Plan5500

Zimmer Biomet Holdings, Inc. Puerto Rico 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. Puerto Rico Retirement Income Plan is a benefit plan reported by Zimmer Biomet Holdings, Inc. under EIN 13-4151777 and plan number 004. The latest loaded filing year is 2023. The filing reports 343 participants and $21,331,350 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
004
Plan type
2
Location
Warsaw, IN
Latest filing year
2023
Participants
343
End-of-year plan assets
$21,331,350

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023343H, C20241009230053NAL0009601315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,331,350
Total liabilities (EOY)
$0
Net assets (EOY)
$21,331,350
Net assets (BOY)
$19,316,287

Income & contributions

Total contributions
$0
Total income / additions
$2,847,001

Expenses & distributions

Benefits paid
$733,072
Administrative expenses
$98,866
Total expenses
$831,938
Net increase / (decrease)
$2,015,063

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wtw Us LLCNONE$30,750not reported in the loaded dataset2023
Buck Global, LLCNONE$18,438not reported in the loaded dataset2023
Kruggel Lawton & Co., LLCNONE$16,750not reported in the loaded dataset2023

Related Form 5500 pages