-12-31$3,499,806
Assets. Other investments not covered elsewhere at end of year2013-12-31$445,761
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,244,862
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,019,806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,606,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$470,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,224,951
Other income not declared elsewhere2013-12-31$5,409
Administrative expenses (other) incurred2013-12-31$7,733,373
Liabilities. Value of operating payables at end of year2013-12-31$4,844
Liabilities. Value of operating payables at beginning of year2013-12-31$984,656
Total non interest bearing cash at end of year2013-12-31$5,591,899
Total non interest bearing cash at beginning of year2013-12-31$4,848,856
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$7,634,223
Value of net assets at end of year (total assets less liabilities)2013-12-31$336,747
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$867,797,886
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
Investment advisory and management fees2013-12-31$46,003
Income. Interest from US Government securities2013-12-31$111,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,344,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,955,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,955,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$137,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$873,272,868
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$9,358,060
Asset value of US Government securities at end of year2013-12-31$7,173,534
Asset value of US Government securities at beginning of year2013-12-31$7,281,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$492,044,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$549,499,453
Liabilities. Value of benefit claims payable at end of year2013-12-31$25,885,753
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$30,703,066
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$290,665,784
Aggregate carrying amount (costs) on sale of assets2013-12-31$290,675,965
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 LILLY EMPLOYEE WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$99,981,102
Total unrealized appreciation/depreciation of assets2012-12-31$99,981,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$33,912,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$35,335,467
Total income from all sources (including contributions)2012-12-31$675,308,768
Total loss/gain on sale of assets2012-12-31$-8,004
Total of all expenses incurred2012-12-31$577,943,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$565,900,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$562,527,669
Value of total assets at end of year2012-12-31$901,710,559
Value of total assets at beginning of year2012-12-31$805,767,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,042,668
Total interest from all sources2012-12-31$9,272,063
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$154,881
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$100,560,516
Participant contributions at end of year2012-12-31$3,499,806
Participant contributions at beginning of year2012-12-31$3,576,997
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,244,862
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,936,733
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$3,111,674
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,606,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,490,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,224,951
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,822,100
Other income not declared elsewhere2012-12-31$3,535,938
Administrative expenses (other) incurred2012-12-31$10,316,546
Liabilities. Value of operating payables at end of year2012-12-31$984,656
Liabilities. Value of operating payables at beginning of year2012-12-31$1,375,429
Total non interest bearing cash at end of year2012-12-31$4,848,856
Total non interest bearing cash at beginning of year2012-12-31$4,305,060
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$97,365,538
Value of net assets at end of year (total assets less liabilities)2012-12-31$867,797,886
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$770,432,348
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
Investment advisory and management fees2012-12-31$1,571,241
Interest earned on other investments2012-12-31$8,860,834
Income. Interest from US Government securities2012-12-31$402,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,955,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,728,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,728,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$873,272,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$770,513,115
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$8,091,245
Asset value of US Government securities at end of year2012-12-31$7,281,259
Asset value of US Government securities at beginning of year2012-12-31$7,216,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$461,967,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$554,697,643
Liabilities. Value of benefit claims payable at end of year2012-12-31$30,703,066
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$29,137,938
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$443,568,907
Aggregate carrying amount (costs) on sale of assets2012-12-31$443,576,911
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : THE LILLY EMPLOYEE WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-374,669
Total unrealized appreciation/depreciation of assets2011-12-31$-374,669
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,335,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$33,113,878
Total income from all sources (including contributions)2011-12-31$610,871,202
Total loss/gain on sale of assets2011-12-31$-18,862
Total of all expenses incurred2011-12-31$599,918,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$587,362,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$591,181,014
Value of total assets at end of year2011-12-31$805,767,815
Value of total assets at beginning of year2011-12-31$792,593,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,555,213
Total interest from all sources2011-12-31$13,516,821
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$116,398
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$100,982,655
Participant contributions at end of year2011-12-31$3,576,997
Participant contributions at beginning of year2011-12-31$3,378,601
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,936,733
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$5,501,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,490,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$59,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,822,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$251,356
Other income not declared elsewhere2011-12-31$6,566,898
Administrative expenses (other) incurred2011-12-31$10,648,310
Liabilities. Value of operating payables at end of year2011-12-31$1,375,429
Liabilities. Value of operating payables at beginning of year2011-12-31$1,311,193
Total non interest bearing cash at end of year2011-12-31$4,305,060
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$10,953,009
Value of net assets at end of year (total assets less liabilities)2011-12-31$770,432,348
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$759,479,339
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
Investment advisory and management fees2011-12-31$1,790,505
Interest earned on other investments2011-12-31$13,289,764
Income. Interest from US Government securities2011-12-31$15,647
Income. Interest from corporate debt instruments2011-12-31$179,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,728,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$20,473,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$20,473,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$32,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$770,513,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$761,729,678
