Globus Medical Inc. 401(K) Plan — Form 5500 plan (Globus Medical 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, Globus Medical Inc. 401(K) Plan is a benefit plan reported by Globus Medical Inc. under EIN 04-3744954 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,684 participants and $198,691,719 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Globus Medical Inc.
EIN
04-3744954
Plan number
001
Plan type
2
Location
Audubon, PA
Latest filing year
2023
Participants
2,684
End-of-year plan assets
$198,691,719

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,684H, C20240830163734NAL0030505858001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$198,691,719
Total liabilities (EOY)
$0
Net assets (EOY)
$198,691,719
Net assets (BOY)
$150,465,857

Income & contributions

Employer contributions
$6,117,009
Participant contributions
$19,467,057
Total contributions
$31,120,754
Total income / additions
$63,552,157

Expenses & distributions

Benefits paid
$15,019,569
Administrative expenses
$291,846
Total expenses
$15,326,295
Net increase / (decrease)
$48,225,862

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$169,798$02023
CaptrustCONSULTANT$102,310not reported in the loaded dataset2023
Mazars Usa LlpACCOUNTANT/AUDITOR$19,738not reported in the loaded dataset2023

Related Form 5500 pages