2023 Form 5500 filing — Zimvie Inc. 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 20241014092158NAL0026896161001) for Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program, reported by Zimvie Us Corp LLC under EIN 99-0769465 and plan number 002. It reports 53 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092158NAL0026896161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zimvie Us Corp LLC
- EIN
- 99-0769465
- Plan number
- 002
- Location
- Palm Beach Gardens, FL
- Participants
- 53
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,710,092
- Net assets (EOY)
- $1,710,092
- Employer contributions
- $104,662
- Participant contributions
- $151,267
- Total income / additions
- $481,201
- Benefits paid
- $125,607
- Administrative expenses
- $9,399
- Total expenses
- $139,343
- Net increase / (decrease)
- $341,858
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Banco Popular De Puerto Rico | RECORDKEEPER | $4,820 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPER | $4,579 | $0 |
| Fiducient Advisors LLC | ADVISOR | $544 | not reported in the loaded dataset |
| Strategic Advisors | ADVISOR | $243 | not reported in the loaded dataset |