DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Zimmer Surgical, Inc. Union Employees' Pension Plan
Corporate pensionWarsaw, IN
Assets
$35.5M
Total assets, Dec 31, 2024 reported
Funded
132.3%
May 15, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Zimmer Surgical, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- Bchr US Acquisitions Inc Actuarythrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough May 14, 2023 Form 5500
- Buck Global, LLC Actuarythrough May 14, 2023 Form 5500
- Towers Watson Investment Services, Actuarythrough May 14, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
32 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 311 | $35.4M | $26.7M | 132.3% | $35.5M | n/a | $35.5M | n/a |
| 2023 to May 14, 2024 | 324 | $32.5M | $28.4M | 114.5% | $34.3M | n/a | $34.3M | n/a |
| 2022 to May 14, 2023 | 346 | $32.7M | $30.2M | 108.2% | $32.8M | n/a | $32.8M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Buck Global, LLC codes 11 50 $37,471 PY2024
- Willis Towers Watson US LLC codes 11 50 $20,886 PY2024
- Zimmer Holdings Master Ret Trust Sched. D M $35.5M PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Buck Global, LLC codes 11 50 $60,226 PY2023
- Towers Watson Investment Services codes 11 27 50 $54,261 PY2023
- REA and Associates, Inc. codes 10 50 $15,000 PY2023
- Zimmer Holdings Master Ret Trust Sched. D M $34.3M PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Buck Global, LLC codes 11 50 $34,622 PY2022
- Towers Watson Investment Services codes 11 27 50 $23,000 PY2022
- REA and Associates, Inc. codes 10 50 $14,200 PY2022
- Zimmer Holdings Master Ret Trust Sched. D M $32.8M PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceTowers Watson Investment Services no longer appears on Zimmer Surgical, Inc. Union Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Towers Watson Investment Services,askebsa.dol.gov
- May 15, 2024Funded status changedZimmer Surgical, Inc. Union Employees' Pension Plan funded ratio 114.5% -> 132.3% (2023-05-15 to 2024-05-15)
- May 15, 2023Funded status changedZimmer Surgical, Inc. Union Employees' Pension Plan funded ratio 108.2% -> 114.5% (2022-05-15 to 2023-05-15)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 810550216-002
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.