Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ZIMMER BIOMET HOLDINGS, INC.
EIN 13-4151777Latest filing 2025
Plans
7
Retirement
4
$1.92B assets
Welfare
3
$10.3M premiums
Participants
27,699
345 EAST MAIN STREET - WARSAW, IN 465810708574-373-4635
Retirement portfolio analytics
4 plans aggregated / $1.92B assets / 12,597 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $10.3M premiums / 7,191 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$4.9M
- Other$4.2M
- Life$3.0M
- Long-term disability$1.2M
- Vision$967K
- Health$3K
Carrier market share
Premium dollars by Schedule A carrier
39%top
- ANTHEM LIFE INSURANCE COMPANY39%
- HARTFORD LIFE AND ACCIDENT29%
- AFLAC12%
- VISION SERVICE PLAN9%
- RELIASTAR LIFE INSURANCE COMPANY9%
- +3 more
Broker market share
Schedule A broker compensation
92%top
- WILLIS TOWERS WATSON US LLC92%
- ALIGHT SOLUTIONS5%
- MERCER HEALTH AND BENEFITS, LLC1%
- GREG I HINRICHS1%
- DANIEL WARD RICHARDSON0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM
401k
Assets$1.48B
Participants10,093
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN
TraditionalDB
Assets$386.0M
Participants1,641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ZIMMER BIOMET PUERTO RICO SAVINGS AND INVESTMENT 401(K) PROGRAM
401k
Assets$27.0M
Participants523
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ZIMMER PUERTO RICO RETIREMENT INCOME PLAN
TraditionalDB
Assets$22.4M
Participants340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ZIMMER BIOMET HOLDINGS, INC. HEALTH AND WELFARE PLAN
Mixed - ANTHEM INSURANCE COMPANIES, INC.
Premiums$10.3M
Covered lives7,191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
ZIMMER BIOMET HOLDINGS, INC. SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
ZIMMER BIOMET HOLDINGS, INC. FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM | 401k | $1.48B | 10,093 | 2024 | |
| 003 | ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN | TraditionalDB | $386.0M | 1,641 | 2024 | |
| 002 | ZIMMER BIOMET PUERTO RICO SAVINGS AND INVESTMENT 401(K) PROGRAM | 401k | $27.0M | 523 | 2024 | |
| 004 | ZIMMER PUERTO RICO RETIREMENT INCOME PLAN | TraditionalDB | $22.4M | 340 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ZIMMER BIOMET HOLDINGS, INC. HEALTH AND WELFARE PLAN | Mixed | ANTHEM INSURANCE COMPANIES, INC. | $10.3M | 7,191 | 2025 | |
| 503 | ZIMMER BIOMET HOLDINGS, INC. SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 509 | ZIMMER BIOMET HOLDINGS, INC. FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans