Plan5500

Zimmer Biomet Holdings, Inc. Savings And Investment 401(K) Program — Form 5500 plan (Zimmer Biomet Holdings, Inc.)

Plain-English plan 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, Zimmer Biomet Holdings, Inc. Savings And Investment 401(K) Program is a benefit plan reported by Zimmer Biomet Holdings, Inc. under EIN 13-4151777 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,642 participants and $1,337,182,554 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zimmer Biomet Holdings, Inc.
EIN
13-4151777
Plan number
001
Plan type
2
Location
Warsaw, IN
Latest filing year
2023
Participants
10,642
End-of-year plan assets
$1,337,182,554

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,642H, C20240731112418NAL0012633411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,337,182,554
Total liabilities (EOY)
$0
Net assets (EOY)
$1,337,182,554
Net assets (BOY)
$1,128,995,915

Income & contributions

Employer contributions
$36,977,524
Participant contributions
$63,015,225
Total contributions
$110,069,084
Total income / additions
$325,915,831

Expenses & distributions

Benefits paid
$116,621,453
Administrative expenses
$979,604
Total expenses
$117,729,192
Net increase / (decrease)
$208,186,639

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Financial EnginesADVISOR$566,503not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$414,781not reported in the loaded dataset2023

Related Form 5500 pages