Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ZIMMER BIOMET HOLDINGS, INC.
EIN 13-4151777ManufacturingLatest filing 2024
Plans
7
Retirement
4
$1.92B assets
Welfare
3
$11.3M premiums
Participants
27,545
345 E MAIN - WARSAW, IN 46580574-372-4657
Retirement portfolio analytics
4 plans aggregated / $1.92B assets / 12,597 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $11.3M premiums / 7,546 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$8.1M
- Stop-loss$4.9M
- Life$2.8M
- Long-term disability$2.3M
- Vision$948K
- Health$3K
Carrier market share
Premium dollars by Schedule A carrier
43%top
- RELIASTAR LIFE INSURANCE COMPANY43%
- HARTFORD LIFE AND ACCIDENT25%
- UNUM LIFE INSURANCE COMPANY OF AMERICA21%
- VISION SERVICE PLAN8%
- ANTHEM LIFE INSURANCE COMPANY1%
- +2 more
Broker market share
Schedule A broker compensation
89%top
- WILLIS TOWERS WATSON US LLC89%
- ALIGHT SOLUTIONS4%
- GREG I HINRICHS4%
- MERCER HEALTH AND BENEFITS, LLC1%
- DANIEL WARD RICHARDSON1%
- +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 - RELIASTAR LIFE INSURANCE COMPANY
Premiums$11.3M
Covered lives7,546
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 | RELIASTAR LIFE INSURANCE COMPANY | $11.3M | 7,546 | 2024 | |
| 503 | ZIMMER BIOMET HOLDINGS, INC. SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 509 | ZIMMER BIOMET HOLDINGS, INC. FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans