2023 Form 5500 filing — Cubic Corporation Pension 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 20250625110616NAL0011426752001) for Cubic Corporation Pension Plan, reported by Cubic Corporation under EIN 95-1678055 and plan number 002. It reports 1,923 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$78.4MReported net assets$78,358,009
Participants1.9K1,923
Provider compensation$231.8K6 Schedule C row(s)$231,770
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250625110616NAL0011426752001
- Plan sponsor
- Cubic Corporation
- EIN
- 95-1678055
- Plan number
- 002
- Location
- San Diego, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$78.4M total assets
Net assets$78.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $78,358,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,358,009
- Total income / additions
- $11,811,774
- Benefits paid
- $6,543,205
- Administrative expenses
- $443,091
- Total expenses
- $6,986,296
- Net increase / (decrease)
- $4,825,478
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | INVESTMENT MANAGER | $219,984 | $0 |
| Us Bank | CUSTODIAN | $27,650 | not reported in the loaded dataset |
| Cbiz Cpas, P.C. | ACCOUNTING/AUDIT | $25,279 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services | NONE | $3,500 | not reported in the loaded dataset |
| State Street Global Advisors Trust | INVESTMENT MANAGER | $2,420 | $0 |
| Prudential Insurance Co. | CUSTODIAN | $79,770 | -$126,833 |