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

Plan NameTHE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO
Plan identification number 004

THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

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

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

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01STACEY ROBERSON SUSAN RIDLEN2018-10-05
0042016-01-01STACEY ROBERSON SUSAN RIDLEN2017-10-11
0042015-01-01STACEY ROBERSON SUSAN RIDLEN2016-10-07
0042014-01-01STACEY ROBERSON SUSAN RIDLEN2015-10-09
0042013-01-01STACEY ROBERSON SUSAN RIDLEN2014-10-09
0042012-01-01STACEY ROBERSON SUSAN RIDLEN2013-10-07
0042011-01-01LAURA BICKLE SUSAN RIDLEN2012-10-11

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

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

Measure Date Value
2022: THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2022 401k membership
Total participants, beginning-of-year2022-01-011,614
Total number of active participants reported on line 7a of the Form 55002022-01-011,093
Number of retired or separated participants receiving benefits2022-01-0164
Number of other retired or separated participants entitled to future benefits2022-01-01448
Total of all active and inactive participants2022-01-011,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0125
Total participants2022-01-011,630
Number of participants with account balances2022-01-011,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0139
2021: THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2021 401k membership
Total participants, beginning-of-year2021-01-011,591
Total number of active participants reported on line 7a of the Form 55002021-01-011,038
Number of retired or separated participants receiving benefits2021-01-0156
Number of other retired or separated participants entitled to future benefits2021-01-01495
Total of all active and inactive participants2021-01-011,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0125
Total participants2021-01-011,614
Number of participants with account balances2021-01-011,581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2020 401k membership
Total participants, beginning-of-year2020-01-011,594
Total number of active participants reported on line 7a of the Form 55002020-01-011,015
Number of retired or separated participants receiving benefits2020-01-0138
Number of other retired or separated participants entitled to future benefits2020-01-01517
Total of all active and inactive participants2020-01-011,570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0121
Total participants2020-01-011,591
Number of participants with account balances2020-01-011,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2019 401k membership
Total participants, beginning-of-year2019-01-011,620
Total number of active participants reported on line 7a of the Form 55002019-01-011,044
Number of retired or separated participants receiving benefits2019-01-0132
Number of other retired or separated participants entitled to future benefits2019-01-01498
Total of all active and inactive participants2019-01-011,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-011,592
Number of participants with account balances2019-01-011,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0138
2018: THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2018 401k membership
Total participants, beginning-of-year2018-01-011,627
Total number of active participants reported on line 7a of the Form 55002018-01-011,096
Number of retired or separated participants receiving benefits2018-01-0127
Number of other retired or separated participants entitled to future benefits2018-01-01478
Total of all active and inactive participants2018-01-011,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0118
Total participants2018-01-011,619
Number of participants with account balances2018-01-011,617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0137
2017: THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2017 401k membership
Total participants, beginning-of-year2017-01-011,638
Total number of active participants reported on line 7a of the Form 55002017-01-011,137
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-01503
Total of all active and inactive participants2017-01-011,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01484
Total participants2017-01-012,150
Number of participants with account balances2017-01-011,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0144
2016: THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2016 401k membership
Total participants, beginning-of-year2016-01-011,859
Total number of active participants reported on line 7a of the Form 55002016-01-011,131
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-01464
Total of all active and inactive participants2016-01-011,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0122
Total participants2016-01-011,638
Number of participants with account balances2016-01-011,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0141
2015: THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2015 401k membership
Total participants, beginning-of-year2015-01-011,718
Total number of active participants reported on line 7a of the Form 55002015-01-011,410
Number of retired or separated participants receiving benefits2015-01-0119
Number of other retired or separated participants entitled to future benefits2015-01-01410
Total of all active and inactive participants2015-01-011,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0120
Total participants2015-01-011,859
Number of participants with account balances2015-01-011,673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2014 401k membership
Total participants, beginning-of-year2014-01-011,708
Total number of active participants reported on line 7a of the Form 55002014-01-011,215
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-01446
Total of all active and inactive participants2014-01-011,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-011,693
Number of participants with account balances2014-01-011,677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0143
2013: THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2013 401k membership
Total participants, beginning-of-year2013-01-011,777
Total number of active participants reported on line 7a of the Form 55002013-01-011,245
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-01435
Total of all active and inactive participants2013-01-011,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0117
Total participants2013-01-011,708
Number of participants with account balances2013-01-011,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0152
2012: THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2012 401k membership
Total participants, beginning-of-year2012-01-011,720
Total number of active participants reported on line 7a of the Form 55002012-01-011,336
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-01414
Total of all active and inactive participants2012-01-011,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0116
Total participants2012-01-011,777
Number of participants with account balances2012-01-011,687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2011 401k membership
Total participants, beginning-of-year2011-01-011,788
Total number of active participants reported on line 7a of the Form 55002011-01-011,265
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-01456
Total of all active and inactive participants2011-01-011,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-011,742
Number of participants with account balances2011-01-011,677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0151

