401k Plan data: ORTHOFIX 401K RETIREMENT PLAN plan

ORTHOFIX 401K RETIREMENT PLAN 401k Plan overview

Plan Name	ORTHOFIX 401K RETIREMENT PLAN
Plan identification number	001

ORTHOFIX 401K RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORTHOFIX US LLC has sponsored the creation of one or more 401k plans.

Company Name: ORTHOFIX US LLC

Employer identification number (EIN): 752608036

NAIC Classification: 339110

Additional information about ORTHOFIX US LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2843958

More information about ORTHOFIX US LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOFIX 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 SUZANNE ARMSTRONG
001 2015-01-01 SUZANNE ARMSTRONG
001 2015-01-01 SUZANNE ARMSTRONG
001 2014-01-01 SUZANNE ARMSTRONG SUZANNE ARMSTRONG 2015-09-01
001 2013-01-01 SUZANNE ARMSTRONG MARK ATKINSON 2014-08-06
001 2012-01-01 GUISELLE S. ALBRITTON GUISELLE S. ALBRITTON 2013-09-30
001 2011-01-01 GUISELLE S ALBRITTON GUISELLE S ALBRITTON 2012-10-15
001 2009-01-01 MICHAEL SIMPSON SHERRIE TARPLEY 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	SUZANNE ARMSTRONG
001	2015-01-01	SUZANNE ARMSTRONG
001	2015-01-01	SUZANNE ARMSTRONG
001	2014-01-01	SUZANNE ARMSTRONG	SUZANNE ARMSTRONG	2015-09-01
001	2013-01-01	SUZANNE ARMSTRONG	MARK ATKINSON	2014-08-06
001	2012-01-01	GUISELLE S. ALBRITTON	GUISELLE S. ALBRITTON	2013-09-30
001	2011-01-01	GUISELLE S ALBRITTON	GUISELLE S ALBRITTON	2012-10-15
001	2009-01-01	MICHAEL SIMPSON	SHERRIE TARPLEY	2010-10-14

Plan Statistics for ORTHOFIX 401K RETIREMENT PLAN

401k plan membership statisitcs for ORTHOFIX 401K RETIREMENT PLAN

Measure Date Value
2015: ORTHOFIX 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 790
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 567
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 245
Total of all active and inactive participants 2015-01-01 812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 812
Number of participants with account balances 2015-01-01 745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 71
2014: ORTHOFIX 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 733
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 463
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 315
Total of all active and inactive participants 2014-01-01 778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 778
Number of participants with account balances 2014-01-01 708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 80
2013: ORTHOFIX 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 813
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 530
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 198
Total of all active and inactive participants 2013-01-01 728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 731
Number of participants with account balances 2013-01-01 374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 76
2012: ORTHOFIX 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 816
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 558
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 250
Total of all active and inactive participants 2012-01-01 808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 809
Number of participants with account balances 2012-01-01 666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 84
2011: ORTHOFIX 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 608
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 582
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 228
Total of all active and inactive participants 2011-01-01 810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 812
Number of participants with account balances 2011-01-01 667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 77
2009: ORTHOFIX 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 522
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 505
Number of other retired or separated participants entitled to future benefits 2009-01-01 89
Total of all active and inactive participants 2009-01-01 594
Total participants 2009-01-01 594
Number of participants with account balances 2009-01-01 521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 106

Measure	Date	Value
2015: ORTHOFIX 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	790
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	567
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	245
Total of all active and inactive participants	2015-01-01	812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	812
Number of participants with account balances	2015-01-01	745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	71
2014: ORTHOFIX 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	733
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	463
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	315
Total of all active and inactive participants	2014-01-01	778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	778
Number of participants with account balances	2014-01-01	708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	80
2013: ORTHOFIX 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	813
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	530
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	198
Total of all active and inactive participants	2013-01-01	728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	731
Number of participants with account balances	2013-01-01	374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	76
2012: ORTHOFIX 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	816
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	558
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	250
Total of all active and inactive participants	2012-01-01	808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	809
Number of participants with account balances	2012-01-01	666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	84
2011: ORTHOFIX 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	608
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	582
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	228
Total of all active and inactive participants	2011-01-01	810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	812
Number of participants with account balances	2011-01-01	667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	77
2009: ORTHOFIX 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	522
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	505
Number of other retired or separated participants entitled to future benefits	2009-01-01	89
Total of all active and inactive participants	2009-01-01	594
Total participants	2009-01-01	594
Number of participants with account balances	2009-01-01	521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	106

Financial Data on ORTHOFIX 401K RETIREMENT PLAN

Measure	Date	Value
2015 : ORTHOFIX 401K RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$13,925
Total income from all sources (including contributions)	2015-12-31	$4,944,456
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$6,016,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,827,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,478,776
Value of total assets at end of year	2015-12-31	$39,654,364
Value of total assets at beginning of year	2015-12-31	$40,739,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$188,579
Total interest from all sources	2015-12-31	$55,176
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,961,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,961,806
Administrative expenses professional fees incurred	2015-12-31	$65,764
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,775,591
Participant contributions at end of year	2015-12-31	$1,152,139
Participant contributions at beginning of year	2015-12-31	$993,655
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$736,330
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$40,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$13,925
Other income not declared elsewhere	2015-12-31	$53,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,071,620
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$39,654,364
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$40,725,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$122,815
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$33,522,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$35,403,518
Interest on participant loans	2015-12-31	$55,176
Value of interest in common/collective trusts at end of year	2015-12-31	$4,807,188
Value of interest in common/collective trusts at beginning of year	2015-12-31	$3,895,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$132,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$446,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$446,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,628,214
Net investment gain or loss from common/collective trusts	2015-12-31	$23,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,966,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,827,497
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN	2015-12-31	752919818
2014 : ORTHOFIX 401K RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$13,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$53,629
Total income from all sources (including contributions)	2014-12-31	$6,892,647
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$6,567,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,386,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,162,938
Value of total assets at end of year	2014-12-31	$40,739,909
Value of total assets at beginning of year	2014-12-31	$40,454,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$180,409
Total interest from all sources	2014-12-31	$44,955
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$6,801,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$6,801,998
Administrative expenses professional fees incurred	2014-12-31	$66,966
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,232,337
Participant contributions at end of year	2014-12-31	$993,655
Participant contributions at beginning of year	2014-12-31	$729,610
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$337,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$13,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$53,629
Other income not declared elsewhere	2014-12-31	$49,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$325,537
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$40,725,984
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$40,400,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$113,443
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$35,403,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$35,410,217
Interest on participant loans	2014-12-31	$44,955
Value of interest in common/collective trusts at end of year	2014-12-31	$3,895,975
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,822,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$446,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$446,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$446,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-5,237,807
Net investment gain or loss from common/collective trusts	2014-12-31	$70,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,592,837
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$45,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,386,701
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN	2014-12-31	752919818
2013 : ORTHOFIX 401K RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$53,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$12,333,972
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$9,433,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$9,372,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$5,218,088
Value of total assets at end of year	2013-12-31	$40,454,076
Value of total assets at beginning of year	2013-12-31	$37,499,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$61,077
Total interest from all sources	2013-12-31	$37,609
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,997,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,997,321
Administrative expenses professional fees incurred	2013-12-31	$61,077
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$3,360,870
Participant contributions at end of year	2013-12-31	$729,610
Participant contributions at beginning of year	2013-12-31	$660,305
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$507
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$305,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$53,629
Other income not declared elsewhere	2013-12-31	$-102,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,900,680
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$40,400,447
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$37,499,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$35,410,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$31,591,790
Interest on participant loans	2013-12-31	$37,609
Value of interest in common/collective trusts at end of year	2013-12-31	$3,822,410
Value of interest in common/collective trusts at beginning of year	2013-12-31	$4,728,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$446,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$305,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$305,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$5,241,296
Net investment gain or loss from common/collective trusts	2013-12-31	$-57,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,551,812
Employer contributions (assets) at end of year	2013-12-31	$45,610
Employer contributions (assets) at beginning of year	2013-12-31	$212,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$9,372,215
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN	2013-12-31	752919818
2012 : ORTHOFIX 401K RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$10,133,545
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$6,845,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$6,709,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$5,882,278
Value of total assets at end of year	2012-12-31	$37,499,767
Value of total assets at beginning of year	2012-12-31	$34,211,609
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$135,964
Total interest from all sources	2012-12-31	$35,055
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,163,956
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,163,956
Administrative expenses professional fees incurred	2012-12-31	$62,896
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$3,443,246
Participant contributions at end of year	2012-12-31	$660,305
Participant contributions at beginning of year	2012-12-31	$825,780
Participant contributions at end of year	2012-12-31	$507
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$333,675
Administrative expenses (other) incurred	2012-12-31	$23,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,288,158
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$37,499,767
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$34,211,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$49,425
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$31,591,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$29,106,416
Interest on participant loans	2012-12-31	$35,055
Value of interest in common/collective trusts at end of year	2012-12-31	$4,728,830
Value of interest in common/collective trusts at beginning of year	2012-12-31	$4,279,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$305,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,950,178
Net investment gain or loss from common/collective trusts	2012-12-31	$102,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,105,357
Employer contributions (assets) at end of year	2012-12-31	$212,781
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$6,709,423
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SALMON SIMS THOMAS
Accountancy firm EIN	2012-12-31	050568611
2011 : ORTHOFIX 401K RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-1,789,010
Total unrealized appreciation/depreciation of assets	2011-12-31	$-1,789,010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$4,148,247
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$6,470,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$6,338,978
Expenses. Certain deemed distributions of participant loans	2011-12-31	$11,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,766,685
Value of total assets at end of year	2011-12-31	$34,211,609
Value of total assets at beginning of year	2011-12-31	$36,533,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$120,410
Total interest from all sources	2011-12-31	$27,438
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$99,573
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$99,573
Administrative expenses professional fees incurred	2011-12-31	$66,515
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$3,548,137
Participant contributions at end of year	2011-12-31	$825,780
Participant contributions at beginning of year	2011-12-31	$964,032
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$167,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-2,322,301
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$34,211,609
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$36,533,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$25,626
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$29,106,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,371,020
Interest on participant loans	2011-12-31	$27,438
Value of interest in common/collective trusts at end of year	2011-12-31	$4,279,171
Value of interest in common/collective trusts at beginning of year	2011-12-31	$24,189,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$8,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$8,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$43,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,050,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$6,338,978
Contract administrator fees	2011-12-31	$28,269
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2011-12-31	346565596
2010 : ORTHOFIX 401K RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$4,448,857
Total income from all sources (including contributions)	2010-12-31	$11,377,302
Total of all expenses incurred	2010-12-31	$3,194,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,081,073
Expenses. Certain deemed distributions of participant loans	2010-12-31	$28,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$6,675,594
Value of total assets at end of year	2010-12-31	$36,533,910
Value of total assets at beginning of year	2010-12-31	$23,902,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$84,549
Total interest from all sources	2010-12-31	$40,528
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$4,012,415
Participant contributions at end of year	2010-12-31	$964,032
Participant contributions at beginning of year	2010-12-31	$714,013
Participant contributions at beginning of year	2010-12-31	$549
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$386,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$8,182,718
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$36,533,910
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$23,902,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,371,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$19,024,412
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$15,930
Interest on participant loans	2010-12-31	$40,528
Value of interest in common/collective trusts at end of year	2010-12-31	$24,189,892
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,559,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$8,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$970,208
Net investment gain or loss from common/collective trusts	2010-12-31	$3,690,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,276,507
Employer contributions (assets) at beginning of year	2010-12-31	$1,585,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,081,073
Contract administrator fees	2010-12-31	$84,549
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2010-12-31	346565596

Form 5500 Responses for ORTHOFIX 401K RETIREMENT PLAN

2015: ORTHOFIX 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOFIX 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOFIX 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOFIX 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORTHOFIX 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ORTHOFIX 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORTHOFIX US LLC
Employer identification number (EIN):	752608036
NAIC Classification:	339110

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2843958