Retirement plan

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

Name: ZIMMER BIOMET HOLDINGS, INC. - ZIMMER SURGICAL, INC.- UNITED STEEL WORKERS LOCAL #2737-15 PLAN (2024) Form 5500
Creator: ZIMMER BIOMET HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZIMMER SURGICAL, INC.- UNITED STEEL WORKERS LOCAL #2737-15 PLAN, ZIMMER BIOMET HOLDINGS, INC.

ZIMMER BIOMET HOLDINGS, INC.EIN 81-0550216Plan #001PY 2024

200 WEST OHIO AVE - DOVER, OH 44622330-343-8801

Other plans on this EIN

1 filing

#002Retirement-$35.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.8M

-3.1% from 2023

Total participants

130

-18.2% from 2023

Average account balance

$53,424

+18.9% from 2023

Annual return

16.03%

-3.14 pp from 2023

Benchmarks

See 14,154 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,154 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.84M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$53K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

128

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$295K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.03%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$440

Plan features & details

Pension benefit codes2G2J2F2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$440

$10 / participant

Recordkeeping$440100.0%

% of EOY assets

0.006%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KRUGGEL LAWTON & COMPANY, LLC
Auditor EIN: 351307701
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,424

$86,949-38.6%

$102,460-47.9%

$80,959-34.0%

Participation rate

95.5%

72.4%+23.1pp

76.5%+18.9pp

67.7%+27.8pp

Annual return

16.03%

18.89%-2.9pp

29.47%-13.4pp

35.67%-19.6pp

Employer contribution / active EE

$2,234

$2,370-5.7%

$3,025-26.2%

$2,757-19.0%

Participant deferral / active EE

$4,466

$4,121+8.4%

$5,056-11.7%

$4,300+3.8%

Admin fee / account holder

$8,048-100.0%

$9,460-100.0%

$6,925-100.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$440

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion