2023 Form 5500 filing — Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan
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 20241009230053NAL0009601315001) for Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan, reported by Zimmer Biomet Holdings, Inc. under EIN 13-4151777 and plan number 004. It reports 343 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009230053NAL0009601315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zimmer Biomet Holdings, Inc.
- EIN
- 13-4151777
- Plan number
- 004
- Location
- Warsaw, IN
- Participants
- 343
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,331,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,331,350
- Total income / additions
- $2,847,001
- Benefits paid
- $733,072
- Administrative expenses
- $98,866
- Total expenses
- $831,938
- Net increase / (decrease)
- $2,015,063
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wtw Us LLC | NONE | $30,750 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $18,438 | not reported in the loaded dataset |
| Kruggel Lawton & Co., LLC | NONE | $16,750 | not reported in the loaded dataset |