2023 Form 5500 filing — Zimmer Surgical, Inc. Union Employees' Pension 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 20250310115426NAL0025452896001) for Zimmer Surgical, Inc. Union Employees' Pension Plan, reported by Zimmer Surgical, Inc. under EIN 81-0550216 and plan number 002. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310115426NAL0025452896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zimmer Surgical, Inc.
- EIN
- 81-0550216
- Plan number
- 002
- Location
- Warsaw, IN
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,291,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,291,799
- Total income / additions
- $3,005,223
- Benefits paid
- $1,397,670
- Administrative expenses
- $160,591
- Total expenses
- $1,558,261
- Net increase / (decrease)
- $1,446,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buck Global, LLC | NONE | $60,226 | not reported in the loaded dataset |
| Towers Watson Investment Services | NONE | $54,261 | not reported in the loaded dataset |
| Rea And Associates, Inc. | NONE | $15,000 | not reported in the loaded dataset |