2023 Form 5500 filing — Cubrc And Avarint Employee Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004090038NAL0020070960001) for Cubrc And Avarint Employee Retirement Plan, reported by Cubrc, Inc. under EIN 22-2505934 and plan number 002. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004090038NAL0020070960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cubrc, Inc.
- EIN
- 22-2505934
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,451,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,451,674
- Employer contributions
- $1,810,713
- Participant contributions
- $1,956,082
- Total income / additions
- $11,082,292
- Benefits paid
- $2,042,710
- Administrative expenses
- $98,423
- Total expenses
- $2,141,133
- Net increase / (decrease)
- $8,941,159
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $60,423 | not reported in the loaded dataset |
| Equitable Advisors LLC | ADVISOR | $38,000 | not reported in the loaded dataset |