2023 Form 5500 filing — Zimmer Biomet Puerto Rico Savings And Investment 401(K) Program
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731112930NAL0022147377001) for Zimmer Biomet Puerto Rico Savings And Investment 401(K) Program, reported by Zimmer Biomet Holdings, Inc. under EIN 13-4151777 and plan number 002. It reports 483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731112930NAL0022147377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zimmer Biomet Holdings, Inc.
- EIN
- 13-4151777
- Plan number
- 002
- Location
- Warsaw, IN
- Participants
- 483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,201,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,201,145
- Employer contributions
- $809,604
- Participant contributions
- $1,293,973
- Total income / additions
- $5,861,564
- Benefits paid
- $1,730,368
- Administrative expenses
- $61,604
- Total expenses
- $1,793,593
- Net increase / (decrease)
- $4,067,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,902 | $0 |
| Financial Engines | ADVISOR | $30,702 | not reported in the loaded dataset |