Plan5500

Zimmer Biomet Holdings, Inc. Retirement Income Plan — 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. Retirement Income Plan is a benefit plan reported by Zimmer Biomet Holdings, Inc. under EIN 13-4151777 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,690 participants and $378,057,497 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
003
Plan type
2
Location
Warsaw, IN
Latest filing year
2023
Participants
1,690
End-of-year plan assets
$378,057,497

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,690H, C20241009230540NAL0020104625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$378,057,497
Total liabilities (EOY)
$0
Net assets (EOY)
$378,057,497
Net assets (BOY)
$345,652,029

Income & contributions

Total contributions
$0
Total income / additions
$50,704,726

Expenses & distributions

Benefits paid
$17,893,836
Administrative expenses
$405,422
Total expenses
$18,299,258
Net increase / (decrease)
$32,405,468

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buck Global, LLCNONE$91,531not reported in the loaded dataset2023
Fiducient Advisors LLCNONE$90,000not reported in the loaded dataset2023
Wtw Us LLCNONE$44,900not reported in the loaded dataset2023
Kruggel Lawton & Co., LLCNONE$16,750not reported in the loaded dataset2023

Related Form 5500 pages