Cubic Corporation Pension Plan — Form 5500 plan (Cubic Corporation)
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, Cubic Corporation Pension Plan is a benefit plan reported by Cubic Corporation under EIN 95-1678055 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,923 participants and $78,358,009 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$78.4MPlan net assets, end of year$78,358,009
Participants1.9KCovered participants reported1,923
Assets / participant$40.7KComputed: assets ÷ participants$40,748 (computed)
Provider compensation$231.8K6 Schedule C provider row(s)$231,770
- Plan sponsor
- Cubic Corporation
- EIN
- 95-1678055
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,923 | H, C | 20250625110616NAL0011426752001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$78.4M total assets
Net assets$78.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $78,358,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,358,009
- Net assets (BOY)
- $73,532,531
Income & contributions
- Total contributions
- $0
- Total income / additions
- $11,811,774
Expenses & distributions
- Benefits paid
- $6,543,205
- Administrative expenses
- $443,091
- Total expenses
- $6,986,296
- Net increase / (decrease)
- $4,825,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | INVESTMENT MANAGER | $219,984 | $0 | 2023 |
| Us Bank | CUSTODIAN | $27,650 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas, P.C. | ACCOUNTING/AUDIT | $25,279 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance Services | NONE | $3,500 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | INVESTMENT MANAGER | $2,420 | $0 | 2023 |
| Prudential Insurance Co. | CUSTODIAN | $79,770 | -$126,833 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cubic Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Mercer Investments LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Cbiz Cpas, P.C. — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation