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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,470 | H, C | 20240702132804NAL0005004177001 |
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $214,046 | not reported in the loaded dataset | 2023 |
| Burnham Gibson Wealth Advisors LLC | ADVISOR | $68,147 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,397 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cue Health Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Voorhees, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation