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Sponsor portfolio

ZIMMER SURGICAL, INC.

EIN 81-0550216-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$42.5M assets
Welfare
1
$605K premiums
Participants
573
200 WEST OHIO AVE - DOVER, OH 44622330-343-8801
Plans on this EIN
3 filings
#002TraditionalDB-$35.5M - 304 part#001401k-$6.9M - 114 part#501Mixed-$605K - 35 lives

Retirement portfolio analytics

2 plans aggregated / $42.5M assets / 418 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • UNION EMPLOYEES' PENSION (#002)84%
  • LOCAL #2737-15 PLAN (#001)16%
Total $42.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES' PENSION (#002)304
  • LOCAL #2737-15 PLAN (#001)114
Total 418Click row to drill in

Benefits portfolio analytics

1 plan / $605K premiums / 35 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$600K
  • Long-term disability$3K
  • Other$2K
  • Life$888
Total $605K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • ANTHEM LIFE INSURANCE COMPANY99%
  • AFLAC0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $605K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $51K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$35.5M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ZIMMER SURGICAL, INC.- UNITED STEEL WORKERS LOCAL #2737-15 PLAN

401k

Assets$6.9M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZIMMER SURGICAL INC. GROUP WELFARE BENEFITS PLAN

Mixed - ANTHEM INSURANCE COMPANIES, INC.

Premiums$605K
Covered lives35
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLANTraditionalDB$35.5M3042024
001ZIMMER SURGICAL, INC.- UNITED STEEL WORKERS LOCAL #2737-15 PLAN401k$6.9M1142025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZIMMER SURGICAL INC. GROUP WELFARE BENEFITS PLANMixedANTHEM INSURANCE COMPANIES, INC.$605K352025
Retirement plans
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