Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program — Form 5500 plan (Zimvie Us Corp LLC)
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, Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program is a benefit plan reported by Zimvie Us Corp LLC under EIN 99-0769465 and plan number 002. The latest loaded filing year is 2023. The filing reports 53 participants and $1,710,092 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zimvie Us Corp LLC
- EIN
- 99-0769465
- Plan number
- 002
- Plan type
- 2
- Location
- Palm Beach Gardens, FL
- Latest filing year
- 2023
- Participants
- 53
- End-of-year plan assets
- $1,710,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 53 | I, C | 20241014092158NAL0026896161001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,710,092
- Net assets (EOY)
- $1,710,092
- Net assets (BOY)
- $1,368,234
Income & contributions
- Employer contributions
- $104,662
- Participant contributions
- $151,267
- Total income / additions
- $481,201
Expenses & distributions
- Benefits paid
- $125,607
- Administrative expenses
- $9,399
- Total expenses
- $139,343
- Net increase / (decrease)
- $341,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Banco Popular De Puerto Rico | RECORDKEEPER | $4,820 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | RECORDKEEPER | $4,579 | $0 | 2023 |
| Fiducient Advisors LLC | ADVISOR | $544 | not reported in the loaded dataset | 2023 |
| Strategic Advisors | ADVISOR | $243 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zimvie Us Corp LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Palm Beach Gardens, FL
- Banco Popular De Puerto Rico — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Strategic Advisors — Schedule C compensation