Cue 401(K) Plan — Form 5500 plan (Cue Health Inc.)

Plain-English plan 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, Cue 401(K) Plan is a benefit plan reported by Cue Health Inc. under EIN 27-1562193 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,470 participants and $29,646,993 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cue Health Inc.
EIN
27-1562193
Plan number
001
Plan type
2
Location
Voorhees, NJ
Latest filing year
2023
Participants
1,470
End-of-year plan assets
$29,646,993

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,470H, C20240702132804NAL0005004177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,646,993
Total liabilities (EOY)
$0
Net assets (EOY)
$29,646,993
Net assets (BOY)
$19,680,593

Income & contributions

Employer contributions
$3,264,836
Participant contributions
$6,742,174
Total contributions
$11,777,912
Total income / additions
$16,193,531

Expenses & distributions

Benefits paid
$5,870,315
Administrative expenses
$300,589
Total expenses
$6,227,131
Net increase / (decrease)
$9,966,400

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$214,046not reported in the loaded dataset2023
Burnham Gibson Wealth Advisors LLCADVISOR$68,147not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$14,397not reported in the loaded dataset2023

Related Form 5500 pages