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Original filing (PDF)20231016190030NAL0039426001001
ZIMMER BIOMET SPINE, INC. D/B/A ZIMVIE, INC.
Form 5500
FILING_RECEIVED
ZIMVIE INC. PUERTO RICO SAVINGS AND INVESTMENT 401(K) PROGRAM
401(k) retirement plan
Active participants
48
Accounts w/ balance
46
Plan assets (EOY)
—
Net assets (EOY)
—
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)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIMMER BIOMET SPINE, INC. D/B/A ZIMVIE, INC..
Plan sponsor
Name
ZIMMER BIOMET SPINE, INC. D/B/A ZIMVIE, INC.
EIN
26-1688290
Address
ZIMVIE, INC. · 10225 WESTMOOR DRIVE · WESTMINSTER, CO · 80021
Phone
(303) 443-7500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $330 | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | ADVISOR | $213 | — |
Investments
1 pooled fund· $61K
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 |
|---|---|---|---|
| MANAGED INCOME PORTFOLIO CL2 FID MGMT TRUST CO · EIN 04-3022712 / PN 024 | Common Collective Trust | $61K | 100.0% |