Plan5500

Zimmer Surgical, Inc. Union Employees' Pension 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. Union Employees' Pension Plan is a benefit plan reported by Zimmer Surgical, Inc. under EIN 81-0550216 and plan number 002. The latest loaded filing year is 2023. The filing reports 324 participants and $34,291,799 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
002
Plan type
2
Location
Warsaw, IN
Latest filing year
2023
Participants
324
End-of-year plan assets
$34,291,799

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023324H, C20250310115426NAL0025452896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,291,799
Total liabilities (EOY)
$0
Net assets (EOY)
$34,291,799
Net assets (BOY)
$32,844,837

Income & contributions

Total contributions
$0
Total income / additions
$3,005,223

Expenses & distributions

Benefits paid
$1,397,670
Administrative expenses
$160,591
Total expenses
$1,558,261
Net increase / (decrease)
$1,446,962

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buck Global, LLCNONE$60,226not reported in the loaded dataset2023
Towers Watson Investment ServicesNONE$54,261not reported in the loaded dataset2023
Rea And Associates, Inc.NONE$15,000not reported in the loaded dataset2023

Related Form 5500 pages