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$10,764,571
Asset value of US Government securities at end of year2011-12-31$7,216,524
Asset value of US Government securities at beginning of year2011-12-31$6,951,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$490,198,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$571,096,458
Liabilities. Value of benefit claims payable at end of year2011-12-31$29,137,938
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$31,551,329
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$777,456,449
Aggregate carrying amount (costs) on sale of assets2011-12-31$777,475,311
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
2010 : THE LILLY EMPLOYEE WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$79,290,195
Total unrealized appreciation/depreciation of assets2010-12-31$79,290,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$33,113,878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$34,896,559
Total income from all sources (including contributions)2010-12-31$825,596,324
Total loss/gain on sale of assets2010-12-31$-4,248
Total of all expenses incurred2010-12-31$736,632,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$722,797,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$728,970,607
Value of total assets at end of year2010-12-31$792,593,217
Value of total assets at beginning of year2010-12-31$705,412,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,835,236
Total interest from all sources2010-12-31$9,979,770
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$201,393
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31Yes
Amount of non-exempt transactions with any party-in-interest2010-12-31$1,795,987
Contributions received from participants2010-12-31$94,010,606
Participant contributions at end of year2010-12-31$3,378,601
Participant contributions at beginning of year2010-12-31$3,808,897
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$59,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,518,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$251,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$7,360,000
Administrative expenses (other) incurred2010-12-31$11,716,526
Liabilities. Value of operating payables at end of year2010-12-31$1,311,193
Liabilities. Value of operating payables at beginning of year2010-12-31$953,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$88,963,793
Value of net assets at end of year (total assets less liabilities)2010-12-31$759,479,339
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$670,515,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,917,317
Interest earned on other investments2010-12-31$9,494,725
Income. Interest from US Government securities2010-12-31$261,883
Income. Interest from corporate debt instruments2010-12-31$159,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$20,473,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$17,509,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$17,509,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$63,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$761,729,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$675,679,602
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$15,035,541
Asset value of US Government securities at end of year2010-12-31$6,951,886
Asset value of US Government securities at beginning of year2010-12-31$6,894,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$634,960,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$707,761,754
Liabilities. Value of benefit claims payable at end of year2010-12-31$31,551,329
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$33,943,486
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$677,677,254
Aggregate carrying amount (costs) on sale of assets2010-12-31$677,681,502
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for THE LILLY EMPLOYEE WELFARE PLAN

2022: THE LILLY EMPLOYEE WELFARE PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: THE LILLY EMPLOYEE WELFARE PLAN 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: THE LILLY EMPLOYEE WELFARE PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: THE LILLY EMPLOYEE WELFARE PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: THE LILLY EMPLOYEE WELFARE PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: THE LILLY EMPLOYEE WELFARE PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE LILLY EMPLOYEE WELFARE PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE LILLY EMPLOYEE WELFARE PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE LILLY EMPLOYEE WELFARE PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE LILLY EMPLOYEE WELFARE PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE LILLY EMPLOYEE WELFARE PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE LILLY EMPLOYEE WELFARE PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE LILLY EMPLOYEE WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N10846559
Policy instance 5
Insurance contract or identification numberADD N10846559
Number of Individuals Covered15336
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, BUSINESS TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $56,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number213062
Policy instance 4
Insurance contract or identification number213062
Number of Individuals Covered33410
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,959,114
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number02827A/01158A
Policy instance 3
Insurance contract or identification number02827A/01158A
Number of Individuals Covered136
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEAP
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,768,171
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number73013
Policy instance 2
Insurance contract or identification number73013
Number of Individuals Covered37
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $314,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 7454/7405
Policy instance 1
Insurance contract or identification numberG 7454/7405
Number of Individuals Covered25846
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,792,096
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number02827A/01158A
Policy instance 1
Insurance contract or identification number02827A/01158A
Number of Individuals Covered123
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEAP
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,419,475
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract number01158A
Policy instance 3
Insurance contract or identification number01158A
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 7454/7405
Policy instance 4
Insurance contract or identification numberG 7454/7405
Number of Individuals Covered25846
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,854,853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N10846559
Policy instance 5
Insurance contract or identification numberADD N10846559
Number of Individuals Covered15336
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, BUSINESS TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $56,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number73013
Policy instance 6
Insurance contract or identification number73013
Number of Individuals Covered33
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $215,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number003320403
Policy instance 2
Insurance contract or identification number003320403
Number of Individuals Covered30461
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,575,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number73013
Policy instance 2
Insurance contract or identification number73013
Number of Individuals Covered35
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $265,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number003320403
Policy instance 3
Insurance contract or identification number003320403
