Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan — Form 5500 plan (Zimmer Surgical, 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 Surgical, Inc.- United Steel Workers Local #2737-15 Plan is a benefit plan reported by Zimmer Surgical, Inc. under EIN 81-0550216 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $7,056,613 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zimmer Surgical, Inc.
EIN
81-0550216
Plan number
001
Plan type
2
Location
Dover, OH
Latest filing year
2023
Participants
217
End-of-year plan assets
$7,056,613

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20240731111704NAL0014262131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,056,613
Total liabilities (EOY)
$0
Net assets (EOY)
$7,056,613
Net assets (BOY)
$8,032,790

Income & contributions

Employer contributions
$143,235
Participant contributions
$256,058
Total contributions
$397,747
Total income / additions
$1,940,089

Expenses & distributions

Benefits paid
$2,915,174
Administrative expenses
$1,092
Total expenses
$2,916,266
Net increase / (decrease)
-$976,177

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,092$02023

Related Form 5500 pages