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Original filing (PDF)20251006074007NAL0003114257001
CONMED CORPORATION
Form 5500
FILING_RECEIVED
CONMED CORPORATION RETIREMENT PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
383
Accounts w/ balance
—
Plan assets (EOY)
$65.7M
Net assets (EOY)
$65.7M
How this plan invests
This plan
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
100
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 66 bps in Schedule C fees — 311% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONMED CORPORATION.
Plan sponsor
Name
CONMED CORPORATION
EIN
16-0977505
Address
11311 CONCEPT BOULEVARD · LARGO, FL · 33773
Phone
(315) 797-8375
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) LLC | 13-2834414 | ROCHESTER, NY | NONE | $216K | — |
| PRIME BUCHHOLZ & ASSOCIATES | 02-0426421 | PORTSMOUTH, NH | NONE | $77K | — |
| BANK OF AMERICA | 94-1687665 | UTICA, NY | NONE | $67K | — |
| EAGLE CAPITAL MANAGEMENT, LLC | 22-3361201 | NEW YORK, NY | NONE | $56K | — |
| INSERO & COMPANY CPAS, LLP | 47-5324570 | ROCHESTER, NY | NONE | $16K | — |
Investments
49 direct securities· $65.5M(100% of reported assets)
Uncategorized
$63.6M
47 holdings
Real Estate
$1.3M
1 holding
Common Stocks
$539K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutional Shares | — | — | $10.7M | $9.7M | 14.8% | |
| Vanguard Institutional Index Fund Institutional Shares | — | — | $4.6M | $8.3M | 12.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | $6.1M | $7.4M | 11.3% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | $3.2M | $3.9M | 6.0% | |
| MFS Institutional International Equity Fund | — | — | $2.7M | $3.9M | 5.9% | |
| Causeway International Value Fund Class Institutional | — | — | $3.1M | $3.5M | 5.3% | |
| Balanced Mutual Funds FPA Crescent Fund Supra Institutional Class | — | — | $2.6M | $3.3M | 5.0% | |
| Fixed Income Mutual Funds The Hartford World Bond Fund Class Y | — | — | $3.4M | $3.2M | 4.9% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares | — | — | $3.1M | $2.6M | 4.0% | |
| T Rowe Price New Era Fund I Class | — | — | $1.7M | $2.1M | 3.3% | |
| Equity Mutual Funds Champlain Small Company Fund Institutional Class | — | — | $1.9M | $2.0M | 3.1% | |
| CONMED Corp* | — | — | $71K | $1.9M | 2.9% | |
| Federated Hermes Government Obligations Fund Premier Class | — | — | $1.9M | $1.9M | 2.9% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | $1.1M | $1.9M | 2.8% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | $1.6M | $1.4M | 2.2% | |
| Mutual Funds Vanguard Real Estate Index Fund Admiral Shares | Real Estate | — | $1.2M | $1.3M | 2.0% | |
| Vanguard Global Ex-US Real Estate Index Fund Admiral Shares | — | — | $1.7M | $1.2M | 1.8% | |
| Consumer Discretionary Amazon.com Inc | Common Stocks | — | $240K | $539K | 0.8% | |
| Energy ConocoPhillips | — | — | $371K | $353K | 0.5% | |
| Meta Platforms Inc | — | — | $99K | $346K | 0.5% | |
| Telecommunication Services Alphabet Inc | — | — | $89K | $344K | 0.5% | |
| Financials Aon plc | — | — | $188K | $276K | 0.4% | |
| Workday Inc. | — | — | $254K | $275K | 0.4% | |
| Information Technology Microsoft Corporation | — | — | $61K | $261K | 0.4% | |
| SAP SE | — | — | $131K | $230K | 0.4% | |
| Shell plc | — | — | $208K | $225K | 0.3% | |
| Comcast Corporation | — | — | $222K | $224K | 0.3% | |
| Industrials AerCap Holdings NV | — | — | $113K | $222K | 0.3% | |
| UnitedHealth Group Inc | — | — | $147K | $221K | 0.3% | |
| Taiwan Semiconductor Manufacturing Company Limited | — | — | $99K | $211K | 0.3% | |
| Prosus NV | — | — | $181K | $211K | 0.3% | |
| London Stock Exchange | — | — | $185K | $197K | 0.3% | |
| Capital One Financial Corporation | — | — | $82K | $178K | 0.3% | |
| Humana Inc | — | — | $205K | $157K | 0.2% | |
| Visa Inc | — | — | $106K | $145K | 0.2% | |
| Woodward Inc | — | — | $105K | $142K | 0.2% | |
| Wells Fargo & Company | — | — | $70K | $132K | 0.2% | |
| GE Vernova LLC | — | — | $45K | $128K | 0.2% | |
| Materials Alcoa Corp | — | — | $120K | $122K | 0.2% | |
| Hilton Worldwide Holdings Inc | — | — | $36K | $121K | 0.2% | |
| Safran SA | — | — | $65K | $117K | 0.2% | |
| Health Care Elevance Health Inc | — | — | $117K | $113K | 0.2% | |
| Bayer AG | — | — | $226K | $108K | 0.2% | |
| Liberty Broadband Corp | — | — | $112K | $105K | 0.2% | |
| Charter Communications Inc | — | — | $65K | $74K | 0.1% | |
| Consumer Staples Lauder Estee Cosmetics Inc | — | — | $68K | $69K | 0.1% | |
| Discover Financial Services | — | — | $40K | $56K | <0.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | $32K | $29K | <0.1% | |
| Money Market Funds Bank of America Temporary | — | — | $5K | $5K | <0.1% |