Number of Individuals Covered33738
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,823,854
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N10846559
Policy instance 4
Insurance contract or identification numberADD N10846559
Number of Individuals Covered15336
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, BUSINESS TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $56,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 7454/7405
Policy instance 5
Insurance contract or identification numberG 7454/7405
Number of Individuals Covered25846
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $132,130
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,606,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $132,130
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number02827A/01158A
Policy instance 6
Insurance contract or identification number02827A/01158A
Number of Individuals Covered146
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEAP
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,539,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract number01158A
Policy instance 1
Insurance contract or identification number01158A
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number003320403
Policy instance 6
Insurance contract or identification number003320403
Number of Individuals Covered31095
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,510,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number73013
Policy instance 5
Insurance contract or identification number73013
Number of Individuals Covered37
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $268,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number02827A/01158A
Policy instance 4
Insurance contract or identification number02827A/01158A
Number of Individuals Covered156
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEAP
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,407,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 7454/7405
Policy instance 2
Insurance contract or identification numberG 7454/7405
Number of Individuals Covered25846
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $125,346
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,267,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $125,346
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract number01158A
Policy instance 1
Insurance contract or identification number01158A
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,571
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N10846559
Policy instance 3
Insurance contract or identification numberADD N10846559
Number of Individuals Covered16301
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $45,723
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, BUSINESS TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $206,551
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,723
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00007454
Policy instance 8
Insurance contract or identification numberG 00007454
Number of Individuals Covered15297
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,540
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $676,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,540
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number01158A
Policy instance 1
Insurance contract or identification number01158A
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEAP
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $57,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number73013
Policy instance 2
Insurance contract or identification number73013
Number of Individuals Covered33
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $292,371
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract number01158A
Policy instance 3
Insurance contract or identification number01158A
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number003320403
Policy instance 4
Insurance contract or identification number003320403
Number of Individuals Covered28464
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,092,920
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number02827A
Policy instance 5
Insurance contract or identification number02827A
Number of Individuals Covered141
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEAP
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,124,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00007405
Policy instance 6
Insurance contract or identification numberG 00007405
Number of Individuals Covered10549
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $121,317
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,065,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $121,317
Insurance broker organization code?3
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N10846559
Policy instance 7
Insurance contract or identification numberADD N10846559
Number of Individuals Covered18344
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $45,870
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, BUSINESS TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $207,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,870
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract number01158A
Policy instance 2
Insurance contract or identification number01158A
Number of Individuals Covered26
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00007454
Policy instance 3
Insurance contract or identification numberG 00007454
Number of Individuals Covered15297
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,536
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $876,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,536
Insurance broker organization code?3
Insurance broker nameFITCH HOYT BENEFITS GROUP LLC
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number73013
Policy instance 4
Insurance contract or identification number73013
Number of Individuals Covered43
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $363,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00005486
Policy instance 5
Insurance contract or identification numberG 00005486
Number of Individuals Covered22225
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,098,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00007405
Policy instance 6
Insurance contract or identification numberG 00007405
Number of Individuals Covered10549
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $151,267
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,563,327
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $151,267
Insurance broker organization code?3
Insurance broker nameFITCH HOYT BENEFITS GROUP LLC
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number01158A
Policy instance 7
Insurance contract or identification number01158A
Number of Individuals Covered26
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEAP
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $102,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number10100
Policy instance 8
Insurance contract or identification number10100
Number of Individuals Covered21377
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMENTAL HEALTH
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $357,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N10846559
Policy instance 9
Insurance contract or identification numberADD N10846559
Number of Individuals Covered20038
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $46,015
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $207,844
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,015
Insurance broker organization code?3
Insurance broker nameGREGORY AND APPEL, INC.
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number02827A
Policy instance 1
Insurance contract or identification number02827A
Number of Individuals Covered491
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEAP
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,563,488
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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