Plan5500

Cubrc And Avarint Employee Retirement Plan — Form 5500 plan (Cubrc, 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, Cubrc And Avarint Employee Retirement Plan is a benefit plan reported by Cubrc, Inc. under EIN 22-2505934 and plan number 002. The latest loaded filing year is 2023. The filing reports 234 participants and $42,451,674 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cubrc, Inc.
EIN
22-2505934
Plan number
002
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
Participants
234
End-of-year plan assets
$42,451,674

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241004090038NAL0020070960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,451,674
Total liabilities (EOY)
$0
Net assets (EOY)
$42,451,674
Net assets (BOY)
$33,510,515

Income & contributions

Employer contributions
$1,810,713
Participant contributions
$1,956,082
Total contributions
$4,539,317
Total income / additions
$11,082,292

Expenses & distributions

Benefits paid
$2,042,710
Administrative expenses
$98,423
Total expenses
$2,141,133
Net increase / (decrease)
$8,941,159

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$60,423not reported in the loaded dataset2023
Equitable Advisors LLCADVISOR$38,000not reported in the loaded dataset2023

Related Form 5500 pages