Zimmer Biomet Holdings, Inc. Savings And Investment 401(K) Program Master Trust — 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. Savings And Investment 401(K) Program Master Trust is a benefit plan reported by Zimmer Biomet Holdings, Inc. under EIN 04-6947827 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,317,471,030 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zimmer Biomet Holdings, Inc.
EIN
04-6947827
Plan number
001
Plan type
4
Location
Warsaw, IN
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$1,317,471,030

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240731110946NAL0021387585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,317,471,030
Total liabilities (EOY)
$0
Net assets (EOY)
$1,317,471,030
Net assets (BOY)
$1,110,808,202

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$214,788,926

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$214,788,926

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023
Financial EnginesADVISOR$0not reported in the loaded dataset2023

Related Form 5500 pages