Retirement plan

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

Name: ZIMMER SURGICAL, INC. - ZIMMER SURGICAL, INC.- UNITED STEEL WORKERS LOCAL #2737-15 PLAN (2023) Form 5500
Creator: ZIMMER SURGICAL, 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 SURGICAL, INC.

ZIMMER SURGICAL, INC.EIN 81-0550216Plan #001PY 2023

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

Other plans on this EIN

1 filing

#002Retirement-$32.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.1M

-12.2% from 2022

Total participants

159

-26.7% from 2022

Average account balance

$44,947

+15.8% from 2022

Annual return

19.17%

+39.21 pp from 2022

Benchmarks

See 14,453 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,453 peers

Snapshot2023

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 INSTITUTIONAL9+ years Service code 37 · EIN 04-2647786	Loan Processing	$1,092

Plan features & details

Pension benefit codes2G2J2F3D2E

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

$1K

$14 / participant

Recordkeeping$1K100.0%

% of EOY assets

0.015%

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

$44,947

$80,983-44.5%

$96,544-53.4%

$75,177-40.2%

Participation rate

97.4%

71.8%+25.6pp

76.0%+21.4pp

67.2%+30.2pp

Annual return

19.17%

27.05%-7.9pp

25.88%-6.7pp

160.75%-141.6pp

Employer contribution / active EE

$1,885

$2,282-17.4%

$2,966-36.5%

$2,671-29.4%

Participant deferral / active EE

$3,369

$3,929-14.2%

$4,851-30.6%

$4,126-18.4%

Admin fee / account holder

$6,717-99.9%

$8,254-99.9%

$5,651-99.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL9+ years

Service code 37 · EIN 04-2647786

Loan Processing

$1,092

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