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

Measure Date Value
2022 : THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$116,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$62,692
Total income from all sources (including contributions)2022-12-31$6,568,546
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$17,070,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,867,752
Expenses. Certain deemed distributions of participant loans2022-12-31$33,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,858,361
Value of total assets at end of year2022-12-31$335,866,134
Value of total assets at beginning of year2022-12-31$346,313,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$168,472
Total interest from all sources2022-12-31$87,667
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$100,943
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$35,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,286,546
Participant contributions at end of year2022-12-31$1,990,660
Participant contributions at beginning of year2022-12-31$2,189,013
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,700
Administrative expenses (other) incurred2022-12-31$15,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,501,592
Value of net assets at end of year (total assets less liabilities)2022-12-31$335,749,142
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$346,250,734
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
Interest on participant loans2022-12-31$87,667
Value of interest in master investment trust accounts at end of year2022-12-31$333,421,486
Value of interest in master investment trust accounts at beginning of year2022-12-31$343,694,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,566,115
Employer contributions (assets) at end of year2022-12-31$453,988
Employer contributions (assets) at beginning of year2022-12-31$429,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,867,752
Contract administrator fees2022-12-31$52,381
Liabilities. Value of benefit claims payable at end of year2022-12-31$116,992
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$62,692
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 SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$62,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$125,531
Total income from all sources (including contributions)2021-12-31$79,037,462
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,141,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,873,141
Expenses. Certain deemed distributions of participant loans2021-12-31$111,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,043,568
Value of total assets at end of year2021-12-31$346,313,426
Value of total assets at beginning of year2021-12-31$274,479,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$156,820
Total interest from all sources2021-12-31$109,483
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$91,779
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$35,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,093,028
Participant contributions at end of year2021-12-31$2,189,013
Participant contributions at beginning of year2021-12-31$2,184,930
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$519,255
Administrative expenses (other) incurred2021-12-31$13,004
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$71,896,361
Value of net assets at end of year (total assets less liabilities)2021-12-31$346,250,734
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$274,354,373
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
Interest on participant loans2021-12-31$109,483
Value of interest in master investment trust accounts at end of year2021-12-31$343,694,671
Value of interest in master investment trust accounts at beginning of year2021-12-31$271,939,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,431,285
Employer contributions (assets) at end of year2021-12-31$429,742
Employer contributions (assets) at beginning of year2021-12-31$355,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,873,141
Contract administrator fees2021-12-31$52,037
Liabilities. Value of benefit claims payable at end of year2021-12-31$62,692
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$125,531
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 SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$125,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,084
Total income from all sources (including contributions)2020-12-31$44,390,836
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$15,535,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,325,904
Expenses. Certain deemed distributions of participant loans2020-12-31$22,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,227,916
Value of total assets at end of year2020-12-31$274,479,904
Value of total assets at beginning of year2020-12-31$245,512,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$186,214
Total interest from all sources2020-12-31$122,331
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$87,017
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$35,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,821,993
Participant contributions at end of year2020-12-31$2,184,930
Participant contributions at beginning of year2020-12-31$2,740,636
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$47,585
Administrative expenses (other) incurred2020-12-31$16,763
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$28,855,755
Value of net assets at end of year (total assets less liabilities)2020-12-31$274,354,373
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$245,498,618
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
Investment advisory and management fees2020-12-31$9
Interest on participant loans2020-12-31$122,331
Value of interest in master investment trust accounts at end of year2020-12-31$271,939,507
Value of interest in master investment trust accounts at beginning of year2020-12-31$242,429,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,358,338
Employer contributions (assets) at end of year2020-12-31$355,467
Employer contributions (assets) at beginning of year2020-12-31$342,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,325,904
Contract administrator fees2020-12-31$82,425
Liabilities. Value of benefit claims payable at end of year2020-12-31$125,531
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$14,084
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 SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$66,853
Total income from all sources (including contributions)2019-12-31$48,288,715
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,866,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,599,278
Expenses. Certain deemed distributions of participant loans2019-12-31$78,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,082,191
Value of total assets at end of year2019-12-31$245,512,702
Value of total assets at beginning of year2019-12-31$204,143,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$188,413
Total interest from all sources2019-12-31$161,581
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$93,074
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$35,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,766,468
Participant contributions at end of year2019-12-31$2,740,636
Participant contributions at beginning of year2019-12-31$2,629,233
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,861
Administrative expenses (other) incurred2019-12-31$23,163
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$41,422,280
Value of net assets at end of year (total assets less liabilities)2019-12-31$245,498,618
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$204,076,338
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$9
Interest on participant loans2019-12-31$161,581
Value of interest in master investment trust accounts at end of year2019-12-31$242,429,103
Value of interest in master investment trust accounts at beginning of year2019-12-31$201,184,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,295,862
Employer contributions (assets) at end of year2019-12-31$342,963
Employer contributions (assets) at beginning of year2019-12-31$329,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,599,278
Contract administrator fees2019-12-31$72,167
Liabilities. Value of benefit claims payable at end of year2019-12-31$14,084
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$66,853
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 SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$66,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$342,179
Total income from all sources (including contributions)2018-12-31$16,380,143
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,705,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,414,093
Expenses. Certain deemed distributions of participant loans2018-12-31$99,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,513,904
Value of total assets at end of year2018-12-31$204,143,191
Value of total assets at beginning of year2018-12-31$202,743,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$191,716
Total interest from all sources2018-12-31$126,242
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$98,466
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$35,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,363,743
Participant contributions at end of year2018-12-31$2,629,233
Participant contributions at beginning of year2018-12-31$2,991,916
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$79,322
Administrative expenses (other) incurred2018-12-31$17,922
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$1,674,575
Value of net assets at end of year (total assets less liabilities)2018-12-31$204,076,338
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$202,401,763
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
Interest on participant loans2018-12-31$126,242
Value of interest in master investment trust accounts at end of year2018-12-31$201,184,221
Value of interest in master investment trust accounts at beginning of year2018-12-31$199,361,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,070,839
Employer contributions (assets) at end of year2018-12-31$329,737
Employer contributions (assets) at beginning of year2018-12-31$390,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,414,093
Contract administrator fees2018-12-31$75,328
Liabilities. Value of benefit claims payable at end of year2018-12-31$66,853
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$342,179
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 SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$342,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,208
Total income from all sources (including contributions)2017-12-31$35,828,573
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,996,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,731,629
Expenses. Certain deemed distributions of participant loans2017-12-31$66,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,052,132
Value of total assets at end of year2017-12-31$202,743,942
Value of total assets at beginning of year2017-12-31$175,579,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$198,160
Total interest from all sources2017-12-31$131,140
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$180,562
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$35,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,010,281
Participant contributions at end of year2017-12-31$2,991,916
Participant contributions at beginning of year2017-12-31$3,041,475
Administrative expenses (other) incurred2017-12-31$17,598
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$26,832,172
Value of net assets at end of year (total assets less liabilities)2017-12-31$202,401,763
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$175,569,591
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
Interest on participant loans2017-12-31$131,140
Value of interest in master investment trust accounts at end of year2017-12-31$199,361,198
Value of interest in master investment trust accounts at beginning of year2017-12-31$172,165,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,041,851
Employer contributions (assets) at end of year2017-12-31$390,828
Employer contributions (assets) at beginning of year2017-12-31$372,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,731,629
Liabilities. Value of benefit claims payable at end of year2017-12-31$342,179
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$10,208
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 SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$44,715
Total income from all sources (including contributions)2016-12-31$15,419,761
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,831,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,491,971
Expenses. Certain deemed distributions of participant loans2016-12-31$107,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,857,913
