Warsaw, IN Form 5500 retirement and benefit plan filings

City Form 5500 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, Warsaw, IN has 43 loaded benefit plan(s) reported by 19 plan sponsor(s), with $3,951,679,706 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
43
Plan sponsors
19
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,951,679,706
Total reported liabilities (EOY)
$6,158,310
Total reported net assets (EOY)
$3,938,233,448

Contributions & income

Employer contributions
$51,010,054
Participant contributions
$79,818,767
Total income / additions
$742,251,255

Expenses & distributions

Benefits paid / distributions
$171,694,682
Total expenses
$174,865,317
Net increase / (decrease)
$567,385,938

Coverage

Total reported participants
47,136
Plans with financial statements
24
Plans with provider compensation
22

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Warsaw, IN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Warsaw, IN
PlanSponsorReported assets (EOY)Year
Zimmer Biomet Holdings, Inc. Savings And Investment 401(K) ProgramZimmer Biomet Holdings, Inc.$1,337,182,5542023
Zimmer Biomet Holdings, Inc. Savings And Investment 401(K) Program Master TrustZimmer Biomet Holdings, Inc.$1,317,471,0302023
Zimmer Biomet Holdings, Inc. Master Retirement TrustZimmer Biomet Holdings, Inc.$434,194,7342023
Zimmer Biomet Holdings, Inc. Retirement Income PlanZimmer Biomet Holdings, Inc.$378,057,4972023
Lakeland Financial Corporation 401(K) PlanLakeland Financial Corporation$119,121,6132023
Miller'S Health Systems, Inc. Profit Sharing PlanMiller'S Health Systems, Inc$54,287,3732023
Miller'S Health Systems, Inc. Employee Stock Ownership PlanMiller'S Health Systems, Inc.$48,108,4512023
Zimmer Surgical, Inc. Union Employees' Pension PlanZimmer Surgical, Inc.$34,291,7992023
Dalton Corporation, Warsaw Manufacturing Facility Pension PlanDalton Corporation, Warsaw Manufacturing Facility$33,545,3952023
Zimmer Biomet Puerto Rico Savings And Investment 401(K) ProgramZimmer Biomet Holdings, Inc.$25,201,1452023
Otis R. Bowen Center 403(B) PlanOtis R. Bowen Center For Human Services, Inc.$22,017,5692023
Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income PlanZimmer Biomet Holdings, Inc.$21,331,3502023
The Flexaust/Flexadux 401(K) Profit Sharing PlanThe Flexaust Company, Inc.$19,323,2332023
Grossnickle Eye Center 401(K) Retirement PlanGrossnickle Eye Center$18,555,2772023
Forte Residential, Inc. Employee Stock Ownership PlanForte Residential, Inc.$17,837,1742023
Orthopediatrics, Corp. 401(K) Retirement PlanOrthopediatrics, Corp.$15,934,1922023
Wildman Business Group, LLC 401(K) Retirement PlanWildman Business Group, LLC$12,885,0932023
Network Partners Group 401(K) PlanNetwork Packaging Group, LLC$12,320,1692023
Cedar Holdings Inc. 401(K) PlanCedar Holdings Inc.$7,786,6472023
401(K) Profit Sharing Plan For Employees Of Cardinal Services, Inc. Of IndianaCardinal Services, Inc. Of Ind$7,528,2612023
Dalton Corporation Hourly 401(K) Retirement Savings PlanDalton Corporation$5,253,9712023
Precision Medical Technologies 401(K) PlanPrecision Medical Technologies, Inc$4,679,3722023
Seymour-Midwest Retirement PlanSeymour Midwest LLC$3,521,1842023
Rockhill Pinnick Llp 401(K) And Profit Sharing PlaRockhill Pinnick Llp$1,244,6232023
Zimmer Surgical Inc. Group Welfare Benefits PlanZimmer Surgical, Inc.not reported in the loaded dataset2023

Related Form 5500 pages