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Original filing (PDF)20250922073054NAL0004940945001
ZIMMER BIOMET HOLDINGS, INC.
Form 5500
FILING_RECEIVED
ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
284
Accounts w/ balance
—
Plan assets (EOY)
$386.0M
Net assets (EOY)
$386.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
55
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIMMER BIOMET HOLDINGS, INC..
Plan sponsor
Name
ZIMMER BIOMET HOLDINGS, INC.
EIN
13-4151777
Address
56 EAST BELL DRIVE · WARSAW, IN · 465826989
Phone
(574) 372-4159
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
KRUGGEL LAWTON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK GLOBAL, LLC | 83-1116912 | — | NONE | $158K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $90K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $42K | — |
| KRUGGEL LAWTON & CO., LLC | 35-1307701 | — | NONE | $17K | — |
Investments
1 pooled fund· $386.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ZIMMER BIOMET MASTER RET.TRUST ZIMMER BIOMET HOLDING, INC. · EIN 13-4151777 / PN 006 | Master Trust | $386.0M | 100.0% |