Value of total assets at end of year2016-12-31$175,579,799
Value of total assets at beginning of year2016-12-31$169,025,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$231,388
Total interest from all sources2016-12-31$123,089
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$175,431
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$35,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,822,091
Participant contributions at end of year2016-12-31$3,041,475
Participant contributions at beginning of year2016-12-31$3,227,708
Administrative expenses (other) incurred2016-12-31$55,957
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$6,588,563
Value of net assets at end of year (total assets less liabilities)2016-12-31$175,569,591
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$168,981,028
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
Interest on participant loans2016-12-31$123,089
Value of interest in master investment trust accounts at end of year2016-12-31$172,165,827
Value of interest in master investment trust accounts at beginning of year2016-12-31$165,407,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,035,822
Employer contributions (assets) at end of year2016-12-31$372,497
Employer contributions (assets) at beginning of year2016-12-31$390,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,491,971
Liabilities. Value of benefit claims payable at end of year2016-12-31$10,208
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$44,715
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
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 SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$44,715
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$128,018
Total income from all sources (including contributions)2015-12-31$19,820,767
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,909,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,651,951
Expenses. Certain deemed distributions of participant loans2015-12-31$43,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,893,045
Value of total assets at end of year2015-12-31$169,025,743
Value of total assets at beginning of year2015-12-31$156,197,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$213,966
Total interest from all sources2015-12-31$132,243
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$165,489
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$35,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,795,630
Participant contributions at end of year2015-12-31$3,227,708
Participant contributions at beginning of year2015-12-31$3,065,480
Administrative expenses (other) incurred2015-12-31$48,477
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$12,911,192
Value of net assets at end of year (total assets less liabilities)2015-12-31$168,981,028
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$156,069,836
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
Interest on participant loans2015-12-31$132,243
Value of interest in master investment trust accounts at end of year2015-12-31$165,407,062
Value of interest in master investment trust accounts at beginning of year2015-12-31$152,807,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,097,415
Employer contributions (assets) at end of year2015-12-31$390,973
Employer contributions (assets) at beginning of year2015-12-31$324,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,651,951
Liabilities. Value of benefit claims payable at end of year2015-12-31$44,715
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$128,018
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
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 SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$128,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$100,940
Total income from all sources (including contributions)2014-12-31$26,560,654
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,468,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,246,137
Expenses. Certain deemed distributions of participant loans2014-12-31$27,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,549,607
Value of total assets at end of year2014-12-31$156,197,854
Value of total assets at beginning of year2014-12-31$136,078,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$194,606
Total interest from all sources2014-12-31$119,523
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$152,053
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$35,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,553,069
Participant contributions at end of year2014-12-31$3,065,480
Participant contributions at beginning of year2014-12-31$3,082,773
Administrative expenses (other) incurred2014-12-31$42,553
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$20,092,141
Value of net assets at end of year (total assets less liabilities)2014-12-31$156,069,836
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$135,977,695
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
Interest on participant loans2014-12-31$119,523
Value of interest in master investment trust accounts at end of year2014-12-31$152,807,712
Value of interest in master investment trust accounts at beginning of year2014-12-31$132,677,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,996,538
Employer contributions (assets) at end of year2014-12-31$324,662
Employer contributions (assets) at beginning of year2014-12-31$318,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,246,137
Liabilities. Value of benefit claims payable at end of year2014-12-31$128,018
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$100,940
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 appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$100,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$79,752
Total income from all sources (including contributions)2013-12-31$27,030,063
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,036,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,723,774
Expenses. Certain deemed distributions of participant loans2013-12-31$78,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,340,547
Value of total assets at end of year2013-12-31$136,078,635
Value of total assets at beginning of year2013-12-31$115,063,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$234,337
Total interest from all sources2013-12-31$121,904
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$220,983
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$35,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,430,208
