Plan5500

Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program — Form 5500 plan (Zimvie 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, Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program is a benefit plan reported by Zimvie Inc. under EIN 87-2007795 and plan number 002. The latest loaded filing year is 2023. The filing reports 53 participants and $1,710,092 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.7MPlan net assets, end of year$1,710,092
Participants53Covered participants reported
Assets / participant$32.3KComputed: assets ÷ participants$32,266 (computed)
Provider compensation$10.2K4 Schedule C provider row(s)$10,186
Plan sponsor
Zimvie Inc.
EIN
87-2007795
Plan number
002
Plan type
2
Location
Palm Beach Gardens, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    53 participants · 2Sch ISch C
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities—
Money in vs. money out
Total income / additions$481.2K
Total expenses$139.3K
Benefits paid / distributions$125.6K
Contributions
Employer$104.7K
Participant$151.3K
Full reported line items

Net assets

Total assets (EOY)
$1,710,092
Net assets (EOY)
$1,710,092
Net assets (BOY)
$1,368,234

Income & contributions

Employer contributions
$104,662
Participant contributions
$151,267
Total income / additions
$481,201

Expenses & distributions

Benefits paid
$125,607
Administrative expenses
$9,399
Total expenses
$139,343
Net increase / (decrease)
$341,858
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Banco Popular De Puerto Rico$4.8K
    RECORDKEEPER · Direct $4.8K
  2. 2
    Fid Inv Inst Ops Co$4.6K
    RECORDKEEPER · Direct $4.6K · Indirect $0
  3. 3
    Fiducient Advisors LLC$544
    ADVISOR · Direct $544
  4. 4
    Strategic Advisors$243
    ADVISOR · Direct $243

What to inspect next

Frequently asked questions

Who sponsors the Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program?
Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program is reported as sponsored by Zimvie Inc. (EIN 87-2007795, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program?
The latest Form 5500 filing year loaded for Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program is 2023.
How many participants does Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program report?
Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program reports 53 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program?
Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program reports $1,710,092 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages