Plan5500

Livanova Usa, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Livanova Usa, Inc. (EIN 76-0236465) is a plan sponsor located in Houston, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
76-0236465
Location
Houston, TX
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Livanova Usa, Inc.

  • 3 loaded plans hold $240.8M in reported assets.
  • The largest, Livanova Us Employee Retirement Savings Plan, holds 97% of this company's reported plan assets.
  • Plans cover 3,391 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$240.8MSummed across loaded plans$240,821,748
Total reported assets$240.8M$240,821,748
Total reported participants3.4K3,391
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$240.8M total assets
Net assets$240.8MLiabilities$0
Contributions & income
Employer contributions$8.2M
Participant contributions$14.4M
Total income / additions$60M
Expenses & distributions
Benefits paid / distributions$30M
Total expenses$30.1M
Net increase / (decrease)$29.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets97%Livanova Us Employee Retirement Savings Plan
Participants per plan1,130Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Livanova Us Employee Retirement Savings Plan$233.2M
    Plan #002 · 2,013 participants · 2023
  2. 2
    Livanova Usa,Inc. Cash Balance Retirement Plan$7.7M
    Plan #003 · 173 participants · 2023
  3. 3
    Livanova Usa, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 1,205 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Livanova Usa, Inc.. Open one for its full reported snapshot.

  1. 2023
    Livanova Usa,Inc. Cash Balance Retirement Plan173 participants · 2Sch H
    View filing →
  2. 2023
    Livanova Us Employee Retirement Savings Plan2,013 participants · 2Sch HSch C
    View filing →
  3. 2023
    Livanova Usa, Inc. Health And Welfare Plan1,205 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Livanova Usa, Inc. report on Form 5500?
Livanova Usa, Inc. (EIN 76-0236465) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Livanova Usa, Inc.?
The Employer Identification Number (EIN) reported for Livanova Usa, Inc. is 76-0236465.
What is the latest Form 5500 filing year for Livanova Usa, Inc.?
The latest loaded Form 5500 filing year for Livanova Usa, Inc. is 2023.

Related Form 5500 pages