Participant contributions at end of year2013-12-31$3,082,773
Participant contributions at beginning of year2013-12-31$3,029,665
Administrative expenses (other) incurred2013-12-31$13,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,993,668
Value of net assets at end of year (total assets less liabilities)2013-12-31$135,977,695
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$114,984,027
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
Interest on participant loans2013-12-31$121,904
Value of interest in master investment trust accounts at end of year2013-12-31$132,677,523
Value of interest in master investment trust accounts at beginning of year2013-12-31$111,712,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,910,339
Employer contributions (assets) at end of year2013-12-31$318,339
Employer contributions (assets) at beginning of year2013-12-31$321,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,723,774
Liabilities. Value of benefit claims payable at end of year2013-12-31$100,940
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$79,752
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 appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$79,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$646,664
Total income from all sources (including contributions)2012-12-31$23,427,779
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,680,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,538,386
Expenses. Certain deemed distributions of participant loans2012-12-31$24,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,295,581
Value of total assets at end of year2012-12-31$115,063,779
Value of total assets at beginning of year2012-12-31$98,883,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$117,792
Total interest from all sources2012-12-31$115,390
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$91,129
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$35,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,348,701
Participant contributions at end of year2012-12-31$3,029,665
Participant contributions at beginning of year2012-12-31$2,332,453
Administrative expenses (other) incurred2012-12-31$26,663
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$16,747,585
Value of net assets at end of year (total assets less liabilities)2012-12-31$114,984,027
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$98,236,442
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
Interest on participant loans2012-12-31$115,390
Value of interest in master investment trust accounts at end of year2012-12-31$111,712,526
Value of interest in master investment trust accounts at beginning of year2012-12-31$96,259,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,946,880
Employer contributions (assets) at end of year2012-12-31$321,588
Employer contributions (assets) at beginning of year2012-12-31$290,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,538,386
Liabilities. Value of benefit claims payable at end of year2012-12-31$79,752
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$646,664
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
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 SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$1,984,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$646,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$198,376
Total income from all sources (including contributions)2011-12-31$12,308,919
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,480,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,355,999
Expenses. Certain deemed distributions of participant loans2011-12-31$124,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,959,469
Value of total assets at end of year2011-12-31$98,883,106
Value of total assets at beginning of year2011-12-31$96,591,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$95,691
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$35,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,865,280
Participant contributions at end of year2011-12-31$2,332,453
Participant contributions at beginning of year2011-12-31$2,276,867
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$3,827,930
Value of net assets at end of year (total assets less liabilities)2011-12-31$98,236,442
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$96,393,441
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
Interest on participant loans2011-12-31$95,691
Value of interest in master investment trust accounts at end of year2011-12-31$96,259,988
Value of interest in master investment trust accounts at beginning of year2011-12-31$93,986,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,094,189
Employer contributions (assets) at end of year2011-12-31$290,665
Employer contributions (assets) at beginning of year2011-12-31$328,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,355,999
Liabilities. Value of benefit claims payable at end of year2011-12-31$646,664
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$198,376
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : THE SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$97,200,660
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$198,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$-608,843
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$198,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$198,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$96,591,817
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$35,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$2,276,867
Participant contributions at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-807,219
Value of net assets at end of year (total assets less liabilities)2010-12-31$96,393,441
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
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
Value of interest in master investment trust accounts at end of year2010-12-31$93,986,935
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Employer contributions (assets) at end of year2010-12-31$328,015
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$198,376
Liabilities. Value of benefit claims payable at end of year2010-12-31$198,376
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
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 SAVINGS PLAN FOR LILLY AFFILIATE EMPLOYEES IN PUERTO RICO

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

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