Zimmer Biomet Puerto Rico 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 Puerto Rico Savings And Investment 401(K) Program is a benefit plan reported by Zimmer Biomet Holdings, Inc. under EIN 13-4151777 and plan number 002. The latest loaded filing year is 2023. The filing reports 483 participants and $25,201,145 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
002
Plan type
2
Location
Warsaw, IN
Latest filing year
2023
Participants
483
End-of-year plan assets
$25,201,145

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023483H, C20240731112930NAL0022147377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,201,145
Total liabilities (EOY)
$0
Net assets (EOY)
$25,201,145
Net assets (BOY)
$21,133,174

Income & contributions

Employer contributions
$809,604
Participant contributions
$1,293,973
Total contributions
$2,105,578
Total income / additions
$5,861,564

Expenses & distributions

Benefits paid
$1,730,368
Administrative expenses
$61,604
Total expenses
$1,793,593
Net increase / (decrease)
$4,067,971

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$30,902$02023
Financial EnginesADVISOR$30,702not reported in the loaded dataset2023

Related Form 5500 pages