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, Carl Zeiss Meditec, Inc. Retirement And Investment Plan is a benefit plan reported by Carl Zeiss Meditec Inc. under EIN 94-3374401 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,597 participants and $247,617,802 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $247,617,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $247,617,802
- Net assets (BOY)
- $205,800,895
Income & contributions
- Employer contributions
- $7,444,898
- Participant contributions
- $13,944,903
- Total contributions
- $22,197,460
- Total income / additions
- $65,594,996
Expenses & distributions
- Benefits paid
- $23,751,279
- Administrative expenses
- $24,834
- Total expenses
- $23,778,089
- Net increase / (decrease)
- $41,816,907